Pot aproba comenzile de achiziție pe niveluri?

Da. Fluxurile de aprobare se configurează pe valoare, categorie sau departament, cu istoric complet al deciziilor.

Se poate folosi alături de ERP-ul existent?

Da. CRMconnect se integrează prin API cu ERP-ul și WMS-ul tău; ledgerul contabil rămâne în ERP.

Can I set up multi-level approval for purchase orders?

Yes. Approval workflows can be configured based on value thresholds, categories, or departments, maintaining a full audit trail of all decisions.

Can it be used alongside my existing ERP?

Absolutely. CRMconnect integrates via API with ERPs like SAP Business One, Microsoft Dynamics 365, or Sage. Your accounting ledger remains in the ERP while operations stay in CRMconnect.

Trebuie să renunț la ERP-ul actual ca să folosesc modulul?

Nu. CRMconnect funcționează ca strat operațional peste ERP-ul existent: preia și trimite documente prin integrare, iar contabilitatea rămâne în ERP. Poate fi folosit și standalone, dacă nu ai încă un ERP.

Modulele sunt native sau sunt aplicații terțe integrate?

Toate modulele și funcționalitățile CRMconnect sunt native, dezvoltate în aceeași platformă. Nu ai licențe separate, integratori intermediari sau sincronizări prin fișiere între furnizori diferiți.

Cât durează până folosim modulul în producție?

Contul gratuit se pornește imediat, iar un departament ajunge de regulă în producție în câteva săptămâni, în funcție de volumul de date importate și de complexitatea fluxurilor. Un exemplu real: onboarding pentru 50 de agenți de vânzări în primele 30 de zile de la semnare.

Cum se calculează costul de implementare?

În funcție de dimensiunea echipei, numărul de departamente activate, volumul de date importate și complexitatea fluxurilor și a integrărilor cerute. Abonamentul lunar este separat de taxa unică de implementare.

Unde sunt găzduite datele și cine are acces la ele?

Fiecare client rulează pe pod-uri single-tenant în AWS sau Azure, cu scalare automată. Accesul se controlează pe rol și departament, iar fiecare acțiune rămâne în jurnalul de audit.

← Toate modulele CRM

CRM for Procurement and Supplier Management

CRMconnect procurement modules streamline supplier relations and inventory needs: manage supplier contracts, automate approval workflows, and gain real-time stock visibility. Our platform handles electronic transport documents for regulated shipments, syncing receipt and inventory data via API with your existing ERP or WMS to ensure a single source of truth.

Modules in Purchasing (8)

Advanced Procurement Workflows

Optimise your entire supply chain with clear, approved, and monitored processes from requisition to reception.

Inventory & Warehouse Management

Track products accurately with real-time updates, automated replenishment alerts, and full stock traceability.

Open API & CRM Integration

Enable flexible data exchange between CRMconnect and any external software platform through a secure, open API.

Purchasing Management

Centralise all procurement activities, automate purchase orders, and gain full control over your supply chain workflows.

Supplier Contact Management

Centralise all supplier data - contacts, contracts, and trade history - in one place.

VRM - Vendor Relationship Management

Gain full visibility into contracts, performance, and vendor relationships directly within your CRM.

WMS Warehouse Management Module

Automate logistics processes, optimise inventory levels, and increase warehouse operational efficiency.

Electronic Transport Documents

Automate reporting of goods movements to national tax authorities, ensuring full compliance directly from your CRM logistics workflow.

How the purchasing team works with CRMconnect

Start your free trial: requisition → approval → supplier order. Pricing from 12 EUR per user. No card required.

**Comprehensive Supplier Profiles:** contacts, terms, and delivery history
**VRM (Vendor Relationship Management):** rate suppliers on lead times, quality, and pricing
**Multi-Warehouse Stock Management:** real-time visibility across all locations
**Electronic Transport Documents:** automated compliance for regulated shipments

Manager prezentând rapoartele CRMconnect echipei într-o ședință

Structured Purchase Requisition Workflows

Requirements originate from sales or stock levels, transform into requisitions, pass through approvals, and become supplier orders. Nothing gets lost in email chains.

1**Comprehensive Supplier Profiles:** contacts, terms, and delivery history
2**VRM (Vendor Relationship Management):** rate suppliers on lead times, quality, and pricing
3**Multi-Warehouse Stock Management:** real-time visibility across all locations
4**Electronic Transport Documents:** automated compliance for regulated shipments

Seamless Warehouse Integration

The native WMS module and API integrations link receipts, storage locations, and internal movements. Procurement teams order based on live inventory data, not outdated weekly reports.

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 I set up multi-level approval for purchase orders?: Yes. Approval workflows can be configured based on value thresholds, categories, or departments, maintaining a full audit trail of all decisions.
Can it be used alongside my existing ERP?: Absolutely. CRMconnect integrates via API with ERPs like SAP Business One, Microsoft Dynamics 365, or Sage. Your accounting ledger remains in the ERP while operations stay in CRMconnect.

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

Organise your procurement today