List of embedded CRM systems

Embedded customer relationship management software is built-in to an ERP software and can usually not be used as stand-alone CRM software like Salesforce.com. It has the following characteristics:

  • functionalities in marketing, sales and service are integral part of the order-to-cash process within an ERP solution
  • deep process integration and seamless data flows from marketing, sales and service to invoicing but less feature rich than best-of-breed marketing, sales and service software
  • shared master data for customers, contacts, partners, products and prices
  • same user interface and application server on the same database for all users
Systems Company Price Deployment / Platform CRM Features Integration Initial Release Year
Acumatica Cloud ERP Acumatica Included in base package SaaS: Public Cloud, Private Cloud

Platform: Amazon AWS

  • Campaign, Target group, Lead
  • Opportunity, Quote, Order
  • Support cases, Self-service Portal
  • Invoice
  • Customer, Contact, Activity, Analytics[1]
Salesforce, MS Outlook 2008
Epicor ERP Epicor Separate price package SaaS: Public Cloud, Private Cloud

On-premises

Platform: MS Azure, MS SQL

  • Lead, Opportunity, Quote, Order
  • Invoice
  • Customer, Contact, Interaction, Product Catalog[2]
Salesforce 2008
IFS ERP IFS Included in base package SaaS: Public Cloud
  • Sales management including opportunities
  • Configure-to-order, engineer-to-order
  • Service management, customer projects[3]
Salesforce 2006
IQMS IQMS Included in base package SaaS: Public Cloud

On-premises

  • Campaign, Target group, Lead
  • Opportunity, Quote, Order
  • Customer Service Requests, Field Service
  • Customer, Contact, Partner, Activity, Pricing, Tax, Product Catalog[4]
MS Outlook 1997
MS Dynamics 365 ERP with Dynamics CRM Microsoft Separate price package SaaS: Public Cloud, Private Cloud

On-premises

Platform: MS Azure

  • Lead, Opportunity, Quote, Order
  • Customer service and automation, Field service
  • Customer, Contact, Partner, Activity, Pricing, Product Catalog, Analytics[5]
MS Outlook, OData 2016
Dynamics Navision Microsoft Separate price package On-premises
  • Campaign, Target group, Lead
  • Opportunity, To Dos
  • Customer Service Requests, Field Service, Service Levels, Warranties
  • Customer, Contact, Activity, Pricing, Tax, Analytics[6]
ODBC 1996
Netsuite CRM+ Oracle Separate price package SaaS: Public Cloud
  • Campaign, Target group, E-Mail Marketing, Lead
  • Opportunity, Quote, Order, Delivery
  • Customer support cases, knowledge base, Customer self-service,
  • B2B E-commerce
  • Customer, Contact, Partner, Activity, Pricing, Tax, Product Catalog, Analytics[7]
SOAP Interfaces 1987
SAP Business ByDesign SAP SE Included in base package SaaS: Public Cloud, Private Cloud

Platform: SAP HANA

  • Campaign, Target group, E-Mail Marketing, Lead
  • Opportunity, Quote, Order, Contract, Delivery
  • Customer Projects, Service Request, Field Service, Return, In-house repair
  • E-Commerce, Point-of-sales, Over-the-counter sales
  • Invoice, Credit Memo, Customer Credit
  • Customer, Contact, Partner, Activity, Pricing, Tax, Product Catalog, Analytics[8]
SOAP and OData Interfaces, Analytics, MS Outlook 2007
SAP S/4HANA SAP SE Included in base package SaaS: Public Cloud, Private Cloud

On-premises

Platform: SAP HANA

  • Lead, Opportunity
  • Inquiry, Quotation, Order, Delivery
  • Field Service, Return, In-house repair
  • Invoice, Credit Memo, Customer Credit
  • Account, Contact, Activity, Pricing, Tax, Product Catalog.[9]
SOAP Interfaces, Analytics 2015

See also

  • Customer-relationship management

References

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