Do I have to drop Charisma ERP to use CRMconnect?

No. CRMconnect works next to your existing system. Charisma ERP keeps accounting, production and SAF-T. CRMconnect takes over sales, orders, EDI and B2B portals.

Can CRMconnect connect to Charisma ERP?

Yes. CRMconnect has an ERP connector framework that is adapted per project; for Charisma, integration is developed together with the vendor or partner. Which data moves (partners, items, prices, stock, orders, invoices, payments), and in which direction, is defined in the project.

What is the difference between an ERP and an operations platform?

The ERP is the system of record: accounting, production, tax reporting. The operations platform is where daily work happens: quotes, multi-channel orders, warehouse, EDI with retail chains and partner portals. Final documents end up in the ERP.

What happens to CRMconnect if we change our ERP?

CRMconnect keeps running sales, orders, warehouse, purchasing and portals. Connectors are reconfigured to the new ERP, while processes, users and operational history stay in CRMconnect; data mapping is done in the project. CRMconnect becomes a source of clean data for the new ERP, via API or export, while accounting history stays in the old ERP.

How long does implementation take?

CRMconnect starts from a few days; with full ERP integration it takes 4-6 weeks. Go-live is followed by a 15, 30 or 45-day hypercare period.

What happens to invoicing and e-Factura?

When you use them together, the project decides where the invoice is issued: in Charisma ERP, or in CRMconnect with the document then sent to Charisma ERP. What each CRMconnect package includes is on the pricing page.

Who can build the integrations with the ERP?

CRMconnect is an open platform, so you choose: your own team, an external team or partner, or the CRMconnect team. Every option uses the same public API, webhooks and MCP connector, with open documentation at docs.crmconnect.ro. No vendor lock-in.

Where do accounting and SAF-T stay if we use both?

In Charisma ERP. CRMconnect does not do SAF-T at the moment; it sends matched orders, deliveries, invoices and payments to the ERP. CRMconnect pricing is public on the pricing page, with a no-card trial.

How does CRMconnect connect to other systems?

Through a public REST API, webhooks and an MCP connector for ChatGPT and Claude, over EDI (AS2, EDIFACT) or through files. Custom modules can also be developed on the platform.

CRMconnect and Charisma ERP: the enterprise suite and the operations platform

Short answer

Charisma ERP and CRMconnect complement each other. Charisma ERP (TotalSoft) is a modular enterprise suite, with finance, distribution, WMS, HCM and a CRM based on Microsoft Dynamics. CRMconnect is the open operations platform, with a public API and MCP connector, an EDI provider through EDIconnect and a portal for distributors and suppliers, with an ERP connector framework that is adapted per project.

One-page summary for the board

How open the ERP is to integrations

The CRMconnect side is the same everywhere: connector, open API, implementation in days or weeks. The difference comes from how the ERP opens up its data.

On request: no public API; access is developed and paid for at the vendor

Open
Partly open
Licensed
On request
Enterprise

No public API documentation; access is developed on request, together with the vendor or partner.

Criteria: whether the API is public and documented, whether it is included or licensed separately, whether access is developed on request. The level does not describe the vendor's exact prices.

Open platform: you choose who builds the integration

CRMconnect is an open platform. You choose who builds the integrations:

1.Your own team.
2.An external team or partner.
3.The CRMconnect team.

Every option uses the same public API, webhooks and MCP connector, with open documentation. No vendor lock-in.

API documentation

From your role's point of view

Pick your role. See what matters to you and how Charisma ERP and CRMconnect work together.

How fast do I see results, and what risk do I take?

What matters to you

Time to value: CRMconnect starts from a few days; 4-6 weeks with full ERP integration.
Risk: you keep your ERP. Accounting, production and SAF-T stay in Charisma ERP, and CRMconnect is added on top of operations.
Independence: CRMconnect has a public API and supports custom modules, so you can connect other systems without depending on a single vendor.
If you change your ERP, operations keep running in CRMconnect: connectors move to the new ERP, while processes, users and operational history stay.
You choose who builds the integrations: your team, an external partner or the CRMconnect team, on the same public API. No vendor lock-in.

Together

Charisma ERP stays the company's system of record. CRMconnect becomes the place where teams sell, receive orders and work with partners. You can start with one module and expand as you grow.

What to ask any vendor

How long until the first flow is in production?
What happens to data and integrations if we change a system?
Do you have a customer in production with a similar flow?

A first step, no demo needed: See the O2C flow

Book a 30-minute demo

Open API: connect whatever you need

CRMconnect has a public REST API, webhooks and an MCP connector. You or your integrator build freely on the platform and connect it to any system.

