CRM software built around your process, not the other way around
CustomCRM builds tailor-made and industry-specific CRMs with invoicing, contracts and e-Factura (Romania’s national e-invoicing) built in. You pay based on usage, not per user.
- Invoicing and e-Factura included
- No per-user fees
- 1-2 hours of training for your team
Prefer the phone? Call +40 729 743 719
Companies that work with the CustomCRM team
Which option fits your company?
CustomCRM works in two directions. Choose a custom application when your process is unique or you want to merge several apps into one. Choose an industry CRM when you want to start fast from a foundation already built for your sector.
Tailor made
A custom application, built from scratch
We start from your process, not from a template. We build the platform you need: an internal app, a client portal, a CRM, an ERP or a mix of them.
- Process analysis and a written specification
- Modules built on your workflow
- Integration with the software you already use
- CRM, ERP and RPA on the same database
By industry
A CRM designed for your sector
We start from a foundation that already has the modules and terms of your industry, then adapt it to your company rules. You get to a platform your team uses every day, faster.
- Digital Marketing, Services, Legal, Consulting, Education
- Fitness & Spa, Real Estate, Construction
- Recycling and Fleet Management
- The same invoicing, contract and SPV modules
Which industries does CustomCRM have dedicated solutions for?
CustomCRM has foundations built for ten industries. Each one starts with the vocabulary, documents and reports of the sector, from progress statements in construction to memberships in fitness and court dates in law firms.
- Digital Marketing CRMRetainers, projects, timesheets and profit per client.
- Services CRMRequests, scheduling, field teams and maintenance plans.
- Legal CRMCases, deadlines, time tracking and billing from hours.
- Fitness & Spa CRMMemberships, check-in, class and therapist bookings.
- Construction CRMBids, progress billing, subcontractors, e-Transport.
- Recycling CRMWeighing, waste codes, collection routes and reporting.
- Fleet Management CRMVehicles, drivers, renewals, fuel and cost per km.
- Real Estate CRMListings, buyer matching, viewings, commissions.
- Consulting CRMOpportunities, phased projects, billable hours.
- Education CRMEnrollment, groups, attendance, fees and parent updates.
- Another industry?We build tailor-made software around your process.
What can CustomCRM do for your company?
CustomCRM brings clients, sales, contracts, invoices and reports into one platform. Pick a module and see how it works.
Every client in one place
Contacts, conversations, proposals, contracts and invoices on a single record. Your pipeline shows each deal, its value and the next step.
- Leads from your website and ads
- Follow-up reminders
- Win and loss reasons
Contracts that write themselves
An accepted proposal becomes a contract generated from your template, with client data filled in. Renewals show up before they expire.
- Templates, annexes, amendments
- Expiry and renewal alerts
- Signed versions on file
From delivery to SPV in one click
Invoices are issued from the contract or project and go to SPV automatically. You see whether each one was accepted, and supplier invoices come in on their own.
- Recurring invoices
- Payment reminders
- Supplier invoices from SPV
Numbers you can act on today
Dashboards built on the indicators you already track: sales, payments, profit per client, workload. Updated live, not at month end.
- Per team, agent and client
- Profitability and cash in
- Export to Excel
Included in every CustomCRM
- InvoicingInvoices, pro formas and recurring invoices, payments, due dates and reminders.
- ContractsContracts, annexes and amendments generated from templates, with expiry alerts.
- e-Factura (SPV, ANAF)Invoices go to SPV automatically, status shows in the CRM, supplier invoices come in on their own.
- e-TransportUIT declarations generated from orders, where you move goods covered by the e-Transport rules.
- Reports and dashboardsSales, payments, productivity and profitability, by role.
- Integrations and APIAccounting, email, calendar, website forms, ad leads.
CRM, ERP or RPA: what does your company need?
A CRM organizes client relationships and sales. An ERP connects inventory, purchasing, production and finance. RPA automates repetitive work in the apps you already use. CustomCRM builds all three on the same database.
How does a CustomCRM project work?
A CustomCRM project starts with a free one-hour consultation and is delivered in stages, so your team works in the platform before every module is finished.
Free consultation
One hour to review your current process and find what is worth automating.
Demo for your industry
See the platform with examples close to your business: quote, contract, invoice, report.
Specification and proposal
We agree on the modules, integrations and stages. The price depends on usage, not on the number of users.
