← CRM by role

CRM for Back-Office and Order Management

In the back-office, CRMconnect centralises orders from every channel - sales reps, B2B portals, EDI, and email - into a single processing queue with validated customer data. Once confirmed, orders sync natively with your ERP for invoicing, eliminating manual re-entry and ensuring data integrity across your entire operations layer.

What blocks you today

  • Duplicate data entry across multiple disconnected systems
  • Manual handling of varied email order formats from different clients
  • Scattered documentation (orders, delivery notes, invoices) in local folders
  • Price or quantity discrepancies only discovered at the invoicing stage

The KPIs you are measured on

  • Average order processing time (Lead-to-Cash)
  • Rate of orders returned for correction due to errors
  • Order throughput per operator per day

What a normal week looks like

  • Consolidate all incoming orders into a single unified queue
  • Automate price, stock, and credit limit validation checks
  • Attach all relevant documents to the order record, not desktops
  • Initiate invoicing and e-invoicing from one centralised interface

Unified Processing Queue

Orders from field agents, B2B portals, and EDI arrive in one list with clear status updates: pending validation, confirmed, or sent for invoicing.

  • Automated validation against contract pricing and real-time availability
  • Error flagging occurs before confirmation, preventing shipping mistakes
  • Full document history attached to both the order and the customer profile

Integrated Invoicing and E-invoicing

Handle standard and recurring billing alongside e-invoicing (Peppol BIS 3.0 / EN 16931) directly within the CRM. While operations happen here, your accounting ledger remains secure in your ERP.

Modules this role uses

Order Management System (OMS) Module

Unify all orders-EDI, API, e-commerce, and manual-into a single automated workflow, visible directly from your CRM.

Automated e-Invoicing & Recurring Billing

Issue compliant e-invoices, manage recurring subscriptions, and automate your entire billing workflow.

Document Management

Store, classify, and share company documents in a secure digital space with version history and role-based permissions.

Retailer EDI Connections

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

Customer Portal

Empower your clients with 24/7 access to orders, documents, and real-time status through a native self-service portal integrated directly into your CRM.

ERP/WMS API Integration

Establish a bidirectional connection with your ERP and WMS for complete operational data synchronisation.

Frequently asked questions

Can orders be captured directly from emails?
Yes. Through email integration and automated workflows, orders are linked to the correct account and placed directly into the processing queue.
Who remains responsible for the accounting ledger?
Your accounting stays in your current ERP or financial suite, such as SAP, Microsoft Dynamics, or Sage. CRMconnect natively syncs documents to these systems.

Test your processing speed with yesterday's orders

Start your free trial and process 20 real orders to experience the time savings firsthand.

Start free Calculate the monthly loss

CRM for other roles