The platform pieces around the CRM core, and below them guides that answer a concrete question: how to choose, what it costs, how it integrates, how long it takes.
B2B portals, warehouse and order management, partner data sync, automations, AI and reporting, connected to the ERP you already run.
Digitise distributor collaboration: automated onboarding, online orders, live stock levels, and order tracking, natively synced with CRM and ERP.
A dedicated space for suppliers to manage products, orders, invoices, and EDI - fully integrated with SupplySync data synchronization.
Complete WMS to automate logistics processes, sync with your ERP, and gain total control over inventory across all your locations.
Automated master data sync with trading partners-stock, pricing, and packaging-at configurable frequencies from 30 minutes to 24 hours.
One central system for every order - eCommerce, EDI, and B2B portals - with open API architecture and real-time operational synchronization.
API-first orchestration for internal workflows - integrate CRM, ERP, and eCommerce with AI-driven automation and enterprise security.
The Arvis assistant on company data, reports from a prompt, an MCP connector for Claude and ChatGPT, and supplier invoices scanned and matched automatically.
Interactive dashboards, custom KPIs, and AI predictive analytics - complete visibility for leadership teams.
Middleware for connecting multiple databases, APIs, and standardized EDI - total integration freedom.
Unified platform for 3PL operators: OMS, WMS, EDI, shipping and CRM.
CRM and Customer Relations
Selection, architecture, cost, and implementation of CRM for companies already using a management system.
25 guidesQuoting, Pricing and CPQ
From Word-based quotes to a controlled process: price lists, approved discounts, and quote-to-order automation.
4 guidesInvoicing, e-Invoicing and Fiscal Compliance
Invoicing with native e-invoicing, electronic transport documents, SAF-T, and bank reconciliation - compliant, without manual monthly tasks.
6 guidesInventory and warehouse management
Real-time stock, cycle counting without downtime, barcode picking, and full batch or serial number traceability.
6 guidesB2B Portal and EDI
24/7 ordering for clients and partners with contract pricing, live stock, credit limits, and native EDI.
3 guidesAccounting and ERP Integration
Invoicing and reconciliation stay in CRMconnect, while statutory records remain in your accounting software or ERP. Connected, not duplicated.
19 guidesOperational Documents and Chart of Accounts
Receipt notes, delivery notes, proformas, credit notes, chart of accounts and bank reconciliation - the documents that drive or stall your month-end closing.
6 guidesTax Compliance: E-invoicing, Peppol, SAF-T
E-invoicing (EN 16931), Peppol, SAF-T audit files, and electronic transport documents - automated workflows, not manual end-of-month tasks.
4 guidesSelection, architecture, cost, and implementation of CRM for companies already using a management system.
See the full pillarCRM software
CRM software centralises customers, opportunities, and sales history in one place. CRMconnect acts as a smart operations layer over your current ERP: it pulls partners an...
Free resourceCRM system
A CRM system is the infrastructure for a company's commercial data: partners, opportunities, quotes, and orders. When choosing, the priority is not the demo features, but...
Free resourceCRM software
The price of CRM software is more than a monthly licence. A real three-year cost includes implementation, data migration, ERP integration, training, and ongoing developme...
Free resourceCRM software
A CRM software tracks the entire commercial journey: lead, qualification, quote, order, invoice, and payment. CRMconnect covers the complete chain, including native e-inv...
Free resourceCRM app
A mobile CRM app must function exactly where connectivity fails: in warehouses, retail stores, or on the road. CRMconnect runs offline-first on smartphones and tablets - ...
Free resourceCRM platform
A CRM platform differs from a CRM app through extensibility: start with sales and add quoting, orders, warehouse, EDI, or B2B portals on the same data model. All modules ...
Free resourceSales CRM
A sales CRM is only effective if your team actually uses it. The key lies in three areas: defined stages with objective advancement criteria, data entry taking less than ...
Free resourceCRM for SMBs
A CRM for SMBs must be functional without permanent consultants or internal IT staff. Key criteria include implementation in under one month, native integration with invo...
Free resourceOnline CRM
An online CRM runs in your browser and is accessible from anywhere, removing the need for local servers or manual station installs. Updates apply centrally while field te...
Free resourceCloud CRM
A cloud CRM is paid via subscription rather than a perpetual license. The three-year total cost of ownership includes implementation, integrations and custom development,...
