Bend the CRM to your business. Not the other way around.
Every business tracks something the off-the-shelf CRMs never planned for. In Rumian you define those records yourself, connect them, and build the process around them, from the first form a lead fills in to the automation that chases the last invoice.
Your data
Custom fields
Add the fields your business actually needs to contacts, companies and deals: dropdowns, dates, checkboxes, file uploads, money and more.
Custom values
Store your business details once, like hours, address or booking link, and reuse them in every email, text and page. Change it in one place and it updates everywhere.
Custom objects
Create your own record types, up to 10 per account with up to 300,000 records each. Matters, jobs, properties, vehicles, policies, projects: whatever you track.
Relationships
Link records one-to-one, one-to-many or many-to-many, then filter, report and automate on those links.
Your process
Pipelines and stages
Build a pipeline for each way you sell, onboard or deliver, with the stages named the way your team talks.
Workflows
Triggers, actions, waits and if/else branches. Start from a description with Workflow AI, then fine-tune by hand.
Webhooks and custom code
Send and receive webhooks, or run your own JavaScript inside a workflow step when the built-in actions are not enough. These are premium actions, billed per run.
Industry starting points
Start from a ready-made setup for your industry, with pipelines, forms, templates and automations in place, instead of a blank account.
Your front door
Forms, surveys and quizzes
Ask exactly what you need to know. Answers land in your custom fields and can drive branching logic.
Websites and funnels
Build pages on your own domain, or keep your current site and embed Rumian forms, calendars and chat.
Calendars
Set up personal, team, round-robin and class-style calendars with your own availability rules, buffers and intake questions.
Your branding
Your logo and colors on booking pages, forms, invoices, emails and client-facing portals.
Your other tools
Open API
A documented REST API with OAuth 2.0 and official SDKs, for anything you want to build on top.
Webhook events
More than 50 event types, so other systems hear the moment a contact, appointment or payment changes.
Zapier, Make and Pabbly
Connect to thousands of apps without writing code.
App marketplace
Add ready-made integrations and extra workflow actions from the marketplace.
Same platform, very different setups.
Custom object: Matters
Each client links to their matters. Deadlines trigger reminders to the client and tasks for the paralegal.
Custom object: Jobs and properties
One homeowner, several properties, many jobs. Finishing a job sends the invoice and a review request.
Custom object: Policies
Renewal dates on each policy start a re-quote sequence 60 days out.
Custom object: Projects
Proposals move through a sales pipeline, then a signed contract opens a delivery pipeline.
Change your mind later? Fields, objects, stages and workflows can all be edited as the business changes. And once your assistant is connected through the AI connection, it works with your custom objects too.
Tell us how your business runs.
On the demo we map your real process onto Rumian: the records you track, the stages you move through and the follow-up you wish happened on its own.