One Unified, AI-Powered Platform For All Your Medical Device Operations
From CRM x MDM and Portals to CPQ, QMS, Service, and Clinical Training—Gridlex combines all the critical integrated apps with embedded AI to help every team work smarter, faster, and more compliantly.
Gridlex Capabilities, Apps & Features for Medical Devices
Gridlex’s Unique Solutions for Medical Device Operations
No-Code, Ultra-Customizable AI Builder for Medical Devices
The Problem:
Medical Device companies operate under extreme complexity—balancing compliance, clinical outcomes, and commercial performance. But their tech stacks don’t keep up. Legacy CRMs and QMS tools are rigid and costly to customize. CPQ, service, and contract platforms were built for generic industries. Teams resort to spreadsheets, homegrown tools, and IT workarounds. Every change takes a ticket. Every integration is fragile. Innovation stalls. Compliance risk rises. And the business pays the price in cost, time, and missed opportunity.
How Gridlex Helps:
Gridlex unifies all core MedTech operations—CRM, QMS, CPQ, portals, and more—into a single no-code platform where teams can build custom apps without developers. Embedded AI automates workflows by parsing emails, PDFs, and forms to trigger next steps like updating records, routing approvals, or suggesting actions. Everything is connected, compliant, and scalable—eliminating integration overhead and empowering teams to innovate fast.
Unified CRM x MDM for Medical Device Operations
The Problem:
Medical Device companies juggle complex customer hierarchies—physicians, hospitals, IDNs, GPOs, reps, and distributors. Most operate on fragmented CRM and MDM stacks that were never built to handle healthcare-specific affiliations. This leads to broken rep assignments, lost training logs, outdated service data, and compliance issues. Middleware and batch jobs are used as band-aids—creating operational drag and increasing risk.
How Gridlex Helps:
Gridlex unifies CRM and MDM into a single zero-copy system purpose-built for medical device operations. HCPs, HCOs, reps, quotes, training logs, and Sunshine events all live relationally—no syncs, no duplicates. Reps get real-time access to territory changes. Service engineers can add new HCOs on the fly. Training records remain intact during merges. And compliance tracking happens automatically, with full data integrity. This isn’t just a system replacement—it’s a foundation for smarter, faster, and more compliant device operations.
Stakeholder Portals for Medical Device Operations
The Problem:
Every stakeholder—surgeons, hospital staff, distributors, clinical educators—needs specific access to documents, workflows, and support. But most device companies rely on disconnected portals (if any) and chaotic inbox-based workflows. This results in missed updates, manual back-and-forth, lost documentation, and compliance gaps.
How Gridlex Helps:
Gridlex enables white-labeled stakeholder portals that are deeply integrated with CRM, QMS, CPQ, and contract systems. HCPs can complete trainings, view service logs, or track Sunshine interactions. Hospitals can self-serve on ticket status and contract documents. Distributors can submit quotes and manage demo returns. Each portal enforces RBAC security, tracks activity, and feeds structured data into downstream systems. You get one system, tailored access, and full compliance—all without building new tools.
Superhuman Medical Device Reps: Intelligent Targeting and Next-Best Actions
The Problem:
Medical Device reps are asked to do everything—educate, sell, support, and navigate access. Yet they’re given flat target lists, outdated call plans, and siloed data. Signals like training completions, digital engagement, or payer wins never translate into real-time actions. As a result, reps miss high-potential opportunities and waste time on cold calls.
How Gridlex Helps:
Gridlex turns reps into strategic operators with AI-powered targeting built into the CRM. It ingests data from portals, marketing, contracts, and reimbursement, then prioritizes accounts and actions daily. If a surgeon downloads a procedure guide or a payer approves a claim, the rep gets a next-best-action alert with suggested messaging and collateral. Each rep works smarter, not harder—driving adoption, conversion, and customer success through dynamic, data-driven execution.
Contract Intelligence: Align Strategy with Execution in Medical Device Operations
The Problem:
In the medical device world, contracts aren’t just legal—they dictate what gets sold, serviced, and supported. Yet contracts are often managed offline, in PDFs or spreadsheets, disconnected from quoting, field activity, or SLAs. As a result, reps underutilize coverage, service teams miss entitlements, and contract renewals are reactive fire drills.
How Gridlex Helps:
Gridlex embeds contract intelligence directly into CRM, CPQ, service, and training workflows. Reps see what’s covered and at what terms in real time. CPQ pre-loads contract-specific SKUs and prices. Expiration alerts and utilization flags drive proactive renewals. Service and training tickets tie directly to SLAs. Whether you’re selling into an IDN or servicing a GPO account, Gridlex aligns your commercial execution with your contract strategy—automatically.
