Complete reference of all 142 modules in the Azuvio CRMconnect platform: CRM, WMS, OMS, HR, ANAF eInvoice, Marketing, Manufacturing, AI integrations and more.
Gestione delle Relazioni con i Clienti
Dashboard
Cuts the time-to-decision: instead of pulling 6 reports from 6 systems, you get the answer in one screen.
Clients
Eliminates "who is this customer and what do we have with them?" — the answer is one click away.
Client Groups
Bulk-applies business rules — change a price for "Distributors" and every distributor inherits it.
Client Discount Groups
Eliminates pricing leakage and quote errors; protects margin on every transaction.
Leads
Converts more inbound interest into revenue by ensuring every lead is followed up on time.
Sales Pipelines
Forecast accuracy improves because pipeline value is visible, weighted, and dated.
Lead Sources
Optimises marketing spend by attributing closed-won revenue back to its true acquisition channel.
Lead Statuses
Onboards new reps faster and produces consistent pipeline reports across the team.
Lead Positions
Improves win rate by focusing effort on the buyers who actually decide.
Lead Capture Forms
Cuts lead response time from hours to minutes — and faster response dramatically improves conversion.
Lead Email Integration
Eliminates the "shared-inbox black hole" where prospects disappear.
Opportunities
Turns a "feeling" about the pipeline into a defensible number on a forecast.
Contracts
Prevents revenue leakage from missed renewals and reduces legal risk from expired terms.
Vendite & Fatturazione
Sales Orders / Estimates
Shortens the quote-to-cash cycle by eliminating re-keying and chasing approvals over email.
Proposals
Closes more strategic deals by replacing static PDFs with interactive, trackable documents.
Invoices
Reduces days-sales-outstanding (DSO) by automating reminders and giving customers a frictionless "pay now" option.
Recurring Invoices
Eliminates manual recurring billing — saves hours per month and prevents missed invoices = lost revenue.
Proformas
Unlocks deals where the buyer requires a proforma before issuing a PO or wiring an advance.
Credit Notes
Resolves disputes and processes returns without breaking accounting integrity.
Payments
Replaces the "Excel of payments" with an authoritative record that reconciles itself.
Items (Products & Services)
A single price list for the whole company — change a price once, every quote and invoice reflects it.
Sales Overview
Faster, more confident sales reviews and board-level revenue conversations.
Sales Commission
Trust + transparency: reps see what they've earned in real time, and finance closes payroll without disputes.
Commission Policy
Eliminates payroll disputes and accelerates monthly payout cycle.
Commission Payouts
Audit-ready commission payment trail; reps see exactly when each deal pays out.
Sales Agents
Manages the indirect sales channel with the same rigour as direct sales.
Sales Agent Programs
Motivates indirect channel without expanding fixed salary commitments.
Sales Performance (React)
Live, beautiful sales dashboards that replace 5 different Excel pivot tables.
Retail Exposure (Standuri)
Stops merchandising assets disappearing in the channel and ties shelf presence to sell-out.
Operazioni
Projects
Delivers projects on time and on budget by giving everyone the same view of scope, status, and burn rate.
Tasks
Nothing falls through the cracks; managers see who's overloaded vs underutilised at a glance.
Support Tickets
Resolves issues faster and proves SLA compliance — turning support from a cost centre into a retention engine.
Ticket Statuses
Consistent measurement of where tickets are stuck and why.
Ticket Priorities
Protects key customers and meets contractual SLAs.
Ticket Services
Prioritises product fixes by ticket volume — feeds the engineering backlog with real-world data.
Ticket Predefined Replies
Cuts agent handle time on repetitive issues by 40-60%.
Expenses
Surfaces unprofitable projects, keeps reimbursement fast, and supports tax/audit compliance.
To-Do List
Keeps personal admin out of inbox-as-task.
Meeting Minutes
Meetings produce work, not just talk — every decision and action is captured and assigned.
OKR
Drives focus and accountability — fewer pet projects, more strategic execution.
Appointments
Cuts time-to-meeting from hours of back-and-forth to a single link.
Resource Workload
Prevents burnout, surfaces hiring needs early, optimises billable utilisation.
Document Management
Replaces shared drives + email-attached docs with a searchable, audit-trail-backed system.
Gestione Magazzino (WMS)
Warehouses
Avoids over-ordering and stockouts by giving sales accurate, location-aware availability.
