CRMconnect înlocuiește programul de contabilitate?

Nu. Emite documente, reconciliază și sincronizează, dar ledgerul contabil rămâne în programul tău de contabilitate sau în ERP.

Da, facturile se pot transmite în sistemul e-Factura direct din platformă.

Does CRMconnect replace our accounting software?

No. It generates documents, reconciles payments, and synchronises data, but the statutory ledger remains in your dedicated accounting suite or ERP.

Is the platform compliant with EU e-invoicing standards?

Yes, CRMconnect supports e-invoicing (Peppol BIS 3.0) and transmits invoices directly to the relevant national tax authority systems.

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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Financial Operations & Invoicing Module

The financial module in CRMconnect handles simple and recurring invoicing with native e-invoicing support, records bank transactions, and maps them to your chart of accounts. It then synchronises data with your accounting software or ERP-such as SAP Business One or Microsoft Dynamics 365. The final statutory ledger remains with the accountant; CRMconnect automates all the manual steps preceding it.

Modules in Finance & Accounting (7)

Cash Management

Manage all cash operations, from receipts to daily cash journals, directly within your CRM.

ERP Financial Synchronization

Seamless integration between your CRM and ERP, with automatic document updates and the elimination of manual data entry errors.

Automated e-Invoicing & Recurring Billing

Issue compliant e-invoices, manage recurring subscriptions, and automate your entire billing workflow.

Asset & Inventory Management

Centralise and track all company assets with full traceability and per-employee allocation.

Bank Transaction Recording

Automate the collection and recording of bank transactions with effortless reconciliation and document matching.

Human Resources

Manage your workforce effectively: track employee records, job descriptions, contracts, and performance reviews directly within your CRM environment.

Chart of Accounts Synchronization

Align your accounting structure with your CRM, automatically updating accounts, codes, and classifications.

How the finance & accounting team works with CRMconnect

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Standard and recurring invoicing with native e-invoicing (EN 16931 / Peppol)
Bank transaction recording and chart of accounts mapping
Seamless sync with ERPs like SAP, Dynamics 365, Sage, or Odoo
Cash management and internal fixed asset/inventory tracking

Manager prezentând rapoartele CRMconnect echipei într-o ședință

Invoicing and E-invoicing, right where the sale happens

An accepted order becomes an invoice without manual re-entry, and transmission to the national tax authority via Peppol or local e-invoicing standards is handled from the same interface. Recurring invoices for subscriptions or contracts are generated automatically upon maturity.

Standard and recurring invoicing with native e-invoicing (EN 16931 / Peppol)
Bank transaction recording and chart of accounts mapping
Seamless sync with ERPs like SAP, Dynamics 365, Sage, or Odoo
Cash management and internal fixed asset/inventory tracking

Reconciliation no longer takes days

Import bank statements directly; payments are automatically matched to invoices, leaving only exceptions for review. Your accountant receives clean, pre-reconciled data instead of a pile of paper and manual queries.

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

Does CRMconnect replace our accounting software?: No. It generates documents, reconciles payments, and synchronises data, but the statutory ledger remains in your dedicated accounting suite or ERP.
Is the platform compliant with EU e-invoicing standards?: Yes, CRMconnect supports e-invoicing (Peppol BIS 3.0) and transmits invoices directly to the relevant national tax authority systems.

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.