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Articles about Finance by Gridlex

Why Food & Beverage Distributors Must Transform Post-Sale Service to Stay Competitive

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

Food & beverage distributors face rising demands for responsive, traceable customer service. Traditional ticketing and inbox tools fail to support complex cross-functional workflows involving logistics, finance, QA, and compliance. This article explores how modern, role-based ticketing systems—linked to orders, lots, and returns—are reshaping post-sale service in distribution, and how Gridlex enables this with deeply customizable, AI-powered workflows.

Unlocking Revenue Visibility for Machinery & Equipment Distributors—Without Exposing Your ERP

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

Machinery and equipment distributors often struggle to give sales teams account-level financial insights without compromising ERP integrity. Gridlex delivers role-based visibility into revenue, collections, and margin data—embedded within CRM and CPQ tools—without opening access to the accounting system.

Unified MDM x CRM for Medical Device Companies: One System. One Truth

Posted In | CRM | Finance | Accounting Software | Ticketing Software | Architecture Firms

Medical Device companies still separate CRM and MDM due to legacy limitations. Gridlex offers a unified, AI-powered system combining both, eliminating costly integrations and data sync inefficiencies while ensuring compliance, accuracy, and speed across operations.

Revolutionize Your E-Commerce Business with Gridlex's Unified Software Solution

Posted In | CRM | Help Desk | Finance | Accounting Software | HRMS | Timesheet | Calling Solution | E Commerce Companies

In today's fast-paced e-commerce landscape, businesses need to stay agile and efficient to keep up with the competition. With a multitude of tasks to manage and an ever-increasing demand for accuracy and speed, e-commerce companies often struggle to maintain a streamlined workflow. Gridlex has developed a unified software solution that addresses the unique needs of e-commerce companies by offering a suite of integrated applications under one price. These powerful tools aim to reduce manual work, eliminate copy/paste errors, increase focus, and lower costs for e-commerce companies looking to optimize their operations.

The Evolution of Accounting: A Look Back at the History and Future of Accounting Software

Posted In | Finance | Accounting Software

Accounting is a practice that dates back thousands of years, with the earliest records of financial transactions found in ancient civilizations. Over the centuries, accounting methods have continuously evolved to adapt to the changing needs of societies and advancements in technology. In this article, we will take a look back at the history of accounting and explore the future of accounting software, highlighting the innovations that have shaped and will continue to shape the field.

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  • Sectors
    • Life Sciences
      • Biopharma
      • Medical Devices
    • Professional Services
      • Architecture Firms
      • Engineering Services
      • Government Contracting
    • Wholesalers & Distributors
      • Food & Beverages
      • Lumber and Building Materials
      • Appliances, Machinery & Equipment
  • 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
    • AI Capabilities
      • Workflow-Driven AI Automation
      • Unstructured to Structured Data Conversion
      • AI-Powered Document Understanding
      • Smart Email and Inbox Automation
      • Knowledge Base Generation
      • AI-Enabled Easy Form Entry
      • Customer and Case Intelligence
      • Data Validation and Anomaly Detection
      • Dynamic Content Creation
      • AI-Enabled Data Collection via Portals
    • 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
  • Services
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    • AI, ML & Data Engineering
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  • Resources
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