Gridlex
by Gridlex
What Gridlex is
Gridlex is a web-based business platform from a maker headquartered in Orlando, Florida. It presents an Industry Expert AI CRM alongside Zero-Copy MDM, data intelligence, analytics, apps, and agents. Listed industry solutions cover biopharma, medical devices, and home health and hospice. Capabilities include a visual sales pipeline, marketing automation, AI-powered automation, document parsing, smart email processing, and extensible data modeling. Teams can customize models, apps, fields, forms, page layouts, user experience, reports, permissions, and widgets. Named integrations include QuickBooks, Xero, Sage, Cin7, HubSpot, and Salesforce. Custom connections can use any API, OAuth 2.0, webhooks, Basic Auth, Bearer Token, and real-time data sync. Gridlex states that integrations use end-to-end encryption and SOC 2 Type II compliance, with token lifecycles, granular scopes, and user-level access controls. Support includes configuration, customization, migration, and data loading. A 30-day trial is available. Plans list Start for 8 users, Rise for 15, Grow for 20, and Scale with expanded CRM and integration features.
Who it suits
It suits industry teams seeking a customizable web CRM with pipeline management, marketing automation, AI functions, analytics, and integrations.
What it does well
- Web-based access
- Visual sales pipeline
- AI automation and document parsing
- Supports standard and custom integrations
- 30-day trial available
What to know first
- Named plans impose user counts
- Industry focus may not fit every business
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Rise | Industry Expert Briefs: 40/month · Industry Blogs and Sites: 20/month · AI usage: $50 included · Configuration support: scheduled | On request |
| Grow | Industry Expert Briefs: 60/month · Industry Blogs and Sites: 40/month · AI usage: $100 included · Configuration support: scheduled | On request |
| Start | Industry Expert Briefs: 10/month · Industry Blogs and Sites: 4/month · AI usage: $25 included · Configuration support: one time | On request |
| Scale | Industry Expert Briefs: custom · Industry Blogs and Sites: custom · AI usage: contact for details · Configuration support: on call | On request |
As gridlex.com lists them, read 12 Oct 2026. The maker's own page has the final word.
Verdict
Gridlex combines CRM, data management, analytics, automation, and configurable integrations in a web platform. Its trial and user-based plan structure let teams assess fit before selecting a tier.
Facts from Gridlex's own pages
- Access controls
- The integrations page describes strict token lifecycles, granular token scopes, and user-level access controls. · gridlex.com, 12 Oct 2026
- AI capabilities
- Gridlex describes AI-powered automation, document parsing, smart email processing, and extensible data modeling for commercial operations. · gridlex.com, 12 Oct 2026
- AI features
- Yes · gridlex.com, 20 Sept 2026
- Contact
- The site lists [email protected] and a US office address in Orlando, Florida. · gridlex.com, 12 Oct 2026
- Custom integrations
- Custom integrations can connect to any API and support OAuth 2.0, webhooks, Basic Auth, Bearer Token, and real-time data sync. · gridlex.com, 12 Oct 2026
- Customization
- Gridlex lists custom models, apps, fields, forms, page layouts, user experience, reports, permissions, and widgets. · gridlex.com, 12 Oct 2026
- Free trial
- Yes · gridlex.com, 20 Sept 2026
- Headquarters
- Orlando, Florida, United States · gridlex.com, 28 Sept 2026
- Industry focus
- The site presents solutions for biopharma, medical devices, and home health and hospice. · gridlex.com, 12 Oct 2026
- Integrations
- Named standard integrations include QuickBooks, Xero, Sage, Cin7, HubSpot, and Salesforce. · gridlex.com, 12 Oct 2026
- Marketing automation
- Yes · gridlex.com, 20 Sept 2026
- Product
- Gridlex describes its offering as Industry Expert AI CRM combined with Zero-Copy MDM, data intelligence, and analytics. · gridlex.com, 12 Oct 2026
- Visual sales pipeline
- Yes · gridlex.com, 20 Sept 2026
- Security
- The integrations page states end-to-end encryption and SOC 2 Type II compliance. · gridlex.com, 12 Oct 2026
- Support
- Gridlex offers configuration and customization support, data migration and loading, and other support services. · gridlex.com, 12 Oct 2026
- Unified platform
- The biopharma platform spans AI CRM, Zero-Copy MDM, analytics, apps, and agents. · gridlex.com, 12 Oct 2026
Where Gridlex stands on Freedom251
- CRM Software#181 of 244