Relix CRM: connecting sales pipelines to the billing handoff
Project overview
Relix CRM connects customer information, deal progression and invoicing in one product experience. The linked web app opens at sign-in; an account is required to review the workspace.
Deal velocity, billing accuracy and large-dataset performance have not been measured. A pilot should test deal updates, the completeness of sales-to-finance handoffs and invoice preparation.
Services on this project
The services behind this project.
Designing internal tools people actually use
6 min read
Lessons from Relix, Victora and Interoly on records, navigation and task handoffs, without confusing design intent with measured results.
Software development as a service, or a fixed project? How to choose
6 min read
Choose a delivery model around scope certainty, product ownership and the need for continuing engineering work.
The 72-hour clock: what NDPA and the GAID demand of your systems
6 min read
How data visibility, incident records and escalation paths support breach assessment and notification decisions.
What a regulator-ready VAPT report contains
6 min read
Scope, written authorisation, reproducible findings and retest evidence: what makes an assessment useful to engineering and assurance teams.
