28 themes
From Standard and Light Clean to Dark, Midnight, Dracula or High contrast — or “Automatic”, following the system setting.
Features
Features
Everything your team uses every day — sales, invoicing, support, people — connected in one place, on your server.
Dashboard
See at a glance what matters today
Indicators, charts and the actions that need attention — for every user, based on their role.
- Revenue, quotes, leads and tasks, updated in real time
- Required actions: overdue invoices, expiring quotes, urgent tasks
- Widgets each user arranges to their needs
Leads
No lead left behind
Leads arrive automatically from your website, forms and campaigns, and the team qualifies and follows them up to the sale.
- Automatic capture from web forms and integrations
- List and Kanban board, sources, statuses and priorities
- Convert to customer and quote in one click
- A 0–100 score that shows the leads most likely to buy
Quotes
Professional quotes in minutes
Branded quotes, in lei or in foreign currency at the BNR rate, tracked from sending to acceptance.
- PDF with your company branding
- Clear statuses: sent, accepted, expired
- From accepted quote to order and invoice, without retyping
- Clients accept the quote online and sign it electronically; optionally with a qualified signature
Invoices and payments
Invoice and get paid faster
Invoices, pro-formas, due dates and automatic reminders; online payments and your invoicing software, connected.
- Tracked due dates and automatic reminders for overdue invoices
- Online payments: NETOPIA, EuPlătesc, PayU, Stripe, PayPal
- Invoicing via SmartBill, Oblio or FGO; company data by tax ID
- Recurring invoices prepared automatically every period, for contracts and subscriptions
Reports
Decisions based on data
Over 30 reports in clear sections: daily activity, sales, quotes, payments, marketing, customers and team. Mini charts show the last 30 days at a glance.
- Invoiced vs. collected, expected collections, top customers by revenue
- Period comparisons, search and sorting in every report
- Sent automatically by email, CSV export and printing
- Monthly sales and collection targets per agent, with progress to date
Automations
Let the platform do the repetitive work
Rules that create tasks, send notifications and move information between modules, automatically.
- Simple rules: “when X happens, do Y”
- Tasks and follow-ups created automatically
- Connection to online stores (WooCommerce, PrestaShop, Gomag)
Invoice templates
Invoices that look like your company
Invoices, proformas and credit notes are built from blocks, or look exactly like the PDF you already use. The same template is used when viewing, downloading and in the email sent to the client.
- 5 starting points: Classic, Modern, Compact, Minimal or Same as my PDF
- Block editor: header with logo, supplier, client, items, totals, payment, signatures
- Upload your current invoice and the fields place themselves on it
- A template per document type and series, with labels in Romanian, English or both
Invoices issued through SmartBill, Oblio or FGO keep the PDF generated by those programs.
Document import
The contracts you already have, ready to fill in automatically
Bring in contracts, agreements and handover reports from Word, LibreOffice, RTF or PDF. The formatting stays, and the blanks fill in by themselves with the client’s data.
- Word (.docx), LibreOffice (.odt), RTF, PDF, text, HTML and Markdown
- Headings, tables, lists, images, header and footer are kept
- Blanks are found and linked to company, VAT ID, address, representative, IBAN
- Document layouts: header, footer, watermark or letterhead
A scanned PDF (image only) cannot be read; use the original Word document instead.
Built-in communication
Your email, right on the client record
Connect your email account and conversations land next to the client, alongside quotes, invoices and tasks. No more digging through inboxes.
- Mailbox inside the platform: IMAP/SMTP or a Google account
- Messages link to the client automatically, by sender address
- See whether, and how many times, the client opened the quote
- Templates, signatures and quote links over WhatsApp
28 themes. Everyone picks their own.
From Standard and Light Clean to Dark, Midnight or High contrast. Theme, columns and dashboard are chosen individually by each user, without affecting colleagues.
Personalisation and experience
Everyone personalises their own workspace
Themes, columns, dashboard and sounds are chosen per user — without affecting colleagues and without any technical setup.
Dark theme
Comfortable for evening work and OLED screens; contrast stays readable on every page.
Customisable columns
Choose, order and size the columns of every list; the layout is saved just for you.
Sounds and notifications
Subtle cues by category (sales, calendar, support, time tracking), with adjustable volume — or no sound at all.
Plus: a dashboard with widgets arranged by each user, side or top menu, reduced motion, shortcuts and quick search (Ctrl Q).
And more
Everything else your team gets
Customers and partners
Complete record with contact people, history, documents, quotes and invoices; negotiated prices per customer; export and erasure on request (GDPR).
