Emailurile se leagă automat de clienți?

Da. Integrarea IMAP atașează corespondența pe fișa contactului corespunzător.

Ce face AI Automation as a Service?

Automatizează sarcini repetitive definite împreună în implementare - de la clasificarea documentelor la sumarizări și pregătirea răspunsurilor.

Are emails automatically linked to customers?

Yes. The native IMAP integration automatically attaches correspondence to the relevant contact record for a full communication history.

What does AI Automation as a Service do?

It automates repetitive tasks defined during your implementation-ranging from document classification to text summarisation and draft response preparation.

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.

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Cross-Departmental CRM Modules

Cross-departmental modules serve as the core daily infrastructure within CRMconnect: document management and electronic registries, synchronised IMAP email and calendars, a knowledge base, internal e-learning, credential management, and AI automation. These native tools are utilised by every team, regardless of their specific functional department.

Modules in Cross-Department (8)

AI Automation as a Service

Bring native artificial intelligence directly into your CRM to automate repetitive processes and anticipate customer needs.

Knowledge Base

Centralised hub for internal articles, FAQs, and documentation accessible directly from your CRM to empower both your team and your customers.

Document Management

Store, classify, and share company documents in a secure digital space with version history and role-based permissions.

Contextual CRM E-learning

Enable continuous team training directly within the CRM interface with interactive, page-by-page learning modules.

IMAP Email Integration

Automatically centralise relevant emails in the CRM, maintaining a complete conversation history for every client.

User Access Management

Define, manage, and monitor user access rights in a secure environment.

Digital Document Registry

Replace paper logs with a digital document registry. Gain full traceability, automated archiving, and instant search for all inbound and outbound mail.

Google Calendar Synchronization

Connect your CRM with Google Calendar for a unified schedule and better team collaboration.

How the cross-department team works with CRMconnect

Start your free trial and move your first documents and emails into unified customer files.

Document management and electronic registry with automated numbering
IMAP Email and Google Calendar synchronised directly to contacts
Knowledge base and e-learning for accelerated employee onboarding
Secure credential management for shared team access

Manager prezentând rapoartele CRMconnect echipei într-o ședință

Unified tools for every team, in one place

When documents, emails, and meetings are natively linked to the customer file, the question "where is that file?" disappears from your workflow.

Document management and electronic registry with automated numbering
IMAP Email and Google Calendar synchronised directly to contacts
Knowledge base and e-learning for accelerated employee onboarding
Secure credential management for shared team access
AI Automation as a Service for handling repetitive manual tasks

Faster onboarding for new hires

The native knowledge base and real-time e-learning modules significantly reduce the time a new colleague spends depending on others to perform tasks correctly.

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

Are emails automatically linked to customers?: Yes. The native IMAP integration automatically attaches correspondence to the relevant contact record for a full communication history.
What does AI Automation as a Service do?: It automates repetitive tasks defined during your implementation-ranging from document classification to text summarisation and draft response preparation.

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.

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