Custom ERP that starts from your CRM and grows one module at a time
Your inventory, purchasing, orders and cash end up in the same system as your customers, without a massive all-at-once rollout and without bending your process to fit the software.
- Start with one module, add more as you go
- The software follows your process
- No per-user licenses
Prefer the phone? Call +40 729 743 719
Companies that work with the CustomCRM team
When do you need an ERP and not just a CRM?
You need an ERP when the problem is no longer just customer relationships, but also goods, purchasing, production and cash. A CRM manages leads, quotes, contracts and invoices, while an ERP adds inventory, suppliers, production, deliveries and cash flow.
Your Excel inventory doesn’t match reality
Sales reps confirm orders for goods you no longer have, and stock counts turn up discrepancies nobody can explain.
Purchasing happens by email and phone
You don’t know which supplier orders are open, what price you negotiated last time or what goods arrive next week.
Orders pass through too many hands
An order reaches the warehouse via chat, invoicing via email and delivery on paper. To find out its real status, you call three colleagues.
You learn about cash flow from your accountant
You see the bank balance, but not the payments coming in or the ones going out. The numbers arrive at month end.
Management reports take days
For a margin analysis, someone exports data from three programs into one spreadsheet. By the time the report is ready, the numbers have changed.
What modules can a custom ERP include?
A CustomCRM custom ERP can include modules for inventory, purchasing, sales, production, logistics, finance, basic HR and reporting. You choose only the modules your company needs.
Inventory and stock locations
Stock by location, warehouse or branch, with receipts, issues, transfers and stock counts. You see available stock, reserved stock and stock in transit from suppliers separately.
- Batches and expiry dates
- Minimum stock and reorder alerts
Purchasing and suppliers
Supplier orders, goods receipts, prices by supplier and framework agreements with expiry alerts. Supplier invoices are pulled from SPV (the Private Virtual Space, the online portal of ANAF, Romania’s tax authority) and linked to the goods receipt.
Sales and orders
A quote in the CRM becomes an order, the order reserves stock, and you issue the delivery note and invoice from it, with customer price lists and credit limits.
Production (optional)
Bills of materials (BOM), production orders, material consumption and finished goods handover. You compare planned and actual consumption and see the cost of each batch.
Logistics and deliveries
Deliveries by route and vehicle, delivery notes, proof of delivery with a photo or signature, and UIT codes (the unique transport ID issued for each shipment) for e-Transport, Romania’s system for monitoring road freight. If you run your own fleet, the module connects to fleet management.
Finance and cash flow
Invoices, proforma invoices, recurring invoices, incoming and outgoing payments and due dates in one place, plus a cash flow forecast based on invoices, orders and scheduled payments.
e-Factura, SPV and accounting
Invoices go to SPV automatically through e-Factura, Romania’s national e-invoicing system, with the status shown on each document, and incoming invoices download on their own. Data can sync with your accounting software.
Basic HR
Timesheets, leave requests approved through a workflow, and employee documents. You can export the monthly timesheet to your payroll software.
Management reports
Margin by product, customer and sales rep, inventory turnover and overdue orders, on dashboards with role-based access. Your managing director sees today’s numbers without asking for an export.
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.
See these modules on a real example
In a demo we walk you through the full workflow on a case close to your business. Or start with a free one-hour consultation where we review your process.
Prefer the phone? Call +40 729 743 719
How does a CustomCRM custom ERP implementation work?
A CustomCRM ERP implementation runs in stages: we analyze the process, choose the first module, migrate the data, put the module to work and only then move on to the next one. Each stage ends with a module your team actually uses.
Kickoff consultation
In a free one-hour consultation, we look at how an order moves through your company today and where time or money gets lost.
Process map and module order
We map the real workflow, with its documents and approvals, and decide which module comes first.
Data migration
We import items, opening stock, customers, suppliers and open balances from Excel or your old software.
The module goes live
Your team works in the module with its own data and learns the platform in one to two hours of training.
The next module
Once the first module runs smoothly, we add the next one, on the same database, without stopping work.
Which industries does CustomCRM build for?
- 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.
CustomCRM custom ERP, in short
- What it is: The CustomCRM ERP is a system for managing your company’s resources (inventory, purchasing, sales, production, logistics, finance, basic HR), built to order around how your company works. It starts from the CRM and expands one module at a time, for distribution, manufacturing, trading and service companies in Romania.
