CRM and opportunity management
You track every client and sales opportunity from first contact through to contract.
XPSoft service · Romania and international
B2B platforms and CRM systems built around your sales process
We centralise customers, opportunities, contracts and team activity in a system aligned with the way your organisation actually sells and collaborates.
Who it is for
What can a custom B2B platform or CRM solve?
The platform can connect leads, customers, quotes, contracts, documents, tasks and communication history in one source of truth.
External portals can give customers and partners secure access to orders, invoices, documents and request status.
Features and integration
What this XPSoft service can include.
Customer and partner portals
Clients and partners can check their own orders, invoices or contract status.
Orders, contracts and documents
Commercial documents are organised and automatically linked to the right client.
Notifications and reporting
Your sales team is automatically notified about tasks, deadlines and activity.
Business benefits
Outcomes considered from the analysis stage.
Centralised information
The full history of a client is visible in one place, regardless of who picked up the conversation.
Better collaboration
Sales, support and finance teams work from the same up-to-date information.
Clear sales processes
Every stage, from quote to contract, follows a defined and verifiable flow.
Geographic coverage
Projects in Pitești, Argeș County, across Romania and internationally.
Romania
We develop commercial platforms for distributed teams anywhere in Romania.
Pitești and Argeș County
For companies in Pitești and Argeș, on-site discovery can cover sales, finance, operations and management.
International
International organisations can use multiple languages, currencies, branches, permissions and sales workflows.
Delivery process
From a business objective to a solution used in practice.
Understand the context
We clarify processes, users, integration with existing systems and the outcomes you need.
Design and validate
We define the architecture, workflows and priorities, then validate the solution with your team.
Deliver and support
We build, test and launch in stages, then support the solution as your needs evolve.
Frequently asked questions
Useful answers before starting your project.
Why choose a custom CRM?
When sales workflows, documents or integrations are specific, custom software avoids forced processes and unused modules.
Can you create a customer portal?
Yes. Customers can securely access orders, documents, invoices and requests.
Can it integrate existing systems?
Yes. ERP, invoicing, email and other systems can be connected where interfaces are available.
Can international branches use it?
Yes. Languages, roles, organisations and rules can be configured separately.