Commerce + analytics + CRM + decision intelligenceAustralia · Enterprise implementation
Comlytix
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Comlytix B2B CRM

Wholesale customer management connected to orders, pricing and inventory.

Replace disconnected spreadsheets and generic sales pipelines with a CRM built for account hierarchies, negotiated pricing, quotes, sales orders, payment terms, territories and repeat purchasing.

Account hierarchiesContacts + rolesQuotes + pricingOrders + reordersCredit + payment termsTerritories
Account workspace · Northstar Retail GroupHealth 82 / 100
Open pipelineA$96.4k
Open quotes4
Reorder due11 days
OpportunityStageValueNext action
Spring range expansionCommercial reviewA$48,200Approve pricing
QLD store rolloutQuote issuedA$31,600Buyer follow-up
Replenishment programmeDiscoveryA$16,600Stock review
B2B account model

Customer context follows every commercial interaction.

Each account can include parent and branch relationships, buying roles, price lists, contracts, credit, order history, service cases, portal activity and sales ownership.

Wholesale accountCommercial identity and ownership
OrganisationsParent, branch, dealer or franchise relationships
ContactsBuyer, approver, finance, operations and executive roles
CommercialsPrice list, discount rules, terms, credit and contracts
TransactionsQuotes, sales orders, invoices, returns and reorders
EngagementTasks, calls, emails, portal visits and support activity
Operational coverage

A CRM for the full wholesale lifecycle.

01Lead and account qualification

Capture source, market, territory, channel fit, expected volume and approval requirements.

02Opportunity and quote management

Configure products, customer pricing, stock availability, approval gates and expiry rules.

03Order and reorder intelligence

Connect orders from sales representatives, portals, commerce systems and ERP records.

04Credit and commercial controls

Surface limits, overdue balances, payment terms and approval rules before commitments are made.

05Territories and sales ownership

Assign accounts, targets, activities and opportunities by representative, branch or region.

06Account health and retention

Prioritise customers using cadence, engagement, service, margin and product adoption signals.

Connected intelligence

CRM action informed by the rest of the business.

Reorder next-best actionRecommend products based on account history, inventory and customer-specific pricing.
Quote risk controlFlag low margin, constrained stock, credit exposure or missing approval before submission.
Account recoveryIdentify customers whose buying cadence, engagement or service experience is deteriorating.
Sales prioritisationRank opportunities using commercial value, probability, operational readiness and margin.
Next step

Replace fragmented wholesale account management.

Map the account lifecycle, commercial rules and source systems. Comlytix can implement the CRM as a bounded product or connect it to the wider analytics and decision platform.

Discuss your requirements Review implementation