QMS + Functional Integration: From Field Action to Root Cause in One Connected System
The Problem:
Quality issues often start in the field—with a rep noticing a device quirk, a distributor logging a complaint, or a tech spotting a recurring fault. But most QMS platforms live in isolation, disconnected from service, training, and PLM. That delay breaks traceability and slows CAPA cycles—risking compliance and recall readiness.
How Gridlex Helps:
Gridlex embeds its composable QMS into the same system where reps, service, and support teams operate. Field activity—photos, serials, failure logs—automatically triggers CAPA workflows. Complaints logged by reps or distributors are tagged, routed, and tracked in real-time. Clinical educators can link training gaps to device issues. PLM and QMS data are unified, allowing engineering to detect early warning signals. The result: faster investigations, stronger traceability, and proactive compliance—not just box-checking.
CPQ for Medical Devices: Configured Right. Priced Fast. Closed Early.
The Problem:
Quoting in MedTech is complex—capital bundles, consumables, training, warranties, contract-specific pricing, and regulatory constraints. Yet most CPQ tools aren’t built for this. Reps rely on manual checklists, static price books, or generic CPQ platforms that can’t handle compatibility rules or real-time contract logic. The result? Delays, misquotes, escalations, and lost revenue.
How Gridlex Helps:
Gridlex delivers an intelligent CPQ engine built natively into your CRM, contracts, and service workflows. Reps configure quotes with product compatibility rules, pre-approved pricing, and embedded contract entitlements. Add-on services, training deliverables, and regulatory flags are auto-applied. Need a discount exception? Gridlex routes it instantly based on embedded thresholds and permissions. Whether quoting for a rep, distributor, or capital + consumable bundle, Gridlex ensures everything is accurate, auditable, and fast.
Customer Service, Shared Inbox, and Intelligent Ticketing for Medical Devices
The Problem:
When a device fails or a kit goes missing, it’s not just a service issue—it’s a patient care risk. Yet many medical device firms manage service through generic ticketing systems, shared inboxes, or siloed tools with no CRM or contract integration. This leads to delays, missed SLAs, and lost trust with hospitals, reps, and partners.
How Gridlex Helps:
Gridlex unifies ticketing, CRM, contracts, and QMS into one intelligent service platform. Every ticket—whether from an email, portal, or field rep—is automatically routed based on device ID, account, and SLA terms. Reps and partners see ticket status in real time. Support teams get full context from CRM, contract, and service history. Built-in dashboards ensure SLA compliance and surface recurring issues for quality review. Support isn’t an afterthought—it’s a fully integrated driver of customer satisfaction and compliance.
Service, Installation, and Maintenance Management: End-to-End Visibility for Every Device in the Field
The Problem:
Install logs in Excel. Maintenance notes in field engineer notebooks. Warranty data in contracts. QMS in a separate tool. This is how most MedTech companies track the lifecycle of their devices—disconnected, delayed, and reactive. The result? Missed warranties, delayed service, and compliance gaps.
How Gridlex Helps:
Gridlex ties install, maintenance, and service workflows directly into CRM, QMS, and CPQ. Every device—by serial, batch, and site—is tracked from install through service and decommission. Field engineers log visits, photos, and components in real-time. Service issues auto-trigger quality workflows. Hospitals can check install or maintenance logs via self-service portals. SLA compliance is built in. You get one complete, real-time, regulatory-ready timeline for every asset you’ve ever placed.
Clinical & Nurse Educator Activity Management: Structured, Compliant Tracking for Training and Case Support
The Problem:
Clinical educators play a pivotal role in adoption and safety—training surgeons, supporting live cases, and ensuring protocols are followed. Yet their work is often logged in Word docs, spreadsheets, or disconnected systems. This leads to poor visibility, missed training obligations, and compliance risk—especially with Sunshine and contract-driven requirements.
How Gridlex Helps:
Gridlex enables structured, real-time logging of educator activity—fully integrated with CRM, contracts, QMS, and compliance. Whether it's case support, in-service training, or post-market observations, every session is tied to HCPs, facilities, products, and contract SLAs. Trainers can log observations and escalate issues to quality. Reps can request educator support with full coordination and audit trails. From strategic planning to compliance defense, Gridlex turns clinical education into a measurable, operational asset.
Trial, Demo, and Sample Tracking: Full Visibility and Compliance for Every Unit in the Field
The Problem:
Demo kits, loaner units, and regulated samples are essential to Medical Device sales. But most companies track them via spreadsheets, emails, or tribal knowledge. Kits go missing. Sunshine reporting falls behind. Sales attribution is guesswork. And compliance? Often compromised.
How Gridlex Helps:
Gridlex brings demo, trial, and sample tracking directly into your CRM and commercial workflows. Reps log placements, track returns, and trigger follow-ups with structured metadata—serials, durations, linked HCPs, and contract status. Sunshine-qualifying samples are auto-logged for reporting. Demo usage flows into CPQ, order attribution, and training logs. No more lost inventory, no more audit gaps. Just full visibility and compliance from placement to conversion.
