Your CRM connected to the entire 4b2b ecosystem

A won deal in the CRM becomes a quote, then an issued invoice

Full invoicing system tied to your sales pipeline. From a deal's numbered quote document, the “Issue invoice” button sends the products, prices and client to 4invoices, where the invoice is issued — no data re-entry.

• Quote and invoice from the deal

  The quote is built from the pipeline with the deal's products and prices, and on acceptance you issue the invoice in 4invoices with “Issue invoice”.

• Recurring multi-currency invoices

  For subscription-type deals, monthly/annual invoices are issued in 4invoices, in RON, EUR or other currencies.

• Stripe payments in 4invoices

  The invoice issued in 4invoices can carry a Stripe link for card payment.

• Weighted value and goals in the CRM

  In 4softcrm you track the weighted pipeline value and the team's sales goals on won deals.

Author, sign and track agreements with legal weight

Contract management with Jinja2 templates adapted to the Romanian Civil Code, electronic signature integrated with certSIGN and DigiSign, complete audit log with court-grade time stamps, multi-party signing flow and automatic renewal alerts.

• Electronic signature (RO)

  Support for certSIGN, DigiSign, AlfaSign with legal validity under Law 455/2001 and the eIDAS regulation. Multi-signer flow with real-time tracking.

• RO Civil Code templates

  Employment contracts (CIM), service agreements, lease, mandate and partnership — adapted to the Labor and Civil Codes, updated with every emergency ordinance (OUG).

• Audit log + versioning

  Full history of every change with time stamps, side-by-side version compare, PDF export with electronic seal for court filing.

• Auto-renewal alerts

  Notifications 30, 14 and 7 days before expiry for CIM, subscriptions, leases and support agreements. One-click renewal or assisted renegotiation.

GDPR-compliant messages via email, Orange/Vodafone/Digi SMS, push and webhooks

Centralized notification system that unifies transactional email, SMS through Romanian operators (Orange, Vodafone, Digi, Telekom), push notifications and webhooks. Event-driven automations, drip campaigns, audience segmentation, A/B testing — all GDPR + ANCOM compliant.

• RO operator SMS gateway

  Direct delivery via Orange Romania, Vodafone, Digi Mobil and Telekom contracts, with monitored deliverability and automatic route failover.

• DKIM/SPF/DMARC email

  Transactional email with authentication configured for your domain, reputational IPs and monitored deliverability across Gmail, Outlook, Yahoo and corporate operators.

• GDPR + ANCOM compliance

  Automated consent management, instant STOP opt-out, per-message audit log, 3-year evidence retention per ANCOM/ANSPDCP requirements.

• Automations + A/B testing

  Event-triggered flows (overdue invoice, confirmed appointment, delivered order), scheduled drip campaigns and A/B testing for conversion optimization.

Digital file, time tracking, shifts and onboarding for your team

Full HR solution for growing teams: digital employee file, automated onboarding for new sales reps, digital time tracking with remote/shift support, plus targets and commissions for sales reps.

• Automated rep onboarding

  Contract generated from a Jinja2 template, electronically signed, with an onboarding flow for every new member of the sales team.

• Time tracking, shifts and remote

  Digital record of hours worked, shifts and remote work, with approval flows and export for back-office processing.

• Targets and commissions

  Rep targets and commissions, with visibility per person and per team.

• Leave and absences

  Team leave and absence calendar, with requests and approvals on a flow and visibility into availability.

24/7 self-service, Google/Outlook calendar, SMS reminders

Online booking system for medical practices, dentists, beauty salons, physiotherapy clinics and consultants in Romania. 24/7 self-service, personal calendar sync, SMS reminders via Orange/Vodafone/Digi to cut no-show rates by 30-40%.

• Unified calendar + self-service

  Customers pick their own date and time from an embedded widget on the site or Facebook. Day/week/month view with two-way Google and Outlook sync.

• RO operator SMS reminders

  Instant confirmations and automatic reminders via Orange, Vodafone, Digi, Telekom with industry-tailored copy — cuts no-show rate up to 40%.

• Multi-location + auto assignment

  Manage practices in Bucharest, Cluj, Iași, Timișoara, Constanța with the right specialist auto-assigned per shift, availability and required expertise.

• Online payments + recurring invoices

  Take a deposit at booking time via Stripe or Netopia, auto-issue the fiscal invoice at session end and run monthly subscriptions for multi-pack offers.

SEO, Google Ads, Meta, lead nurturing with multi-touch attribution

Digital marketing platform tuned for the Romanian market: SEO campaigns for Google.ro indexing, Google Ads and Meta with county-level targeting, landing pages with CUI/CNP validation, smart forms with lead scoring, email and SMS nurturing automations.

• Google + Meta ads · RO targeting

  Paid campaigns with county-level targeting, lookalike audiences built from your customer base and automatic budget optimization per click, conversion and ROAS.

• Lead-capture landing pages

  Conversion-optimized templates with A/B testing, forms that can push the lead into the CRM via webhooks and OpenCorporates / firme.info autocomplete.

• Email + SMS lead nurturing

  Drip sequences tuned for EET, segmented by behavior, scoring and estimated value. Triggers on abandonment, pricing visit, PDF download.

• Multi-touch attribution + ROI

  KPIs in one consolidated view: which campaign sourced the lead, what budget it consumed, real LTV per cohort and ROAS per channel.