CRMconnect is a modular CRM: you switch on only the departments you need and data flows between them without export-import. Every module connects to the ERP you already run, so you don't replace accounting to get a clean pipeline.
Organise your entire product and service portfolio in a single catalog, used across quotes, orders, and procurement.
View moduleEnsure data consistency across CRM, ERP, and WMS-no more discrepancies in pricing, stock, or product codes.
View moduleAutomate orders, dispatch advice, and invoices with major EU retailers via standardized EDI-natively integrated into your CRM operations.
View moduleAutomate the exchange of orders, dispatch notes, and invoices with trading partners using EDI standards (EDIFACT, UBL, XML, JSON).
View moduleCustomise your sales pipeline, automate stages, and monitor opportunities from lead to contract.
View moduleGet a 360° view of every customer: data, segmentation, and instant access to complete interaction history.
View moduleAutomate lead capture from any source, distribute them to your team based on custom rules, and track conversions from initial contact to closed deal.
View moduleCentralise quotes, negotiation history, and internal approvals for a fast and transparent sales process.
View moduleConfigure and track multiple commercial processes simultaneously, each with its own custom stages.
View moduleUnify opportunities from social media, web forms, email, phone, or partners into a single, high-velocity sales pipeline.
View moduleEmail campaigns synced with leads, opportunities, customers, and suppliers - no separate mailing platforms required.
View moduleAutomate data collection from your website directly into your CRM-capture contact forms, quote requests, or registrations instantly.
View moduleConnect your Facebook Ads campaigns to your CRM and capture leads automatically, eliminating manual exports.
View moduleCollect and analyse feedback through integrated CRM surveys to measure customer satisfaction and loyalty.
View moduleAutomatically personalise customer messages based on real-time behaviour and CRM data.
View moduleMaster your product catalogue with automated, consistent distribution across all sales channels.
View moduleAutomate SMS communication with clients and teams, triggered by real-time actions within the CRM.
View moduleConnect WhatsApp with your CRM for fast, centralised customer interactions, managed directly from the customer profile.
View moduleKeep your team synced with automated alerts and contextual notifications triggered by CRM actions.
View moduleCentralise customer requests, automate ticket allocation, and track status until resolution.
View moduleOptimise your entire supply chain with clear, approved, and monitored processes from requisition to reception.
View moduleTrack products accurately with real-time updates, automated replenishment alerts, and full stock traceability.
View moduleEnable flexible data exchange between CRMconnect and any external software platform through a secure, open API.
View moduleCentralise all procurement activities, automate purchase orders, and gain full control over your supply chain workflows.
View moduleCentralise all supplier data - contacts, contracts, and trade history - in one place.
View moduleGain full visibility into contracts, performance, and vendor relationships directly within your CRM.
View moduleAutomate logistics processes, optimise inventory levels, and increase warehouse operational efficiency.
View moduleAutomate reporting of goods movements to national tax authorities, ensuring full compliance directly from your CRM logistics workflow.
View moduleManage all cash operations, from receipts to daily cash journals, directly within your CRM.
View moduleSeamless integration between your CRM and ERP, with automatic document updates and the elimination of manual data entry errors.
View moduleIssue compliant e-invoices, manage recurring subscriptions, and automate your entire billing workflow.
View moduleCentralise and track all company assets with full traceability and per-employee allocation.
View moduleAutomate the collection and recording of bank transactions with effortless reconciliation and document matching.
View moduleManage your workforce effectively: track employee records, job descriptions, contracts, and performance reviews directly within your CRM environment.
View moduleAlign your accounting structure with your CRM, automatically updating accounts, codes, and classifications.
View moduleBring native artificial intelligence directly into your CRM to automate repetitive processes and anticipate customer needs.
View moduleCentralised hub for internal articles, FAQs, and documentation accessible directly from your CRM to empower both your team and your customers.
View moduleStore, classify, and share company documents in a secure digital space with version history and role-based permissions.
View moduleEnable continuous team training directly within the CRM interface with interactive, page-by-page learning modules.
View moduleAutomatically centralise relevant emails in the CRM, maintaining a complete conversation history for every client.
View moduleDefine, manage, and monitor user access rights in a secure environment.
View moduleReplace paper logs with a digital document registry. Gain full traceability, automated archiving, and instant search for all inbound and outbound mail.
View moduleConnect your CRM with Google Calendar for a unified schedule and better team collaboration.
View moduleComplete history of all CRM actions: who, what, and when. Enhance internal control, security, and compliance for enterprise-grade operations.
View moduleDigitise internal approvals - quotes, discounts, purchases - with configurable role-based and threshold-based workflows. Eliminate email delays.
View moduleManage your sales team from a single platform: track activity, KPIs, and individual performance. Drive commercial productivity.
View modulePlan, track, and coordinate projects natively within your CRM: tasks, teams, deadlines, and budgets all in one place.
View moduleAssign, track, and automate team tasks directly within your CRM, featuring deadlines, smart notifications, and native integration across all modules.
View moduleDefine strategic objectives, measurable key results, and track team progress directly from the CRM, aligned with real business activity.
View moduleAutomate and coordinate processes across departments with clear rules and continuous optimization of costs and lead times.
View moduleUnify all orders-EDI, API, e-commerce, and manual-into a single automated workflow, visible directly from your CRM.
View moduleEmpower your clients with 24/7 access to orders, documents, and real-time status through a native self-service portal integrated directly into your CRM.
View moduleEvery customer detail-history, orders, communication, and documents-available in a single unified view.
View moduleCRMconnect's native AI assistant: automate repetitive tasks and manage your daily operations efficiently with natural language processing.
View moduleSecure B2B integration via AS2 protocol for reliable, encrypted EDI document exchange.
View moduleConnect your WordPress/WooCommerce site with your CRM: automate orders and customer data flows without manual entry.
View moduleEstablish a bidirectional connection with your ERP and WMS for complete operational data synchronisation.
View moduleSeamless synchronization between systems and platforms, with superior performance compared to traditional RPA solutions.
View moduleCRMconnect modules are native components of one platform, grouped by department: sales, marketing, service, purchasing, logistics, finance. You enable only what you use and data moves between modules without exports or third-party connectors. Start with one department and add more later, with no data migration.
Start where money leaks. If quotes stall, start with sales; if deliveries slip, start with orders and logistics.
Check what stays in the ERP. The accounting ledger stays in your existing ERP; CRMconnect covers the commercial and operational layer.
Count real users. Licensing is per active user, so read-only back-office accounts count towards the budget.
Plan the data before the modules. Importing customers, items and history drives the go-live date more than the number of modules.