Knowledge Base
Knowledge Base is a native CRMconnect module that provides a centralised information hub for internal articles, FAQs, and documentation, accessible directly within the platform and externally through the B2B Customer Portal.
Ready to see the module in action?
Start your 14-day free trial today-no card required-and experience a fully digitalised documentation process in minutes.
Knowledge Base in your team's daily work
Centralised hub for internal articles, FAQs, and documentation accessible directly from your CRM to empower both your team and your customers.
Key Benefits
- Reduce repetitive support queries by providing customers with self-service help articles.
- Standardise internal procedures in a single repository accessible to all employees.
- Accelerate employee onboarding with documented workflows and standard operating procedures.
- Ensure consistency by updating articles once and syncing changes instantly for all users.
How it works
Articles are organised into logical categories and can be linked directly to support tickets or pages within the B2B Customer Portal. This allows both employees and clients to find answers immediately, often resolving issues before a formal request is even opened.
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 the Knowledge Base visible to customers or just the internal team?
Relevant articles can be published directly to the B2B Customer Portal for self-service, while internal-only documentation remains restricted to your team.
Can an article be linked directly to a specific support ticket type?
Yes, support agents can automatically suggest relevant articles when a ticket is opened or attach them to responses to speed up resolution times.
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.