Warehouse Settings
Consistent, audit-ready document numbering across the entire warehouse function.
Commodities
Real-time stock levels prevent costly stockouts and over-stocking.
Goods Receipt Note
Closes the procure-to-pay loop and keeps inventory accurate at the point of receipt.
Goods Issue Note
Eliminates "shrinkage" caused by uncounted internal consumption.
Delivery Notes
Compliant outbound documentation + accurate inventory in one step.
Packing Lists
Optimises shipping cost and reduces customs friction by consolidating multiple orders into one shipment.
Internal Transfers
Balances stock across the network and supports just-in-time delivery from regional hubs.
Loss & Adjustments
Quantifies and explains shrinkage so it can be reduced.
Physical Inventory
Audit-ready inventory accuracy — required for clean financial statements.
Purchase Returns
Recovers cash from defective or wrong-item purchases that would otherwise sit on the shelf.
Delivery Returns
Smooth returns experience that protects customer trust without breaking accounting.
Inventory History
Trace any stock discrepancy back to the originating document in seconds.
Warehouse Reports
Turns raw warehouse data into working-capital decisions.
Gestione Acquisti
Purchase Items
Standardises what you buy, from whom, and at what price — the foundation of category management.
Vendors
Negotiate better terms and pay vendors accurately by centralising every supplier relationship.
Vendor Item Catalog
Eliminates manual lookup errors that cause shipment delays and over-payment.
RFQ — Requests for Quotation
Drives savings of 5-15% through structured competition on every significant purchase.
Received Quotations
Faster, more transparent vendor selection backed by an audit trail.
Purchase Orders
Prevents maverick spend (off-PO purchases) and enables three-way invoice matching that catches errors and fraud.
Purchase Contracts
Protects against price volatility and compresses repetitive PO admin.
Debit Notes
Resolves vendor disputes cleanly and recovers cash on shorts and over-charges.
Vendor Invoices
Pays vendors on time (preserves credit) but never pays for what wasn't delivered.
Purchase Categories
Spend visibility per category drives strategic sourcing decisions.
Purchase Attributes
Eliminates wrong-item orders by making attributes explicit instead of buried in description text.
Purchase Attribute Groups
Speeds up data entry and improves catalog quality.
Purchase Settings
Consistent procurement policy across the entire organisation.
Omnicanale & Produzione
B2B Portal
Cuts the inbound "where's my order?" load on your team by 60-80% and lets customers buy 24/7 without a rep involvement.
Omni Sales Orders
Scale to more channels without exponentially scaling operational complexity.
Sales Channels
Adds a new channel in days, not months.
Trade Discounts
Promotional pricing without coding or manual order edits.
Channel Sync Audit
Diagnoses sync issues in minutes instead of hours of guesswork.
Omni Sales Reports
Reallocates marketing spend to channels with the best contribution margin.
Omni Sales Settings
Consistent omnichannel behaviour without per-channel hand-tuning.
Manufacturing
Visibility from sales order to finished product without a separate manufacturing system.
HR & Personale
Staff
Onboards and offboards employees in minutes with the right access from day one.
Staff Teams
Reorganise people without rewriting permissions and workflows individually.
Roles & Permissions
Strong access control without permission-fatigue admin work.
Departments
Departmental P&Ls and approval flows mirror the actual org chart.
HR Profile
Eliminates the paper personnel file and supports self-service for routine HR queries.
HR Payroll
Cuts payroll close time and errors by eliminating data hand-offs between systems.
Recruitment
Faster, better-tracked hires without buying a separate ATS.
Timesheets
Stops billable-hours leakage, supports accurate margin analysis, and removes payroll disputes.
Finanza & Contabilità
Bank Statement
Reduces month-end close time by days and catches mismatches early.
Cash Statement
Fraud prevention and shrinkage detection for cash-intensive operations.
Chart of Accounts
Audit-ready financial reporting and tax compliance.
Billing
Visibility on your CRM platform spend.
Taxes
Tax compliance without the risk of human error on every invoice.
Payment Modes
Higher conversion (offer the methods customers want) and accurate fee accounting.
Currencies
Operate globally with accurate local-currency accounting and FX impact visibility.
eTransport
Avoids regulatory fines and time-consuming manual ANAF submissions.
