CRMconnect and Charisma ERP: board summary

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.

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

  1. Open
  2. Partly open
  3. Licensed
  4. On request
  5. 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. 1.Your own team.
  2. 2.An external team or partner.
  3. 3.The CRMconnect team.

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

API documentation

Comparison at a glance

CriterionCharisma ERPCRMconnect
Product typeModular enterprise ERP suite (TotalSoft), cloud or on-premisesOperations platform, runs with or without an ERP
Production / MRPYes (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-TransporteInvoice and eTransport modulesYes
CRMCRM based on Microsoft DynamicsCRM with pipelines, quotes and activities, linked to orders and stock
Mobile app for sales reps (SFA)Mobile SFA and Mobile CRM, listedSFA app on Android and iOS
Warehouse (WMS)Yes, in Charisma DistributionWMS: receiving, picking with scanning and courier delivery
B2B portaleOrders and self-service portals for suppliers and partnersDistributor portal and supplier portal
APIPlatform stated as API-first; API documentation not public on the verification datePublic REST API, webhooks and an MCP connector (OpenAI/ChatGPT, Anthropic/Claude and others). Zapier and Make.
PriceNo public pricing; SaaS since 2024Public, on the pricing page. Trial with no card.
Working together-CRMconnect has an ERP connector framework that is adapted per project; for Charisma, integration is developed together with the vendor or partner
Track record and customersTotalSoft since 1994, Charisma since 2001; more than 1,000 customers in more than 40 countriesBuilt by AZUVIO SRL, Bucharest. Customers in distribution, retail and manufacturing.

Complementarity radar

  • Charisma ERP
  • CRMconnect
  • Together
  • unverified
Levels are based on public information verified on 29.10.2026 and on CRMconnect data; they are not quality scores. Scale: 0 = not in public materials, 1 = through partners or add-on, 2 = on request or licensed, 3 = native.
Level per axis, with source
AxisCharisma ERPCRMconnectTogetherSource
Accounting & tax (SAF-T, payroll)3 · native1 · partial (invoicing and e-Factura)Invoicing, e-Factura and e-Transport; SAF-T, payroll and accounting stay in the ERP3Charisma ERP Core · Facturare & e-Factura
Production3 · native0 · not in public materialsProduction stays in the ERP3charisma.ro/en/erp-software · Comparația ERP vs CRM
CRM & sales3 · nativeCRM based on Microsoft Dynamics3 · native3Charisma level 2 · Pipeline-uri vânzări
Multi-channel orders & B2B portal3 · nativeeOrders and self-service portals3 · native3Charisma level 2 · Portal B2B distribuitori
EDIunverifiedNot mentioned on the pages read3 · nativeEDI provider through EDIconnect3charisma.ro/en/erp-software · EDI
Mobile SFA3 · nativeMobile SFA and Mobile CRM, listed3 · nativeAndroid and iOS3Charisma level 2 · Aplicație mobilă SFA
Warehouse & WMS3 · native3 · native3Charisma level 2 · WMS
API openness & AI2 · on request or licensedAPI-first stated; documentation not public3 · nativePublic REST API, webhooks, MCP, Arvis AI3charisma.ro/en/erp-software · docs.crmconnect.ro

How they work 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.

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

  • Operations do not stop: CRMconnect keeps running sales, orders, warehouse, purchasing and portals, without a pause.
  • 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.
  • 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.

The first 30 days and beyond: a typical path

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

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

Next steps

Sources: https://www.charisma.ro/en/erp-software, https://www.charisma.ro/en/software-system/charisma-level-1/charisma-erp-core, https://www.charisma.ro/en/software-system/charisma-level-2, https://totalsoft.ro/en/about/history, https://www.wall-street.ro/articol/it-and-c/totalsoft-depaseste-46-de-milioane-de-euro-in-2025.html. 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.