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Gridlex Articles on CRM, Help Desk, Accounting, ERP, HR & Payroll Software

Invoicing Software for Wix - Everything You Need to Know

Posted In | CRM | Finance | Accounting Software

Invoicing is an essential part of running a successful business, but it can be time-consuming and tedious to create invoices manually. Fortunately, there are now invoicing software options specifically designed for merchants using Wix, a popular website builder and e-commerce platform. These invoicing tools allow you to easily create and send professional invoices to your clients, streamlining your billing process and saving you time. Read further to know more.

Invoicing Software for Shopify - Everything You Need to Know

Posted In | CRM | Finance | Accounting Software

Invoicing is a crucial aspect of running an online store, as it allows you to bill your customers for the products and services they have purchased. Manually creating and sending invoices can be time-consuming and error-prone, especially as your business grows. This is where invoicing software can help. These tools can streamline your invoicing process, saving you time and effort, and helping you get paid faster. Whether you're a small business owner, freelancer, or e-commerce entrepreneur, there is an invoicing software solution that will meet your needs.

E-Commerce Accounting, Invoicing & Expenses Software - Gridlex

Posted In | Help Desk | Finance | Accounting Software

E-commerce is an increasingly popular way for businesses to reach customers and sell products or services online. As the e-commerce industry continues to grow, so make the demands on business owners to effectively manage their financial operations. One tool that can help e-commerce businesses streamline their financial processes is accounting, invoicing, and expense software. In this article, we will introduce you to Gridlex Sky, a comprehensive software solution designed to help e-commerce businesses manage their finances more efficiently. We will discuss the key features of Gridlex and how it can benefit e-commerce businesses of all sizes. Whether you are just …

17 Best Practices to Improve Shared Inbox Management

Posted In | CRM | Help Desk | Finance | Accounting Software | Omnichannel Shared Inbox

Shared inboxes can be a great tool for teams that need to collaborate on email communication, but they can also be a source of confusion and frustration if they are not managed properly. To ensure that shared inboxes are used effectively and efficiently, it's important to establish clear rules and guidelines, use email management software, and establish a clear process for responding to messages. In this article, we'll explore 17 best practices for improving shared inbox management and making sure that your team is able to communicate effectively and efficiently through this important tool.

How to Pick a CRM for Biopharma & Medical Device Companies - A Checklist

Posted In | CRM | Biopharma and Medical Device

Choosing a CRM for your biopharma & medical devices company? Learn what to look for in a CRM to streamline operations, ensure data security, and enhance sales strategies.

What is Cost of Debt in Accounting?

Posted In | Finance | Accounting Software

The cost of debt is the interest rate that a company pays on its outstanding debt. This cost is usually a function of the company's credit rating, as well as the market conditions for the specific type of debt that the company has issued.

Track MIRFs with Ease Using Gridlex's Medical Science Liaison (MSL) CRM App

Posted In | CRM

Customer Relationship Management (CRM) applications mostly focus on marketing and sales as the primary user base. The needs of a Medical Science Liaison (MSL) is quite different from that of a representative working in sales or marketing. While the latter works towards improving sales through sales pitches, meetings, and presentations, MSLs work towards improving relationships and trust between parties involved through better engagement. Gridlex's MSL CRM application is unique since it is designed to cater to the MSLs as the primary user base.

3HC, one of North Carolina’s leading Home Health & Hospice agencies, leverages Gridlex’s CRM and integrates app suite to turbocharge operations

Posted In | CRM

3HC, one of North Carolina’s leading Home Health & Hospice agencies, implemented Gridlex’s CRM, service and analytics solutions to help automate and scale operations.

Lou Ann Jones, COO of 3HC, one of North Carolina’s leading Home Health & Hospice agencies, said: “Gridlex’s CRM and integrated application suite has taken our marketing, service and analytics functions to the next level. Organizations of all sizes struggle with having an integrated approach to operations. It may be a referral or lead on the front end and then tracking that all the way to service delivery quality. The underlying systems don’t integrate very well …

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  • Sectors
    • Biopharma
    • Medical Devices
    • Professional Services
  • AI App Builder Capabilities
    • Ultra Customization
      • Custom Apps
      • Custom Models
      • Custom Forms & Fields
      • Custom Page Layouts & Views
      • Custom UI & UX
      • Custom Permissions
      • Custom Reports & Analytics
      • Single Sign On (SSO) Integration
      • Custom Integration
      • Data Migration Importing & Loading
      • Ultra Customization Support
    • CRM
      • Lead Management
      • Contact Management
      • Organization Management
      • Activity Tracking
      • Opportunity Management
      • Pipeline Management
      • Contract Management
      • Workflow Automation
      • Marketing Campaign Management
      • Granular Role-Based Access Control
      • Reporting & Analytics
    • Service
      • Ticketing
      • Service Level Agreements (SLAs)
      • Canned responses
      • Knowledge Base Management
      • Approvals
    • CPQ
      • Product Configurator
      • Price Management
      • Quote Generation
      • Advanced Approval Workflows
      • Reporting and Analytics
    • ITSM
      • IT Service Management
      • IT Asset Management
      • IT Infrastructure Library
    • MDM
      • Data Integration
      • Data Quality Management
      • Master Data Governance
      • Data Synchronization
    • Shared Inbox
      • Multiple Shared Inboxes
      • Convert Email into Record
      • Custom Email Templates
      • Email Scheduling
      • Advanced Search
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