Workflows

End-to-end guides for the most common multi-module processes in CRMConnect. Each workflow shows exactly which modules are involved, what triggers each step, what gets created automatically, and where things can stall.

Workflows in this section

• Lead → Cash — From prospecting to payment: Lead → Opportunity → Proposal → Contract → Invoice → Payment
• Project → Invoice — Service delivery: Project → Tasks → Timesheets → Expenses → Invoice
• OmniSales Fulfillment — Order processing: Order → Delivery Note → Packing List → Innoship AWB → Invoice
• Purchase to Pay — Procurement: RFQ → Quote → Purchase Order → Receipt → Supplier Invoice → Payment
• Marketing to Lead — Demand generation: Campaign / Form / Facebook Ads → Lead → MA Nurture → Qualified
• Recruit to Payroll — HR cycle: Proposal → Campaign → Candidate → Hire → Onboarding → Salary
• Manufacturing Order — Production: BoM → Manufacturing Order → Work Orders → Work Centers → Finished Product
• Warehouse Inbound → Outbound — Stock management: Receipt → Consumption / Delivery → Internal Transfer → Inventory → Adjustments
• Support Ticket Lifecycle — Support: Email Pipe → Ticket → Responses → Resolution → Knowledge Base
• Contract Approval + Signature — Contracts: Template → Internal approval → Send to client → Digital signature → Expiry
• Full Commercial Cycle ★ — Complete commercial cycle: Lead → Sales Order → Stock Check → Backorder → Procurement → Receipt → Delivery → Invoice → Stock Rotation
• Import & Multi-Brand Distribution — International import: Brand negotiation → Purchase Order (FX) → Import documents → Receipt + Landed Cost → Price Lists → Reseller comms → Orders → Stock rotation
• Field Agent Distribution — Field distribution: Route planning → Client visit → Order capture → Stock check → Delivery → Invoicing → Cash payment → Commission → Targets
• E-commerce Fulfillment — From online order to delivery: WooCommerce/Shopify → OmniSales → Picking → Innoship AWB → Invoice → eInvoice → Return
• B2B Portal — Self-Service Order — Orders without a sales agent: Client Portal → Negotiated price catalogue → Sales Order → Internal review → Warehouse → Portal invoice
• Public & Private Tenders — Tender participation: Identification → Qualification → Technical file + Bid → Submission → Award → Contract → Execution → Instalment invoicing
• Equipment Service — Service: Client fault → Ticket → Warranty/SLA check → Technician scheduling → Labour + Parts → Invoice
• Project Delivery — Projects: Proposal → Contract → Project setup → Milestones → Tasks + Timesheets → Instalment invoicing → Final delivery
• Sales Agent Commission — Commission policy → Agent assignment → Automatic trigger on invoice payment → Commission view → Commission Receipt → Payment
• OKR Cycle — Planning & Review — Circulation → Create OKR + Key Results → Periodic check-ins → Optional approval → 100% progress → Cycle closed
• WhatsApp → Lead / Support — Incoming message → Number identification → Auto-lead (optional) → Bot / Staff reply → Bulk campaign → Automatic CRM event notifications
• Fleet Management — Vehicle Lifecycle — Vehicle registration → Booking → Logbook + Fuel → Work Order + Parts → Expense → Inspection → Invoicing → Cost reports
• HR Performance Review — Evaluation & Payroll — OKR check-ins → Formal bonus/discipline → Promotion → KPI bonus → Payslip generation → Payroll close
• eTransport + eInvoice — ANAF Compliance — Manual eTransport declaration → Submission via CRMConnect proxy → UIT → eInvoice (manual or automatic cron) → ok/nok status → Import supplier invoices from SPV
• Loyalty Program — Customer Retention — Rule configuration → Automatic accrual on invoice payment → New account / anniversary bonuses → Tiers → Point redemption (admin / portal / POS / voucher)
• Surveys — Feedback Collection — Create survey (6 question types) → Manual send (contacts / leads / staff / mail lists) → Cron processing → Response collection → View results
• Resource Planning — Configure staff capacity → Tasks with estimated hours → Workload grid (E vs S) → Gantt timeline → Overload detection (visual) → Rebalancing
• Catering Order — From Enquiry to Invoice — Enquiry → Menu/package configuration → Generate Estimate → Confirmation → Assign staff with conflict detection → Convert to Invoice → Internal P&L
• Asset Lifecycle — Purchase → Staff allocation → Broken/Warranty → Lost → Disposal → Depreciation report (calculated in real time)
• Remarketing — Tracking Pixel Setup — Insert Google Ads / Meta Pixel / LinkedIn Insight Tag scripts into the head of admin and client portal pages
• ArvisAI — AI Assistant & Audio Transcription — ChatGPT · Image Generator DALL-E · Audio Transcription Whisper · Audio Translation · Template Engine · Auto-reply tickets
• SmartCRM — Bidirectional ERP Sync — External API configuration → Import products/clients/stock/orders → Export leads/invoices/projects → Automatic cron → Monitor logs

Update notes (2026): Workflows 01, 03, 05 updated with eInvoice (ANAF), Couriers module (Cargus/FanCourier) and WhatsApp Campaigns. Workflows 07 and 04 already cover Routing/Work Centers and Purchase Requests. Workflows 12 and 13 add vertical scenarios: multi-brand import and field agent distribution. Workflows 14 and 15 add coverage for e-commerce and B2B self-service channels. Workflows 19–23 add coverage for commissions, OKR, WhatsApp, Fleet and HR Performance Review — all verified from source code and DB schema.

How to read these guides

Each workflow guide follows the same structure:

1. Overview — what the workflow does and who uses it
2. Flow diagram — all steps and transitions at a glance
3. Step-by-step — each step in detail: what to do, what the system does automatically, status changes
4. Gotchas — common points where the workflow stalls and how to fix them
5. Module references — links to the individual module docs for deeper detail

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