FAQ
FAQ
94 answers about the licence, pricing, installation, features and support. Search or pick a category.
About the platform
What is the catcrm. platform and what does it do?
catcrm. is a CRM platform for companies that brings together customers, leads, quotes, invoices, orders, support, campaigns, automations and your team in one place. You install it on your company server and pay for the licence once.
What kind of companies is it for?
For companies that sell products or services and want sales, quoting, invoicing and customer relationships in one place — from small teams to organisations with more than 50 users. It is a particularly good fit if you want customer data to stay on your company server.
How is it different from a subscription CRM?
Your data stays on your server, not with the vendor. The licence is paid once, and the users in your plan are included in it. Monthly maintenance brings updates and support, and if you stop it, the application and your data keep working — with a subscription CRM, access usually stops.
What exactly do I get when I buy?
The perpetual licence for your plan, installation on your server with our help, remote onboarding (catcrm. START 1 session, catcrm. BUSINESS 2 sessions, catcrm. BUSINESS+ 3 sessions, catcrm. ENTERPRISE per project), the first month of maintenance (updates, security, support) and the free Windows app.
Is it adapted to Romanian companies?
Yes. Company data is filled in from the tax ID, quotes can be in lei or in foreign currency at the BNR rate, invoices can be issued via SmartBill, Oblio or FGO, and online payments go through NETOPIA, EuPlătesc or PayU. The interface is in Romanian and English.
Which modules does it have?
The CRM core is included in every plan: customers, partners, leads, quotes, invoices, orders, activities, calendar, tasks, documents, products, users and roles. The additional modules — Data Import / Export, Customer Help (Helpdesk), Reports, Automations & Workflow, Online Orders Sync, Email Campaigns, HR Center, Public Portal & Support Widget — are included in plans or activated individually, once.
Why self-hosted? What is the advantage?
Control. Customer data stays on your company server, you decide who has access and how backups are made, and the platform does not depend on an active subscription. For many companies it is also a confidentiality or compliance requirement.
Demo and quote
Can I try catcrm. before buying?
Yes. Request access to the interactive demo: once approved, you get an access link by email. The demo uses sample data and shows how you work in catcrm., without including every feature of the application.
What can I see in the demo?
What the platform looks like and how you work in it: the dashboard, customers, leads, quotes, invoices and the rest of the menu, on sample data. It gives you a clear idea of catcrm. before we talk about a quote.
How do I get a quote?
Fill in the contact form with the number of users and the modules you are interested in; you see an indicative estimate straight away, and we send you the exact quote. If you are not sure yet which plan suits you, we help you choose.
What happens after I accept the quote?
We schedule the installation together: the platform is installed on your server, we activate the licence and run the onboarding. From then on your team can work, and existing data can be brought in from Excel or CSV.
How do I choose the right plan?
Start from the number of colleagues who will work in the platform and the modules you need. On the pricing page, the calculator shows the right plan and the alternative with extra users; if you prefer, we make the recommendation for you.
Licence and pricing
How much does the platform cost?
Plans start from 1,791 EUR + VAT, for a perpetual licence paid once. On top come the monthly maintenance (from 99 EUR + VAT / month, first month included) and, if needed, extra users. Now: −10% off the licence of every plan, until 31 Dec 2026.
Which plans are available?
catcrm. START (10 users), catcrm. BUSINESS (20 users), catcrm. BUSINESS+ (35 users) and catcrm. ENTERPRISE (50+ users). The plans differ in the number of users included, the modules included, the support level and the response time.
What does “perpetual licence” mean?
You pay for the licence once and use it indefinitely, on your server. It is not a subscription: the application does not stop if you give up maintenance.
Does the licence expire?
No. The catcrm. licence is perpetual: you pay once and the application stays yours. Maintenance (updates, security, fixes, support) is a separate monthly service, with the first month included.
Are there hidden costs?
No. You pay for the licence (once), the monthly maintenance and, only if needed, extra users and separately activated modules. Server hosting stays with your provider, and customisations are agreed separately, by quote — only if you ask for them.
What currency are the prices in?
Prices are in euro and exclude VAT: plan licences, monthly maintenance, extra users and module activation.
Is there a launch discount?
