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Cyclomax CRM & Customer Experience
Every Call. Every Message. Every Customer — One Connected CRM.
From first enquiry to final resolution — automate the entire customer journey.
Bring sales, support, omnichannel communication, call-center operations, AI voice agents, complaints, field service and ERP status into one customer platform. Cyclomax CRM connects the front line directly with the business processes that actually fulfil the promise.
Omnichannel Customer Engagement
3CX / PBX Integration
AI Voice Agents
CRM + ERP Operations
SLA & Escalation
Customer Experience Control
LIVEOpen Cases126Today
First Response18mAvg
SLA Compliance96%On track
Missed Call → CallbackCustomer identified • agent assigned
OPENSocial ComplaintAI classified • QA workflow linked
42m SLAField Service JobTechnician onsite • parts issued
IN PROGRESSAI Voice AgentOrder status checked • customer updated
DONEOmnichannel Inbox
AI Sentiment + Routing
Customer 360°
Customer Journey
From First Enquiry to Long-Term Customer Relationship.
Cyclomax CRM is designed around the full relationship — not just leads. Every customer interaction can move into the right sales, service, complaint or operational workflow without losing context.
Customers Talk Everywhere
Calls, WhatsApp, social messages, emails and website enquiries create fragmented conversations when each channel is handled separately.
Support Cannot See Operations
Agents often need to ask another department for order, repair, invoice or production status before they can answer the customer.
Complaints Lose Momentum
Without ownership, SLA timers and escalation, customer issues can sit between departments with no clear responsibility.
01
CaptureLead, call, chat, social message, email, form or customer complaint.
02
UnderstandIdentify the customer, context, sentiment, category and priority.
03
RouteAssign sales, support, QA, finance, workshop or field-service workflow.
04
ResolveTrack SLA, tasks, technicians, ERP status, approvals and internal action.
05
LearnClose the loop with feedback, CSAT/NPS, sentiment and management insight.
Core CRM Capabilities
One CRM for Sales, Support, Service and Operations.
Click a capability to explore how Cyclomax connects customer-facing work with the wider ERP.
Omnichannel Customer Engagement
Bring customer conversations from supported digital channels, phone and web touchpoints into one CRM history.
- Facebook Messenger and Instagram messages
- WhatsApp, website chat, email and SMS
- Website forms and enquiries
- Call-center and phone activity
- Channel-aware routing and response
- Return the response through the original channel
Connects channel activity to Customer 360°, complaints, leads, support workflows and AI automation.
01
Omnichannel CRM
One customer conversation across calls, messages, social media, email and web.
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Call Center & 3CX Integration
Connect PBX/call-center activity directly to CRM for a complete call history and service workflow.
- Incoming and outgoing call tracking
- Call recording and missed-call tracking
- Caller identification against CRM
- Queues, callbacks and follow-ups
- Create enquiry or complaint from a call
- Supervisor monitoring and SLA tracking
Designed to integrate with platforms such as 3CX and other supported call-center/PBX environments.
02
Call Center
Track calls, recordings, missed calls, callbacks and agent activity inside CRM.
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Customer 360°
Give agents and managers one timeline containing the full commercial and service relationship.
- Customer master details
- Calls and recordings
- Social, chat and email history
- Leads, quotations and sales
- Orders, deliveries and service history
- Complaints, outstanding, feedback and documents
Can pull live information from Sales, Accounts, Inventory, Workshop, Field Service and other ERP modules.
03
Customer 360°
See the complete customer relationship before you respond.
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Lead & Opportunity Management
Manage the commercial journey from first enquiry to quotation and closed sale.
- Lead capture from multiple sources
- Lead source tracking and assignment
- Qualification and pipeline stages
- Follow-up, meetings and reminders
- Quotation / ERP sales integration
- Forecast, lost reasons and salesperson performance
Connects opportunities to customer creation, quotations, sales orders and management reporting.
04
Sales Pipeline
Keep every lead, follow-up, opportunity and quotation moving.
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Complaint, Support & SLA Management
Give every customer issue an owner, a clock and a connected resolution workflow.
- Case creation from any channel
- AI category and priority detection
- SLA timer by case type
- Automatic assignment and escalation
- Multi-stage resolution workflow
- Reopen, root-cause, trend and sentiment tracking
Cases can trigger QA, Finance, Workshop, Field Service, Sales or other operational workflows.
05
Complaints & SLA
Classify, route, escalate and resolve cases with measurable response targets.
Explore
AI Voice Agent
Use AI voice agents to answer, check live status, create cases, trigger workflows and escalate when needed.
- Inbound and outbound AI calls
- Customer identification from CRM
- Product/service Q&A from connected knowledge
- Order, complaint, service and workflow status checks
- Create or update CRM cases
- Human handover, multilingual flows and custom automation
Connects to CRM and relevant ERP modules so the agent can answer using current operational status.
