Taking user experience to the next level

With Flexible Grid for your CRM solution you can do much more than simply display datasets for different objects: you can also directly edit, group and create them.

Some examples:

Overview of all sales opportunities, related activities and products, grouped by sales representative and team
Keeping track of maximum working hours, vacation days and sick leave
Useful groupings and colour highlighting of SLAs

You’re the expert when it comes to your processes and requirements. We’re the expert when it comes to the tools to optimise them.

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Focus on what matters most in sales
Individual, aggregated displays without screen changes save time by reducing clicks, increase user acceptance and improve productivity long-term. The structured and directly editable display of sales opportunities – grouped by team, department or product – makes your sales meetings much more productive.
Top-notch service for your customers
As your service team can see all relevant information on a single screen, they are able to provide optimal consulting to your customers. Problems can be solved quickly and long-term customer satisfaction is improved. From customer data to SLAs, from current to previous service tasks, all relevant data are available at a glance, allowing you to keep track of everything, every time.
Efficient documentation and invoicing
Hours worked and business trips can be entered into a clear interface, which makes their documentation less time-consuming and less prone to errors. The neatly arranged list of billable services broken down by staff member comes in handy for invoicing purposes and forms a good basis for their next performance review.

There is no such thing as ‘can’t’

All details and prices for your user experience boost.

Product Sheet

Let’s talk about increasing
your CRM solution’s flexibility

Flexible Grid is so powerful and customisable to your individual needs that it is probably best to show you examples of this solution in action. We look forward to meeting you!

Georg Gradinger

+43 1 3000 944-20

Flexible Grid is the icing on the cake of your Dynamics 365 Customer Engagement solution. Your users will love how their company-specific processes are rendered and how this makes their work easier – after all, no one said working with CRM can’t be fun.

Georg Gradinger, Operating Manager of gorelate GmbH

Taking user experience to the next level

There is no such thing as ‘can’t’

Let’s talk about increasing your CRM solution’s flexibility

Let’s talk about increasing
your CRM solution’s flexibility