CRMconnect and Saga: board summary

Saga and CRMconnect do different things and complement each other. Saga is accounting software used by companies and accounting firms. CRMconnect is the operations platform: sales, orders, warehouse, purchasing, invoicing and e-Factura, with documents then sent to Saga for posting.

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.

Open: documented API, included

  1. Open
  2. Partly open
  3. Licensed
  4. On request
  5. Enterprise

Open through documented XML import (invoices, receipts, payments, partners, items). Saga integration

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

CriterionSagaCRMconnect
Product typeAccounting software (SAGA C., SAGA P.S., SAGA WEB) for companies and accountantsOperations platform, runs with or without an ERP
SAF-T (D406)YesNot currently; it is done from the accounting ERP
e-Factura and e-TransportYesYes
CRMDoes not appear in public materials on the verification dateCRM with pipelines, quotes and activities, linked to orders and stock
B2B portalDoes not appear in public materials on the verification dateDistributor portal and supplier portal
EDIDoes not appear in public materials on the verification dateEDI provider through EDIconnect, integrated with orders, warehouse, invoicing and the portal
APIDocumented import from XML files (invoices, orders, receipts, payments, partners, items)Public REST API, webhooks and an MCP connector (OpenAI/ChatGPT, Anthropic/Claude and others). Zapier and Make.
PricePublic: SAGA WEB from 500 lei/year for one tax ID, VAT includedPublic, on the pricing page. Trial with no card.
Implementation timeSelf-install, with tutorials and a manual; support by emailFrom a few days; 4-6 weeks with full ERP integration.
Working together-CRMconnect connector for Saga: invoices, payments and documents sent to Saga, ready to import

Complementarity radar

  • Saga
  • 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
AxisSagaCRMconnectTogetherSource
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 ERP3sagasoft.ro/saga-c.php · Facturare & e-Factura
Production0 · not in public materials0 · not in public materialsProduction stays in the ERP0sagasoft.ro/saga-c.php · Comparația ERP vs CRM
CRM & sales0 · not in public materials3 · native3sagasoft.ro/saga-c.php · Pipeline-uri vânzări
Multi-channel orders & B2B portal0 · not in public materials3 · native3sagasoft.ro/saga-c.php · Portal B2B distribuitori
EDI0 · not in public materials3 · nativeEDI provider through EDIconnect3sagasoft.ro/saga-c.php · EDI
Mobile SFA0 · not in public materials3 · nativeAndroid and iOS3sagasoft.ro/saga-c.php · Aplicație mobilă SFA
Warehouse & WMS0 · not in public materials3 · native3sagasoft.ro/saga-c.php · WMS
API openness & AI1 · through partners or add-onXML file import, no public API3 · nativePublic REST API, webhooks, MCP, Arvis AI3Manual Saga: import date · docs.crmconnect.ro

How they work together

  • Saga keeps accounting, payroll and tax returns.
  • CRMconnect issues invoices, sends them to SPV and reconciles payments.
  • Documents reach Saga ready to import, with no re-keying.

When we are not the right choice

  • Accounting and tax returns: they stay in Saga.
  • SAF-T: CRMconnect does not do SAF-T at the moment; it is done from Saga.
  • Payroll: it stays in Saga.

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.sagasoft.ro/saga-c.php, https://www.sagasoft.ro/preturi.php, https://manual.sagasoft.ro/sagac/topic-76-import-date.html. Saga, SAGA C., SAGA P.S. and SAGA WEB 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.