Do I have to drop Merlin ERP to use CRMconnect?

No. CRMconnect works next to your existing system. Merlin ERP keeps accounting, production, payroll and stock management. CRMconnect takes over sales, orders, EDI and B2B portals.

Can CRMconnect connect to Merlin ERP?

Yes. CRMconnect has an API integration with Merlin ERP that runs in production, for example at a group of DIY companies. Which data moves, 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 Merlin ERP, or in CRMconnect with the document then sent to Merlin 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 the accounting 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 Merlin ERP: the full ERP and connected operations

Short answer

Merlin ERP and CRMconnect complement each other and already work together. Merlin ERP (Prodigy Software) is a full ERP, with accounting, production, payroll, stock management, WMS and CRM. CRMconnect connects to Merlin ERP through its API, in an integration that runs in production, and adds a B2B portal, EDI as a provider, mobile SFA and couriers.

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.

Partly open: existing connectors, the rest on request

Open
Partly open
Licensed
On request
Enterprise

API available; documentation is not public. CRMconnect uses it in an integration in production.

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 Merlin 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, payroll and stock management stay in Merlin 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

Merlin 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

Built for operations

What teams find in CRMconnect today, whatever the ERP behind it.

Role-based menus: each user sees the modules and actions they need.
Start pages with cards per work area: sales, orders, warehouse, purchasing.
Native SFA with prospecting, on Android and iOS, for field sales reps.
Native operational automation (Business OS), with a workflow builder.
Integrated email client, helpdesk, projects and tasks on the same platform.
Arvis AI: reports and dashboards from a prompt, on company data; MCP connector for ChatGPT and Claude.
Fast access to the vendor and customer ecosystem through EDI and API; B2B portal for distributors and suppliers.
More than 100 connectors: Google, payment processors, SMS marketing, email marketing and more.

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.

Change model

ERP: Merlin ERP

Implementation project, agreed with the vendor or partner.

CRMconnect

Configuration, from a few days; 4-6 weeks with full ERP integration.

ERP durations are those publicly stated by the vendor, where available.

In short: when to choose each

When to choose Merlin ERP

You want accounting, production, payroll and WMS in one ERP.
You need an ERP customised after a business analysis.
You want OLAP reports and Data.AI, an AI assistant that reads financial data.

When to choose CRMconnect

You sell on several channels and want every order in one place.
You trade with retail chains over EDI.
You want a portal for distributors and for suppliers.
You want field reps with a mobile app on Android and iOS.

When to use them together

Merlin ERP keeps accounting, production, payroll and stock.
CRMconnect takes the B2B portal, EDI, mobile SFA, couriers and multi-channel orders.
API integration, already in production at a group of DIY companies.

Where they meet

Merlin ERP has a CRM module, sales orders and WMS. The project decides where each flow runs: usually field sales, the B2B portal, EDI and couriers run in CRMconnect, and documents reach Merlin ERP through the API.

When we are, and are not, the right choice

When we are not the right choice

Production and payroll: they stay in Merlin ERP.
SAF-T: CRMconnect does not do SAF-T at the moment; it is done from the accounting ERP.
Accounting and financial analysis: they stay in Merlin ERP and Data.AI.

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 Merlin 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 Merlin ERP, the link runs through the API, in an integration already used in production.

Complementarity radar

Top: the ERP's foundation; bottom: connected operations; right: three objective agility criteria. The dashed line shows what you cover using both together.

Merlin ERP
CRMconnect
Together
unverified

Foundation

Accounting & tax
Merlin ERP3 · native
CRMconnect1 · partial (invoicing and e-Factura)
Production & MRP
Merlin ERP3 · native
CRMconnect0 · not in public materials
Payroll
Merlin ERP3 · native
CRMconnect0 · not in public materials
Stock & inventory accounting
Merlin ERP3 · native
CRMconnect2 · partial (operational stock)

Agility

Public pricing
Merlin ERP0 · no
CRMconnect3 · yes
Documented public API
Merlin ERP0 · no
CRMconnect3 · yes
Start with one module
Merlin ERPunverified
CRMconnect3 · yes

Connected operations

Sales & orders
Merlin ERP3 · native
CRMconnect3 · native
B2B portal
Merlin ERP0 · not in public materials
CRMconnect3 · native
EDI (EDI provider)
Merlin ERP0 · not in public materials
CRMconnect3 · native
Mobile SFA
Merlin ERP0 · not in public materials
CRMconnect3 · native
Couriers
Merlin ERPunverified
CRMconnect3 · native
Integrations & connectors
Merlin ERP2 · on request or licensed
CRMconnect3 · native

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. Agility: 3 = yes, 0 = no (from public sources).

