The CRM core (in every plan)
Dashboard, customers, partners, leads, quotes, invoices, orders, activities, calendar, tasks, documents, products, users and roles.
Platform
The catcrm. platform
A complete CRM core, to which you add exactly the modules your company needs.
- 28 themes, chosen by each user
- 8 modules you turn on as needed
- 14 integrations: invoicing, payments, stores, calendar
- 2 interface languages: Romanian and English
- 1 single payment for a perpetual licence
- Modules, integrations and features built around your company
Commercial modules
Customer Help, Reports, Automations & Workflow, Online Orders Sync, Email Campaigns, HR Center, Public Portal — included in plans or activated individually.
Roles and permissions
Each user sees and changes only what their role allows. Two-factor authentication, audit log, recycle bin with restore.
Updates with your consent
New versions are announced to the Administrator and applied only with their confirmation, with a full backup and automatic rollback on error.
Included in every plan: 28 themes (including dark ones), customisable dashboard and columns, subtle sounds, Romanian and English interface, mobile-ready, updates with automatic backup.
On any screen
Work from the office, from home or on the road
The same platform, the same data, on any device. Nothing to install on your team’s computers.
- In the browserOn any computer, in any modern browser.
- On your phoneThe interface adapts to the screen, and you can add it to your home screen like an app.
- The Windows appFree, included with every plan.
Security built into the platform
- Roles and permissions everyone sees only what they need
- Two-step sign-in 2FA for your team accounts
- Audit log who changed what, and when
- Backups on your server, under your control
From lead to payment, every step stays on the customer record.
The quote starts from the lead, the invoice from the quote, and the payment shows up right away. The full history lives in one place, for the whole team.
Connected to the tools you already use.
Invoicing, online payments, online stores, calendars and company data by tax ID.
- SmartBill invoicing
- Oblio invoicing
- FGO invoicing
- NETOPIA payments
- EuPlătesc payments
- PayU payments
- Stripe payments
- PayPal payments
- WooCommerce store
- PrestaShop store
- Gomag store
- Google Calendar calendar
- Outlook calendar
- Company data by tax ID company data
A working day
What each department’s day looks like in catcrm.
The platform is not just a customer list: everyone sees on their dashboard exactly what they need to do, and information flows between departments without emails and files sent back and forth.
Sales
In the morning you see new leads and quotes waiting for an answer. You turn a lead into a customer in one click, send the quote and get a reminder when it is time to follow up.
Customer support
Customer requests become tickets with a response deadline. Anyone on the team can see the customer’s history, so nobody asks the same thing twice.
Management
You see payments, open quotes, team activity and reports by period. Decisions are made on real figures, not estimates.
Windows app
catcrm. right from your desktop, no browser needed.
catcrm. Desktop opens your company’s platform from an icon, in its own window. It is free and comes with every plan.
- An icon on the desktop and in the Start menu
- Your browser stays free for everything else
- The same accounts, permissions and data as in the browser
- You stay signed in between launches
- Downloads and notifications right in Windows
- Installs without administrator rights
Where to get it
From your company’s platform: My profile → Windows app → Download for Windows.
For Windows 10 and 11, 64-bit.
catcrm.
Good morning!
New leads12
Open quotes8
Tasks today5
Sales by month
Download completeSales-report.pdf
No browser!
09:41
What you get
With the licence, not just the application
We make sure the platform starts well and stays up to date, so your team can focus on customers.
Installation on your server
We help you install the platform on your company server or chosen hosting. The installer checks on its own that the server meets the requirements.
Monthly maintenance
Updates, security and support come with the monthly maintenance; the first month is included. New versions are installed only with the Administrator’s approval, with a backup made beforehand.
Quick start
You can start with demo data so the team learns the platform risk-free, then bring your real data from Excel or CSV.
Complete documentation
You receive the platform documentation in Romanian and English, with explanations for every section.
Roles for everyone
Administrator, sales, support, finance or HR: every user sees and changes only what their role allows.
People who answer
When you have a question, you send it directly from the platform or by email and get an answer within the time set for your plan.
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.