CRM platform

Modular CRM platform that scales with your business

In short

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 are native, eliminating the need for secondary implementations or fragile data synchronisation between separate systems.

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Who searches for this and why

The term "CRM platform" is used by companies anticipating growth. They are not looking for a single-purpose app, but for a foundation to add modules over time without starting from scratch.

What "CRM Platform"

A CRM platform is a system where core commercial functionality can be extended with additional modules that share the same data model and permissions, rather than using separate applications linked by third-party connectors.

1

CRMconnect modules and the logical roadmap

Most clients follow a similar path based on their primary operational bottlenecks.

  • CRM and SFA - pipeline, quotes, and field sales. The typical starting point.
  • OMS - omnichannel orders, stock allocation, and unified statuses.
  • B2B Portals - self-service ordering and real-time account balance for clients.
  • EDIconnect - electronic data interchange with major retailers like Carrefour or Lidl.
  • WMS - receiving, put-away, picking, and inventory via mobile terminals.
  • SupplySync and Arvis AI - supplier collaboration and AI assistance on proprietary data.
2

Why a unified data model matters

When modules share the same entities, an order in the portal is the exact same order in the OMS and WMS. With separate apps, you have three representations of the same order and a sync job that inevitably breaks on your busiest day.

3

Scope and limitations

CRMconnect is not an ERP and does not handle accounting. It is not an HR suite and does not generate statutory tax declarations. The ledger, trial balance, and tax reporting remain in your ERP (such as SAP Business One or Microsoft Dynamics 365) - we export all generated data there.

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Compare the 3 year total cost on your own numbers

The CRMconnect ROI calculators show the real cost of your current setup and the estimated impact of changing it: licences, admin time, errors, lost orders.

  • Results over 12 and 36 months
  • Every assumption is visible and editable
  • Save the result and share it internally
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Frequently asked questions

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Read also

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CRM System: architecture, integrations, and data control

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CRM for SMBs: Go live in 2 weeks, no IT department required

See all 73 guides in the solution library.

Topic pillar

CRM and Customer Relations

Selection, architecture, cost, and implementation of CRM for companies already using a management system.

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See the whole pillar: CRM and Customer Relations

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