The CRM where the spreadsheet ends and the sales process begins

The CRM that keeps upwith everything after the deal

CRMconnect is the CRM for teams selling B2B, B2C or both: leads, pipeline, quotes and activities in one place. When a sale closes, the process keeps going - order, stock, delivery, invoice and payment, connected to the ERP you already use.

Start with CRM only, the same day
Connects to your ERP or inventory software
Grows into orders, stock and a B2B portal when you need it

No credit card · Account in 2 minutes · Cancel anytime

CRMconnect sales pipeline with customer view, live stock and invoice status

14 days

Free trial, no card

1 day

To your first pipeline

Connectable ERPs

360°

Complete customer view

17 €

Essential/user/month (billed annually)

"Within 30 days of signing we onboarded 50 sales reps, and the following week we added another 50."

Triton - 300 employees, €60M revenue - field sales, back-office and own stores

How it works

One layer on top of CRM, operations and ERP

Sell in CRMconnect, operate in CRMconnect, invoice in CRMconnect. Stay standalone or connect to the ERP you already use.

Channels & customers

Website, phone, email, field, B2B portal

CRMconnect

CRM + operations + AI, in one place

Your current ERP

Or run standalone inside CRMconnect

Sell

Lead → quote → customer order

Operate

Stock, purchasing, delivery, returns

Invoice & report

Invoices, cash-in, tax reporting, dashboards

Project portfolio

Beneficiaries of our ecosystem

1,400+

clients served in recent years

retail chains on EDI

RO + EU

retail chains and distributors

Enterprise

listed companies and multinationals

In short

What is CRMconnect?

CRMconnect is a CRM for teams selling B2B, B2C or through both models. It handles leads, pipeline, quotes and field activity, and connects to your existing ERP so the process continues after a sale: order, stock, delivery, invoice and payment. The typical plan is Essential, at €20 per user per month, with a 14-day free trial and no card required.

Full CRM: accounts, contacts, pipeline, quotes, tasks, mobile app.
Two-way sync with the ERP or inventory software you already use.
Real stock and availability at quoting time.
Optional modules: orders, B2B portal, logistics, AI reporting.

The cost of one more month of nothing

What selling out of Excel really costs

Typical figures for sales teams. Put in your own numbers and see the gap in 2 minutes.

12h / rep / month

lost on manual quotes and reporting

Time that never reaches a customer conversation.

1 in 5 orders

delayed by out-of-date stock

Quotes sent on stock that no longer exists.

+9 days

longer sales cycle without a single pipeline

Forgotten follow-ups and deals with no clear owner.

Calculate your real loss in 10 seconds

Two numbers. The result updates instantly.

How many sales people do you have?

Average order value (€)

Estimated loss

8.160 €

per month

Time lost on quotes and reporting: 2.160 €
Margin lost on delayed orders: 6.000 €

Assumptions: 12h/agent/month lost, 1 in 5 orders delayed, 15% margin.

Indicative figures from sales-team rollouts. The calculator uses your real data.

The CRM, department by department

61 modules you switch on as you grow. Data flows between them - and into the ERP you already run.

Sales

10 modules

Marketing

6 modules

Customer Support

4 modules

Purchasing

8 modules

Logistics & Warehousing

1 modules

Last-Mile Delivery Automation

Finance & Accounting

7 modules

Cross-Department

8 modules

Management

10 modules

Integrations

5 modules

Legal

2 modules

See all CRM modules

One platform, every role sees what they need

From CEO to Logistics - CRMconnect adapts to your role.

For the CEO / general manager

See sales without asking for reports.

Pipeline, forecast and cash-in on one dashboard.
See where deals stall, not just the final number.
Decisions on live ERP data, not Friday spreadsheets.

For the sales rep

Less reporting, more selling.

Every account, contact and conversation on one screen.
Quotes in minutes, with the right prices and discounts.
Visits and tasks from the phone, offline included.

For the Sales Manager

A real pipeline and a forecast you can trust.

Clear stages, stalled deals flagged automatically.
Forecast based on history, not team optimism.
See why deals are lost and on which channel.

For the founder

A CRM the team actually uses.

