A custom CRM, built around your business process

CustomCRM builds your CRM from scratch, around the way your company works: your sales stages, documents, approvals and reports. No features you do not need, and no changing your process to fit the software.

Process analysis included
Modules you choose
Integration with your existing software

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One-hour free consultation

Prefer the phone? Call +40 729 743 719

Companies that work with the CustomCRM team

When does a company need a custom CRM?

A company needs a custom CRM when its process does not fit off-the-shelf software without compromises, or when the team works in several apps that do not talk to each other.

Your process is not like anyone else’s

You have approval steps, calculations or documents that an off-the-shelf CRM does not cover without expensive development.

You work in five apps and three spreadsheets

Quotes are in one place, contracts in another, invoices in a third. Nobody has the full picture of a client.

You pay per user for features nobody uses

License costs grow with every colleague you add, and half of the features you pay for go unused.

Management lacks the reports it needs

Numbers are pulled together by hand at month end, from different sources, and they do not match across departments.

You need integrations off-the-shelf software does not offer

You need connections to SPV (the online portal of ANAF, the Romanian tax authority), your accounting software, a supplier portal or equipment in the field.

You want control over your data

Your company data, who sees it and how it is exported are decisions you want to make yourself.

What can a custom CRM from CustomCRM include?

A custom CRM from CustomCRM includes the modules you choose, built on your process, plus the core set found in every CustomCRM: invoicing, contracts, e-Factura (Romania’s national e-invoicing system), reports and integrations.

Workflows that follow your stages

Stages, statuses and the rules for moving between them are defined by your company process.

Multi-level approvals
Deadlines and escalations
Required fields by stage

Documents generated automatically

Quotes, contracts, acceptance reports and other documents generated from your templates, with client data filled in.

Your own calculations

Prices, commissions, margins or costs calculated with your company formulas, not a generic model.

Portals and external access

Where it makes sense, clients or partners can get limited access to their own requests and documents.

Management reports

Dashboards built on the indicators you already track, by department, by agent or by client.

Integrations with your existing systems

Accounting, email, calendar, website forms, campaign leads, plus any system with an API.

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 automatically to SPV, the online portal of ANAF (Romania's tax authority), status shows in the CRM, supplier invoices come in on their own.
e-Transporte-Transport declarations and UIT codes (the unique transport ID) generated from orders, for goods covered by e-Transport, Romania's road freight monitoring system.
Reports and dashboardsSales, payments, productivity and profitability, by role.
Integrations and APICustomCRM can connect to your accounting software, email, calendar, website forms and ad leads, with an API for any other system.

How does CustomCRM build a tailor-made CRM?

CustomCRM builds a tailor-made CRM in six stages, from process analysis to training, delivered module by module so your team starts working in the platform early.

Process analysis

We start from the free one-hour consultation and map your real workflow, from request to payment.

Written specification

You get a description of the modules, fields, documents and integrations before development starts.

Prototype and validation

You see the main screens, and we adjust them with the people who will use them.

Development in stages

High-impact modules are built first, the rest follow.

Migration and training

We move your existing data and train your team in 1-2 hours.

Support and growth

We add modules, reports or automations as your company grows.

Start from scratch or from an industry CRM?

If your industry is in the list below, CustomCRM can start from a foundation already built for your sector and adapt it. If not, we build it tailor made.

CustomCRM tailor-made CRM at a glance

What it is: A CustomCRM tailor-made CRM is a platform built from scratch around one company’s process, with modules, fields, documents and reports defined by its real workflow.
Key benefits:
- Your process stays yours, the software adapts
- Several apps and spreadsheets become one system
- Your data stays yours, with role-based access
Who it is for: companies with unusual processes, companies that use several separate apps, SMEs that have outgrown Excel, companies with special reporting needs, groups of companies
What sets it apart: CustomCRM starts every tailor-made project with an analysis of your real process, from client request to payment, and the resulting written specification becomes the plan for building the modules.
Quick verdict: A tailor-made CRM is the right choice when no off-the-shelf software fits your workflow without compromises. In practice, your team works on screens that use your company terms, and data is entered only once.

What is a tailor-made CRM?

A tailor-made CRM is customer relationship management software built for one company, starting from its processes, not from a standard product adapted later.

An off-the-shelf CRM gives you a fixed set of modules and lets you configure them within its limits. When your process goes outside the template, your team starts working around the software: parallel spreadsheets, emails, notes.

CustomCRM does the opposite. We start from how a request moves through your company, which documents are issued, who approves and which reports management follows. Then we build exactly those screens, fields and automations.

Besides the modules built on your process, every CustomCRM tailor-made CRM includes invoicing, contracts and integration with ANAF’s SPV portal for e-Factura. If your company needs inventory, production or purchasing, the platform expands with ERP modules. Repetitive work in other apps can be handed over to RPA bots.

How is a tailor-made CRM different from an off-the-shelf CRM?

A tailor-made CRM adapts to your process, while an off-the-shelf CRM asks your company to adapt to the software. You see the difference in cost, in integrations and in how much your team actually uses the platform.

Criteria	Off-the-shelf CRM (SaaS)	CustomCRM tailor-made CRM
Features	Fixed set, many unused	Only the modules you need
Process	Your company adapts to the software	The software is built on your process
Price	Usually per user, per month	Based on usage, not per user
e-Factura and SPV	Through add-ons or separate integrations	Included in every CustomCRM
Integrations	Only those the vendor provides	With any system that has an API or data export
Terms and screens	Generic, often translated	Your company’s own terms
Growth	Limited by your plan	New modules, ERP or RPA on the same foundation

Frequently asked questions about tailor-made CRM

How much does a tailor-made CRM cost?

The cost of a CustomCRM tailor-made CRM depends on the number of modules, the integrations and usage, not on the number of users. After the free one-hour consultation, you get a specification and a proposal split into stages, so you know in advance what each stage includes and what it costs.

How long does it take to develop a custom CRM?

The timeline is set after the process analysis, because it depends on modules and integrations. CustomCRM delivers in stages: you use the first modules before the platform is complete. This way your team gives feedback early, and changes cost less.

Who owns the CRM after development?

The data you enter in CustomCRM belongs to your company and can be exported at any time. Licensing, hosting and platform access terms are set in the contract before development starts, so you know exactly what you get.

Can I integrate the custom CRM with my accounting software?

Yes. CustomCRM can integrate with accounting and invoicing software used in Romania, such as SmartBill, Oblio or Saga, through an API or data export. Invoices issued in the CRM also reach ANAF’s SPV portal through e-Factura, with no manual re-entry.

What happens if our process changes?

A tailor-made CRM changes along with your company. Stages, fields, documents and reports can be adjusted, and new modules are added on the same database. You do not need to migrate to other software when a new need comes up.

Does my team need technical skills?

No. CustomCRM uses your company terms and screens built on your workflow, so users learn the platform in 1-2 hours of training. The CustomCRM team handles the technical setup.