CRM and sales,
connected to your business
Give your teams one place to manage customers, opportunities, activities, and the workflows that move revenue forward.
Every customer detail,
in the right place
Connect conversations, tasks, proposals, documents, and delivery information to the relationships your team manages every day.
“Melorite lets us see the full customer journey without asking teams to work in disconnected systems.”
Visibility you
can act on
Sales data stays connected to finance, projects, support, and operations—so decisions are made with the full business context.
Built into your
daily workflows
Move work forward with sales workflows that connect customer activity to the people, finance, project, and operations apps your organisation uses.
“Our customer teams work faster because the information they need is already connected to the process they are in.”
Built for every
stage of growth
Flexible sales workflows
Configure the stages, approvals, activities, and handoffs that reflect how your business sells—without separating sales from the rest of the organisation.
Connected customer data
Keep the relationships, documents, offers, service history, and project context behind every customer in a single connected ecosystem.
Reporting that reaches further
Understand pipeline health, sales performance, and customer activity alongside the operational and financial information that explains what happens next.
“Imagine having a system that not only holds all the know-how your team has ever accumulated but also connects the dots in ways we might not see on our own.”
No disconnected growth
Start with CRM and sales, then add the apps and industry configurations that make Melorite your central business platform.
Enterprise-grade security,
privacy, and support
Security and data privacy
- No training on your data
- Domain verification, SAML, SSO, & SCIM
- SOC 2 Type 1 compliance
- ISO 27001 certified
- GDPR compliant
- Data encrypted at rest with AES 256 and in transit with TLS 1.2+
- Advanced admin controls
AI expertise
- Azure, Anthropic, Cohere, OpenAI, and self-hosted models
- Knowledge verification settings
- User-generated feedback on responses
- Analytics dashboard for monitoring usage and responses
- API access for building your own integrations
- Dedicated success team, priority support, and SLA
- AI strategy consulting and integration guidance
- Tailored onboarding and change management support