Tasks and calendar
Activities, meetings and tasks with deadlines and notifications, synced with Google Calendar and Outlook.
Documents
Templates and automatically generated documents, filed per customer.
Invoice templates
Invoices, proformas and credit notes with your company’s look, built from blocks or identical to the PDF you already use.
Document import
Your contracts from Word, LibreOffice or PDF, with formatting kept and fields filled in automatically.
Integrated email
Mailbox, templates and signatures; send straight from the customer record.
Email campaigns
Campaigns and newsletters to customers, with segmentation and results.
Customer Help
Support tickets with SLA, customer portal and guides.
Orders and products
Synchronised online orders, product catalogue and stock.
HR Center
Employees, leave, time tracking and team reports.
Reviews
Customer feedback, collected after quotes and tickets.
Custom fields
Add the fields specific to your business, without coding.
Import and export
Bring in existing data from Excel/CSV and export it any time.
Security
Roles and permissions, two-factor authentication, audit log, backup.
Electronic signature
Clients accept quotes online with an electronic signature; optionally with a qualified signature via Namirial, certSIGN or DigiSign.
On Windows and on your phone
The free Windows app and the platform added to your phone’s home screen, with the same accounts and data.
API for integrations
Connect other applications through the API, with access keys and permissions you set.
Integrations
Connects with the tools you already use
- SmartBill
- Oblio
- FGO
- NETOPIA
- EuPlătesc
- PayU
- Stripe
- PayPal
- WooCommerce
- PrestaShop
- Gomag
- Google Calendar
- Outlook
- Company data by tax ID
- IMAP / SMTP email and Google account
- Web forms and webhooks
- API
Names belong to their owners; integrations are configured from the platform.
The working experience
Designed for the people who will use it every day
Romanian and English
Each user works in their own language.
On phone and tablet
The interface adapts to any screen, and you can add it to your home screen like an app.
Notifications and subtle sounds
Short cues when saving, for new emails or tickets — each user can turn them off.
Commercial modules
Add exactly the modules you need
Activated once, on the perpetual licence — no monthly subscription.
Customer Help (Helpdesk)
Customer requests become tickets with a response deadline, tracked until resolved. Nothing gets lost in emails anymore.
250 EUR
+ VAT, one-time activation
Add to my quoteReports
See sales, payments and team activity on charts, for any period. Get the reports automatically by email, too.
150 EUR
+ VAT, one-time activation
Add to my quoteAutomations & Workflow
The platform does the repetitive steps for you: it creates tasks and sends notifications using simple “when X, do Y” rules. You save time.
350 EUR
+ VAT, one-time activation
Add to my quoteOnline Orders Sync
Orders from your online store (WooCommerce, PrestaShop, Gomag) flow into the CRM, next to the customer. See what to ship and collect.
250 EUR
+ VAT, one-time activation
Add to my quoteEmail Campaigns
Send newsletters and offers to customer groups you choose and see the results. Win back past customers.
350 EUR
+ VAT, one-time activation
Add to my quoteHR Center
Employees, leave, time tracking and payroll in one place. Leave requests are approved right in the platform.
450 EUR
+ VAT, one-time activation
Add to my quotePublic Portal & Support Widget
A portal with guides for your customers and a support widget on your website. Customers find answers or contact you directly.
250 EUR
+ VAT, one-time activation
Add to my quoteInteractive demo
Try catcrm. before you decide.
An interactive demo with sample data, where you walk through the main workflows: leads, quotes, invoices, calendar and reports. No installation, right in your browser.
- Sample data: try anything, worry-free
- Access link sent by email once approved
- Reset the demo any time and start over
The demo shows how you work in catcrm.; it does not include every feature of the application.
DEMO · sample dataReset demo
New
Contacted
Converted
Quote OF-0128SentAccepted
Total4.380 RON
FV-0041
Paid
FV-0042
UnpaidPaid
FV-0043
Paid
MoTuWeThFr
Sales by month
Everything connected
Information follows the customer, from first contact to payment
In many companies the customer lives in five places: in a phone, in emails, in a spreadsheet, in the invoicing software and in a colleague’s memory. In catcrm. they live in one place.
- 1
First contact
A request from the website, by email or by phone becomes a lead, with its source and the person responsible.
- 2
The quote
You build the quote from your products and services, send it and see when it is accepted.
- 3
Invoice and payment
The accepted quote becomes an invoice, and payments appear next to the customer, so you do not look for them elsewhere.
- 4
The relationship continues
Later requests, tasks and notes stay in the customer record, for whoever takes over the relationship.
Want to see catcrm. with your company data?
We will prepare an offer for your number of users and the modules you need — no obligation.