When active, the discount applies to the licence of every plan, for a limited period, and is shown with its percentage and end date on the pricing page. Maintenance and modules are not discounted. Now: −10% off the licence of every plan, until 31 Dec 2026.
Can I add users later?
Yes, any time: each user beyond those included costs 15 EUR + VAT per month, added to maintenance. When it becomes better value, you move to a higher plan; your data and settings stay unchanged.
Can I change my plan?
Yes. Move to a higher plan when you need more users or other modules; you pay only the difference set out in the quote.
Are individual modules subscriptions?
No. An individually activated module is paid once and stays part of your perpetual licence; its updates are covered by the plan’s monthly maintenance.
Can I choose only the modules I need?
Yes. The CRM core comes with every plan, and the additional modules are included in higher plans or activated individually on your plan, without changing plans.
Does the catcrm. support account use one of my user seats?
No. The account the catcrm. team uses for installation, updates and assistance does not count towards your plan’s users.
What does the ENTERPRISE plan add?
It is designed for organisations with more than 50 users: on top of the plan’s users and modules, it allows custom modules, integrations and configurations, and an SLA agreed by contract.
Maintenance and updates
What does monthly maintenance include?
Updates and new versions, security updates, bug fixes, server and browser compatibility, and support according to your plan. The first month is included.
How is maintenance invoiced?
By calendar month: the first month is included, then the invoice is issued at the start of each month, for that month, due at its end. It covers the plan’s maintenance and any extra users; separately activated modules are covered by the same maintenance.
What happens if a maintenance invoice remains unpaid?
Nothing stops straight away: a one-month grace period follows in which all services stay active, and we contact you to find a solution together. Only then are maintenance services suspended — new updates, support and new extra users. The application, data, modules and the accounts in your plan keep working normally.
Can I stop maintenance?
Yes. The application, data, modules and the accounts in your plan keep working; you no longer receive updates, support or fixes, and new extra users cannot be added. You can resume it at any time.
How are services resumed after payment?
Once the payment is recorded, we resume the maintenance services, and your platform receives the new status automatically, straight away or, at the latest, at the daily check.
How are updates done?
New versions are announced to the Administrator in the platform and installed only with their confirmation. A backup is made first, and if something goes wrong, the platform automatically returns to the previous version.
Can an update affect my data?
Updates change the application, not your data: customers, documents and settings stay, and a backup is made before installation.
Do I pay separately for updates?
No. New versions, security updates and fixes are included in the monthly maintenance.
Installation, hosting and data
Where is the data stored?
On your company server or on the hosting of your choice (self-hosted). You control access and backups.
What do I need to install the platform?
Web hosting or a server with PHP 8.1 or newer, MySQL 8 or MariaDB 10.4 or newer, HTTPS and scheduled tasks (cron). Hosting with cPanel is enough, and the installer checks the requirements automatically.
Who installs the platform?
We help you. The installer checks the server, creates the platform with your company data and can add demo data, so your team can learn without risk.
Do you also provide hosting?
No. catcrm. runs on your company server or hosting. We tell you what it needs to meet and help you with the installation.
Can I use my own domain or subdomain?
Yes: on your company domain, on a subdomain (for example crm.company.com) or in a subfolder of your website.
Can I bring in my existing data?
Yes. Import from Excel or CSV is included in every plan: customers, contacts, products and other lists.
Can I take my data at any time?
Yes. The data is on your server, and lists can be exported to Excel or CSV at any time.
Can I move the platform to another server?
Yes. The licence is released from the old installation and activated on the new server, without paying for it again.
How are backups made?
The platform can make full data backups, including scheduled ones, and automatically makes one before every update. We recommend also keeping your hosting backup, which covers uploaded files too.
Who has access to my data?
Your company’s users, each within the limits of their role. The catcrm. team has a support account, used for installation, updates and assistance, and important actions are kept in the audit log.
Does it help with GDPR?
Yes. Data stays on your company server, and your company remains its controller. The platform helps with data subject requests — exporting a customer’s or partner’s data and anonymisation on request — and keeps a log of changes.
Sales, quotes and customers
How do leads get into the CRM?
Automatically, from your website forms, webhooks and integrations, or manually. Each lead has a source, status, priority and owner, and you create the customer and the quote from a lead in one click.
