Customers and accounts
Contacts, companies, hierarchies and full activity history, with duplicate control and bulk import.
The enterprise foundation. Configured to you.
The Fylix Platform brings custom CRM and ERP development down from months to days. Growing enterprises get the depth of a tier-one CRM and ERP with the fit of software built in-house: we configure it to your operating model, take it live, then keep it evolving as you scale.
One platform, configured for
Orders126 this week
| Order | Retailer | Rep | Items | Status | Value |
|---|---|---|---|---|---|
| SO-88412 | Sharma Medicals, Pune | K. Desai | 24 SKUs | Dispatched | ₹1,84,200 |
| SO-88409 | CarePlus Pharmacy | N. Iyer | 9 SKUs | Picking | ₹42,750 |
| SO-88405 | Lifeline Chemists | K. Desai | 31 SKUs | Credit hold | ₹2,10,900 |
| SO-88401 | Apollo Road Store | R. Menon | 6 SKUs | Delivered | ₹18,300 |
| SO-88398 | Wellness Point | N. Iyer | 17 SKUs | Confirmed | ₹96,480 |
Ready on day one. Shaped around your business.
Each module is switched on, renamed and reshaped to your processes. Anything unique to your operation is built as a new module on the same foundation, with the same security and audit trail.
Pipelines and sales
Your stages and rules, forecasting, territories, quotes and win/loss analysis.
Inventory and supply
Items, batches, serials, units of measure, warehouses, transfers, expiry and reorder alerts.
Orders and billing
Quote to order to invoice, tax handling, payments, credit control and statements.
Service and field work
Jobs, bookings, visits and technician schedules tied to the customer record.
People and HR
Employees, attendance, leave, onboarding and assets, connected to the teams they serve.
Workflows and approvals
Multi-step approvals, SLAs and escalations designed visually and executed reliably.
Analytics and reporting
Role-based dashboards, scheduled reports and governed exports to your BI tools.
Fylix AI
Agents and assistants that read, write and act on your data within the permissions you set.
Fylix AI
AI that works inside your operations, with guardrails.
Fylix AI is part of the platform, not a bolt-on. It reasons over your own records, acts within each user’s permissions and leaves a complete audit trail.
Ask in plain language
Leaders get answers from live data without waiting for a report: “Which distributors are behind target this quarter, and why?”
Agents that do the work
Agents chase overdue invoices, follow up on quotes, reconcile records and flag expiring stock, asking for approval where it matters.
Documents into data
Purchase orders, invoices, IDs and forms are read, matched to records and queued for a person to confirm.
Architecture that holds at scale
The controls your security, finance and compliance teams expect from enterprise CRM software, without the enterprise implementation timeline.
Multi-entity by design
Run several companies, branches, currencies and tax regimes in one deployment with consolidated reporting.
Granular access control
Roles, teams and field-level permissions, single sign-on and enforced two-factor authentication.
Complete audit trail
Every change by every user and every AI agent recorded, searchable and exportable for compliance.
Open integration layer
REST APIs, webhooks and connectors for accounting, payments, messaging, telephony and data platforms.
Your cloud or ours
Deployed to our managed environment or your own AWS, Azure or Google Cloud tenancy, with data residency you choose.
Resilient operations
Automated backups, monitored uptime, error tracking and documented recovery procedures.
Between off-the-shelf and built from scratch
Packaged CRMs make you adapt to them. Bespoke builds take years and depend on one team forever. The platform takes the strengths of both.
| Packaged SaaS CRM | Fylix Platform | |
|---|---|---|
| Fit | Generic objects and workarounds for industry processes | Modelled on your entities, stages, approvals and documents |
| Time to value | Fast sign-up, long configuration and adoption cycles | Live in days, with your data migrated and reconciled |
| Cost at scale | Per-seat fees and paid tiers that rise with headcount | Fixed build and predictable annual operation |
| AI | Separately licensed add-ons | Included, governed and connected to your data |
| Data residency | The vendor’s cloud, on the vendor’s terms | Our managed cloud or your own tenancy |
| Roadmap | Wait for the vendor | Your priorities, delivered continuously |
Questions leaders ask us
Anything else? Write to info@fylixsolutions.com.
Why isn’t there a pricing page?
Every deployment is scoped to the business it serves. After discovery we provide a fixed proposal for the build and a clear annual figure for hosting, support and improvements, so the full cost is known before work starts. There are no per-seat charges that grow with every hire.
How can an enterprise CRM go live in days?
Because the foundations every CRM needs (data, permissions, workflows, billing, reporting, AI) are already built and proven in production. Our effort goes into your data model, workflows, integrations and migration. Programmes with many integrations or entities take weeks, and we say so in the blueprint.
Can you migrate from Salesforce, Zoho, HubSpot or our legacy system?
Yes. We migrate from leading CRMs, accounting systems, spreadsheets and custom databases, cleanse and de-duplicate on the way in, and reconcile the numbers with your team before cutover.
Who owns the data and the configuration?
You do. Your data can live in your own cloud account, and you can export it at any time in open formats.
How is AI governed?
Fylix AI only sees what the user it acts for is allowed to see. Actions that change records, send messages or move money can require human approval, and every AI action is logged alongside human ones.
Do you take on every enquiry?
No. If an off-the-shelf product serves you better, we will say so. We take on programmes where a platform built around your operations clearly pays back.
See your operation running on the Fylix Platform.
info@fylixsolutions.com
Tell us where your business is today and where it needs to be. If we are the right partner, we will set up a working session with the people who would build it.