Putem importa fișierele Excel existente?

Da. Importul de clienți, produse, prețuri și istoric de comenzi face parte din configurarea inițială.

Mai putem exporta în Excel?

Da, rapoartele și listele se exportă în Excel sau CSV când ai nevoie de o analiză ad-hoc.

Can we import our existing Excel files?

Yes. Importing clients, products, pricing lists, and order history is a standard part of the initial configuration.

Can we still export data to Excel?

Yes, all reports and lists can be exported to Excel or CSV whenever you need to perform an ad-hoc analysis.

← Comparisons

CRMconnect vs Excel for Sales Management

While Excel remains a powerful tool for ad-hoc calculations, it is not a commercial database. It lacks client history, role-based permissions, and native synchronization with your ERP. CRMconnect provides the speed of a spreadsheet but centralises data with full audit trails, real-time stock visibility, and native modules for invoicing and logistics.

Criterion-by-criterion comparison

Criterion	CRMconnect	Excel
Single source of truth	One central database; identical data for all teams	Individual files per person, leading to parallel versions
Client history	All interactions, quotes, and orders stored in the client profile	Highly dependent on individual manual notes
Security and privacy	Role-based access, module permissions, and audit logs	Whoever has the file has all your sensitive data
ERP integration	Sits natively over your existing ERP (SAP Business One, Microsoft Dynamics 365, Sage, Odoo) via API: master data, prices, stocks, and documents flow bi-directionally.	Manual copy-paste or risky file imports
Reporting	Live pipeline, activity tracking, forecasting, and departmental reports	Reports manually rebuilt at the end of every month
Business continuity	The portfolio remains in the platform when staff leave	The data often leaves with the person and their files

Choose CRMconnect if...

Multiple teams touch the same order (sales, back-office, logistics, finance)
You need to know why a quote was lost, not just that it was lost
You already use an ERP and want to stop double data entry

Stay with Excel if...

You have fewer than 3 sales people and a very low order volume
You need a one-off simulation rather than a repeatable process

The real cost of Excel isn't the licence

The true cost lies in hours spent on manual entry, duplicate orders, uncontrolled discounting, and management reports that arrive a week late. These are recurring operational costs, not one-off incidents.

Orders manually re-entered into the ERP
Prices and discounts applied inconsistently across the team
Forecasting based on guesswork rather than a real pipeline

Keep your existing workflows

Excel imports remain a standard workflow: master data, client portfolios, and order histories are uploaded during implementation. Exporting to Excel remains available for ad-hoc external analysis.

Compliance and Finance

Native invoicing, e-invoicing (Peppol BIS 3.0 / EN 16931), and electronic transport documents are included. Documents sync with your ERP, where the accounting ledger remains the final record.

Frequently asked questions

Can we import our existing Excel files?: Yes. Importing clients, products, pricing lists, and order history is a standard part of the initial configuration.
Can we still export data to Excel?: Yes, all reports and lists can be exported to Excel or CSV whenever you need to perform an ad-hoc analysis.

Test it with your real portfolio

Start your 14-day free trial, import a file, and see your portfolio transformed into a smart CRM. Pricing starts from 12 EUR per user.

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