- Key benefits:
- Inventory, orders and cash in one system
- Phased rollout, no big bang
- Only the modules you actually use
- Who it is for: distributors, manufacturers, wholesalers, online stores, service companies that stock parts, CFOs, operations managers
- What sets it apart: The ERP is built on top of the CRM, one module at a time, around how your company actually works: there’s no single day when the whole company switches to a new system, and no stage where you rewrite your process to fit the software.
- Quick verdict: The CustomCRM ERP is the right fit for companies that have outgrown Excel and a simple CRM but don’t want a long implementation project with per-user licenses. In practice, you see orders, inventory and payments in one place, and each new module goes live without stopping the rest of the business.
How does an ERP that starts from a CRM work?
An ERP that starts from a CRM uses the same database for customers, orders, inventory and cash, and you add modules one by one, in the order they become useful. You start with the part that eats up the most time today, not with a project that changes everything at once.
For example, a distribution company starts with CRM and invoicing, then adds inventory, purchasing and deliveries. An order in the CRM reserves stock, a stock shortage creates a purchase proposal, and a delivery generates the invoice.
Unlike a big bang implementation, nobody gets moved overnight into an unfamiliar system. Your team learns one module, uses it, and their feedback shapes the next one. The process stays yours (more on the why custom page).
How is a custom ERP different from a standard ERP?
A standard ERP asks you to adapt your process to the software and is usually priced per user, while the CustomCRM ERP is built around your process and priced by usage.
| Criterion | Standard ERP | CustomCRM custom ERP |
|---|---|---|
| Licensing | Usually per user | By usage, no cost for each new account |
| Implementation | Large project, long consulting phase, everyone switches at once | One module at a time, each in use before the next |
| Your process | Adapts to the software’s predefined workflows | The software is built on your existing workflow |
| Customizations | Change requests billed separately | Part of the project from the start |
| Link to customers | Separate CRM or a module added later | The ERP starts from the CRM, on the same database |
| Training | Cluttered interface, learned over time | Screens built for each role, 1 to 2 hours of training |
What does a CustomCRM ERP integrate with?
The CustomCRM ERP can integrate with ANAF SPV for e-Factura and e-Transport, your accounting software, your bank, your online store and any system with an API. You choose the integrations together with the modules.
Where an external system has no API, software robots can move the data through RPA automation. If for now you only need customers, sales and invoicing, start with a custom CRM and add the ERP later.
- ANAF SPV: e-Factura and e-Transport
- Accounting software (such as SmartBill, Oblio, Saga)
- Bank statements for incoming and outgoing payments
- Online store and marketplaces, via API
- Email and calendar (Gmail, Outlook)
- API for any other system
Frequently asked questions about custom ERP
How much does a custom ERP cost?
The cost of a CustomCRM ERP depends on the modules you choose and on usage, not on the number of users. You pay only for the modules you use, and new colleagues add no cost per account. Because implementation happens one module at a time, the investment is spread across stages. You get a concrete quote after the free consultation.
Does the ERP integrate with e-Factura, SPV and accounting software?
Yes, the ANAF SPV integration is included in every CustomCRM. Your invoices go out automatically through e-Factura, you see the status on each document, and supplier invoices are pulled in automatically and linked to goods receipts. Data can sync with your accounting software, such as SmartBill, Oblio or Saga.
How do I move data from Excel or my old ERP?
You move data at the start of each module, not all at once. We import items, opening stock by location, customers, suppliers, prices and open documents from Excel or from your old software’s exports, then check them with you, so your starting stock matches reality.
How long does a custom ERP implementation take?
It depends on the number of modules and how complex your processes are, so we set the timeline in the free consultation. With phased delivery, the first module goes live without waiting for the rest of the project. Your company works normally between stages, and the module order can change if a new priority comes up.
What’s the difference between an ERP and a CRM?
A CRM manages customer relationships, while an ERP manages company resources. The CRM holds leads, quotes, contracts and invoices. The ERP adds inventory, purchasing, production, logistics and cash flow. In CustomCRM, both use the same database, so an order in the CRM reserves stock directly.
Why would I choose a custom ERP over a standard ERP?
You choose a custom ERP when the way your company works is an advantage you don’t want to lose. A standard ERP comes with predefined workflows, usually per-user licenses and customizations billed separately. The CustomCRM ERP is built on your existing process and contains only the modules you choose.