06
AI Voice Agent
AI that can listen, understand, respond and act.
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Field Service & Technician Management
Convert customer complaints or support needs into controlled onsite service jobs.
- Technician assignment and scheduling
- Skill/product/location-based assignment
- Mobile technician access and GPS where required
- Parts issue and consumption
- Photos, videos and service reports
- Customer acknowledgement, invoicing and follow-up
Connects CRM, Inventory, Accounts, Workshop and service history inside the Customer 360° record.
07
Field Service
From complaint to technician visit — keep the entire resolution connected.
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Customer Self-Service
Give customers secure access to live status and allow them to trigger action without waiting for an agent.
- Secure login/passcode/OTP where required
- Enquiry and complaint status
- Order, delivery, service or job status
- Submit requests and upload documents
- AI chatbot and voice status checks
- Automatic notifications when status changes
Uses live CRM/ERP information and can trigger internal workflows when a customer request needs action.
08
Self-Service
Give customers answers without making them wait.
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CRM Automation Engine
Automate the repetitive work between customer contact and internal action.
- Rule-based and AI classification
- Automatic team/agent assignment
- SLA timers and multi-level escalation
- Customer notifications
- Task, service-job and ERP workflow creation
- Reminders, approvals and next-action suggestions
Automation flows are configurable around the client's real support and operational process.
09
Workflow Automation
Turn calls and messages into actions automatically.
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Marketing & Customer Engagement
Segment customers, run targeted campaigns and connect responses back into the CRM pipeline.
- Customer segmentation and target lists
- Email, SMS and supported WhatsApp campaigns
- Offer and promotion targeting
- Response and conversion tracking
- Lead generation and re-engagement
- Birthday, anniversary and reminder automation
Campaign responses can create leads, follow-ups and customer history entries automatically.
10
Marketing Automation
Target, engage, follow up and measure conversion from the same customer base.
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Customer Feedback & Satisfaction
Close the service loop by measuring customer experience after delivery, service or case closure.
- Post-service and post-delivery surveys
- CSAT and NPS-style scoring
- Feedback by product, branch, technician or agent
- Negative-feedback escalation
- AI sentiment analysis
- Feedback trends linked to performance
Connects feedback to the original case, employee/team and operational transaction for improvement action.
11
Feedback & CSAT
Close the case, measure the experience and improve the next one.
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CRM Intelligence & Reporting
Turn every customer signal into measurable sales, service and experience intelligence.
- Lead conversion and pipeline value
- First response and resolution time
- SLA compliance and complaint trends
- Call-center and missed-call performance
- Sentiment and AI call-quality score
- Field-service, campaign, CSAT and management dashboards
AI-generated summaries can combine CRM, communication and ERP context for management.
12
CRM Intelligence
See every customer signal before it becomes a problem.
Explore
Omnichannel
Every Customer Channel. One Conversation History.
Instead of managing channels as separate inboxes, Cyclomax can bring supported messaging, social, email, web and call-center interactions into the same customer context.
Cyclomax CRMOne Customer Timeline
Unified
NPNimal P.Instagram DM · case opened
SRShalini R.WhatsApp · order question
KFKasun F.Web chat · agent joined
DMDilani M.Web form · new enquiry
AJAshan J.Email · quotation reply
TWTharushi W.SMS · delivery alert
RBRuwan B.Call · recording saved
APIPartner portalAPI · status sync
Contact Center + AI
Turn Every Call Into Actionable Customer Intelligence.
Connect call-center platforms such as 3CX to CRM so every call can become part of the customer record, a support case, a sales follow-up or a measurable service interaction.
Call Tracking & Recording
Incoming/outgoing calls, missed calls, recordings, callbacks, agent history and customer identification can be retained inside CRM.
Call Log
Incoming · 04:12Caller matched to customer record
RecordedMissed · 09:40Callback added to queue
CallbackOutgoing · 10:05Sales follow-up by agent
Follow-upAI Call Assessment
Transcribe, summarize, analyze sentiment, score call quality and support supervisor review using configurable AI workflows.
AI Call Review
PositiveSentiment
Call Quality
Agent & SLA Supervision
Monitor queues, unresolved cases, callback performance, first response, escalation and agent-level service KPIs.
Supervisor View
In Queue8Live
Callbacks3Due
SLA Risk2Escalate
Agent A
Agent B
Customer 360°
One Customer. One Complete Story.
Give your frontline team the context to respond correctly the first time. The customer profile can combine commercial history, service history, communication, finance status and live operational progress.
Communication
Calls, recordings, social messages, WhatsApp, chat and email history.
Commercial
Leads, opportunities, quotations, sales, orders and delivery status.
