Gridlex’s AI CRM creates and delivers industry-expert-level content for campaigns, lead generation, pipeline management, and more.
Compare All Features
Detailed breakdown of what's included in each plan
| Features |
Start
$999
/month
8 Users Included
|
Rise
$1499
/month
15 Users Included
|
Grow
$1,999
/month
20 Users Included
|
Scale
Contact for Details
|
|---|---|---|---|---|
| Industry Expert Content | ||||
|
Industry Expert Briefs
Short, insight-packed summaries for quick industry updates and customer education.
|
10/Month |
40/Month |
60/Month |
Custom |
|
Industry Blogs and Sites
Publish high-quality, authoritative articles tailored to your blogs and sites
|
4/Month |
20/Month |
40/Month |
Custom |
|
Industry Expert Newsletter Content & Delivery
Curated newsletters combining industry expert briefs and articles
|
||||
|
Industry Expert Social Media Posting
Automated posting of industry expert briefs and articles to position your brand as a thought leader.
|
||||
|
Industry Expert Sales Follow-Up Emails
Sales follow up emails integrated with industry expert briefs and articles
|
||||
|
Industry Expert Sales Outreach Emails
Personalized, industry-informed outreach sequences built on industry expert briefs and articles
|
||||
| Industry Expert AI CRM | ||||
|
Organization & Contact Management
Manage accounts, contacts, and relationships with AI-driven insights contextualized for your industry.
|
||||
|
Opportunity & Pipeline Management
Track deals, bids, and projects with workflows and stages tailored to your sector.
|
||||
|
Tasks & Activities
Coordinate calls, meetings, and follow-ups automatically linked to your opportunities and contacts.
|
||||
|
Email & Communication Tracking
Sync outreach, follow-ups, and newsletters to maintain a single source of truth for every interaction.
|
||||
|
Quotes, Proposals & CPQ
Generate professional, industry-specific quotes and proposals with AI-assisted pricing and scope guidance.
|
||||
|
Industry AI Insights
Surface predictive insights and expert recommendations based on industry data and deal history.
|
||||
|
Territory Management
Define, assign, and optimize territories by geography, vertical, or account segment to balance workloads and coverage.
|
||||
|
Reporting & Dashboards
Visualize performance with real-time, role-based dashboards and analytics tailored to your business units.
|
||||
|
Workflow Automation
Automate handoffs, reminders, and approvals to reduce manual tasks and increase velocity.
|
||||
|
Shared Inboxes
Collaborate with team-shared email inboxes linked to workflows.
|
||||
|
Master Data Management
Merge and manage core data across models and sources.
|
||||
|
Portals
External interfaces for customers, partners, or suppliers to engage.
|
||||
|
Multi Entities
Support regions, subsidiaries, or business units within one system.
|
||||
|
Test Entities
Sandbox environments to test setups before going live
|
||||
|
Single Sign On (SSO) Integration
Simplify user access with a single authentication point across all applications.
|
||||
| Ultra Customization | ||||
|
Custom Models
Develop database-like structures that can interlink with other models and fields for enhanced data management.
|
||||
|
Custom Apps
Build applications that are uniquely suited to your business processes and requirements.
|
||||
|
Custom Fields
Tailor data fields to match the unique data capture requirements of your business.
|
||||
|
Custom Forms
Design forms that align with your operational processes and user needs.
|
||||
|
Custom UX
Create a user experience that is intuitive and bespoke to your organizational workflow.
|
||||
|
Custom Reports
Generate reports that are specifically aligned with your business metrics and analysis needs.
|
||||
|
Custom Permissions
Define granular access rules across users, units, fields, and lists.
|
||||
|
Custom Widgets
Embed custom components into app layouts for tailored user experiences.
|
||||
| AI Capabilities, Automation & Agents | ||||
|
AI Agents
Use AI Agents to parse unstructured data, auto-generate content, interpret user inputs, and more in real time.
|
||||
|
Automations
Build rule-based workflows to handle repetitive tasks, real-time triggers, and dynamic updates.
|
||||
|
AI Usage
AI & LLM-powered features with usage metering included per plan.
