Features of the Celarix Platform

Centralized Data Management
The Celarix Platform offers a shared data base for all editions. Master data, transaction data and reports use the same structures and avoid redundant or contradictory information.

Continuous Process Logic
Business processes are mapped across systems. Information and status changes remain consistently available throughout the entire process, from initial capture to analysis.

Modular and Extensible
The platform is modularly built and can be flexibly expanded. New features, editions or process variants can be integrated without affecting existing structures.

Activities as the Central Work Element
In the Celarix Platform, activities are the central element for representing work, communication and workflows. They include classic work elements such as tasks, appointments and notes as well as communication and system-side events.

Classic Activity Types
Activities include tasks, appointments, phone notes, e-mails and free notes. These capture the daily work context and enable a structured and traceable organization of everyday work.

Communication and Information
Activities can also be used for internal and external communication, such as e-mails, conversation notes, circulars or announcements. This keeps information centrally available and documented in its professional context.

System-side Activities and Workflow Documentation
In addition to manually captured activities, Celarix also generates system-side activities, for example to document workflows, status changes or automated process steps. These make processes transparent and traceable.

Flexible Assignment to Objects
Activities can, but need not, be assigned to one or more objects, such as contacts, customers, cases, jobs or projects. This allows information to be stored in a specific professional context or deliberately captured independently of an object.

Automatically Visible at the Right Place
No matter the type or assignment, activities automatically appear in the appropriate places in the system: in object views, overviews, personal work lists and in reminder and appointment views.

Reminders, Reminders and Work Lists
Activities automatically generate reminders, alerts and personal task lists. Open items are displayed structurally and support reliable, prioritized handling.

Rights and Visibility in the Professional Context
The visibility of activities is governed by participation, object assignment and permissions. An activity, for example, is visible if you are involved or have the appropriate rights to the assigned objects.

Traceable History of Work and Processes
By combining classic activities, communication and system-side events, a seamless history is created. Work steps, agreements and automated workflows remain permanently documented and traceable in their professional context.

Database-Based Document Management
The Celarix Platform includes an integrated, database-based document management system (DMS). Documents are managed structurally, versioned and always available in their professional context.

Automatic Filing Structures per Object
For new objects such as CRM contacts, customers, jobs or projects, appropriate folder and filing structures are automatically created. Documents start out in the correct place, without manual sorting.

Guided Document Creation
Documents are created directly within the intended filing structure. Templates, outputs and generated files are automatically assigned to the correct object and folder, ensuring traceability at all times.

Versioning and Document History
Changes to documents are stored with versioning. Earlier versions remain available and can be viewed or restored if needed.

Role-Based Access and Approval Processes
Document access is role-based. Approval processes allow controlled review and approval of documents, aligned with organizational requirements.

PDF Conversion and Document Signing
Documents can be directly converted to PDF files and signed from the filing system. This allows released content to be processed revisionally securely and provided.

E-mail Sending from the Document Filing System
Documents can be sent directly via e-mail from the file repository. The sending remains documented and is uniquely linked to the respective object and case.

Return Monitoring and Signature Processes
For documents requiring a signature or feedback, Celarix supports automatic monitoring of the return. The status stays transparent and can be tracked system-side.

Provision in Portals and Mobile Applications
Released documents can be specifically provided in Celarix Mobile, customer portals or apps. This makes relevant documents available to external stakeholders in a controlled and secure manner.

Documents in the Professional Context
Documents are always linked to their related objects, activities and processes. Thus content remains part of the entire work and process context rather than isolated.

Central Search Center
The Celarix Platform provides a central search center that enables system-wide access to information. Searches can be performed simultaneously in objects, fields, content and indexed documents, regardless of where they are stored.

Role-Based Search without Information Leaks
The search consistently respects existing rights and permissions. Content, objects or documents for which a user has no access rights are neither displayed nor found in the search center.