Level per axis, with source
Axis	Merlin ERP	CRMconnect	Together	Source
Foundation
Accounting & tax	3 · nativeAccounting and tax returns (D100, D112, D300, D390, D394); SAF-T and e-Factura not on the module pages	1 · partial (invoicing and e-Factura)Invoicing, e-Factura and e-Transport; SAF-T and accounting stay in the ERP	3	Modul Contabilitate · Facturare & e-Factura
Production & MRP	3 · native	0 · not in public materialsProduction stays in the ERP	3	Producție · Comparația ERP vs CRM
Payroll	3 · native	0 · not in public materialsPayroll stays in the ERP	3	Salarii · Comparația ERP vs CRM
Stock & inventory accounting	3 · nativeStock management; WMS on mobile terminals	2 · partial (operational stock)Stock by location and warehouse; inventory accounting stays in the ERP	3	Gestiune stocuri · Gestiune stocuri
Agility
Public pricing	0 · noNo public pricing; presentation request form	3 · yesPublic prices on the pricing page	3	erp.ro · Tarife
Documented public API	0 · noAPI documentation not public	3 · yesPublic documentation at docs.crmconnect.ro	3	Merlin ERP · docs.crmconnect.ro
Start with one module	unverified	3 · yesModules switched on one at a time	3	erp.ro · Module
Connected operations
Sales & orders	3 · nativeSales orders, quotes, pro forma invoices, delivery notes	3 · nativeMulti-channel orders, PIM, integrated email client	3	Gestiune stocuri · Order Management
B2B portal	0 · not in public materialsNot in public materials	3 · native	3	erp.ro · Portal B2B distribuitori
EDI (EDI provider)	0 · not in public materialsNot in public materials	3 · nativeEDI provider through EDIconnect	3	erp.ro · EDI
Mobile SFA	0 · not in public materialsCRM with no mobile sales app mentioned	3 · nativeNative SFA with prospecting, Android and iOS	3	erp.ro · Aplicație mobilă SFA
Couriers	unverified	3 · nativeMore than 230 courier companies, in about 35 countries	3	erp.ro · Curierat
Integrations & connectors	2 · on request or licensedAPI available, not publicly documented; CRMconnect integration in production	3 · nativeMore than 100 connectors, more than 230 couriers, EDI, API, webhooks, MCP	3	Merlin ERP · Integrări

Fact-based comparison

Verified on 29 October 2026

CRMconnect and Merlin ERP: the full ERP and connected operations. Verified on 29 October 2026.
Criterion	Merlin ERP	CRMconnect
Product type	Full ERP (Prodigy Software): on-premises, as a service or in the cloud	Operations platform, runs with or without an ERP
Production / MRP	Yes: recipes, production orders, machine scheduling, costing	No. Production stays in the ERP.
CRM	Native CRM: contacts, calendar, activities, reports	CRM with pipelines, quotes and activities, linked to orders and stock
Mobile app for sales reps (SFA)	Not in public materials	SFA app on Android and iOS
Warehouse (WMS)	Yes: receiving, picking and inventory on mobile terminals, barcodes, lots	WMS: receiving, picking with scanning and courier delivery
B2B portal	Not in public materials	Distributor portal and supplier portal
EDI	Not in public materials	EDI provider through EDIconnect, integrated with orders, warehouse, invoicing and the portal
API	API available; 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; presentation request form	Public, on the pricing page. Trial with no card. Pricing
Working together	-	API integration between CRMconnect and Merlin ERP, in production Merlin ERP integration
Track record and customers	More than 150 implementations, according to the website	Built by AZUVIO SRL, Bucharest. Customers in distribution, retail and manufacturing.

Merlin ERP sources: erp.ro, Merlin ERP, Modul Contabilitate, Gestiune stocuri, Producție, Salarii, WMS, CRM, Data.AI, Despre Prodigy Software

A group of DIY companies: CRMconnect and Merlin ERP together

Context: A group of DIY companies with combined revenue of about 400 million lei and about 250 employees.
What we connected: CRMconnect works with Merlin ERP through an API integration, in production.
How it works: Merlin ERP stays the group's ERP; connected operations run in CRMconnect, and data moves daily through the API.

We only use information we are able to make public; the client's name is not public.

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.

Sales & customers

Operations & supply chain

Collaboration & service

Automation & integrations

Operational automation (Business OS)Internal processes automated with clear rules.
Workflow builderWorkflows configured without development.
More than 100 connectorsGoogle, payment processors, SMS marketing, email marketing and more.
API and MCP connectorPublic REST API, webhooks; access to vendors and customers through EDI and API.
Arvis AIReports and dashboards from a prompt, on company data.

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 Merlin ERP to use CRMconnect?: No. CRMconnect works next to your existing system. Merlin ERP keeps accounting, production, payroll and stock management. CRMconnect takes over sales, orders, EDI and B2B portals.
Can CRMconnect connect to Merlin ERP?: Yes. CRMconnect has an API integration with Merlin ERP that runs in production, for example at a group of DIY companies. Which data moves, and in which direction, is defined in the project.
What does CRMconnect do differently from Merlin ERP?: Merlin ERP has a CRM module, sales orders and WMS. The project decides where each flow runs: usually field sales, the B2B portal, EDI and couriers run in CRMconnect, and documents reach Merlin ERP through the API.
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 Merlin ERP, or in CRMconnect with the document then sent to Merlin 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 the accounting 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

Merlin ERP is a trademark of its owner. This comparison uses public information available on 29.10.2026. If you spot an error, write to us at hello@crmconnect.ro.