Service & Finance
Complaints, repairs, technician visits, invoices, outstanding and feedback.
SR
Shalini R.Key account · 3 channels
Positive
09:12
Customer called support
CALLCaller identified. AI summary stored under customer timeline.
09:16
Complaint linked to invoice
ERPInvoice and service job retrieved from ERP.
09:22
Technician assigned
SERVICEField-service task created with SLA target.
12:03
Customer automatically updated
RESOLVEDStatus response returned through original channel.
Full history
Complaint & SLA Automation
Don’t Just Record the Complaint. Connect It to the Work That Fixes It.
A customer complaint can trigger the exact workflow required to resolve it — whether the issue belongs to QA, Finance, Sales, Manufacturing, Workshop, Delivery or Field Service.
01
Receive
Call, social message, WhatsApp, email, chat or web form.
02
AI Classify
Category, severity, sentiment, customer and relevant transaction.
03
Assign + Start SLA
Route to the right owner and start configured response time.
04
Escalate
Alert managers before or after SLA breach if the case remains pending.
05
Resolve + Respond
Update CRM and respond through the original customer channel.
3 hr*
Example SLA WorkflowResponse windows can be configured by complaint type, priority or client policy.
360°
Case ContextCustomer, product, invoice, job, order and communication can stay connected.
1
Case OwnerEvery issue can have clear responsibility, status and escalation history.
*Illustrative SLA based on a configurable client workflow, not a fixed default.
AI Voice + Customer Automation
AI That Can Listen, Understand, Respond and Act.
Cyclomax AI voice agents can work across the customer journey — answering inbound calls, running outbound follow-ups, checking live CRM/ERP status, creating cases, triggering workflows and escalating to people when human action is needed.
AI Voice Agent● Live call
Customer: “What is the status of my repair?”
Identify→ERP Check→Action
Customer Self-Service
Give Customers Answers Without Making Them Wait.
Through secure portals, chatbot or AI voice interactions, customers can check live status and submit requests while CRM remains connected to the operational system behind the answer.
Secure Access
Passcode, OTP or other configured authentication for customer-specific information.
Live Status
Enquiry, complaint, order, delivery, service, repair or workflow progress.
Trigger Action
Submit documents, create requests and start internal workflows when something needs attention.
Example Customer Status Journey
Customer AuthenticationOTP / passcode where required
VerifiedQuestion / Status Request“Why is my order delayed?”
CRMERP Status LookupProduction / delivery / accounts / service
LiveWorkflow TriggerEscalate if an internal update is overdue
ActionCustomer NotificationNotify automatically when status changes
Closed LoopField Service Control
Service Job #SR-2087Repair complaint converted from CRM case
Assigned
TechnicianSkill/product/location matched • mobile access enabled
On SitePartsInventory issue linked to the job
2 IssuedEvidenceBefore/after photos + technician service report
UploadedCustomerAcknowledgement, follow-up and case history updated
NotifiedSLA on track
Field Service
From Complaint to Technician Visit — Keep the Entire Resolution Connected.
When a complaint requires onsite action, Cyclomax can convert the case into a service job, assign the right technician, track parts and evidence, monitor SLA and return the outcome to the same customer record.
Sales + Marketing
From First Enquiry to Closed Sale — Keep Every Opportunity Moving.
Lead management, sales pipeline and marketing automation can share the same customer data and channel history, so sales teams know where each opportunity came from and what happened next.
Sales Pipeline
Click a deal to move itNew Lead2
Qualified1
Quotation1
Won0
Lead Capture
Capture from calls, forms, social channels, campaigns or manual entry with source tracking.
Pipeline & Follow-up
Qualification, stages, reminders, calls, meetings, quotations, forecasts and lost reasons.
Campaign Automation
Segmentation, targeted offers, email/SMS/supported WhatsApp campaigns, re-engagement and conversion tracking.
Automation Engine
Don’t Let Customer Issues Wait for Someone to Notice Them.
Configure rule-based and AI-driven workflows that classify, assign, remind, escalate, notify, create tasks and trigger ERP actions automatically.
WhenNew case
IfNegative sentiment
Then
Classify→Assign→SLA→Escalate→ERP
Classify & Assign
Use customer context, case type, sentiment, product, branch or other rules to route work.
Track & Escalate
Start SLA timers, warn before breach and escalate through multiple management levels.
Act Across ERP
Create service jobs, request checks, start approvals or trigger other connected ERP workflows.
Feedback & Satisfaction
Close the Case. Measure the Experience. Improve the Next One.
Cyclomax can automatically request feedback after service, delivery or case closure, analyze sentiment and link the result back to the employee, team, branch, product or process responsible.
CSAT / NPS-Style Scoring
Measure customer satisfaction after relevant service or transaction events.
