CustomCRM features: from the quote to the invoice in SPV
Every module a company needs to sell, deliver and get paid, in one platform. Invoicing, contracts and e-Factura (Romania’s national e-invoicing) are included in every CustomCRM.
What modules does CustomCRM have?
CustomCRM has modules for clients, sales, quotes, contracts, projects, invoicing, e-Factura, documents, reports, automation and integrations. You choose only what your company uses.
Clients and contacts
A complete profile for each client: companies, contact people, conversations, quotes, contracts, invoices and documents.
- CUI lookup (the Romanian company tax ID) and company details
- Communication history
- Segments and tags
Sales and pipeline
Opportunities by stage, estimated value, probability and next step, for every sales rep.
- Leads from your website and campaigns
- Follow-up reminders
- Loss reasons
Quotes
Quotes generated from templates, with your products, services and prices, sent by email from the CRM.
- Price lists and discounts
- Quote versions
- An accepted quote becomes a contract
Contracts
Contracts, annexes and amendments generated from templates, with client data filled in automatically.
- Contract register
- Expiry and renewal alerts
- Versions and signed documents
Projects and tasks
Projects by stage, owners, deadlines, hours worked and internal communication in the context of each project.
Invoicing
Invoices, proforma invoices and recurring invoices, partial payments, due dates and automatic payment reminders.
- Invoicing from a contract or project
- Payment status by client
- Export for accounting
e-Factura and ANAF SPV
Issued invoices go to SPV automatically, the status shows next to each invoice, and invoices from suppliers are pulled into the CRM.
e-Transport
For shipments that fall under e-Transport, Romania’s system for monitoring road transport of goods, the declaration and the UIT code (the unique transport identification code) can be generated from the order data.
Reports and dashboards
Sales, collections, profitability, productivity and your industry indicators, by role and department.
Automation
Rules that run on their own: tasks created when a stage changes, emails on due dates, recurring invoices at the start of the month.
Documents and archive
Every document attached to a client, contract or project, with search and access permissions.
Roles, permissions and audit log
Each user sees only what concerns them. Important changes stay on record.
How does the CustomCRM e-Factura integration work?
The CustomCRM integration with ANAF’s SPV portal sends issued invoices to e-Factura automatically and brings their status, plus invoices from suppliers, back into the CRM.
You issue the invoice in the CRM
From a contract, from a project or manually, with client data already filled in.
The invoice goes to SPV
CustomCRM generates the e-Factura file and sends it to SPV, with no manual export.
You see the status
Next to each invoice you see whether it was validated or rejected, and why.
You receive supplier invoices
Invoices received in SPV come into the CRM, ready to check and send to accounting.
What does CustomCRM integrate with?
CustomCRM integrates with ANAF’s SPV portal, with the accounting software used in Romania and with any system that has an API or data export.
Integrations remove data re-entry. A lead from your website form goes straight into the pipeline, an invoice issued in the CRM reaches SPV and accounting, and emails with a client show up on their profile.
Where an app has no API, repetitive work can be handed over to RPA bots, which work in the app the way a person would.
- ANAF SPV: e-Factura and e-Transport
- Accounting and invoicing software (for example SmartBill, Oblio, Saga)
- Email: Gmail and Outlook
- Calendar for meetings and bookings
- Website forms and landing pages
- Leads from Facebook and Google Ads
- Bank statements for payment matching
- API for any other system you use
CustomCRM features at a glance
- What it is: CustomCRM features cover clients, sales, quotes, contracts, projects, invoicing, integration with ANAF’s SPV portal for e-Factura, reports and integrations with other systems, chosen module by module to fit your company.
- Key benefits:
- Data is entered once and flows between modules
- Invoices reach SPV automatically, with status visible in the CRM
- Expiring contracts show up on time, not after
- Who it is for: managers, sales teams, operations teams, accounting, legal departments, project management
- What sets it apart: In CustomCRM, an accepted quote becomes a contract, the contract becomes a project or subscription, and the delivery becomes an invoice sent to SPV, without anyone copying data from one document to another.
- Quick verdict: CustomCRM features fit companies that want one system from first client contact to payment. In practice, anyone in your company can see what stage a client is in and what comes next.
Which module solves which problem?
The table below links each CustomCRM module to the problem it solves in your day-to-day work.
| Problem | CustomCRM module | What changes |
|---|---|---|
| You do not know what stage a quote is in | Sales and quotes | Each quote has a stage, a value and a next step |
| Contracts expire without anyone noticing | Contracts | Alerts before expiry and a central register |
| Invoices are uploaded to SPV by hand | e-Factura and SPV | Automatic submission and status in the CRM |
| Invoices are forgotten or issued late | Invoicing | Recurring invoices and invoicing from a contract or project |
| Payments are tracked in Excel | Invoicing and reports | Due dates, reminders and status by client |
| Management waits for the month-end report | Reports and dashboards | Numbers updated in real time |
Frequently asked questions about CRM features
Can I choose only some CustomCRM modules?
Yes. CustomCRM is built module by module, and the price depends on usage. You start with the modules you need now, such as sales, contracts and invoicing, and add others as your company needs them. Invoicing, contracts and e-Factura are included in every setup.
Does CustomCRM issue invoices that comply with e-Factura?
Yes. Invoices issued in CustomCRM are generated in the format required by the e-Factura system and sent automatically to ANAF’s SPV portal. The status of each invoice, validated or rejected, shows in the CRM, so your team can fix a rejected invoice right away.
Does CustomCRM replace my accounting software?
Not necessarily. CustomCRM covers invoicing, payments and client relationships, and your accounting can stay in the software you use now. Data flows between them through an integration or export, so invoices are not entered twice.
Can I generate contracts directly from the CRM?
Yes. The CustomCRM contracts module generates contracts, annexes and amendments from your company templates, with client and quote data filled in automatically. Each contract has an expiry date, and the CRM sends alerts before renewal.
Can I use CustomCRM on my phone?
Yes. CustomCRM runs in the browser, on a computer, tablet or phone. Colleagues in the field can see the client profile, update a task or attach photos and documents right from their phones.