Custom CRM

Operational software designed around the work—not a generic template.

Comlytix models the records, roles, approvals, portals, automations and reporting your organisation actually needs. Custom CRM can stand alone or share data with commerce, advertising, inventory, shipping and finance.

Discuss the workflow →Review delivery approach

Custom data modelRole-based workspacesApproval workflowsCustomer portalsMobile processesAPI integrations

Workflow · Commercial request to fulfilmentVersion 4.2 · governed

CustomerRequest submitted→Terms confirmed

SalesScope and quote→Commercial approval

OperationsCapacity check→Delivery scheduled

FinanceCredit review→Invoice released

Active policyRequests below 26% contribution require Commercial Manager approval.

Build from the operating model

The CRM begins with entities, ownership and decisions.

Before screens are designed, Comlytix documents what the organisation manages, who owns each stage, which rules apply and what evidence must be retained.

01RecordsCustomers, sites, assets, projects, cases, jobs, suppliers or industry-specific entities.

02RolesTeams, branches, external users, permissions, segregation and delegation.

03StatesLifecycle stages, required information, transitions and exception paths.

04RulesApprovals, thresholds, SLAs, calculations, notifications and escalations.

05EvidenceAudit history, documents, comments, decisions, timestamps and source events.

Custom application modules

Build only what the process requires.

01Internal workspaces

Role-specific dashboards, queues, records, calendars, tasks and controlled actions.

02Customer and partner portals

Secure self-service for requests, quotes, orders, documents, status and communication.

03Mobile and field workflows

Inspection, service, delivery, approval and evidence capture designed for mobile use.

04Automation and notifications

Rules that create tasks, route approvals, notify owners and monitor deadlines.

05Documents and e-signature

Generate governed documents from approved data and retain signed evidence.

06Operational reporting

Measure throughput, backlog, SLA, quality, commercial outcomes and process risk.

When custom is justified

Use a custom CRM when the workflow creates competitive or operational value.

Generic systems force work back into spreadsheets.Critical stages, rules or relationships cannot be represented cleanly.

Multiple teams need one accountable record.Sales, operations, finance, suppliers or customers currently manage separate versions.

The process requires controlled approvals.Decisions depend on margin, risk, capacity, compliance or delegated authority.

External portals are part of the service.Customers, contractors, suppliers or partners need role-specific access and status.

Next step

Define the bounded first workflow.

A custom CRM should begin with one high-value process, clear users, source systems and acceptance criteria—not an unrestricted rebuild of the entire organisation.

Discuss your requirements Review implementation