mobiversalRomcom
About Romcom
Romcom is a lending brokerage/consulting company that operates with consultants specialized in managing B2B client portfolios. They work with an internal system where up-to-date data about companies is kept, including loan guarantees.
The Challenge
Romcom's consultants managed complex client portfolios that went through 9 distinct contracting stages. As a result, the operation was fragmented:
- Scattered data across the internal management software (companies + guarantees), local Excel files, emails for documents
- Foreclosure notices arrived separately and had to be manually correlated with the clients
- There was no consolidated view per client with all the stages they went through, all the documents, all the comments
- Integrations with state institutions (ONRC for companies, ANCPI for guarantees) were done manually through separate searches
- Lending campaigns to sets of clients required manual export
- Task management between consultants was ad-hoc - without clear assignment, without status tracking
The Mobiversal Approach
Build new - a custom centralized CRM that unifies the portfolio + Connect to the external systems (the contract management system for data sync, ONRC + ANCPI for institutional lookups). The scope exceeded the needs of the standard packages because it includes multiple integrations with Romanian state institutions (ONRC, ANCPI) and bidirectional sync with a proprietary system (the contract management system) - the project was delivered under a Custom Plan.
What we built
CRM Core:
- Client collections organized across 9 contracting stages (prospecting, approach, identification, scoring, quoting, contracting, monitoring, closing, enforcement) - each client has a clear status and visible history
- Automatic import of foreclosure notices and association with existing clients
- Complete management of client data + documents + details per stage
- Complete visualization per client company:
- All the stages they went through
- All the reports
- The company data
- The loan guarantees
- Files attached per status
- Cross-user comments (consultants can leave notes for colleagues)
- Granular access levels - consultants can view and execute differently depending on their role
- Task assignment to consultants with their own states (open, in progress, completed)
- Automatic generation of multiple reports per client / portfolio
- Export for accounting or compliance
- ONRC - query data about the client (company)
- ANCPI - query info about a loan guarantee
- Contract management software - bidirectional sync for company + guarantee data
- Bulk SMS/calls to sets of clients
- Phone numbers automatically exported from Quattro Consulting
- Advanced segmentation
Package
Custom Plan - a custom solution with multiple institutional integrations (ONRC, ANCPI) and sync with a proprietary system (contract management software).
Results
9 contracting stages in a single CRM
vs. fragmented across Excel + email + Quattro.
Live data through integration with ONRC + ANCPI
vs. manual searches.
Bulk campaigns sent in minutes, not hours
Project ROI in under 4 months
Recovering over €6,000 monthly by automating critical compliance tasks and allowing consultants to focus exclusively on high-value client work.
Get in touch
Tell us about the challenge you're facing and we'll get back to you.