CRMconnect and WinMentor Enterprise: working together on operations

Short answer

CRMconnect has worked for many years alongside WinMentor Enterprise in distribution, supply and retail projects. WinMentor Enterprise stays the ERP for accounting, production, payroll and SAF-T. CRMconnect adds connected operations: a B2B portal for distributors and suppliers, EDI, multi-channel orders, mobile SFA, couriers, import goods management, purchase planning and Arvis AI.

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.

Open: documented API, included

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

Documented API, included: Web-Rest-Server (REST).

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

From your role's point of view

Pick your role. See what matters to you and how WinMentor Enterprise 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 SAF-T stay in WinMentor Enterprise, and CRMconnect is added on top of operations.
  • Experience: CRMconnect has worked for many years alongside WinMentor Enterprise in distribution, supply and retail projects.
  • 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

WinMentor Enterprise 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.

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.

Who does what, in short

What stays in WinMentor Enterprise

  • Accounting, inventory, treasury and tax returns.
  • Production (Production module and WMEProd).
  • Payroll and SAF-T.
  • Reports and BI in the WinMentor ecosystem.

What CRMconnect adds

  • A B2B portal for distributors and for suppliers.
  • EDI with retail chains (CRMconnect is an EDI provider through EDIconnect).
  • Multi-channel orders and mobile SFA on Android and iOS.
  • Couriers (more than 230 companies), import goods management, purchase planning and Arvis AI.

When to use them together

  • CRMconnect has worked for many years alongside WinMentor Enterprise in distribution, supply and retail projects.
  • Connection through Web-Rest-Server, the WinMentor Enterprise REST service.
  • WinMentor Enterprise receives orders, invoices and payments, with no re-keying.

Where they meet

WinMentor Enterprise has a CRM module, online orders and an EDI module for documents in standard formats. For each flow, the project decides where it runs: usually sales, the portal and EDI with retail chains run in CRMconnect, and documents reach WinMentor Enterprise.

When we are, and are not, the right choice

When we are not the right choice

  • Production: it stays in WinMentor Enterprise.
  • SAF-T: CRMconnect does not do SAF-T at the moment; it is done from WinMentor Enterprise.
  • Payroll and accounting: they stay in WinMentor Enterprise.

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. 1. Operations do not stop

    CRMconnect keeps running sales, orders, warehouse, purchasing and portals, without a pause.

  2. 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. 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 WinMentor Enterprise)

  • 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 WinMentor Enterprise, the link runs through the WinMentor Enterprise APIs.

Who does what

CRMconnect and WinMentor Enterprise: working together on operations. Verified on 29 October 2026.
CriterionWinMentor EnterpriseCRMconnect
Product typeERP for Romanian companies, from SMEs to large companies with many unitsOperations platform, runs with or without an ERP
Production / MRPYes: Production module and WMEProdNo. Production stays in the ERP.
SAF-T (D406)YesNot currently; it is done from the accounting ERP
e-Factura and e-TransportYes: eInvoicing and e-Transport (UIT)Yes
CRMCRM module for customer and prospect relationsCRM with pipelines, quotes and activities, linked to orders and stock
Mobile app for sales reps (SFA)Through partners in the WinMentor ecosystemSFA app on Android and iOS
Warehouse (WMS)Through partners in the WinMentor ecosystemWMS: receiving, picking with scanning and courier delivery
B2B portalOnline Orders: browser orders straight into the WME databaseDistributor portal and supplier portal
EDIEDI module: import and export of documents in standard formatsEDI provider through EDIconnect, integrated with orders, warehouse, invoicing and the portal
APIWeb-Rest-Server: a REST service other applications use to talk to WMEPublic REST API, webhooks and an MCP connector (OpenAI/ChatGPT, Anthropic/Claude and others). Zapier and Make. API documentation
PriceOn quote; no public price listPublic, on the pricing page. Trial with no card. Pricing
Implementation timeThrough the sales team and the national distribution network: installation, configuration, trainingFrom a few days; 4-6 weeks with full ERP integration. How long implementation takes
Working together-Many years alongside WinMentor Enterprise in distribution, supply and retail projects; connection through Web-Rest-Server WinMentor Enterprise integration

The first 30 days and beyond: a typical path

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

  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.

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.

Hours saved per month
21 hours
Cost saved per month
1,042 lei

Formula: hours = documents × minutes ÷ 60 × share; cost = hours × hourly cost

An estimate based on the numbers you entered, not a promise.

The 10 questions for any vendor

+

Use them in any evaluation, ours included.

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

Frequently asked questions

Do I have to drop WinMentor Enterprise to use CRMconnect?
No. CRMconnect works next to your existing system. WinMentor Enterprise keeps accounting, production, payroll and SAF-T. CRMconnect takes over sales, orders, EDI and B2B portals.
Can CRMconnect connect to WinMentor Enterprise?
Yes. CRMconnect has worked with WinMentor Enterprise for many years, through its APIs. It takes partners, items, prices, stock and balances and sends back orders, invoices and payments. Which data moves, and in which direction, is defined in the project.
What does CRMconnect do differently from WinMentor Enterprise?
WinMentor Enterprise has a CRM module, online orders and an EDI module for documents in standard formats. For each flow, the project decides where it runs: usually sales, the portal and EDI with retail chains run in CRMconnect, and documents reach WinMentor Enterprise.
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 WinMentor Enterprise, or in CRMconnect with the document then sent to WinMentor Enterprise. 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 WinMentor Enterprise. 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.

WinMentor, WinMentor Enterprise and WME 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.