Free resourceB2B CRM
A B2B CRM tracks accounts rather than individual contacts, managing multiple decision-makers per opportunity, long sales cycles, and contract pricing. It differs structur...
Free resourceCRM solution
A CRM solution comprises software, implementation, and integration. The difference between successful projects and those abandoned after six months is not the feature lis...
Free resourceEuropean B2B CRM
A native European CRM ensures fiscal compliance with e-invoicing (Peppol BIS 3.0) and electronic transport documents while syncing seamlessly with major ERPs. The advanta...
Free resourceFree CRM
A free CRM usually covers contacts, activities, and a simple pipeline for a few users. Limits arise with ERP synchronization, role-based permissions, and data volume - pr...
Free resourceCRM for eCommerce
An eCommerce CRM pulls orders from your online store, links them to the customer profile and tracks the entire lifecycle: confirmation, delivery, invoicing, returns and A...
Free resourceCRM for transport and logistics
A CRM for transport companies tracks freight requests, per-route negotiated rates, and recurring shipper relationships. It complements operational workflows by handling t...
Free resourcemini CRM
A mini CRM solves the real problem of a 3-5 person team managing clients via Excel and scattered notes by providing one central place for partners, pipelines, and activit...
Free resourcedistribution CRM
A distribution CRM bridges the gap between field teams, the warehouse, and invoicing. Sales agents view live stock levels and contracted pricing to capture orders on-site...
Free resourceCRM pricing
A professional CRM in the EU costs between 12 and 60 EUR per user monthly. CRMconnect offers transparent pricing: Essential at 20 EUR/user and Pro at 27 EUR/user, includi...
Free resourcebest CRM for distribution
For a distribution firm, a CRM is only effective if it operates on live stock, client-specific price lists, offline field sales capabilities, and a bidirectional ERP sync...
Free resourceCRM for field sales agents
A practical field CRM provides a mobile app that works offline, featuring product catalogues, live stock, specific pricing, and customer balances. Agents close visits wit...
Free resourcehow much does a CRM cost for a business
A CRM budget has three components: the monthly per-user subscription, the one-time implementation fee (data migration, workflow setup, native modules), and internal team ...
Free resourceCRM for wholesale trade
In wholesale, sales are driven by contract pricing, availability and payment terms. A proper CRM displays all three during order entry and blocks pricing deviations befor...
Free resourceCRM for manufacturing
In a manufacturing company, the CRM must bridge commercial demand with actual capacity: quotes with calculated costs, deadlines confirmed by availability, and orders that...
Free resourceMobile CRM with offline mode
A genuine offline CRM stores essential sales data locally - including customers, catalogues, pricing, and history - allowing teams to capture orders without a connection....
Free resourceFrom Word-based quotes to a controlled process: price lists, approved discounts, and quote-to-order automation.
See the full pillarquoting software
A professional quoting software generates offers from your product catalogue and pricing rules, not from copied Word documents. The result: accurate pricing every time, d...
Free resourcequoting software
Quoting software bridges the gap between customer inquiry and the final proposal: products pull from live catalogues, prices reflect customer-specific lists, and approval...
Free resourceCPQ price configurator
A CPQ price configurator automates commercial rules: customer grids, volume discounts, approval thresholds, and valid product bundles. Margin becomes the result of a cons...
Free resourcecost estimation software
Cost estimation software builds quotes based on items, labour, and quantities, with controlled pricing and visible margins on every line. In CRMconnect, an accepted estim...
Free resourceInvoicing with native e-invoicing, electronic transport documents, SAF-T, and bank reconciliation - compliant, without manual monthly tasks.
See the full pillarinvoicing software
A professional invoicing software generates compliant documents, automatically transmits them to national tax authorities in Peppol or regional XML formats, and monitors ...
Free resourceinvoicing software
High-volume invoicing software must deliver batch issuance, pre-submission validation, and automated tax authority status reconciliation. CRMconnect adds these capabiliti...
Free resourceonline invoicing app
A native online invoicing app runs in your browser and on mobile devices without local installation. Sales agents issue invoices on-site, documents are transmitted to the...
Free resourcee-invoicing software
E-invoicing software converts invoices into compliant XML, submits them to national tax authorities, tracks delivery status and handles rejections. Without real-time stat...
Free resourcefree invoicing software
Free invoicing software typically covers basic document creation for low volumes. The real costs emerge through manual e-invoicing submissions, electronic transport filin...
