What is the difference between a standalone CRM and a CRM integrated in ERP?

A standalone CRM manages contacts and pipeline but has no access to stock, prices, or order history. A CRM integrated in ERP runs on the same database — the sales team sees everything in one place.

Can CRM track profitability by customer?

Yes. Because CRM runs integrated with the financial module, e:corg can calculate margin per customer, order frequency, average value, and outstanding balances — all visible in the customer profile.

How are different commercial terms per customer managed?

Each customer can have price lists, contract discounts, payment terms, and credit limits defined in ERP. These terms are applied automatically when creating a quote or order.

Retail

E-shop

Marketplace

B2B Sales

Customer relationship management

Regular collection and analysis of information about each client – both a real one and a potential one

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Buying Intent Layer

This page is built for real buying situations, not generic traffic.

Who this page is for

Commercial directors who need visibility into the pipeline and sales team activity.
Teams managing B2B customer relationships with complex commercial terms and order histories.
Companies using a standalone CRM not integrated with stock and invoicing.

Signals that CRM needs to be integrated with ERP

The sales team cannot see available stock and current prices from the CRM.
Customer order history is in a different system from contact data and pipeline.
Quotes are created in CRM and manually recreated in ERP at confirmation.

Romania Context

CRM adapted to B2B operations in Romania

The e:corg CRM runs on the same database as sales, stock, and treasury — there is no synchronization between systems.

Customer data, commercial terms, order history, and available stock — on the same screen.
Sales pipeline connected directly to confirmed orders and delivery status.
Automatic alerts for due dates, contract renewals, and inactive customers.

Workflow

How CRM works in e:corg

1
Manage contacts and opportunities
Leads, contacts, and opportunities are tracked in a visual pipeline with statuses and owners.
2
Create quotes with real data
From the customer profile, directly into a quote with real stock, contract prices, and payment terms.
3
Track through to invoice
From quote to order, delivery, and invoice — the full flow is visible in CRM without switching systems.

Proof

An effective CRM is one that also sees stock, not just the pipeline

When CRM and ERP run together, customer promises can be kept — because the data is real.

1

system for CRM, stock, orders, and invoicing

0

manual data transfers between CRM and ERP

Want a CRM connected to stock, orders, and invoicing?

We will show you how the e:corg CRM works on your real commercial workflow.

Calculate ERP ROI

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Deal Management Settings

2

Deal Registration

3

Deal Management

4

Deal Closing

5

Deal Analysis

Deals flow

1

Deal Management Settings

2

Deal Registration

3

Deal Management

4

Deal Closing

5

Customer relationship management

This page is built for real buying situations, not generic traffic.

Who this page is for

Signals that CRM needs to be integrated with ERP

CRM adapted to B2B operations in Romania

How CRM works in e:corg

Manage contacts and opportunities

Create quotes with real data

Track through to invoice

An effective CRM is one that also sees stock, not just the pipeline

Want a CRM connected to stock, orders, and invoicing?

Deal Management Settings

Deal Registration

Deal Management

Deal Closing

Deal Analysis

Deals flow

Deal Management Settings

Deal Registration

Deal Management

Deal Closing

Deal Analysis

Frequently asked questions about CRM integrated in ERP

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