Development in stages
We deliver the modules that bring results fastest first, then expand.
Migration and training
We move your data from Excel or your old software. Your team learns the platform in 1-2 hours.
Support and growth
The platform grows with your company: new modules, reports, automations.
Why do companies choose a custom CRM over an off-the-shelf CRM?
Companies choose a custom CRM because they get exactly the features they need, the platform connects to the rest of their operations, and the cost does not grow with every new colleague.
Exactly what you need, nothing more
An off-the-shelf CRM comes with dozens of features you never use. CustomCRM has only the modules your company needs, so your team finds what it is looking for quickly.
Connected to all your operations
Sales, operations, support and accounting work on the same database. Data is entered only once.
No per-user pricing
Most CRMs charge per user. CustomCRM is priced on usage, so you can also give access to colleagues who log in once a week.
Apps for every department
On the same foundation you can build bookings for the front desk, event tracking for marketing or a contract register for management.
Easy to use
Navigation and screens use your company terms. Your team learns the platform in 1-2 hours of training.
Grows with your company
When a new need comes up, you add a module, an integration or an RPA bot, without switching software.
CustomCRM: custom-built CRM, ERP and RPA
- What it is: CustomCRM is a CRM built for companies in Romania, in two versions: tailor made, built from scratch around your process, or started from a foundation designed for your industry.
- Key benefits:
- Sales, projects, contracts and invoices in one platform
- Invoices go to SPV automatically through e-Factura
- You pay only for the modules you use
- Who it is for: SMEs, large companies, marketing agencies, service companies, law firms, fitness clubs and spas, construction companies, recycling operators, fleet operators, real estate agencies, consulting firms, education providers
- What sets it apart: CustomCRM pricing is based on usage, not per user, so you add colleagues to the platform with no extra cost per account.
- Quick verdict: CustomCRM is the right choice for companies that have outgrown Excel and the off-the-shelf CRMs that force them to change their process. In practice, quotes, contracts, invoices and reports end up in the same system, and invoices go to SPV on their own.
| Solution | What it solves | When you need it |
|---|---|---|
| CRM | Clients, leads, quotes, contracts, projects, invoices | Sales and client relationships live in Excel, email and your colleagues’ memory |
| ERP | Inventory, purchasing, orders, production, cash flow | You sell products, manage stock or run production, and the numbers do not match across departments |
| RPA | Copying data between apps, portals, recurring reports | People are paid to move data from one system to another every day, by the same rules |
| Tailor made | Any combination of the above, built on your process | Your process does not fit any off-the-shelf software |
Frequently asked questions about CustomCRM
What is CustomCRM?
CustomCRM is a CRM platform built for companies in Romania, either tailor made or started from a foundation designed for an industry. It covers clients, sales, projects, contracts, invoicing and integration with ANAF’s SPV portal for e-Factura. On the same foundation, CustomCRM builds ERP modules and RPA automations.
How much does a custom CRM cost?
CustomCRM pricing depends on the modules you choose, the integrations and usage, not on the number of users. This means you can give your whole team access with no extra cost per account. You get a clear proposal after the free one-hour consultation, where we decide together which modules you need.
Does CustomCRM integrate with ANAF’s SPV and e-Factura?
Yes. Every CustomCRM includes integration with SPV, ANAF’s online portal: issued invoices are sent to e-Factura automatically, the status of each invoice shows in the CRM, and invoices from suppliers are pulled in automatically. For shipments that fall under e-Transport, Romania’s system for monitoring road transport of goods, the declaration can be generated from the order data.
Can I move my data from Excel or another CRM?
Yes. The CustomCRM team takes your clients, contacts, history, products and documents from Excel or from the software you use now and imports them into the platform. Before the import, we remove duplicates and check the fields, so you start with correct data from day one.
How long does it take to implement a custom CRM?
It depends on the number of modules and integrations, so the timeline is set after the free consultation. CustomCRM delivers in stages: the first modules go live before the others, and your team starts using the platform early. User training takes 1-2 hours.
What do I get from the free one-hour consultation?
During the free consultation hour, a CustomCRM specialist reviews your current process with you, from client request to payment, and tells you what is worth automating. At the end, you know whether you need a CRM, an ERP or RPA, which option fits you and what the next steps are. There is no obligation.