Pot trimite campanii de email din CRM?

Da. Modulul de email marketing folosește segmentele din CRM, iar interacțiunile se întorc pe fișa contactului.

Lead-urile din formulare ajung automat la agenți?

Da. Poți defini reguli de atribuire pe sursă, zonă sau produs, astfel încât lead-ul să aibă responsabil din prima secundă.

Can I send email campaigns directly from the CRM?

Yes. The native email marketing module uses your live CRM segments, and every interaction is automatically logged back to the contact's activity history.

Are leads from web forms automatically assigned to sales reps?

Yes. You can define assignment rules based on lead source, territory, or product interest, ensuring every prospect has an owner from the very first second.

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 Marketing Automation

Marketing modules in CRMconnect bridge the gap between campaigns and commercial outcomes. Web forms and Facebook leads flow directly into the CRM, while native automation nurtures prospects. With built-in email tools and a PIM for consistent product data across B2B portals, your marketing and sales teams share a single source of truth.

Modules in Marketing (6)

Email Marketing

Email campaigns synced with leads, opportunities, customers, and suppliers - no separate mailing platforms required.

Embedded Web Forms

Automate data collection from your website directly into your CRM-capture contact forms, quote requests, or registrations instantly.

Facebook Lead Integration

Connect your Facebook Ads campaigns to your CRM and capture leads automatically, eliminating manual exports.

Survey Management

Collect and analyse feedback through integrated CRM surveys to measure customer satisfaction and loyalty.

Marketing Automation

Automatically personalise customer messages based on real-time behaviour and CRM data.

PIM Product Information System

Master your product catalogue with automated, consistent distribution across all sales channels.

How the marketing team works with CRMconnect

Test the form-to-lead-to-opportunity workflow with your own campaigns. 14-day free trial, no card required.

Embeddable web forms for any site with direct CRM mapping
Automated Facebook Lead Ads capture-no manual CSV exports
Email marketing and nurturing sequences based on real-time segments
Customer surveys for post-sale feedback and market research

Coordonator de operațiuni verificând comenzile pe tabletă în depozit

From Campaign to Revenue, Without Spreadsheets

Marketing performance is measured by qualified leads, not just clicks. Because every lead enters the sales pipeline directly, you can track exactly how many opportunities and orders each source generates.

Embeddable web forms for any site with direct CRM mapping
Automated Facebook Lead Ads capture-no manual CSV exports
Email marketing and nurturing sequences based on real-time segments
Customer surveys for post-sale feedback and market research

PIM: A Single Source of Truth for Product Data

Manage descriptions, attributes, images, and technical documentation in one place to power your quotes, B2B portals, and digital channels. When a specification changes in the PIM, it updates everywhere instantly.

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 send email campaigns directly from the CRM?: Yes. The native email marketing module uses your live CRM segments, and every interaction is automatically logged back to the contact's activity history.
Are leads from web forms automatically assigned to sales reps?: Yes. You can define assignment rules based on lead source, territory, or product interest, ensuring every prospect has an owner from the very first second.

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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Connect Marketing to Your Pipeline