Pot avea pipeline-uri diferite pentru echipe diferite?

Da. Poți configura pipeline-uri multiple, fiecare cu propriile etape și reguli, iar un agent vede doar pipeline-urile la care are acces.

Ofertele se sincronizează cu ERP-ul?

Da. Produsele, prețurile și partenerii vin din master data aliniată cu ERP-ul, iar comanda confirmată se transmite înapoi în ERP pentru facturare și livrare.

Se pot prelua comenzile de la lanțurile de magazine?

Da, prin modulele EDI: comenzile din lanțuri intră direct ca documente în CRM, fără reintroducere manuală.

Can I have different pipelines for different teams?

Yes. You can configure multiple pipelines, each with its own stages and rules, ensuring agents only see the workflows relevant to their access levels.

Do quotes sync with the ERP?

Yes. Products, prices, and partner data are drawn from master data aligned with your ERP (such as Sage or Odoo), and confirmed orders are transmitted back for invoicing and fulfillment.

Can we process orders from major retailers?

Yes, through our native EDI modules: orders from retailers like Lidl, Kaufland, or Rewe flow directly into the CRM as documents, eliminating manual data entry.

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 tariful unic 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 sales teams

The sales modules in CRMconnect cover the entire journey from lead to confirmed order: capturing opportunities from multiple sources, qualification, separate pipelines by channel, quoting with negotiation history, and seamless order transmission. Prices, products, and partners stem from the same master data, ensuring every quote is ERP-valid rather than pulled from a personal spreadsheet.

Modules in Sales (10)

Product & Service Management

Organise your entire product and service portfolio in a single catalog, used across quotes, orders, and procurement.

Master Data Alignment

Ensure data consistency across CRM, ERP, and WMS-no more discrepancies in pricing, stock, or product codes.

Retailer EDI Connections

Automate orders, dispatch advice, and invoices with major EU retailers via standardized EDI-natively integrated into your CRM operations.

EDI - Electronic Data Interchange

Automate the exchange of orders, dispatch notes, and invoices with trading partners using EDI standards (EDIFACT, UBL, XML, JSON).

Advanced Sales Workflows

Customise your sales pipeline, automate stages, and monitor opportunities from lead to contract.

Customer Contact Management

Get a 360° view of every customer: data, segmentation, and instant access to complete interaction history.

Lead Management

Automate lead capture from any source, distribute them to your team based on custom rules, and track conversions from initial contact to closed deal.

Quoting & Negotiation

Centralise quotes, negotiation history, and internal approvals for a fast and transparent sales process.

Multiple Sales Pipelines

Configure and track multiple commercial processes simultaneously, each with its own custom stages.

Multi-Source Lead Capture

Unify opportunities from social media, web forms, email, phone, or partners into a single, high-velocity sales pipeline.

How the sales team works with CRMconnect

Start your free trial and configure your first pipeline in minutes using your real data.

A unified list of opportunities regardless of the lead source
Distinct pipelines for retail, distribution, projects, or exports
Quoting based on real-time product data and pricing from the ERP
Full negotiation history per account, visible to the back-office

Coordonator de operațiuni verificând comenzile pe tabletă în depozit

Solving sales department bottlenecks with CRMconnect

The typical problem isn't a lack of leads, but losing them between channels: one lead comes via a web form, another by phone, and another through an EDI order from a retailer like Metro or Carrefour. The sales modules consolidate all sources into a single pipeline, assigning owners, deadlines, and next steps for every opportunity.

A unified list of opportunities regardless of the lead source
Distinct pipelines for retail, distribution, projects, or exports
Quoting based on real-time product data and pricing from the ERP
Full negotiation history per account, visible to the back-office

The step-by-step workflow

Leads enter via forms, campaigns, calls, EDI, or imports, and are assigned an owner and a score. They progress through your custom pipeline stages, generating quotes and, upon acceptance, orders. Every transition leaves an audit trail, ensuring forecasts are built on hard data rather than verbal estimates.

Key benefits for Sales Directors

Gain stage-based forecasting with weighted values and clear win/loss analysis. Manage field agents by monitoring daily activity-visits, quotes sent, orders placed-without requiring manual end-of-month reports. CRMconnect complements systems like SAP Business One or Microsoft Dynamics 365 by providing a native, agile front-end for the sales force.

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 have different pipelines for different teams?: Yes. You can configure multiple pipelines, each with its own stages and rules, ensuring agents only see the workflows relevant to their access levels.
Do quotes sync with the ERP?: Yes. Products, prices, and partner data are drawn from master data aligned with your ERP (such as Sage or Odoo), and confirmed orders are transmitted back for invoicing and fulfillment.
Can we process orders from major retailers?: Yes, through our native EDI modules: orders from retailers like Lidl, Kaufland, or Rewe flow directly into the CRM as documents, eliminating manual data entry.

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

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