A free one-hour consultation on your business processes
A CustomCRM specialist walks through how a request moves through your company with you, from first contact to payment, and tells you what is worth automating. No sales pitch, no obligation.
What we do in the consultation hour
- We go through your current process, step by step
- We find where time and data get lost
- We look at what can be automated: invoicing, e-Factura (Romania’s national e-invoicing system), contracts, reports
- We tell you whether you need a CRM, an ERP or RPA
- We discuss the options: an industry CRM or tailor made
- We agree on next steps, if you want to continue
Tell us what you want to improve
A few lines about the process that slows you down.
We set the time
Online, by phone or at the CustomCRM office.
Prepare an example
A quote, a contract or the spreadsheet you work with now.
- Phone+40 729 743 719
- Emailhello@customcrm.ro
- OfficeIntegral Business Center, Corp B, Etaj 1, Bd. Pipera nr. 1/IA, Voluntari 077190, Ilfov
Book your free hour
Tell us briefly which process you want to improve.
Companies that work with the CustomCRM team
Frequently asked questions
Is the consultation really free?
Yes. The CustomCRM consultation hour is free and comes with no obligation. Its purpose is to understand your company process and tell you honestly what is worth automating, even if the answer is that you do not need a CRM yet.
Who will I talk to in the consultation?
You talk to a CustomCRM specialist who works on process analysis and platform setup, not to a sales rep. The conversation is about your workflow: documents, approvals, invoicing, reports.
What should I prepare?
It helps to have an example from your daily work at hand: a quote, a contract, a report or the spreadsheet you use to keep track. If you can, invite the colleague who works most with that process.
Want to see the platform first? Book a CustomCRM demo.