Public REST API with open documentation.
Webhooks that notify other systems when something changes in CRMconnect.
MCP connector for OpenAI (ChatGPT), Anthropic (Claude) and other AI assistants.
Zapier and Make for no-code automation.
Custom modules built on the platform.

See the API documentation CRM integration via API

Start with one module, not a project

Not every company needs EDI. Many customers start with the CRM, then add orders, purchasing, warehouse, projects or invoicing. You choose where to start.

Your ERP stays untouched.
You add modules when you need them.
Your data stays yours: a full export is available at any time, including through the API.

A pilot on a single flow usually takes 2-4 weeks.

See all 65 modules

Agility, not just a promise

You start with a single module.
Implementation from a few days; 4-6 weeks with full ERP integration.
Custom modules on the platform.
Open API and MCP connector.
SFA app on Android and iOS.
The ERP can change without stopping operations.

Classic ERP model

General traits of the model, not about any specific vendor.

A company-wide implementation project.
Duration usually measured in months.
Adaptations are made through development.
Changing the system means a new migration project.

In short: when to choose each

When to choose Charisma ERP

You want an enterprise suite with ERP, HCM, BI and CRM from one vendor.
You operate in several countries.
You need production and industry modules.

When to choose CRMconnect

You want a public API, MCP connector and custom modules.
You want EDI from an EDI provider, integrated with orders and the portal.
You want a portal for distributors and for suppliers.
You want to start fast, with public pricing.

When to use them together

Charisma ERP keeps accounting, production and SAF-T.
CRMconnect takes the flows you choose: portal, EDI, multi-channel orders, couriers.
CRMconnect has an ERP connector framework that is adapted per project; for Charisma, integration is developed together with the vendor or partner.

Where we overlap

Charisma ERP has a CRM based on Microsoft Dynamics, WMS, eOrders and mobile SFA. CRMconnect stands apart with a public API and MCP connector, module-by-module activation, being an EDI provider through EDIconnect, a distributor portal and public pricing.

When we are, and are not, the right choice

When we are not the right choice

Production and HCM: they stay in Charisma ERP.
SAF-T: CRMconnect does not do SAF-T at the moment; it is done from Charisma ERP.
You want the whole enterprise suite from one vendor: Charisma covers it.

When we are

You want connected commercial and logistics operations: sales, orders, purchasing, stock, warehouse, couriers and invoicing.
You work with or without an ERP.

When you change your ERP

You can change the ERP without stopping operations.

1. Operations do not stop
CRMconnect keeps running sales, orders, warehouse, purchasing and portals, without a pause.
2. Links move to the new ERP
Connectors are reconfigured: the old endpoints become the new ones. Processes, users and operational history stay in CRMconnect. Data mapping is done in the project.
3. Clean data for the new ERP
CRMconnect becomes a source of clean data for the new ERP: customers, products and PIM, prices, suppliers, commercial documents and operational history, via API or export. Accounting history stays in the old ERP.

What the architecture looks like when you use both

System of record

ERP (for example Charisma ERP)

Accounting
Production
SAF-T
Payroll

EDI, API, files

Execution and connection

CRMconnect

Sales
Multi-channel orders
Warehouse
EDI
B2B portals
End-to-end flows

EDI, portals, API

Partners

Retail chains
Distributors
Suppliers
Couriers
ANAF (e-Factura, e-Transport)

The ERP keeps the records. CRMconnect runs operations and connects them with partners. With Charisma ERP, the link runs through a CRMconnect ERP connector adapted per project, together with the vendor or partner.

Fact-based comparison

Verified on 29 October 2026

CRMconnect and Charisma ERP: the enterprise suite and the operations platform. Verified on 29 October 2026.
Criterion	Charisma ERP	CRMconnect
Product type	Modular enterprise ERP suite (TotalSoft), cloud or on-premises	Operations platform, runs with or without an ERP
Production / MRP	Yes (production module)	No. Production stays in the ERP.
SAF-T (D406)	Yes (dedicated module)	Not currently; it is done from the accounting ERP
e-Factura and e-Transport	eInvoice and eTransport modules	Yes
CRM	CRM based on Microsoft Dynamics	CRM with pipelines, quotes and activities, linked to orders and stock
Mobile app for sales reps (SFA)	Mobile SFA and Mobile CRM, listed	SFA app on Android and iOS
Warehouse (WMS)	Yes, in Charisma Distribution	WMS: receiving, picking with scanning and courier delivery
B2B portal	eOrders and self-service portals for suppliers and partners	Distributor portal and supplier portal
API	Platform stated as API-first; API documentation not public on the verification date	Public REST API, webhooks and an MCP connector (OpenAI/ChatGPT, Anthropic/Claude and others). Zapier and Make. API documentation
Price	No public pricing; SaaS since 2024	Public, on the pricing page. Trial with no card. Pricing
Working together	-	CRMconnect has an ERP connector framework that is adapted per project; for Charisma, integration is developed together with the vendor or partner Charisma ERP integration
Track record and customers	TotalSoft since 1994, Charisma since 2001; more than 1,000 customers in more than 40 countries	Built by AZUVIO SRL, Bucharest. Customers in distribution, retail and manufacturing.

