In short
Integration guides: export to your accounting software, two-way ERP sync, automated journal entries from bank statements and UIT codes from delivery documents.
CRMconnect does not require you to migrate your accounting and is not a replacement for a TMS. Its purpose is to remove repetitive manual tasks from your operations - invoicing, filing, and payment matching - and deliver clean data to your current system of record.
The guides in this pillar explain exactly where CRMconnect ends and your system begins: which data points are read from the ERP, which documents are written back, which system owns each field, and what reaches the accountant at month-end.
Accountants and ERP vendors are partners, not competitors. An accountant who receives payments already matched to invoices and pre-mapped accounts closes the month faster - and remains your trusted advisor.
accounting 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 ...
Free auditaccounting software integration
CRMconnect issues invoices, handles e-invoicing compliance, and reconciles bank statements before delivering prepared data to your accounting software like Sage or M...
Free auditERP 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 push...
30 min sessionCRM pentru Charisma
CRMconnect se conectează bidirecțional la Charisma ERP: preia parteneri, articole, prețuri, stocuri și solduri, apoi trimite înapoi comenzile, facturile și plățile r...
30 min sessionCRM pentru SeniorERP
CRMconnect se conectează bidirecțional la SeniorERP: preia parteneri, articole, prețuri, stocuri și solduri, apoi trimite înapoi comenzile, facturile și plățile reco...
30 min sessionERP 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 ...
Free auditautomated journal entries
CRMconnect automatically retrieves bank statements, matches every payment to the corresponding invoice, and maps the operation to your chart of accounts. The resulti...
Free audite-transport compliance and tracking
Electronic transport codes are obtained by declaring shipments to the national tax authority before vehicle departure. CRMconnect generates these declarations direct...
Flow demoCRM 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 rela...
30 min session30 minutes, no product pitch: we map your current flow and show you in writing what can be automated on top of the systems you already run.