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.
| Opportunity | Stage | Value | Next action |
|---|---|---|---|
| Spring range expansion | Commercial review | A$48,200 | Approve pricing |
| QLD store rollout | Quote issued | A$31,600 | Buyer follow-up |
| Replenishment programme | Discovery | A$16,600 | Stock review |
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.
A CRM for the full wholesale lifecycle.
Capture source, market, territory, channel fit, expected volume and approval requirements.
Configure products, customer pricing, stock availability, approval gates and expiry rules.
Connect orders from sales representatives, portals, commerce systems and ERP records.
Surface limits, overdue balances, payment terms and approval rules before commitments are made.
Assign accounts, targets, activities and opportunities by representative, branch or region.
Prioritise customers using cadence, engagement, service, margin and product adoption signals.
CRM action informed by the rest of the business.
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.