How do I know which leads to follow up first?
Each lead has a score from 0 to 100, based on the estimated chance, value, stage, source, contact details and how recent it is — and the platform shows you why it has that score.
What do the quotes sent to customers look like?
Professional: a PDF with your company branding, plus an online link the customer opens on any device. The quote status — sent, accepted, expired — is always visible.
Can clients accept quotes online?
Yes. You send the client the quote link; they view it, accept it and sign it electronically, and the quote automatically becomes “Accepted”. For documents that need more, you can optionally use a qualified signature via Namirial, certSIGN or DigiSign, with your company account at the provider.
What is a qualified electronic signature and what does it cost?
It has the same legal value as a handwritten signature. It is optional: you enable it with your company account at Namirial, certSIGN or DigiSign, and signatures are invoiced by the provider. The client signs straight from the quote, and the signed document stays on the quote.
Can I see whether the client opened the quote?
Yes. You see whether and how many times the quote was opened, and reports show the most viewed quotes — useful to know when to follow up with a call.
Can I make quotes in foreign currency?
Yes. Quotes can be in lei or in foreign currency, at the BNR rate, and reports automatically use the value in lei, so comparisons are accurate.
Can I have special prices for certain customers?
Yes. Negotiated prices are saved on the customer record and applied automatically to that customer’s quotes.
Can I keep several contact people for a customer?
Yes, for both customers and partners: each person with their role, email and phone, plus the main contact person.
Can I add information specific to my business?
Yes. Custom fields are added from settings, without coding, on customers, leads and other lists, and they are included in exports too.
Can I track my team’s sales targets?
Yes. You set monthly sales and collection targets per agent, and progress is shown to date; each agent sees their own progress.
Which reports are available?
Over 30 reports in clear sections: daily activity, sales, quotes, payments, marketing, customers and team — with period comparisons, CSV export, printing and automatic delivery by email.
Can I send email campaigns to customers?
Yes, with the Email Campaigns module: campaigns and newsletters to customer segments, with tracked opens and clicks and automatic unsubscribe.
Invoicing and payments
Which invoicing documents can I issue?
Pro-forma invoices and invoices, with your company’s series, as well as credit notes. From an accepted quote, the order and invoice are generated without retyping.
Does it connect to my invoicing software?
Yes. You can issue invoices directly in catcrm. or through SmartBill, Oblio or FGO, with customer data filled in by tax ID.
Does catcrm. send invoices to e-Factura (SPV)?
Not directly. Submission to e-Factura is done by the connected invoicing software (SmartBill, Oblio or FGO), according to its settings.
Can I invoice contract or subscription customers automatically?
Yes. Recurring invoices are prepared automatically at the interval you set, and you check and issue them — without starting from scratch every time.
Can customers pay online?
Yes, by card, through NETOPIA, EuPlătesc, PayU, Stripe or PayPal — depending on the processor your company uses. The payment is recorded on the invoice.
How do I keep track of unpaid invoices?
Due dates are tracked automatically: overdue invoices appear on the dashboard, you get reminders, and reports show invoiced vs. collected and expected collections.
Is stock updated when invoicing?
Yes. When an invoice is issued, product stock decreases automatically, and the catalogue shows you low-stock products.
Email, calendar and automations
Can I use my company email inside the CRM?
Yes. You connect your email account (IMAP/SMTP or a Google account), and messages are linked to the customer automatically by the sender’s address. Each colleague sends from their own address.
Can I send emails from templates?
Yes. You use templates and signatures, and emails go out straight from the customer record and stay in its history.
Can I talk to customers on WhatsApp?
Yes. From the customer record you open the WhatsApp conversation directly, including with a document, and the contact is noted in the history.
Does it sync with Google Calendar or Outlook?
Yes. Activities and meetings from the CRM appear in each user’s Google or Outlook calendar and are updated there when you change them.
What can I automate?
Rules of the “when X happens, do Y” kind: for example, a new lead is automatically assigned an owner, an email is sent or a task is created. Besides rules, you have reminders and reports sent automatically.
Does each colleague have their own dashboard?
Yes. The dashboard adapts to each role: today’s indicators, urgent actions and the data each person needs, with widgets every user arranges as they like.
Can I handle my customers’ support requests?