Free resourceCRM with native e-invoicing
A CRM with native e-invoicing generates invoices from orders and submits them to the national tax authority in the required structured format (EN 16931 / Peppol). Unlike ...
Free resourceReal-time stock, cycle counting without downtime, barcode picking, and full batch or serial number traceability.
See the full pillarinventory management software
Inventory management software shows the actual quantity for every item, location and lot, updated with every scanned movement. The difference from traditional ERP records...
Free resourcewarehouse management software
A Warehouse Management System (WMS) drives physical execution: where goods are placed, the optimal picking route, mandatory scanning at every step, and final parcel valid...
Free resourceinventory count app
An inventory count app enables scanning on mobile or handheld terminals by location, featuring dual-verification for variances and automated count reports. Cycle counting...
Free resourceinventory management software
Inventory management software tracks stock movements, balances and generates related documentation. CRMconnect enhances basic inventory with an operational layer - handli...
Free resourceWMS software
A Warehouse Management System (WMS) orchestrates physical operations: locations, picking routes, wave processing, and dispatch verification. Unlike basic inventory softwa...
Free resourcedistribution software
A distribution software covers the complete cycle: orders from agents or portals, stock allocation, warehouse preparation, delivery with electronic documents, e-invoicing...
Free resource24/7 ordering for clients and partners with contract pricing, live stock, credit limits, and native EDI.
See the full pillarB2B online ordering portal
A B2B ordering portal allows your customers to order anytime with their specific contract prices, live stock levels, and automated credit limit checks. Orders flow direct...
Free resourceEDI software
EDI software automatically translates messages exchanged with retailers - ORDERS, ORDRSP, DESADV, INVOIC - between their format and your system. The result: orders enter ...
Free resourceorder management software
Order management software centralises customer requests from every channel - B2B portals, field agents, email, EDI, and e-commerce - validating them against stock and cre...
Free resourceInvoicing and reconciliation stay in CRMconnect, while statutory records remain in your accounting software or ERP. Connected, not duplicated.
See the full pillaraccounting software integration
CRMconnect does not replace your accounting software. It handles invoicing, e-invoicing compliance, and bank reconciliation by mapping transactions to your chart of accou...
Free resourceaccounting software integration
CRMconnect issues invoices, handles e-invoicing compliance, and reconciles bank statements before delivering prepared data to your accounting software like Sage or Micros...
Free resourceERP integration
CRMconnect provides a native two-way sync with ERPs like SAP Business One or Microsoft Dynamics 365. It imports partners, items, prices, and stock levels, while pushing b...
Free resourceCRM pentru Charisma
CRMconnect se conectează bidirecțional la Charisma ERP: preia parteneri, articole, prețuri, stocuri și solduri, apoi trimite înapoi comenzile, facturile și plățile reconc...
Free resourceCRM pentru SeniorERP
CRMconnect se conectează bidirecțional la SeniorERP: preia parteneri, articole, prețuri, stocuri și solduri, apoi trimite înapoi comenzile, facturile și plățile reconcili...
Free resourceERP synchronisation
ERP synchronisation ensures that master data, stock levels and balances are read from the ERP, while commercial documents are written back. CRMconnect offers native bidir...
Free resourceautomated journal entries
CRMconnect automatically retrieves bank statements, matches every payment to the corresponding invoice, and maps the operation to your chart of accounts. The resulting re...
Free resourcee-transport compliance and tracking
Electronic transport codes are obtained by declaring shipments to the national tax authority before vehicle departure. CRMconnect generates these declarations directly fr...
Free resourceCRM pentru TransArt
CRMconnect se conectează la TransArt: preia parteneri, articole, prețuri, stocuri și solduri, apoi trimite înapoi comenzile, facturile și plățile reconciliate. TransArt r...
Free resourceCRM pentru SAP Business One
CRMconnect se conectează la SAP Business One: preia parteneri, articole, prețuri, stocuri și solduri, apoi trimite înapoi comenzile, facturile și plățile reconciliate. SA...
Free resourceCRM pentru SoftOne
CRMconnect se conectează la SoftOne: preia parteneri, articole, prețuri, stocuri și solduri, apoi trimite înapoi comenzile, facturile și plățile reconciliate. SoftOne răm...
Free resourceCRM pentru Odoo
CRMconnect se conectează la Odoo: preia parteneri, articole, prețuri, stocuri și solduri, apoi trimite înapoi comenzile, facturile și plățile reconciliate. Odoo rămâne su...
