Advanced Sales Workflows
Advanced Sales Workflows is a native CRM module designed to automate complex commercial processes, allowing for full pipeline customisation, automated stage transitions, and granular opportunity tracking based on specific business logic.
Want to see the module in action?
Start a 14-day free trial, no card required, and see your digitised sales process in days.
Advanced Sales Workflows in your team's daily work
Customise your sales pipeline, automate stages, and monitor opportunities from lead to contract.
Key Benefits
- **Adapt the pipeline** to your company's actual sales cycle, rather than forcing your process into a rigid template.
- **Automate actions** upon stage changes, including instant notifications, task creation, or document generation.
- **Eliminate stalled deals** through automated escalation rules for opportunities that exceed defined time limits.
- **Gain clear insights** into conversion rates between every stage of your sales funnel.
How it works
Each pipeline stage features configurable logic-including transition conditions, automated actions, and assigned owners-while opportunities move automatically or manually with a complete audit trail of every transition.
What you get beyond an isolated module
The module is not a separate app connected through files. It runs on the same platform, with the same master data, the same access rights and the same audit trail as every other CRMconnect module.
Native module, not a connector
Every module, solution and feature in CRMconnect is native. No third-party licences and no integrator needed to move data between systems.
One master data set
Partners, products, prices and the org structure are shared across modules. A change made in one department is instantly visible in the others.
Coexists with your ERP
CRMconnect does not replace the ERP: it sits on top as an operations layer and syncs documents both ways. The accounting ledger stays where it is today.
Fiscal documents and e-invoicing
Invoicing, e-Factura and e-Transport are native, and bank reconciliation maps entries to the chart of accounts before the export to your ERP.
Roles, rights and audit
Every action has an author and a timestamp. Rights are granted per role and per department, and the audit log can be filtered and exported for internal controls.
Mobile and Arvis AI
The same data is available in the field on mobile, and Arvis AI answers questions and builds dashboards straight from a prompt.
How the module reaches production, step by step
You don't start with a six-month project. You start with a free account on your own data, then roll out department by department. Implementation is priced by team size, number of departments, imported data volume and workflow complexity.
- 1Free account and structure setup: users, roles, access rights.
- 2Data import: partners, products, prices and history, from Excel or straight from the ERP.
- 3Workflow configuration: stages, approvals, notifications and owners per step.
- 4Connection to your existing ERP so documents flow both ways.
- 5Role-based training and a pilot with a small team, in parallel with the current process.
- 6Go-live for the whole department, with reports and alerts active from day one.
Frequently asked questions
Can we manage multiple different sales flows within the same CRM?
Yes, through the Multiple Sales Pipelines feature, each business line or product category can have its own dedicated workflow.
Are tasks automatically generated when an opportunity stagnates?
Yes, alert and escalation rules can be defined for opportunities that remain stuck in a specific stage beyond a predefined period.
Questions about the platform and implementation
- Do I have to drop my current ERP to use the module?
- No. CRMconnect runs as an operations layer on top of your ERP: it exchanges documents through integration while accounting stays in the ERP. It can also run standalone if you don't have an ERP yet.
- Are the modules native or integrated third-party apps?
- Every CRMconnect module and feature is native, built inside the same platform. No separate licences, no middlemen, no file-based syncing between vendors.
- How long until the module is live?
- The free account starts immediately, and a department is usually live within a few weeks, depending on imported data volume and workflow complexity.
- How is the implementation cost calculated?
- By team size, number of activated departments, imported data volume and the complexity of the workflows and integrations required. The monthly subscription is separate from the one-off implementation fee.
- Where is the data hosted and who can access it?
- Each customer runs on single-tenant pods in AWS or Azure with auto-scaling. Access is controlled per role and department, and every action stays in the audit log.