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Gridlex

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4 reviews
  • 1 profiles
  • 7 categories
Average star rating
4.9
Serving customers since
2011
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Gridlex Ultra Customizable AI CRM for Your Industry

4 reviews

Gridlex’s Ultra Customizable AI CRM is an industry-focused platform that unifies sales, service, marketing, and customer data management into one powerful environment. Unlike one-size-fits-all CRMs, Gridlex is engineered for flexibility, giving organizations in sectors such as Biopharma, Medical Devices, F&B, LBM, MEA, GovCon, Architecture, and Engineering Services the ability to mold the system around their exact workflows, compliance needs, and business processes. With core capabilities for prospecting, pipeline and opportunity management, account and contact tracking, customer service, SLA enforcement, omnichannel support, marketing automation, campaign tracking, and event lead capture, Gridlex ensures the entire customer journey is managed seamlessly. At the foundation is Customer Master Data Management (MDM), which consolidates and governs customer data across all functions, providing a single source of truth that drives smarter decisions. The platform is enhanced with AI agents that streamline and elevate sales, service, and marketing performance. The AI Prospecting Agent identifies and qualifies high-value leads, while the Inbound Lead & Response Agent engages prospects instantly with contextual replies. The Pipeline Management Agent keeps opportunities clean, predicts deal outcomes, and flags risks, while the Next Best Action Agent guides sales and service teams toward the most impactful next steps. Service teams gain efficiency through the AI Customer Service Agent and AI Knowledge Agent, which provide real-time insights, responses, and ticket resolution. Supporting all of this, the AI Workflow Automation and Data Enrichment Agents maintain high-quality data, automate routine processes, and ensure sales and service teams always work with the most accurate information. Beyond AI, Gridlex offers deep customization across every layer of the CRM. From custom models, apps, forms, fields, reports, and dashboards to tailored UX, workflows, and integrations, organizations can shape the system to reflect their exact business logic. Features such as SSO integration, seamless data migration, and shared inboxes further enhance usability and adoption. Combined with dedicated customer success support, Gridlex ensures smooth implementation, scalability, and long-term adaptability.

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Gridlex Reviews

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Vinoth  S.
VS
Vinoth S.
08/30/2022
Validated Reviewer
Review source: Organic
Verified User in Biotechnology
AB
Verified User in Biotechnology
08/24/2022
Validated Reviewer
Verified Current User
Review source: Organic

Powerful Customization for your business

Ability to customize CRM profiles and associated permissions for our specific industry use case. Top-notch customer success team that allows us to be successful. Lastly, the speed of updates and changes is phenomenal.
Verified User in Medical Devices
AM
Verified User in Medical Devices
08/15/2022
Validated Reviewer
Verified Current User
Review source: Organic

Fantastic Experience with Gridlex

Gridlex Zip has simplified and automated our CRM. We converted from SalesForce and never looked back. The team is fantastic to work with and has customized the platform perfectly for us. They are an excellent partner for us.

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HQ Location:
Orlando, US

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@Gridlex3

What is Gridlex?

Gridlex provides an Ultra Customizable AI CRM that equips businesses with a powerful, industry-focused platform to streamline customer management and service.

Details

Year Founded
2011