Free resourceCRM pentru WizPro
CRMconnect se conectează la WizPro: preia parteneri, articole, prețuri, stocuri și solduri, apoi trimite înapoi comenzile, facturile și plățile reconciliate. WizPro rămân...
Free resourceCRM pentru Nexus ERP
CRMconnect se conectează la Nexus ERP: preia parteneri, articole, prețuri, stocuri și solduri, apoi trimite înapoi comenzile, facturile și plățile reconciliate. Nexus ERP...
Free resourceCRM pentru Socrate+
CRMconnect se conectează la Socrate+: preia parteneri, articole, prețuri, stocuri și solduri, apoi trimite înapoi comenzile, facturile și plățile reconciliate. Socrate+ r...
Free resourceCRM pentru Pluriva
CRMconnect se conectează la Pluriva: preia parteneri, articole, prețuri, stocuri și solduri, apoi trimite înapoi comenzile, facturile și plățile reconciliate. Pluriva răm...
Free resourceCRM pentru NextUp
CRMconnect se conectează la NextUp: preia parteneri, articole, prețuri, stocuri și solduri, apoi trimite înapoi comenzile, facturile și plățile reconciliate. NextUp rămân...
Free resourceCRM pentru Clarvision
CRMconnect se conectează la Clarvision: preia parteneri, articole, prețuri, stocuri și solduri, apoi trimite înapoi comenzile, facturile și plățile reconciliate. Clarvisi...
Free resourceCRM integrated with ERP
CRM-ERP integration succeeds when you define clear responsibilities: the ERP remains the source for master data, stock, and accounting, while the CRM owns sales relations...
Free resourceReceipt notes, delivery notes, proformas, credit notes, chart of accounts and bank reconciliation - the documents that drive or stall your month-end closing.
See the full pillarGoods Receipt Note (GRN)
A Goods Receipt Note (GRN) is the document used to record the arrival of goods into inventory. CRMconnect generates it automatically from scanned receipts, comparing quan...
Free resourcedelivery note
A delivery note accompanies goods during transport when the invoice is not issued at the time of dispatch. CRMconnect generates it from the order, links it to the subsequ...
Free resourceproforma invoice
A proforma invoice is a commercial document with no fiscal value, used to request advance payment. It is not recorded in accounting and is not transmitted to tax authorit...
Free resourcecredit note
A credit note cancels an issued invoice, either fully or partially, using negative values or a correction document referencing the original. If the invoice has already re...
Free resourcechart of accounts
A chart of accounts is the structured list of all accounting accounts used by a company. CRMconnect does not perform full accounting, but it maps every item, partner, and...
Free resourcebank statements and reconciliation
CRMconnect automatically retrieves bank statements via PSD2 connections, matching every transaction to the corresponding invoice. It handles partial payments and offsets,...
Free resourceE-invoicing (EN 16931), Peppol, SAF-T audit files, and electronic transport documents - automated workflows, not manual end-of-month tasks.
See the full pillarEuropean e-invoicing compliance
National e-invoicing systems allow invoices to be transmitted electronically as XML files via tax authority platforms. CRMconnect generates compliant XML, submits it, tra...
Free resourceNational Tax Authority Portal
National tax portals are electronic platforms for communication with fiscal authorities, handling e-invoicing, transport declarations, and audit files. CRMconnect connect...
Free resourceSAF-T (Standard Audit File)
SAF-T is the standard tax audit file submitted to national tax authorities, containing granular details on invoices, payments, and inventory. CRMconnect delivers clean, r...
Free resourcePeppol E-invoicing
Peppol is the European network enabling standardized electronic invoice exchange between companies and institutions across borders. CRMconnect generates invoices in fully...
Free resourceTell us which systems you run and where the process stalls. You get a concrete scenario back, not a brochure.
Write to usSolutions are native functional packages on top of the CRM core - a B2B portal for distributors, OMS for orders, WMS for the warehouse, EDI for document exchange. They are not separate products and need no third-party connectors: they run on the same customer, item and stock data.
B2B portal. When customers order repeatedly and you want to cut manually captured email or phone orders.
OMS. When an order crosses several warehouses, channels or stock allocation rules.
WMS. When picking errors and physical inventory become the main operational cost.
EDI. When retailers or partners require structured exchange of orders, dispatch notes and invoices.