Data Flow Orchestration for it & software
Data Flow Orchestration is a native CRMconnect module that ensures seamless synchronization between connected systems and platforms, providing a high-performance, API-first alternative to traditional RPA (Robotic Process Automation) tools. 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.
Data Flow Orchestration for it & software
Start free, with a real flow from your it & software company, and decide once you see the result.
Why data flow orchestration matters in it & software
In it & software, revenue is mixed - projects, licences and subscriptions - and retention matters more than a new sale. Seamless synchronization between systems and platforms, with superior performance compared to traditional RPA solutions. 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:
- Replace fragile RPA automations (based on click simulations) with robust, native API and EDI integrations.
- Synchronize data across multiple systems simultaneously, moving beyond simple point-to-point connections.
- Reduce maintenance overhead compared to custom RPA scripts or third-party connectors.
- Scale your orchestration as data volumes and the number of connected enterprise systems grow.
How it works
The middleware layer defines structured data flows-including sources, transformations, and destinations-between your business applications. Processes run directly via native API/EDI protocols without the need for human interface simulation used by legacy RPA solutions.
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.
- 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
- Is Data Flow Orchestration 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.
- How does this differ from traditional RPA solutions?
- While RPA simulates human actions within user interfaces, CRMconnect orchestration transfers data directly via API and EDI, ensuring greater stability and speed for high-volume operations.
- Can it orchestrate flows between more than two systems at once?
- Yes, the middleware can coordinate complex data flows between multiple connected applications, such as your ERP, B2B portal, and logistics providers, simultaneously.
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.
Keep reading
See data flow orchestration on your own data
Start free, with a real flow from your it & software company, and decide once you see the result.