Document Management for pharma & medical
Document Management is a native CRMconnect module that enables businesses to store, categorise, and share files within a secure digital environment, featuring version control, granular access permissions, and direct linking to clients, contracts, or projects. In pharma & medical, traceability, expiry dates and compliance rules leave no room for operational improvisation. The module runs on top of the ERP you already use, and the field reps, back-office and quality teams work on the same data, in real time.
Document Management for pharma & medical
Start free, with a real flow from your pharma & medical company, and decide once you see the result.
Why document management matters in pharma & medical
In pharma & medical, traceability, expiry dates and compliance rules leave no room for operational improvisation. Store, classify, and share company documents in a secure digital space with version history and role-based permissions. The result you are after is not "one more system", it is document accuracy and order response time.
- Error-prone recurring orders taken via phone or email
- Compliance documentation scattered across local folders
- Strict audit requirements and controlled data access needs
- Field sales visits to clinics tracked in personal notebooks
What you actually get
The module capabilities, applied to the commercial flow of a pharma & medical company:
- Locate any document in seconds, automatically linked to its context (client, contract, or project).
- Control access to sensitive files through customisable role-based permissions.
- Maintain a complete version history to track changes, rather than just keeping the latest file.
- Eliminate the risk of documents getting lost in email threads or fragmented local folders.
How it works
Documents are uploaded and categorised into specific folders, automatically linked to the relevant CRM entity. Access is governed by strict permissions, while every new upload creates a version entry, ensuring the previous history remains accessible for auditing.
On top of the ERP you already have
CRMconnect does not replace your ERP. It connects over API and syncs master data, prices, stock, balances and documents, so the accounting ledger stays where it is while the commercial teams work in an interface built for selling, not for bookkeeping.
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
- Is Document Management a good fit for a pharma & medical company?
- Yes. The module is part of the standard CRMconnect catalogue and is configured for the specific flow in pharma & medical: fields, roles, approval rules and reports. It is not a separate product edition, it is the same platform configured for your context.
- Do we have to change our ERP to use the module?
- No. Integration runs over API with your existing ERP. Invoicing, e-Invoicing and reconciliation can run in CRMconnect, while the final records stay in sync with the ERP.
- Does the system maintain a version history for documents?
- Yes, every update saves the previous version, allowing you to view or restore earlier iterations at any time.
- Can I restrict document access based on user roles?
- Yes, viewing and editing permissions can be configured at both the role and individual user levels to ensure data security.
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
See document management on your own data
Start free, with a real flow from your pharma & medical company, and decide once you see the result.