SAGA Integration
A single accounting source of truth without forcing the whole company onto one system.
WinMentor Integration
Best-of-breed: keep WinMentor for accounting compliance, gain CRMconnect for ops.
Marketing & Comunicazione
Marketing Campaigns
Proves marketing ROI with closed-loop reporting from spend to revenue.
MailWizz Marketing
Email engagement is visible inside the CRM record, informing sales conversations.
Email Builder
Branded, professional emails without developer time.
Mailbox
Full conversation context drives better customer interactions and faster handovers.
Faster response times on the channel customers prefer — without losing the conversation history.
WhatsApp API
One-time setup unlocks an entire customer-conversation channel.
Announcements
Information flows to the whole org without spam-filtered email-blasts.
Spam Filters
Reps spend time on real prospects, not deleting spam.
Marketing Automation
Brings HubSpot/Pardot/ActiveCampaign-class marketing automation inside the same data model — no integration, no double-CRM problem.
Marketing Planner
Aligns marketing investment with revenue plan; surfaces channel gaps and over-investment.
Remarketing Google
Bridge between paid acquisition and CRM revenue without separate Google Tag Manager work.
Remarketing Facebook
Same as Google remarketing but for the Meta channel.
Remarketing LinkedIn
Closes the B2B paid-acquisition loop — the only channel that targets job titles + companies.
Email & SMS Notifications
One templating system for transactional comms across email + SMS instead of duplicated logic in 5 places.
Conoscenza & Report
Knowledge Base
Deflects 20-40% of support tickets and accelerates new-hire ramp.
Reports
Replaces 20 weekly Excel reports with a real-time, single-source view.
Project Roadmap
Capacity planning and stakeholder alignment in a single picture.
Changelog & Roadmap
Customers see momentum and feel heard; sales has fresh talking points.
Sales KPI Categories
A consistent scoreboard means clear performance conversations.
Gestione Cespiti
Assets
Stops asset shrinkage and supports accurate depreciation accounting.
Fleet Management
Reduces fleet operating costs by surfacing fuel anomalies, maintenance gaps, and driver behaviour patterns.
Integrazioni & AI
ArvisAI
Removes friction on routine knowledge tasks — "what's this client's payment history?" answered conversationally.
Innoship Couriers
Cuts label-generation time per shipment from minutes to seconds.
Transart
Best-of-breed without double data entry.
Diagrams
Faster knowledge-transfer than paragraphs of text.
Excel Import
Cuts implementation onboarding from weeks to days.
API Management
Secure, audited integrations with rotating tokens.
AI Product Image Generator
Cuts product-shoot cost and time by 80-95%; brand-consistent visuals at scale.
Workflow Automation
Empowers non-developers to automate repetitive workflows; eliminates the need for paid Zapier/Make subscriptions.
Shopify
Unified back-office for Shopify + WooCommerce + marketplaces — same workflows, same data, regardless of channel.
MerchantPro
Native local-platform support without third-party connectors.
Merlin ERP
CRMconnect plus your existing accounting — Merlin ERP customers can adopt without switching backends.
Premiercom
Activates a partner ecosystem without bespoke integration work.
Google Workspace
No more copy-pasting emails into CRM, no missing calendar bookings — full Google ecosystem visibility inside CRMconnect.
Google Analytics
Marketing-source revenue attribution natively, without manual UTM reconciliation.
Couriers (AWB)
Use the right courier for each shipment without being locked into one provider.
Import Sync (CSV)
Eliminates the per-import "remap columns" friction; consistent imports.
EDI Connectivity
Unlocks selling to retail chains that demand EDI — without an EDI subscription bill of €500–2,000/month from a third-party provider.
SupplySync (MDM)
Eliminates the "duplicate SKU mapping" Excel that's the bane of every distribution business — and the source of 30%+ of order errors.
Impostazioni & Amministrazione
General Settings
A platform that looks and behaves like your brand — not generic SaaS.
Custom Fields
Adapts the platform to your business without expensive customisations.
GDPR
GDPR compliance without process panic when a request lands.
Two-Factor Authentication
Blocks the majority of credential-stuffing and phishing-driven account takeovers.
My Profile
Personalisation reduces friction and adoption resistance.
Utilities
Fewer tickets to support, faster resolution of platform-wide issues.
Miscellaneous
Coverage of edge-case configuration without adding extra menus.