PureIT CRM / Commercial operations

Keep the customer, the agreement, and the work together.

For teams that sell projects and recurring IT services. Keep sales, customer agreements, delivery tasks, subscriptions, and invoicing connected.

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PureIT CRM dashboard showing quotes, signatures, tasks and billing actions with demonstration data
Actual product interface · Demonstration data

Target outcomes

  • Customers, opportunities, quotes, and contracts
  • Delivery tasks linked to the customer
  • Subscriptions and explicit invoice creation

Operating proof

  • Built by PureIT: Commercial operations
  • See it in use: A walkthrough based on your workflow.

Current product scope

Recurring invoice creation is an explicit action, not a scheduled automatic process. Romanian e-Factura supports RON XML export; direct ANAF submission is not implemented. Task templates run at defined workflow events, not on a recurring schedule.

Scope

What is included

One customer record

Contacts, opportunities, commercial documents, and next actions stay linked. Sales stages lead directly into a quote.

From agreement to delivery

Reuse catalog items, task templates, and contract policies. Customer quote approval, contract signature, and staff activation are separate decisions.

Recurring service visibility

Track subscriptions, next billing dates, and payment status. Create invoices from contracts or subscriptions and work from desktop or mobile.

Onboarding

Launch steps

  1. Bring your service catalog and current sales-to-delivery flow.
  2. Walk through a quote, signature, task handoff, and subscription.
  3. Define configuration, data migration, and the first rollout.

FAQ

Useful clarifications before the technical call

Does it automatically submit invoices to ANAF?

No. The demonstrated Romanian e-Factura workflow exports RON XML. Direct submission to ANAF is not implemented.

Next step

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PureIT CRM

See it with your workflow.

Bring your current process and requirements. We will walk through the product and agree where it fits.

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