Setup in hours, no consultants, no IT project.
No lost leads when someone leaves the team.
As you grow, add orders and stock without switching platform.

For marketing

From lead to revenue, with a visible path.

Leads from the site, campaigns and events land straight in the CRM.
See which channel brings customers, not just forms.
Segments and lists for campaigns, straight from the customer base.

For the CFO

Sales tied to cash, not just promises.

Quote, order, invoice and payment on one thread.
Credit limits and overdues visible at quoting time.
Margin per customer and product, with no manual report.

For customer service

One history per customer.

Tickets, returns and requests linked to real orders.
Fast answers, without calling another department.
Full history: what they bought, paid and complained about.

For operations

The order leaves the CRM and reaches delivery.

Confirmed orders flow on automatically, no re-entry.
Available stock checked before you promise a date.
Delivery status visible right inside the CRM.

For IT

A CRM that integrates instead of locking data in.

API-first: ERP, inventory, e-commerce, email, telephony.
Roles, permissions and an audit trail on every action.
Data in the EU, export anytime, no vendor lock-in.

Beyond CRM: the solutions that carry the growth

B2B portals, warehouse and order management, partner data sync, automations, AI and reporting - each one connected to the ERP you already run.

B2B Distributor Portal

Digitise distributor collaboration: automated onboarding, online orders, live stock levels, and order tracking, natively synced with CRM and ERP.

See the solution

Supplier B2B Portal (VRM)

A dedicated space for suppliers to manage products, orders, invoices, and EDI - fully integrated with SupplySync data synchronization.

See the solution

Warehouse Management | WMS (Complete Solution)

Complete WMS to automate logistics processes, sync with your ERP, and gain total control over inventory across all your locations.

See the solution

SupplySync - Data Warehouse

Automated master data sync with trading partners-stock, pricing, and packaging-at configurable frequencies from 30 minutes to 24 hours.

See the solution

Order Management System (OMS)

One central system for every order - eCommerce, EDI, and B2B portals - with open API architecture and real-time operational synchronization.

See the solution

Internal Process Automation

API-first orchestration for internal workflows - integrate CRM, ERP, and eCommerce with AI-driven automation and enterprise security.

See the solution

Artificial Intelligence & Machine Learning

Agentic AI, advanced automation, and native predictive analytics in CRMconnect - designed for accelerated digital transformation.

See the solution

Reporting & Business Intelligence

Interactive dashboards, custom KPIs, and AI predictive analytics - complete visibility for leadership teams.

See the solution

Database Structures & Sources

Middleware for connecting multiple databases, APIs, and standardized EDI - total integration freedom.

See the solution

Comparison

Why not just a classic CRM

A generic CRM helps you until the contract is signed. After that your team goes back to spreadsheets, phone calls to the warehouse and emails to accounting.

Comparison between a generic CRM and CRMconnect
What you need	Generic CRM	CRMconnect
Pipeline, accounts, activities	Yes, standard	Yes, built for B2B, B2C or mixed sales
Stock and availability when quoting	Missing - the rep calls the warehouse	Live stock from ERP/WMS, inside the quote
Customer prices and discounts	Manual fields	Price lists and discount rules applied automatically
Quote to order	Manual re-entry into the ERP	The order flows from CRM to ERP, no double typing
Invoicing and collections	Another system, another login	Invoice status and customer balance on the account record
Link to your existing ERP	CSV export or a separate project	Documented connectors for 18 ERPs
Reports and natural-language questions	Predefined reports	Ask in plain text, get a dashboard (AI / MCP)
Growth beyond CRM	A different vendor for every need	Order, B2B portal and logistics modules on the same platform

The comparison refers to platform capability, not to a specific vendor.

Testimonials

What our clients say

From multinationals running 10 systems to local companies running 3 - same problem: their data doesn't talk to each other.

Lucian Băjinaru

Sales Manager

"The CRMconnect module has facilitated better coordination between our sales, production, and logistics teams, allowing for real-time order monitoring and management. We recorded a..."

We recorded a 30% increase in order processing speed and a 25% reduction in order-related errors.

