Pot vedea ce a făcut fiecare utilizator?

Da. Auditul de activitate arată acțiunile din platformă, util atât pentru management, cât și pentru conformitate.

Ce înseamnă profil client 360?

O singură pagină cu toate interacțiunile, comenzile, facturile, tichetele și documentele unui client.

Can I track individual user actions within the platform?

Yes. The activity audit logs all platform actions, providing essential visibility for both management oversight and statutory audit requirements.

What does a 360-degree customer profile include?

It is a single consolidated view of every interaction, order, invoice, support ticket, and document associated with a specific client.

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 Operations Management and Control

Management modules in CRMconnect provide leadership with total control without micro-management: Objectives and Key Results (OKRs), tiered approval workflows for values and categories, project and task tracking, comprehensive activity audits, and a 360-degree customer profile integrating all commercial, financial, and logistical touchpoints in one view.

Modules in Management (10)

User Activity Audit Trail

Complete history of all CRM actions: who, what, and when. Enhance internal control, security, and compliance for enterprise-grade operations.

Approval Workflows - CRM

Digitise internal approvals - quotes, discounts, purchases - with configurable role-based and threshold-based workflows. Eliminate email delays.

Sales Team Management

Manage your sales team from a single platform: track activity, KPIs, and individual performance. Drive commercial productivity.

Project Management

Plan, track, and coordinate projects natively within your CRM: tasks, teams, deadlines, and budgets all in one place.

Task Management

Assign, track, and automate team tasks directly within your CRM, featuring deadlines, smart notifications, and native integration across all modules.

OKR - Objectives & Key Results

Define strategic objectives, measurable key results, and track team progress directly from the CRM, aligned with real business activity.

Internal Workflow Orchestration

Automate and coordinate processes across departments with clear rules and continuous optimization of costs and lead times.

Order Management System (OMS) Module

Unify all orders-EDI, API, e-commerce, and manual-into a single automated workflow, visible directly from your CRM.

Customer Portal

Empower your clients with 24/7 access to orders, documents, and real-time status through a native self-service portal integrated directly into your CRM.

360-Degree Customer Profile

Every customer detail-history, orders, communication, and documents-available in a single unified view.

How the management team works with CRMconnect

Try our approval workflows and 360-degree customer profiles for free.

OKRs linked to real-time CRM activity
Approval workflows for discounts, purchasing, and contracts
Project and task management with clear owners and deadlines
Full user activity audit trails for compliance

Echipă de vânzări analizând împreună datele din CRMconnect pe laptop

Data-driven decisions, not delayed reports

The 360-degree customer profile and activity audits reveal daily operational reality, moving beyond the filtered versions presented in weekly meetings.

OKRs linked to real-time CRM activity
Approval workflows for discounts, purchasing, and contracts
Project and task management with clear owners and deadlines
Full user activity audit trails for compliance
B2B Customer Portals and OMS for streamlined ordering

Scalability without operational chaos

As you add team members or new international branches, your business rules remain consistent: the same approval flows, the same stages, and the same visibility. Onboarding a new team no longer requires rewriting your core operational processes.

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 track individual user actions within the platform?: Yes. The activity audit logs all platform actions, providing essential visibility for both management oversight and statutory audit requirements.
What does a 360-degree customer profile include?: It is a single consolidated view of every interaction, order, invoice, support ticket, and document associated with a specific client.

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.