|
$25 Included |
$50 Included |
$100 Included |
Contact for Details |
| Integrations | ||||
|
Standard Integrations
Connect with popular tools using pre-built Gridlex integrations.
|
||||
|
Custom Integrations
Build tailored integrations to meet specific data or workflow needs.
|
||||
| Support & Services | ||||
|
Configuration, Customization Support
Access dedicated support for tailoring the platform to meet your specific business needs.
|
One time |
Scheduled |
Scheduled |
On Call |
|
Data Migration and Loading
Efficiently transfer and organize existing data into the Gridlex system for immediate usability.
|
||||
Start
$999
/month
8 Users
Rise
$1499
/month
15 Users
Grow
$1,999
/month
20 Users
Scale
Contact
for Details
Custom
Industry Expert Content
Industry Expert Briefs
Short, insight-packed summaries for quick industry updates and customer education.
Industry Blogs and Sites
Publish high-quality, authoritative articles tailored to your blogs and sites
Industry Expert Newsletter Content & Delivery
Curated newsletters combining industry expert briefs and articles
Industry Expert Social Media Posting
Automated posting of industry expert briefs and articles to position your brand as a thought leader.
Industry Expert Sales Follow-Up Emails
Sales follow up emails integrated with industry expert briefs and articles
Industry Expert Sales Outreach Emails
Personalized, industry-informed outreach sequences built on industry expert briefs and articles
Industry Expert AI CRM
Organization & Contact Management
Manage accounts, contacts, and relationships with AI-driven insights contextualized for your industry.
Opportunity & Pipeline Management
Track deals, bids, and projects with workflows and stages tailored to your sector.
Tasks & Activities
Coordinate calls, meetings, and follow-ups automatically linked to your opportunities and contacts.
Email & Communication Tracking
Sync outreach, follow-ups, and newsletters to maintain a single source of truth for every interaction.
Quotes, Proposals & CPQ
Generate professional, industry-specific quotes and proposals with AI-assisted pricing and scope guidance.
Industry AI Insights
Surface predictive insights and expert recommendations based on industry data and deal history.
Territory Management
Define, assign, and optimize territories by geography, vertical, or account segment to balance workloads and coverage.
Reporting & Dashboards
Visualize performance with real-time, role-based dashboards and analytics tailored to your business units.
Workflow Automation
Automate handoffs, reminders, and approvals to reduce manual tasks and increase velocity.
Shared Inboxes
Collaborate with team-shared email inboxes linked to workflows.
Master Data Management
Merge and manage core data across models and sources.
Portals
External interfaces for customers, partners, or suppliers to engage.
Multi Entities
Support regions, subsidiaries, or business units within one system.
Test Entities
Sandbox environments to test setups before going live.
Single Sign On (SSO) Integration
Simplify user access with a single authentication point across all applications.
Ultra Customization
Custom Models
Develop database-like structures that can interlink with other models and fields for enhanced data management.
Custom Apps
Build applications that are uniquely suited to your business processes and requirements.
Custom Fields
Tailor data fields to match the unique data capture requirements of your business.
Custom Forms
Design forms that align with your operational processes and user needs.
Custom UX
Create a user experience that is intuitive and bespoke to your organizational workflow.
Custom Reports
Generate reports that are specifically aligned with your business metrics and analysis needs.
Custom Permissions
Define granular access rules across users, units, fields, and lists.
Custom Widgets
Embed custom components into app layouts for tailored user experiences.
AI Automation & Agents
AI Agents
Use AI Agents to parse unstructured data, auto-generate content, interpret user inputs, and more in real time.
Automations
Build rule-based workflows to handle repetitive tasks, real-time triggers, and dynamic updates.
AI Usage
AI & LLM-powered features with usage metering included per plan.
Integrations
Standard Integrations
Connect with popular tools using pre-built Gridlex integrations.
Custom Integrations
Build tailored integrations to meet specific data or workflow needs.
Support & Services
Configuration, Customization Support
Access dedicated support for tailoring the platform to meet your specific business needs.
Data Migration and Loading
Efficiently transfer and organize existing data into the Gridlex system for immediate usability.