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CRM for Customer Support

Support in CRMconnect operates on the same customer record as sales: every ticket, WhatsApp message, or SMS notification links to the client's account, orders, and invoices. The responding agent immediately sees what the customer bought, which deliveries are pending, and past interactions from the sales team.

Modules in Customer Support (4)

CRM SMS Alerts & Notifications

Automate SMS communication with clients and teams, triggered by real-time actions within the CRM.

WhatsApp CRM Integration

Connect WhatsApp with your CRM for fast, centralised customer interactions, managed directly from the customer profile.

CRM Notifications & Alerts

Keep your team synced with automated alerts and contextual notifications triggered by CRM actions.

Ticketing System

Centralise customer requests, automate ticket allocation, and track status until resolution.

How the customer support team works with CRMconnect

Start for free and manage your first tickets on real customer accounts.

  • Ticketing with priorities, SLAs, and assigned owners
  • WhatsApp as an official channel, with history saved to the client profile
  • SMS alerts for confirmations, deliveries, and payment deadlines
  • Internal notifications for escalations and overdue resolution times
Echipă de vânzări analizând împreună datele din CRMconnect pe laptop

One ticket, full context

A customer calling about a delayed delivery shouldn't have to repeat their story. The open ticket displays the order, logistics status, and previous conversations in one view.

  • Ticketing with priorities, SLAs, and assigned owners
  • WhatsApp as an official channel, with history saved to the client profile
  • SMS alerts for confirmations, deliveries, and payment deadlines
  • Internal notifications for escalations and overdue resolution times

Measure quality, not just volume

First response time, resolution speed, and recurring complaints on the same account-these metrics show if the issue lies in support or further upstream in delivery or billing.

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.

  1. 1Free account and structure setup: users, roles, access rights.
  2. 2Data import: partners, products, prices and history, from Excel or straight from the ERP.
  3. 3Workflow configuration: stages, approvals, notifications and owners per step.
  4. 4Connection to your existing ERP so documents flow both ways.
  5. 5Role-based training and a pilot with a small team, in parallel with the current process.
  6. 6Go-live for the whole department, with reports and alerts active from day one.

Frequently asked questions

Can I reply to WhatsApp messages directly from the CRM?
Yes, through the native WhatsApp integration; the conversation remains attached to the customer record, not hidden on an agent's personal phone.
Can automated SMS alerts be sent?
Yes, based on triggers you define: order confirmation, shipping updates, invoice due dates, or appointment reminders.

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

Bring support into the customer record

Start for free and manage your first tickets on real customer accounts.

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