02
Customer Relationship Management (CRM)
Custom development service
A clear record of the customer, from the first conversation to the work that follows.
We design customer systems for companies whose relationships are more serious than a contact list. The result is a commissioned CRM, or a careful integration with a platform the company already pays for. AVIIX does not publish a CRM product. Customer records inside Business OS are the commercial record, not a sales suite.
Business value
Sales, delivery, and finance look at the same customer. Follow-up becomes a process that survives a change of staff.
Key capabilities
- Account and pipeline structure suited to the business
- A history of the relationship, not only the last email
- Handover from sales into delivery and finance
- Connection to contracts and invoicing
- Bilingual customer records
- Permissions for who may see a relationship
Relevant technologies
- TypeScript
- PostgreSQL
- Email integration
- APIs of an existing CRM
Realistic use cases
- A B2B firm that loses context when a salesperson leaves.
- A services company that must connect the proposal to the contract and the invoice.
- A multi-branch business that needs one identity for each customer.