Gridlex

Sales rep closes a deal in Gridlex Sky.

System automatically generates a PDF invoice in Gridlex Zip.

Client receives invoice via the shared inbox.

Payment is reconciled automatically against the GL once received.

Candidate status updated to 'Hired' in Gridlex Ray.

Payroll record is automatically initialized with tax settings.

Resource allocation for equipment is logged in the asset manager.

Access permissions for CRM/Accounting modules are granted based on the role.

Customer submits a ticket regarding a billing discrepancy.

Agent views the client's full invoice history directly within the ticket sidebar via Zip integration.

Agent applies a credit note in the CRM.

The General Ledger updates immediately to reflect the refund.

Employees log hours against specific projects in Gridlex Ray.

Project managers approve hours via the dashboard.

Gridlex Zip pulls these billable hours to generate accurate monthly invoices.

Profitability reports are generated by comparing labor costs vs. project revenue.

Each subsidiary operates its own instance of Gridlex Zip.

Management uses the 'Group View' to see consolidated P&L.

Inter-company transfers are flagged and eliminated automatically.

Real-time currency conversion is applied to the master report.

Inventory levels are managed within Gridlex Zip.

Gridlex Sky CRM shows real-time stock availability to sales reps.

Upon sale, inventory is reserved and subtracted from the ledger.

Reorder alerts are triggered when stock hits a defined threshold.

Donors are tracked as 'Leads/Contacts' in Sky.

Donations are tagged to specific funds in the Zip ledger.

Grant compliance reports are generated with one click for auditors.

Automated tax receipts are emailed to donors via the workflow engine.