Industry CRM: start from a foundation built for your sector
CustomCRM has ready-made solutions for ten industries. Each one comes with the modules, documents and reports of the sector, then adapts to your company rules. Invoicing, contracts and e-Factura (Romania’s national e-invoicing) are included in all of them.
- 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 do you get in an industry CRM?
You get a platform with the modules specific to your industry, the core set found in every CustomCRM, and adjustments made to your company rules.
Industry-specific modules
From progress statements and retainage to memberships, class bookings or case files with deadlines.
Sector documents
Templates for quotes, contracts and acceptance reports with the structure used in your industry.
Reports on your sector indicators
Cost per km for fleets, profitability per client for agencies, retention for fitness, collections per job site for construction.
Adapted to your company
Stages, fields and rules are adjusted to your process, just like a tailor-made CRM.
The integrations that matter
GPS for fleets, scales for recycling, listing portals for real estate, where the equipment or portal allows it.
Expand with ERP and RPA
As your company grows, you add ERP modules or RPA bots on the same database.
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.
CustomCRM industry CRM at a glance
- What it is: A CustomCRM industry CRM is a platform that starts from modules and terms designed for a specific sector, such as construction, fitness or legal, and is then adapted to each company’s process.
- Key benefits:
- You start from workflows already designed for your sector
- You adjust only what is specific to your company
- The same invoicing, contract and SPV modules
- Who it is for: 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: Every CustomCRM industry CRM speaks the language of its sector: progress statements in construction, memberships and check-ins in fitness, cases and deadlines in legal, waste codes in recycling.
- Quick verdict: An industry CRM is the right choice for companies that want a system designed for their sector without starting from scratch. In practice, your team recognizes the documents and stages it already works with from day one.
Industry CRM or tailor-made CRM?
Choose an industry CRM when your company mostly follows the practices of your sector and you want to start fast. Choose tailor made when your process is unique or you combine several lines of business.
| Criteria | Industry CRM | Tailor-made CRM |
|---|---|---|
| Starting point | A foundation designed for your sector | From scratch, built on your process |
| Best for | Companies that follow industry practices | Companies with unusual processes or combined lines of business |
| Adaptation | Adjustments to your company rules | Everything built to your specification |
| Invoicing, contracts, SPV | Included | Included |
| Expansion with ERP and RPA | Yes | Yes |
| Pricing model | Based on usage, not per user | Based on usage, not per user |
Not sure which option fits you? Book a free one-hour consultation and we decide together.
Frequently asked questions about industry CRMs
Which industries does CustomCRM cover?
CustomCRM has ready-made solutions for Digital Marketing, Services, Legal, Fitness & Spa, Construction, Recycling, Fleet Management, Real Estate, Consulting and Education. For any other industry, CustomCRM builds a tailor-made CRM starting from your company process.
Can I change an industry CRM to fit my company?
Yes. The industry foundation is the starting point. Stages, fields, documents, reports and automations are adapted to your company rules, and the modules you do not need are left out of the platform.
Are invoicing and e-Factura included in every industry CRM?
Yes. Every CustomCRM, in any industry, includes invoicing, contracts and integration with ANAF’s SPV portal for e-Factura. Where the transport of goods falls under e-Transport, Romania’s system for monitoring road transport of goods, the declaration can be generated from the order data.
How do I choose between an industry CRM and tailor made?
The simplest way is the free CustomCRM consultation hour. We review your company process and tell you whether the industry foundation covers what you need or whether a tailor-made CRM is worth building. You decide after you see both options in a demo.