Market Access and Reimbursement Management: Tools for Planning, Coding, and Claim Execution in One Platform
The Problem:
You can have the best product—but if it’s not covered or reimbursed, you won’t win the sale. And yet, most device firms manage reimbursement and market access manually. Payer policy changes, prior auth workflows, and reimbursement calls are logged in siloed systems (or not at all), leaving reps and support teams flying blind.
How Gridlex Helps:
Gridlex unifies access and reimbursement workflows across commercial and support teams. From GPO strategy and payer policy alerts to prior auth tracking and hotline support tickets—everything is structured, searchable, and tied to CRM, SKUs, and contracts. Teams collaborate on payer changes, reps see reimbursement status in real-time, and access managers get full visibility into coverage gaps and utilization trends. With Gridlex, access becomes execution—not just strategy.
Access to ERP & Inventory: Financial and Inventory Insights for Reps—Without the Risk
The Problem:
Reps are expected to act like strategic business partners—forecast revenue, manage risk, and understand profitability. But without access to ERP systems, they’re flying blind. Meanwhile, finance teams fear exposing sensitive data, and IT dreads maintaining fragile integrations. The result? Quote delays, stock misalignment, credit surprises, and lost deals.
How Gridlex Helps:
Gridlex gives Medical Device reps real-time access to key ERP and inventory insights—securely, and without backdoor access to core financial systems. Reps can check account payment status, credit utilization, invoice history, and inventory levels by warehouse. All data is filtered by role, territory, and permission. That means smarter quotes, fewer surprises, and stronger commercial decision-making—without compromising compliance or security.
CRM-Integrated Marketing Campaigns: Rep-Triggered, Targeted Outreach That Drives Action
The Problem:
Marketing builds campaigns, reps log calls—but they rarely work in sync. Most campaigns run blind to CRM context, and reps can’t trigger or personalize outreach based on real-time engagement. This disconnect leads to low conversion, misaligned messaging, and wasted effort across both teams.
How Gridlex Helps:
Gridlex embeds marketing directly into the CRM workflow. Reps, managers, or educators can launch pre-approved email sequences, educational content, or follow-up campaigns based on real-time actions—like installs, training completions, or clinical engagement. Campaigns track HCP engagement, alert reps to high-signal activity, and feed real metrics back into dashboards. Every campaign touchpoint is tied to rep activity and territory goals. Gridlex closes the loop between marketing strategy and field execution—seamlessly.
AI Coaching and Rep Development: Smarter Selling Through Embedded Guidance
The Problem:
Reps are on their own. Traditional CRMs log activity but offer no real-time guidance. Coaching happens post-hoc, inconsistently, and often too late to change outcomes. The result? Inconsistent messaging, compliance misses, and reps who don’t know what’s working and why.
How Gridlex Helps:
Gridlex embeds AI coaching directly into rep workflows. As reps prepare for visits, log calls, or follow up on installs, Gridlex surfaces real-time prompts: contract reminders, compliance alerts, content suggestions, and talking points based on past activity. Managers get coaching dashboards and intervention flags. Reps learn from top performers, with prompts that evolve based on outcomes. From Sunshine compliance to product positioning, Gridlex turns your CRM into a real-time coach—not just a tracker.
Web-Based Visual Aids and Procedural Content: Deliver Training and Selling Tools That Actually Work in the Field
The Problem:
In Medical Devices, reps and clinical educators rely on visual aids to explain complex procedures, guide device setup, and train staff. But most content lives in static PDFs, rogue file shares, or outdated printouts—making it hard to access, track, or version. Worse, reps often share materials without compliance controls or insight into what actually works.
How Gridlex Helps:
Gridlex brings visual content into the heart of CRM and Portal workflows. Reps, educators, and HCPs access procedural videos, annotated diagrams, training decks, and IFUs—anywhere, anytime. Materials are role-based, version-controlled, and tracked in real-time. Whether it’s an OR support session, an install follow-up, or a rep preparing for a committee presentation, Gridlex ensures the right message, at the right time, with full compliance and field effectiveness built in.
Reporting and Analytics Integration: Unified Insights Across Sales, Service, and Quality
The Problem:
Device companies are drowning in data—but it’s fragmented across CRMs, QMS tools, ticketing systems, and spreadsheets. Teams spend more time reconciling dashboards than driving decisions. And when something goes wrong—be it a service gap, quality issue, or missed target—nobody has the full picture.
How Gridlex Helps:
Gridlex unifies data from across CRM, service, quality, access, and marketing in one real-time analytics layer. Dashboards show the full lifecycle of customer engagement—from install to complaint to reorder. Sales sees quote velocity, service sees SLA risk, and quality sees issue trends—filtered by product, region, or account. No ETL jobs. No third-party BI tools. Just composable, actionable intelligence embedded in your operational platform. Gridlex turns data into decisions—without delays.