- Category
- Enterprise SaaS, platform engineering
- Status
- Live in production with paying enterprise clients
- Scale
- Average tenant operates on 1 lakh+ account records. Eighteen core business modules. Multi-currency, multi-tenant. Deployed into single-tenant cloud environments where regulated clients require it.
- Attribution
- Built ground-up by the team in prior roles. Platform name and client list under NDA.
A multi-module enterprise CRM with a companion headless CMS
Problem
Enterprise CRMs in hospitality and MICE keep running into the same wall. They ship with the features and stop there. The configurability layer, which is the part that decides whether the platform actually fits the business after the first thirty days, is either missing, hardcoded, or so locked that every customisation becomes an engineering ticket. At the same time, the customer-facing surfaces (websites, booking flows, partner portals) live in entirely separate codebases. Their own data layers, their own auth, integration tax every time anything needs to flow back to the CRM.
The brief was to solve both. A CRM with real configurability. A CMS that builds the customer-facing properties. Both designed so the data and actions flow back to the CRM at runtime, not through nightly batch jobs and integration glue.
Approach + architecture
We built the system as two decoupled platforms talking over a public API surface. The CRM is the system-of-record. It holds accounts, contacts, pipelines, activities, events, venues, and the operational data the business runs on. The CMS sits alongside, used to build websites and customer-facing properties. Data and actions flow between them in real time.
The CRM ships eighteen core business modules:
- Calendar and activity orchestration with industry-specialised activity types (meetings, calls, trade events, FAM trips), built for the hospitality and MICE businesses the platform predominantly serves.
- Account and contact management with parent-child hierarchies, tag-based grouping, and account-type segmentation across corporate, client, and agent categories.
- Pipeline management with stage-based opportunity workflows.
- Marketing automation.
- Product catalogues.
- A secure document drive.
- A reporting layer with folder organisation, multiple report types, and live-data refresh.
- Case management.
- An event management engine in the class of BookMyShow — registration, waiting lists, invitation-only flows, sponsor management, delegate tracking across attended, no-show, declined, and cancelled states, agenda, marketing, QR-coded landing pages, and full revenue tracking.
- A venue management module.
- A commerce cluster (shop, shop calendar, shop services, shop products) layered into the CRM for businesses that need transactional commerce alongside their operational workflows.
- Plus templates, surveys, committees, promo codes, jobs, and employee management.
Configuration substrate
Underneath the modules sits the configuration substrate. A control panel covering automation rules, an object-setup layer that lets enterprise admins extend the data model without code, profiles and granular permissions, a developer console with external-plugin extension points, exchange-rate handling, tax settings, terms and conditions management, email integration, and Xero accounting integration.
Trade-offs we made
A headless, API-coupled architecture was the right call for a platform this size. A monolithic version where CRM and customer-facing site share a codebase would have shipped faster in year one. We chose the architecturally expensive path because the cheap one hits a re-architecture cliff inside three years, and rewriting a platform that already has customers depending on it is the worst kind of work.
The other deliberate call: we built the object-setup layer before any client asked for it. Data-model extensibility without code took months of work that could have gone into features. It's also the reason the platform survived its transition from a one-client build to a multi-tenant product. Most enterprise CRMs die at that transition because their schemas are hardcoded.
Outcomes
The platform is in production today with paying enterprise clients across hospitality, MICE, and venue-focused businesses. Average tenant operates on 1 lakh+ account records, active pipeline workflows, and live event programs. The decoupled architecture has held up. The CMS has evolved independently from the CRM core for years. Modules originally built for single clients (most notably Contact Management) have been productised back into the platform without forking the codebase.
Platform name and client list under NDA.
