Can I set up multi-level approval for purchase orders?

Yes. Approval workflows can be configured based on value thresholds, categories, or departments, maintaining a full audit trail of all decisions.

Can it be used alongside my existing ERP?

Absolutely. CRMconnect integrates via API with ERPs like SAP Business One, Microsoft Dynamics 365, or Sage. Your accounting ledger remains in the ERP while operations stay in CRMconnect.

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 trial 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.

All CRM modules

CRM for Procurement and Supplier Management

CRMconnect procurement modules streamline supplier relations and inventory needs: manage supplier contracts, automate approval workflows, and gain real-time stock visibility. Our platform handles electronic transport documents for regulated shipments, syncing receipt and inventory data via API with your existing ERP or WMS to ensure a single source of truth.

Modules in Purchasing (11)

Advanced Procurement Workflows

Optimise your entire supply chain with clear, approved, and monitored processes from requisition to reception.

Inventory & Warehouse Management

Available, reserved and in-transit stock, automatic reservation on order, minimum thresholds and cycle counting.

Open API & CRM Integration

Connect the CRM to ERP, email, e-Factura, couriers, the B2B portal and any application through REST API and webhooks.

Purchasing Management

Centralise all procurement activities, automate purchase orders, and gain full control over your supply chain workflows.

Supplier Contact Management

Centralise all supplier data - contacts, contracts, and trade history - in one place.

VRM - Vendor Relationship Management

Gain full visibility into contracts, performance, and vendor relationships directly within your CRM.

WMS Warehouse Management Module

Locations, zones, scanning and role-based workflows, configured once and synced with the ERP and the OMS.

Electronic Transport Documents

Automate reporting of goods movements to national tax authorities, ensuring full compliance directly from your CRM logistics workflow.

Purchase Planning

What to buy per item and warehouse, from stock, min/max, average consumption and lead time, with RFQs and orders straight from the list.

Purchase Cases

A purchase in one case, by stage: from need and margin to quote, order, transport, receipt, documents and payments.

Import Goods Management

End-to-end import of goods: RFQs, orders, receipts and documents, freight in the cost of goods, invoices, backorders and planning.

How the purchasing team works with CRMconnect

Start your trial: requisition → approval → supplier order. Pricing from 12 EUR per user. No card required.

**Comprehensive Supplier Profiles:** contacts, terms, and delivery history
**VRM (Vendor Relationship Management):** rate suppliers on lead times, quality, and pricing
**Multi-Warehouse Stock Management:** real-time visibility across all locations
**Electronic Transport Documents:** automated compliance for regulated shipments

Manager prezentând rapoartele CRMconnect echipei într-o ședință

Structured Purchase Requisition Workflows

Requirements originate from sales or stock levels, transform into requisitions, pass through approvals, and become supplier orders. Nothing gets lost in email chains.

1**Comprehensive Supplier Profiles:** contacts, terms, and delivery history
2**VRM (Vendor Relationship Management):** rate suppliers on lead times, quality, and pricing
3**Multi-Warehouse Stock Management:** real-time visibility across all locations
4**Electronic Transport Documents:** automated compliance for regulated shipments

Seamless Warehouse Integration

The native WMS module and API integrations link receipts, storage locations, and internal movements. Procurement teams order based on live inventory data, not outdated weekly reports.

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 trial 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.

1Trial 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 set up multi-level approval for purchase orders?: Yes. Approval workflows can be configured based on value thresholds, categories, or departments, maintaining a full audit trail of all decisions.
Can it be used alongside my existing ERP?: Absolutely. CRMconnect integrates via API with ERPs like SAP Business One, Microsoft Dynamics 365, or Sage. Your accounting ledger remains in the ERP while operations stay in CRMconnect.

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 trial 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

Organise your procurement today