CRMconnect — Customer 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 platform.** All screenshots in this guide were captured from a live demo at `demo.crmconnect.io/admin` with realistic seed data.

Demo platform. All screenshots in this guide were captured live from demo.crmconnect.io/admin.

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Modules by section

End-to-end Workflows

Ghiduri pas cu pas pentru fluxurile complete: Lead→Cash, Project→Invoice, OmniSales.

18 workflows →

Department Guides

Ghiduri scrise per echipă: ce face fiecare rol în CRM, module și rutine zilnice.

13 departments →

Customer Relationship Management

Clients, contacts, leads, opportunities, contracts.

Sales & Billing

Quotes, orders, invoices, recurring billing, payments.

Projects, tasks, support tickets, expenses, meetings.

Warehouse Management (WMS)

Multi-warehouse inventory: receipts, issues, transfers, audits.

Purchase Management

Vendors, RFQs, purchase orders, vendor invoicing.

Omnichannel & Manufacturing

Sales channels, omnichannel orders, manufacturing.

Staff, departments, payroll, recruitment, timesheets.

Finance & Accounting

Bank/cash, chart of accounts, taxes, accounting integrations.

Marketing & Communication

Campaigns, email builder, mailbox, WhatsApp.

Knowledge & Reports

Knowledge base, reports, KPIs, roadmaps.

Asset Management

Asset register and fleet management.

Integrations & AI

AI assistant, couriers, diagrams, Excel import, API.

Settings & Administration

General settings, custom fields, GDPR, profile, 2FA.