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:

SystemsCompanyPriceDeployment / PlatformCRM FeaturesIntegrationInitial Release Year
Acumatica Cloud ERPAcumaticaIncluded in base packageSaaS: Public Cloud, Private Cloud
Platform: Amazon AWS
  • Campaign, Target group, Lead
  • Opportunity, Quote, Order
  • Support cases, Self-service Portal
  • Invoice
  • Customer, Contact, Activity, Analytics
Salesforce, MS Outlook2008
Epicor ERPEpicorSeparate price packageSaaS: Public Cloud, Private CloudOn-premises
Platform: MS Azure, MS SQL
  • Lead, Opportunity, Quote, Order
  • Invoice
  • Customer, Contact, Interaction, Product Catalog
Salesforce2008
IFS ERPIFSIncluded in base packageSaaS: Public Cloud
  • Sales management including opportunities
  • Configure-to-order, engineer-to-order
  • Service management, customer projects
    		• Salesforce2006
    IQMSIQMSIncluded in base packageSaaS: Public CloudOn-premises
    • Campaign, Target group, Lead
    • Opportunity, Quote, Order
    • Customer Service Requests, Field Service
    • Customer, Contact, Partner, Activity, Pricing, Tax, Product Catalog
    		MS Outlook1997
    MS Dynamics 365 ERP with Dynamics CRMMicrosoftSeparate price packageSaaS: Public Cloud, Private CloudOn-premises
    Platform: MS Azure
    • Lead, Opportunity, Quote, Order
    • Customer service and automation, Field service
    • Customer, Contact, Partner, Activity, Pricing, Product Catalog, Analytics
    		MS Outlook, OData2016
    Dynamics NavisionMicrosoftSeparate price packageOn-premises
  • Campaign, Target group, Lead
  • Opportunity, To Dos
  • Customer Service Requests, Field Service, Service Levels, Warranties
  • Customer, Contact, Activity, Pricing, Tax, Analytics
    		• ODBC1996
    Netsuite CRM+OracleSeparate price packageSaaS: 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
    		• SOAP Interfaces1987
    SAP Business ByDesignSAP SEIncluded in base packageSaaS: Public Cloud, Private CloudPlatform: 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
    		SOAP and OData Interfaces, Analytics, MS Outlook2007
    SAP S/4HANASAP SEIncluded in base packageSaaS: Public Cloud, Private CloudOn-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.
    		SOAP Interfaces, Analytics2015