Contract Management for b2b services

Contract Management is a native CRMconnect module designed to manage the full contract lifecycle, covering drafting and internal approvals to digital signatures and automated tracking of renewal or expiry dates, all integrated with your sales and purchasing workflows. In b2b services, the sale is consultative and long, and a contract's profitability depends on how much time delivery consumes. The module runs on top of the ERP you already use, and the sales, delivery and project management teams work on the same data, in real time.

Contract Management for b2b services

Start free, with a real flow from your b2b services company, and decide once you see the result.

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Why contract management matters in b2b services

In b2b services, the sale is consultative and long, and a contract's profitability depends on how much time delivery consumes. Manage the entire contract lifecycle - creation, approval, signing, and renewals - natively within your CRM. The result you are after is not "one more system", it is the sales cycle length and the margin per project.

  • Contracts renewing tacitly without proactive alerts
  • Projects delivered without visibility into effort or deadlines
  • Manual, time-consuming monthly recurring invoicing
  • Support escalations reaching management too late

What you actually get

The module capabilities, applied to the commercial flow of a b2b services company:

  • **Never miss a renewal deadline** with automated alerts for high-value agreements.
  • **Centralised visibility** as contracts are linked directly to the relevant customer or supplier profile.
  • **Standardised approvals** ensure every document follows a formal internal workflow rather than informal email chains.
  • **Full version history** provides a complete audit trail of all negotiated terms and iterations.

How it works

Contracts can be generated from standard templates or uploaded directly. If required, documents enter a custom Approval Workflow for stakeholder sign-off. Critical milestones, such as expiry or renewal notices, automatically trigger alerts via the CRM Notifications system, ensuring your team remains proactive.

On top of the ERP you already have

CRMconnect does not replace your ERP. It connects over API and syncs master data, prices, stock, balances and documents, so the accounting ledger stays where it is while the commercial teams work in an interface built for selling, not for bookkeeping.

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.

  1. 1Free account and structure setup: users, roles, access rights.
  2. 2Data import: partners, products, prices and history, from Excel or straight from the ERP.
  3. 3Workflow configuration: stages, approvals, notifications and owners per step.
  4. 4Connection to your existing ERP so documents flow both ways.
  5. 5Role-based training and a pilot with a small team, in parallel with the current process.
  6. 6Go-live for the whole department, with reports and alerts active from day one.

Frequently asked questions

Is Contract Management a good fit for a b2b services company?
Yes. The module is part of the standard CRMconnect catalogue and is configured for the specific flow in b2b services: fields, roles, approval rules and reports. It is not a separate product edition, it is the same platform configured for your context.
Do we have to change our ERP to use the module?
No. Integration runs over API with your existing ERP. Invoicing, e-Invoicing and reconciliation can run in CRMconnect, while the final records stay in sync with the ERP.
Does the system send automated alerts before a contract expires?
Yes, expiry and renewal dates automatically trigger notifications to the contract owner and relevant stakeholders based on your custom lead times.
Can contracts be linked directly to customer or supplier profiles?
Yes, every contract is natively associated with the specific entity, providing a 360-degree view of your commercial relationship within the CRM.

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.

See contract management on your own data

Start free, with a real flow from your b2b services company, and decide once you see the result.

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