Features of Celarix Selected
Modules of the Celarix Platform, assembled individually
Celarix Selected has no fixed scope of features. The solution is assembled from the modules of the Celarix Platform your organization really needs and configured for your processes.
The following functional areas show which modules your solution can consist of. Any combination is possible, including a later switch to an edition.
Modules to choose from
Contact management
Companies and persons with contact persons, hierarchies and relationships; classification by workflow according to your own categories.
Sales as needed
Sales opportunities, offers and jobs can be part of it, but do not have to be: a pure CRM with activities is a typical starting point.
Activities on the object
Appointments, tasks, phone notes and emails are stored with the contact, case or project and form the complete history.
Follow-ups and workflows
Dynamic follow-ups and customer-specific workflows guide you through your processes, without programming.
Structured filing
The matching folders are created automatically for every object; documents are versioned, routed and approved based on user rights.
Documents from templates
Letters, contracts and reports are generated from your Word templates right in the right place, with PDF conversion and dispatch.
Digital personnel file
Master data, contracts, qualifications, training and deadlines for own and external personnel.
Absences and vacation
Absence calendar, vacation requests, remaining vacation and working time account, with the Celarix Mobile app if desired.
Jobs and projects
Offers with line items, jobs, Gantt planning and time recording per job, if your organization delivers and bills services.
Billing
Outgoing invoices as PDF, ZUGFeRD or XRechnung, invoice ledger and dunning, handover to accounting.
Helpdesk and ticket system
Tickets by category and priority, departments, deadlines and tracking according to ITIL principles.
Marketing and campaigns
Campaigns with automatic selection of contacts for mailings, phone campaigns and print, with evaluation of the responses.
Suppliers and incoming invoices
Supplier master data, incoming invoice ledger with assignment to cost centers, cash discount and complaints.
Resources and equipment
Vehicle fleet, devices and equipment with issue, acknowledgment and location.
Reports
Statistics center with predefined reports, dashboards and your own report modules.
Configured for your organization
Folder structure, workflows, document templates, roles and user rights are set up together with you.
Extensible
Your own fields, lists and processes can be added with the customization language ACPL; further modules or a switch to an edition are possible at any time.
Shared foundation: the Celarix Platform
All features of this edition are built on the Celarix Platform. Activities, document management, search center, dashboards, user rights and roles as well as interfaces are therefore part of every edition.