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🔄End-to-end Workflows

Section overview Lead → Cash Project → Invoice OmniSales Fulfillment Purchase to Pay Marketing to Lead Recruit to Payroll Manufacturing Order Warehouse Inbound → Outbound Support Ticket Lifecycle Contract Approval + Signature Full Commercial Cycle Import & Distribuție Multi-Brand Agent de Teren — Distribuție E-commerce Fulfillment Portal B2B — Comandă Self-Service Licitații Publice și Private Service Echipamente Livrare Proiecte

🏢Department Guides

Section overview Departament Vânzări Departament Achiziții VRM — Vendor Relations Depozit & Logistică Departament Financiar Departament Juridic OMS & E-commerce Customer Support / Helpdesk IT / Administrator HR & Workforce Departament Marketing Management Departament Producție

👥Customer Relationship Management

Section overview Dashboard Clients Client Groups Client Discount Groups Leads Sales Pipelines Lead Sources Lead Statuses Lead Positions Lead Capture Forms Lead Email Integration Opportunities Contracts Lead Scoring Loyalty & Membership SmartCRM ParsePilot

💳Sales & Billing

Section overview Sales Orders / Estimates Proposals Invoices Recurring Invoices Proformas Credit Notes Payments Items (Products & Services) Sales Overview Sales Commission Commission Policy Commission Payouts Sales Agents Sales Agent Programs Sales Performance (React) Retail Exposure (Standuri) Price Lists Services & Products

🛠️Operations

Section overview Projects Tasks Support Tickets Ticket Statuses Ticket Priorities Ticket Services Ticket Predefined Replies Expenses To-Do List Meeting Minutes OKR Appointments Resource Workload Document Management Surveys Catering Management Couriers (Cargus/FanCourier)

📦Warehouse Management (WMS)

Section overview Warehouses Warehouse Settings Commodities Goods Receipt Note Goods Issue Note Delivery Notes Packing Lists Internal Transfers Loss & Adjustments Physical Inventory Purchase Returns Delivery Returns Inventory History Warehouse Reports

🛒Purchase Management

Section overview Purchase Items Vendors Vendor Item Catalog RFQ — Requests for Quotation Received Quotations Purchase Orders Purchase Contracts Debit Notes Vendor Invoices Purchase Categories Purchase Attributes Purchase Attribute Groups Purchase Requests Tax Receipts Purchase Settings

🏭Omnichannel & Manufacturing

Section overview B2B Portal Omni Sales Orders Sales Channels Trade Discounts Channel Sync Audit Omni Sales Reports Omni Sales Settings Manufacturing

🧑‍💼HR & Workforce

Section overview Staff Staff Teams Roles & Permissions Departments HR Profile HR Payroll Recruitment Timesheets

🧾Finance & Accounting

Section overview Bank Statement Cash Statement Chart of Accounts Billing Taxes Payment Modes Currencies eTransport SAGA Integration WinMentor Integration Account Balances eFactura (ANAF)

📣Marketing & Communication

Section overview Marketing Campaigns MailWizz Marketing Email Builder Mailbox WhatsApp WhatsApp API Announcements Spam Filters Marketing Automation Marketing Planner Remarketing Google Remarketing Facebook Remarketing LinkedIn Email & SMS Notifications

📊Knowledge & Reports

Section overview Knowledge Base Reports Project Roadmap Changelog & Roadmap Sales KPI Categories Goals DataPulse

🚚Asset Management

Section overview Assets Fleet Management

🧩Integrations & AI

Section overview ArvisAI Innoship Couriers Transart Diagrams Excel Import API Management AI Product Image Generator Workflow Automation Shopify MerchantPro Merlin ERP Premiercom Google Workspace Google Analytics Couriers (AWB) Import Sync (CSV) EDI Connectivity SupplySync (MDM)

⚙️Settings & Administration

Section overview General Settings Custom Fields GDPR Two-Factor Authentication My Profile Utilities Miscellaneous Team Password Manager

Full API reference ↗

Documentation › Asset Management

Asset Management

Company assets and fleet management.

Modules in this section

Assets — /admin/assets
Fleet Management — /admin/fleet

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CRMconnect documentation · captured from demo.crmconnect.io