Open API & CRM Integration for it & software

Open API & CRM Integration is a native module that enables seamless data exchange between CRMconnect and external software platforms, providing the technical flexibility and scalability required for bespoke integrations and complex digital ecosystems. In it & software, revenue is mixed - projects, licences and subscriptions - and retention matters more than a new sale. The module runs on top of the ERP you already use, and the sales, customer success and support teams work on the same data, in real time.

Open API & CRM Integration for it & software

Start free, with a real flow from your it & software company, and decide once you see the result.

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Why open api & crm integration matters in it & software

In it & software, revenue is mixed - projects, licences and subscriptions - and retention matters more than a new sale. Enable flexible data exchange between CRMconnect and any external software platform through a secure, open API. The result you are after is not "one more system", it is recurring revenue and the renewal rate.

  • Missed subscription renewals due to lack of automated alerts
  • Manual, error-prone recurring invoicing processes
  • Customer support lacking measurable SLA tracking per account
  • Fragmented customer data across disparate dev and sales tools

What you actually get

The module capabilities, applied to the commercial flow of a it & software company:

  • Connect any internal application or third-party tool that lacks a pre-defined connector.
  • Your development team or external consultants can build custom integrations independently of the vendor.
  • Automate bidirectional data flows rather than relying on manual exports or imports.
  • Scale your integrations easily as new systems are added to your corporate infrastructure.

How it works

The API provides documented endpoints for CRUD operations across CRM entities (customers, orders, quotes, etc.), using secure authentication. This allows any technical team to build custom, robust integrations with systems like SAP Business One, Microsoft Dynamics 365, or bespoke proprietary tools.

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 Open API & CRM Integration a good fit for a it & software company?
Yes. The module is part of the standard CRMconnect catalogue and is configured for the specific flow in it & software: 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.
Who can build an integration using the CRMconnect API?
Your internal technical team or any chosen external IT consultant can build integrations using our documentation.
Does the API support both reading and writing data?
Yes, it supports full Create, Read, Update, and Delete operations on all exposed entities.

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 open api & crm integration on your own data

Start free, with a real flow from your it & software company, and decide once you see the result.

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