CRMconnect — Documentation
This documentation covers every module of the CRMconnect platform end-to-end: how to access it, what it's for, the screens you'll see, common workflows, and the corresponding REST API endpoints. · demo.crmconnect.io/admin
Role-based Guides
Choose a department — open the training guide for each position.
Sales
Acquisitions
Warehouse & Logistics
Finance
IT / Admin
HR & Workforce
Marketing
Production
Customer Support
Management
VRM
Legal
OMS & E-commerce
Explore the documentation
Training
Module Reference
Access Portals
External portals: B2B Distributors (catalogue+orders), B2B Vendors (PO+quotes), Client (invoices+proposals).
3 modules →
Customer Relationship Management
Clients, contacts, leads, opportunities, contracts.
17 modules →
Sales & Billing
Quotes, orders, invoices, recurring billing, payments.
16 modules →
Operations
Projects, tasks, support tickets, expenses, meetings.
17 modules →
Warehouse Management (WMS)
Multi-warehouse inventory: receipts, issues, transfers, audits.
14 modules →
Purchase Management
Vendors, RFQs, purchase orders, vendor invoicing.
15 modules →
Omnichannel & Manufacturing
Sales channels, omnichannel orders, manufacturing.
8 modules →
HR & Workforce
Staff, departments, payroll, recruitment, timesheets.
8 modules →
Finance & Accounting
Bank/cash, chart of accounts, taxes, accounting integrations.
12 modules →
Marketing & Communication
Campaigns, email builder, mailbox, WhatsApp.
14 modules →
Knowledge & Reports
Knowledge base, reports, KPIs, roadmaps.
7 modules →
Asset Management
Asset register and fleet management.
2 modules →
Integrations & AI
AI assistant, couriers, diagrams, Excel import, API.
18 modules →