Dragoș Năstase

Sales Director

"CRMconnect is a long-standing partner in our relationship with Samsung. Adaptability to customer requirements and the speed of implementing changes are key factors for a successful..."

Long-term strategic partner

Dorin Călvărășanu

IT Director

"In CRMconnect, we have a reliable partner who is attentive to our requests, successfully adapting their solutions to the complex technical needs of Arabesque. We count on their con..."

Trusted partner for optimization

Transparent pricing

Start with the CRM, pay per user

No hidden implementation fees and no three-year contract. Pick the CRM plan and add modules only when you need them.

Unlimited read-only users for management
Mobile app included in every plan
Data import and pipeline setup during onboarding
Local-language support

From · Essential

17€ /user/month

Billed annually. 14-day free trial, no card.

CFO view

Total cost over 3 years, not price per user

The budget that reaches the board is not the monthly subscription, it is the total over the amortisation horizon. We compute it transparently, at list price.

Users

36-month subscription (€20/user/month, Essential)18.000 EUR

Implementation, data import and workflow setup (one-off)2.500 EUR

Server licences, databases, test environmentIncluded

Version updates and maintenanceIncluded

Support in your languageIncluded

Total 3-year cost

20.500 EUR

≈ €22.8/user/month, all-in

No hidden infrastructure, upgrade or recurring consultancy costs: these are the budget lines you present to the board.

See detailed pricing ROI calculators

Estimate at public list price, VAT excluded. The Enterprise package (over 100 users or custom workflows) is quoted individually.

Onboarding

Your first 30 days, no surprises

No six-month IT project. Here is exactly what happens, week by week.

Day 1

Account live, data imported

Customers, contacts and products imported from Excel or your ERP.

Day 7

Pipeline live with the team

Stages mapped to your process, reps already working in the CRM.

Day 14

Quotes with real stock and price

The ERP connection feeds correct stock and pricing into every quote.

Day 30

Board-ready reporting

Forecast, stage conversion and rep activity, automatically.

60-second plan

What the rollout looks like for your company

Pick four facts about your company and instantly see the package, time to go-live and monthly budget. No form, no email.

Team using the CRM

Departments involved

Do you already run an ERP?

Industry

The estimate is computed in your browser. We store nothing and never ask for contact details to show it.

Your plan

Implementation package: Standard
Time to go-live: 4-6 weeks
Estimated monthly subscription: ≈ €400/month

For ~20 users, 3 departments and the Distribution industry, the recommendation is the Standard package, go-live in 4-6 weeks, with two-way sync to your current ERP. Subscription budget: ≈ €400/month at the €20/user/month list price (Essential).

Validate the plan with a consultant

See CRMconnect for Distribution

Smart Operations Layer

Visibility and automation over everything you already have

Stop jumping between 5 systems to understand what's happening in your business. CRMconnect unifies data, automates workflows, and gives you control from day one.

Unified data from all systems

Connect ERP, CRM, WMS, and accounting into a single source of truth.

Automations and workflows

Rules, notifications, and automated actions that eliminate repetitive work from operations.

Complete traceability

Every action and decision is logged. Transparency for audit and compliance.

Granular control

You define what gets automated and what remains a human decision. No surprises.

CRMconnect Dashboard

3 connected systems

LIVE

Client	Order	Delay	Value
ABC SRL	CMD-1042	8 days	€24,300
Beta SA	CMD-0981	5 days	€12,100
Gamma SRL	CMD-1104	3 days	€8,750

AI insight

3 orders exceed the average delivery time. Recommendation: contact ABC SRL before stock block.

Start free Create account

6 reasons companies switch to CRMconnect.

It's not another ERP. It's the visibility and automation layer that was missing from your operations.

< 48h

complete setup

Operational in days

Not years of implementation. You're live in days, not months.

50+

connectors

API-first, zero vendor lock-in

Connects to anything you already have. Extensible without dependency.

single source of truth

Natively cross-functional

Sales, finance, supply chain, HR - same data, one place.

80%

automated tasks

Intelligent automations

Rules, notifications, and workflows that eliminate repetitive work.

Real-time

KPI dashboard

C-level visibility

Live executive dashboards, without waiting for manual reports.