Object, Field and Document-Crossing Search
The search center searches structured data as well as document content. This allows information to be found precisely even if the exact filing location or related object is unknown.

Predefined Statistics and Reports
The integrated statistics center offers numerous predefined reports and key figures. These provide a quick overview of processes, developments and relevant business data.

Flexible Statistics and Reporting Framework
In addition to standard reports, Celarix provides a flexible statistics framework. Custom reports can be created with our support and tailored to company-specific requirements.

Dashboards with Real-time Information
Dashboards display current information in an overview format. Widgets, live tiles and overviews show relevant key figures and status information in real time.

Customizable Overviews
Dashboards can be adapted to roles, tasks and personal requirements. Users see at a glance exactly the information that is relevant for their daily work.

Transparency of Processes and Data
By combining search, reports and dashboards, high transparency is achieved. Information is not only available but always findable, reportable and understandable in its current context.

Database-Based User Rights and Role Concept
The Celarix Platform has a strictly database-based rights concept. Roles, users and permissions are centrally managed and form the basis for consistent and traceable access control.

Integration of Active Directory Users and Roles
Users and roles can be directly mapped to Active Directory users and groups. Existing organizational and permission structures can thus be seamlessly adopted in Celarix.

Predefined and Custom Role Models
Celarix provides predefined module-and role permissions that are oriented toward typical application scenarios. Additionally, custom roles can be defined and precisely adapted to company-specific requirements.

Fine-grained Rights on Objects and Functions
Permissions can be applied not only to modules but also to individual objects and functional areas. For example, access to employee master data may be allowed while sensitive contract information remains specifically excluded.

Row-Based Permissions at the Record Level
In addition to classic role rights, Celarix supports row-based permissions on records. Access to individual records can be controlled through standard or custom predicate logic.

Custom Security Logic via Predicates
With freely definable predicate logic, even complex permission concepts can be implemented, for example depending on responsibilities, organizational units or professional criteria.

Unified Security in Browser and Apps
The security logic applies uniformly whether access is through the browser or via Celarix Mobile apps. Users see the same content and rights everywhere.

Role-Based Access to Documents and Filing Systems
File repositories and documents are fully integrated into the rights concept. Access can be tiered down to individual folders or documents and individually controlled.

Security in the Professional Context
Rights always apply within the professional context of objects, activities and documents. This ensures that users only see and edit information for which they are authorized, regardless of the access path.

Open Integration Platform
The Celarix Platform is designed to integrate seamlessly into existing system landscapes. Interfaces enable structured data exchange with external applications and specialist systems, aligned with organizational and professional requirements.

Accounting and Finance Systems
For accounting, Celarix supports bidirectional interfaces to DATEV, DATEV-XML (including document transfer), ADDISON and Microsoft Navision. Accounting-relevant data can be automatically transferred and feedback processed.

Payroll and Salary Calculation
Connections to payroll systems such as DATEV LODAS, DATEV Payroll & Salary and ADDISON enable structured export of payroll-relevant data. This allows billing processes to be supported efficiently and transparently.

Applicant and Recruiting Systems
In recruiting, Celarix can integrate with external applicant systems such as compleet (formerly AVAX) and coveto. Applicant data can thus be consistently imported and processed further.

Warehouse Management and Item Data
For integration with warehouse management systems, Celarix supports the import of item data from Lexware as well as standardized formats such as GAEB and DATANORM.

Time Recording and Production Data Capture
Interfaces to time-recording solutions such as Timesheet or JobFrame Timeboard enable the transfer of time and performance data. These can be directly integrated into downstream processes.

Office and Exchange Formats
Data exchange via common formats such as CSV, XLSX and other Office formats is flexibly supported. This allows easy import, export or further processing of data.

Flexible Interface Framework
In addition to predefined interfaces, Celarix offers a flexible interface framework. Custom connections to third-party applications or customer-specific formats can be implemented, for example for time recording, accounting data, warehouse management or production data capture.