Each page here answers a single question in the first few lines, followed by the steps and data supporting the answer. No general promises, just what the platform does and what Romanian regulations require.
Invoices issued in the CRM are converted into UBL 2.1 XML files following the e-invoicing (Peppol BIS 3.0 / EN 16931) standard. The document is validated locally, then uploaded via the tax authority API to the SPV using the company's digital certificate. The system tracks the upload index, monitors the status, and archives the official response with the invoice.
Read answerSince many local accounting systems like Saga do not expose a public API, a true integration is achieved through automated file exchange: the CRM exports invoices and payments in the required format, while master data and balances are imported back. CRMconnect manages this workflow without manual data entry, ensuring the accounting ledger remains secure in the financial software.
Read answerEDI with Kaufland means commercial documents flow automatically between the supplier's system and the retailer's system in a structured format: the retailer's order, order confirmation, dispatch advice with pallet identification, and the invoice. Without EDI, these documents must be manually re-entered into a portal.
Read answerFour main data groups flow between the CRM and ERP: master data (customers, items, prices), stocks and availability, commercial documents (orders, delivery notes, invoices), and payments. The best practice is to assign a single system as the owner for each data type, while the other consumes it.
Read answerAutomated reconciliation means the bank statement is retrieved electronically, and each incoming payment is matched to the corresponding invoice based on the payment reference, amount, and customer balance. Anything that does not match exactly is moved to an exception list to be resolved by a human rather than guessed by the system.
Read answerA CRM implementation for a sales team without complex integrations takes a few weeks, while a project involving data migration, ERP integration and EDI flows is measured in months. The duration is determined by data cleanliness and process decisions, not the software installation itself.
Read answerCourier integration means shipping labels are generated directly from the order, with addresses and contents pre-filled. The platform selects the carrier based on cost and coverage rules, while parcel status and cash-on-delivery (COD) data sync back automatically. CRMconnect features over 230 natively integrated courier services.
Read answerSAF-T, submitted via the D406 declaration to the national tax authority, requires the structured transmission of accounting and operational data: customer, supplier and item catalogues, sales and purchase documents, stocks and payments. For a distribution company, the challenge is not the filing itself, but the quality of the catalogues from which the data is extracted.
Read answerCloud models offer subscription-based pricing, included updates, and rapid deployment without local servers. On-premise requires initial capital investment, direct infrastructure control, and full responsibility for updates and backups. For most commercial businesses, cloud is the preferred choice due to total cost of ownership and speed to market.
Read answerA distribution company requires a CRM that provides real-time stock visibility during quoting, applies client-specific contractual pricing, supports field agents, exchanges EDI documents with retailers and syncs data with the existing ERP. A simple pipeline-only CRM is insufficient for these requirements.
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