2 modes

of operation

Layer or platform

On top of your existing ERP OR as your main operations platform.

Extend

Already have an ERP/WMS/e-commerce system?

CRMconnect connects via API and adds automation and visibility on top of your existing systems.

Replace

Don't have a mature ERP?

CRMconnect becomes your operations platform - sales, supply chain, invoicing, projects. Everything, from day one.

ERP project stuck?

Stop waiting for the perfect ERP to digitalize

CRMconnect provides complete digital operations without a 2-year ERP project and a 6-figure budget.

6 weeks

Short time-to-value

Quickly cover critical workflows on top of a partially implemented ERP.

Zero downtime

Intelligent wrapper

Modern UX and automations over legacy systems. Users don't see the complexity.

-70% costs

API-first logic

Move business rules to CRMconnect. Easier ERP upgrades.

1 dashboard

Unified multi-ERP

Multiple entities with different ERPs? CRMconnect unifies visibility.

Controlled risk

What happens if it does not work out

The right question for a decision maker is not "how much does it cost", but "how much does it cost me to change my mind". Here is the answer, in writing.

Your data stays yours

Full CSV/Excel export at any time, including at contract termination. No exit fee.

14-day trial, no card

The trial account runs the real feature set, not a cut-down demo, and never auto-converts into a paid plan.

No technical lock-in

The ERP remains the system of record. Sync can be switched off without blocking operations.

Scales both ways

User count can go down at renewal, not just up. You pay for the real team, not the planned one.

EU hosting, GDPR

EU infrastructure, dedicated pod, data processing agreement signed before any import.

Full commercial terms are public, not on request: terms and conditions

Frequently Asked Questions

Got questions? We've got answers.

Everything you need to know before you start.

How long does implementation take?

Initial setup takes hours, not months. You don't need an IT team or external consultants - just add users, select modules, and you're operational the same day.

What happens to the data from my current system?

We offer automatic import from Excel, CSV, and the most popular ERPs in Romania. Our team assists you with the migration for free during the trial period.

Do I need an ERP to use CRMconnect?

No. CRMconnect can function independently as a complete operational management platform. If you already have an ERP, CRMconnect connects to it and adds the missing layer of intelligence and visibility.

Is it safe to store financial data in CRMconnect?

Yes. Data is encrypted end-to-end, stored in EU data centers, and the platform is GDPR compliant. We apply enterprise-level security standards.

What happens after the 14-day free trial?

You choose a suitable plan and continue without interruption. There are no long-term contractual obligations - you can cancel anytime. If it's not for you, you pay nothing.

Can I use CRMconnect if I only have 3-5 employees?

Absolutely. CRMconnect is built to scale with you - from micro-teams to companies with hundreds of users, without changing platforms.

How does the integration with accounting software work?

CRMconnect automatically exports the necessary data (invoices, collections, payments) to Saga, WinMentor, SmartBill, and other popular solutions. Your accountant gets everything they need without your intervention.

Do you offer technical support?

Yes, support is included in all plans. You have access to live chat, email, and a knowledge base. Pro and Enterprise plans also include a dedicated account manager.

Free PDF

Smart Operations Weekly - practical ideas for companies running an ERP

One email per week on how real companies bring order to sales with CRMconnect, on top of their existing ERP. Subscription gift: The CRMconnect Guide - 25 sales processes you can automate without changing your ERP

Case studies from sales and field teams
New integrations with popular ERPs
One-click unsubscribe, anytime

14-day free trial, no card required

Start with a platform,not a 2-year project

First results come quickly. The rest is built at your operations' pace.

Setup < 48 hours14-day free trial, no card requiredNo IT team requiredYour data stays yours

Scenarios for your company

See exactly how CRMconnect would integrate into your current operations.

Configure your scenario

30+ real-world scenarios

"Before vs. After" organized by role - from CEO to Logistics.

Explore the library

Have questions? Email us at contact@crmconnect.ro

GDPR CompliantData protected according to European regulations

SLA 99.9% uptimeAvailability guaranteed by contract

Monitored uptime24/7 monitoring with automatic alerting

Made in EUInfrastructure and data stored in the EU