Negative Feedback Escalation
Automatically route poor feedback to managers or corrective workflows.
Performance Linkage
Analyze feedback by agent, technician, branch, product, service or department.
Post-Service Survey
Job #SR-2087How was your technician visit?
Thank-you sent · case closed
Connected CRM Ecosystem
One CRM Connected to the Entire Business.
Customer-facing teams should not need to leave CRM just to understand what is happening elsewhere. Connect live commercial, operational and service context when the implementation requires it.
SalesLeads • Quotes • Orders
AccountsInvoices • Outstanding
InventoryAvailability • Parts
ManufacturingProduction Status
QAComplaint Investigation
Field ServiceTechnicians • Jobs
WorkshopRepair / Service Status
eCommerceOrders • Customer Data
CYCLOMAX
CRM
CUSTOMER CORECRM
Call Center / 3CXCalls • Recordings
OmnichannelSocial • Messaging
AI Voice / ChatAssist • Automate
Fleet / DeliveryDelivery Status
BICRM Dashboards
APIsExternal Systems
Customer PortalSelf-Service
Workflow EngineCross-Module Actions
Customer Experience Intelligence
See Every Customer Signal Before It Becomes a Problem.
Bring sales, service, call-center, complaint, field-service, campaign and feedback KPIs into one management view — with AI-generated summaries where configured.
Sales
Pipeline & ConversionLead source, pipeline value, conversion and salesperson/team performance.
Service
Response & SLAFirst response, resolution time, breaches, repeat complaints and field-service completion.
Voice
Sentiment & Call QualityCall-center performance, missed calls, AI quality score and customer sentiment trends.
Campaign Intelligence
Audience, campaign response, lead generation, re-engagement and conversion.
Customer Satisfaction
CSAT, NPS-style scoring, negative feedback and branch/product/employee trends.
AI Management Summaries
Summarize what changed, what needs attention and where customer risk is increasing.
Security & Governance
Every Customer Interaction. Secure, Controlled and Traceable.
Role-based permissions, sensitive-data restrictions, supervisor hierarchies, recording access, controlled case edits and complete audit history help keep customer operations accountable.
Access Control
Role, team, department, branch, agent and supervisor-level permissions.
Audit Trail
User/date/time history across customer changes, calls, cases, communication and approvals.
Controlled Case History
Restrict closed-case editing and use reopen/correction workflows instead of deleting history.
Case #C-311 Audit
Call recordingAccess by role
RestrictedPlayableEdit closed caseReopen / correction workflow
LockedReopenStatus changed · 12:03User · date · time logged
Logged
Ownership
Built for Your Customer Process. Owned by Your Business.
Cyclomax CRM follows the same ownership model as the wider ERP platform — built around your workflow, handed over with source code for internal use, and without per-user licence dependency.
Full Source-Code Handover
Customer receives the deployed solution and source code for internal business use.
No Per-User Licence Fees
User scale is driven by the infrastructure and project architecture rather than seat licences.
Client-Controlled Deployment
AWS, cloud, on-premises or hybrid architecture can be configured around the project.
Flexible Long-Term Support
Continue with Cyclomax under an AMC or maintain the system with your own technical team.
Built on Open-Source Technologies.
Fully Owned by Your Business.
Cyclomax builds custom ERP and CRM solutions using proven technologies and hands the deployed solution to the customer for internal use. Source code is not licensed for redistribution or resale.
Custom Workflows
API Integrations
AI Automation
Cloud / On-Prem
Implementation
Implement Around the Customer Journey — Not a Generic CRM Template.
Cyclomax follows an Agile implementation approach so sales, contact-center, support, service and operational workflows can be validated progressively with the people who actually use them.
01
Process Study
Customer journey, channels, call flows, SLA, departments, ERP dependencies and pain points.
02
Solution Design
Customer 360°, pipeline, support workflows, automation, AI, PBX and omnichannel architecture.
03
Agile Build + UAT
Configure and validate modules with relevant departments in parallel where appropriate.
04
Integration + Go Live
Connect channels, PBX, ERP modules, migrate customer data, train teams and deploy.
Why Cyclomax CRM
Customer Experience Without the System Silos.
The value is not another inbox. It is the ability to connect customer communication to the exact business process required to answer, fulfil or resolve it.
360°
Customer ContextCommunication, commercial, service and finance history in one connected view.
AI
Voice + Workflow AutomationAI can listen, summarize, classify, check status, trigger action and support escalation.
ERP
Operations ConnectedSales, Accounts, Inventory, Manufacturing, QA, Workshop, Field Service and more.
Cyclomax CRM
Connect Every Customer Conversation to the Business Behind It.
See how Cyclomax can build an omnichannel CRM around your sales, support, call-center, service and ERP workflows.