Charisma ERP sources: charisma.ro/en/erp-software, Charisma ERP Core, Charisma level 2, Istoric TotalSoft, TotalSoft 2025 (wall-street.ro)

The first 30 days and beyond: a typical path

A common path, module by module. Order and pace are agreed with you.

Day 1
Users and the first module, for example the CRM and the sales pipeline.
Weeks 1-2
A second module, as needed: orders, portal or purchasing.
Weeks 4-6
Full integration with the ERP.

What CRMconnect adds next to an ERP

Each module works with ERP data and sends documents back to the ERP.

Estimate the impact with your own numbers

Enter today's volume and time. The calculation runs in your browser and the formula is shown below.

The 10 questions for any vendor

Use them in any evaluation, ours included.

How long until the first flow is in production?
Do you have a customer in production with a similar flow?
What happens to data and integrations if we change a system?
How does an order from a rep, the portal or EDI reach the ERP?
Can reps work from their phone?
Which system stays the source for accounting and tax reporting?
How are payments reconciled with invoices?
What does the price include and what is billed separately?
Do you have public API documentation?
How are access rights and the activity log managed?

Frequently asked questions

Do I have to drop Charisma ERP to use CRMconnect?: No. CRMconnect works next to your existing system. Charisma ERP keeps accounting, production and SAF-T. CRMconnect takes over sales, orders, EDI and B2B portals.
Can CRMconnect connect to Charisma ERP?: Yes. CRMconnect has an ERP connector framework that is adapted per project; for Charisma, integration is developed together with the vendor or partner. Which data moves (partners, items, prices, stock, orders, invoices, payments), and in which direction, is defined in the project.
What does CRMconnect do differently from Charisma ERP?: Charisma ERP has a CRM based on Microsoft Dynamics, WMS, eOrders and mobile SFA. CRMconnect stands apart with a public API and MCP connector, module-by-module activation, being an EDI provider through EDIconnect, a distributor portal and public pricing.
What is the difference between an ERP and an operations platform?: The ERP is the system of record: accounting, production, tax reporting. The operations platform is where daily work happens: quotes, multi-channel orders, warehouse, EDI with retail chains and partner portals. Final documents end up in the ERP.
What happens to CRMconnect if we change our ERP?: CRMconnect keeps running sales, orders, warehouse, purchasing and portals. Connectors are reconfigured to the new ERP, while processes, users and operational history stay in CRMconnect; data mapping is done in the project. CRMconnect becomes a source of clean data for the new ERP, via API or export, while accounting history stays in the old ERP.
How long does implementation take?: CRMconnect starts from a few days; with full ERP integration it takes 4-6 weeks. Go-live is followed by a 15, 30 or 45-day hypercare period.
What happens to invoicing and e-Factura?: When you use them together, the project decides where the invoice is issued: in Charisma ERP, or in CRMconnect with the document then sent to Charisma ERP. What each CRMconnect package includes is on the pricing page.
Who can build the integrations with the ERP?: CRMconnect is an open platform, so you choose: your own team, an external team or partner, or the CRMconnect team. Every option uses the same public API, webhooks and MCP connector, with open documentation at docs.crmconnect.ro. No vendor lock-in.
Where do accounting and SAF-T stay if we use both?: In Charisma ERP. CRMconnect does not do SAF-T at the moment; it sends matched orders, deliveries, invoices and payments to the ERP. CRMconnect pricing is public on the pricing page, with a no-card trial.
How does CRMconnect connect to other systems?: Through a public REST API, webhooks and an MCP connector for ChatGPT and Claude, over EDI (AS2, EDIFACT) or through files. Custom modules can also be developed on the platform.

See what CRMconnect would look like next to your ERP

Show us today's flow. We show you what stays in the ERP and what moves to CRMconnect.

Book a demo Try it, no card See pricing One-page summary for the board

TotalSoft, Charisma and Microsoft Dynamics are trademarks of their respective owners. This comparison uses public information available on 29.10.2026. If you spot an error, write to us at hello@crmconnect.ro.