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Articles about CRM by Gridlex

Why Building Materials Distributors Are Ditching Patchwork Software for AI-Driven No-Code Platforms

Posted In | CRM | Help Desk | Finance | Accounting Software | Architecture Firms

This article explores how LBM distributors can rapidly build and deploy custom operational tools using a no-code AI builder, without relying on IT teams or patchwork software. From managing submittals to automating compliance data entry, this approach turns operational complexity into a self-service advantage.

Automate Attendee Matching, Expense Submission, and Sunshine Reporting with Gridlex AI For Biopharma

Posted In | CRM

Field events are valuable touchpoints for biopharma reps—but the post-event admin work is burdensome and compliance-sensitive. This article outlines how Gridlex uses AI to automate the entire workflow: matching attendees to NPIs and licenses, parsing receipts, prorating expenses, and generating Sunshine Act-ready reports. Reps can submit a sign-in sheet or upload a receipt, and Gridlex handles the rest—integrating data into CRM, expense platforms, and compliance records in real time. This reduces manual effort, improves accuracy, and ensures audit-ready Sunshine transparency with no third-party tools or workflows required.

How Architecture Firms Can Build Client, Consultant, and Owner Portals In-House Using No-Code Tools

Posted In | CRM | Help Desk | Architecture Firms

Architecture firms often require custom portals to serve diverse external stakeholders—clients, consultants, and building owners—but lack the IT resources to build them. This article explores how Gridlex’s no-code builder allows studio leads to create fully functional, role-based portals for approvals, submittals, and issue logging—no coding required.

Too Many Tools, Not Enough Integration: Why Engineering Firms Need to Consolidate Their Software Stack

Posted In | CRM

Engineering firms often rely on too many disjointed tools to manage everyday workflows—CRM, project tracking, QA logs, ticketing, and more. This article explores how Gridlex enables firms to consolidate their operational tech stack into one no-code, unified platform, reducing complexity, improving collaboration, and lowering costs.

Medical Device Reps Don’t Need More Data. They Need More Time.

Posted In | CRM

Medical Device reps are buried in compliance tasks, CRM screens, and admin overhead. Gridlex uses AI to quietly automate the busywork—recommending next actions, guiding rep focus, and embedding contract and compliance signals into the daily workflow.

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Gridlex

Gridlex’s AI CRM creates and delivers industry-expert-level content for campaigns, lead generation, pipeline management, and more to help drive sales and marketing objectives.

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