Yes, with the Customer Help module: tickets with response deadlines (SLA), a form you put on your website, FAQs and guides, plus a customer rating after resolution.
Team, roles and security
Can I limit what each colleague sees?
Yes. Roles — Administrator, Manager, Finance, Technical Support and Agent — set what each person sees and can change; an agent usually works on their own portfolio.
How secure are the accounts?
Accounts can use two-step sign-in, and important changes stay in the audit log. Deleted items first go to a bin from which they can be restored.
Can I see who changed something?
Yes. The audit log keeps who changed what and when, for the important actions in the platform.
What if someone deletes something by mistake?
The item goes to the bin, from where it can be restored, with its history.
What happens to the data when a colleague leaves?
You deactivate their account, and their customers, leads and tasks can be assigned to other colleagues. The data and history stay in the platform.
Does it handle HR too?
Yes, with the HR Center module: employees, leave requests, time tracking and team reports; salaries are visible only to the roles allowed to see them.
Phone, Windows and interface
Does it work on a phone?
Yes. The interface adapts to phone, tablet and computer, straight from the browser. On a phone or tablet you can add it to the home screen like an app, without an app store.
Is there an app on the App Store or Google Play?
You don’t need one: on your phone you add the platform to the home screen straight from the browser and open it like an app, with the same accounts and data.
Is there a catcrm. app for Windows?
Yes. catcrm. Desktop opens your company’s platform from a desktop icon, in its own window, without a browser, with the same accounts and data. It is free and comes with every plan. You download it from your company’s platform: My profile → Windows app. It works on Windows 10 and 11, 64-bit.
Does anything need to be installed on my team’s computers?
No. Everyone works in the browser; the Windows app is optional.
Which languages is the platform in?
Romanian and English. Each user chooses their language, and the documentation is available in both.
Can I customise the look?
Yes. Each user picks their theme — 28 themes, including dark ones —, text size, spacing and menu position, without affecting colleagues.
Integrations and customisation
What does the platform integrate with?
Invoicing: SmartBill, Oblio, FGO. Online payments: NETOPIA, EuPlătesc, PayU, Stripe, PayPal. Online stores: WooCommerce, PrestaShop, Gomag. Calendar: Google Calendar and Outlook. Plus company data by tax ID, email (IMAP/SMTP or a Google account), web forms, webhooks and an API.
Does it connect to my online store?
Yes, with WooCommerce, PrestaShop and Gomag: orders are brought into the CRM automatically, with their customer and products.
Can I capture my website forms?
Yes. Your website forms send data straight into the CRM as leads, through forms and webhooks, with field matching you set.
Is there an API?
Yes. Your developers can connect other applications through the API, with access keys and permissions you set for each key.
Can I ask for a custom module or integration?
Yes. New features, integrations and custom configurations are agreed through a separate quote; for large organisations, the ENTERPRISE plan includes them in the contract.
Support and onboarding
What are the support hours and response times?
They depend on the plan: catcrm. START — Monday–Friday, 09:00–17:00 (Romania time), response within 2 business days; catcrm. BUSINESS — Monday–Friday, 09:00–17:00 (Romania time), response within 1 business day; catcrm. BUSINESS+ — Monday–Friday, 09:00–17:00 (Romania time), response within 8 business hours; catcrm. ENTERPRISE — Custom schedule, set by contract, custom SLA, set by contract. Business days are Monday to Friday, excluding Romanian public holidays.
Do support hours mean the platform only works then?
The platform runs 24/7 on your server. Support hours and response times refer only to the catcrm. support team.
How do I ask for help?
From the platform, with “Report a problem” (it sends the description, the page and, optionally, a screenshot), or by email. We reply within the time set for your plan.
What does onboarding include?
Online sessions, by plan (catcrm. START 1 session, catcrm. BUSINESS 2 sessions, catcrm. BUSINESS+ 3 sessions, catcrm. ENTERPRISE per project): installation, initial setup, the administrator account, a simple initial import, a tour of the modules and basic training. Complex migrations, integrations and custom configurations are agreed separately.
Is there documentation and in-app help?
Yes. Platform pages have contextual help, and the full documentation is available in Romanian and English.
Are customisations covered by support?
No. New features, integrations or custom configurations are agreed separately, by quote.
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