CRMconnect features

Every CRMconnect feature solves a concrete sales problem: the team calendar, customer communication and controlled access to data. Below, the details that matter before you decide.

The features listed here are shipped platform capabilities, not roadmap items: pipeline and quotes, field activity, orders and stock, invoicing with e-Factura and e-Transport, bank reconciliation, EDI, and prompt-generated reports through Arvis AI. Each feature has its own page showing the workflow it belongs to and its parent module.

How to read this feature list

  • Look at the workflow, not the checkbox. A feature only matters if it closes a step in your flow: quote → order → delivery → invoice → payment.

  • Check where the platform stops. The accounting ledger stays in the ERP; CRMconnect handles invoicing, e-Factura, e-Transport and reconciliation, then syncs.

  • Separate native from integrated. Everything in this list is native. Integrations are listed separately under /integrari.

Frequently asked

Are all features available in every plan?
No. Plans differ by active modules and limits; the pricing page lists what each plan includes.
Can I build reports without SQL?
Yes. Arvis AI generates reports and dashboards from a prompt, over your own platform data.
How are compliance features handled?
e-Factura, e-Transport and bank reconciliation are native, and the result syncs back to the ERP.