Reporting & Business Intelligence
Reporting & Business Intelligence is a native CRMconnect solution providing interactive dashboards, department-specific KPIs, and AI-driven predictive analytics to empower management with data-backed decisions derived from real-time operational flows.
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Reporting & Business Intelligence in your team's daily work
Interactive dashboards, custom KPIs, and AI predictive analytics - complete visibility for leadership teams.
Key Benefits
For whom: Management and leadership teams who require a single source of truth for commercial, operational, and financial performance to drive strategic decisions.
- Make informed decisions based on real-time data rather than lagging end-of-month reports.
- Custom KPIs tailored to every department, business unit, or specific user role.
- AI-driven predictive analytics to anticipate market trends instead of just reviewing the past.
- Data correlation across all native modules - sales, purchasing, WMS, and finance - in one place.
- Cloud-native availability, accessible from any device, anywhere in the world.
How it works
- 1Data from all native CRM modules (Sales, Purchasing, Logistics, Invoicing) is automatically aggregated.
- 2Custom KPIs are defined for specific departments, ensuring relevance for every stakeholder.
- 3Interactive dashboards display live performance metrics with full drill-down capabilities into granular details.
- 4Arvis AI and ML models generate forecasts and recommendations based on identified data patterns.
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
Can reports be customised for specific departments?
Yes, each department or specific user role can have its own tailored KPIs and dashboards without impacting the reporting views of the rest of the organisation.
Does the BI module include predictive analysis or just historical data?
Beyond traditional historical reporting, the platform utilises AI/ML to provide predictive insights and strategic recommendations based on your operational trends.
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.