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Best ERP for CRM

Customer relationship management including sales force automation, opportunity tracking, customer service, and marketing automation within the ERP platform.

40 ERP vendors with crm6 with strong capabilities21 with moderate capabilitiesLast updated July 2026

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6 ERPs with strong crm · 40 with the module overall. Compare side by side, estimate cost, or find an implementation partner.

What is ERP CRM?

A CRM module in ERP is the sales, service and marketing functionality built into the ERP platform itself, sharing the same customer, pricing and order master data as finance and fulfilment — unlike a standalone CRM such as Salesforce or HubSpot, which holds its own copy of that data and must be integrated separately. When a rep looks up an account in an ERP CRM module, they are reading the same customer record that AR ages, that credit control blocks, and that the warehouse ships against.

In practice the module covers five areas: lead and opportunity management (capture, qualification, stage-based pipeline, weighted forecasting); quote-to-order (product catalogue pricing, discount approval workflows, one-click conversion of a quote into a live sales order); contact and account management with full activity and interaction history; customer service and case management with SLA tracking, escalation and a self-service portal; and campaign basics — segmentation, email sends and response tracking. Most ERP CRM modules also sync bi-directionally with Outlook and Gmail so activity logging does not depend on manual entry.

The mechanism that makes it valuable is shared master data. Because there is one customer record and one price list, a quote can check real-time inventory and lead time at the moment of quoting, enforce the customer's credit limit before the order is accepted, apply contract pricing without a nightly sync, and flow straight into fulfilment and invoicing — the whole quote-to-cash chain runs without an integration in the middle. Be honest about the limits, though: dedicated CRMs still win on advanced marketing automation (multi-touch nurture, lead scoring, attribution), sales engagement and sequencing, territory and quota management at scale, conversation intelligence, and the size of the surrounding app ecosystem. ERP CRM is usually the right call for straightforward B2B selling into an existing customer base; a dedicated CRM earns its integration cost when the sales and marketing motion is itself the complex part of the business.

Why CRM Matters

The cheapest CRM integration is the one you never build. Connecting a standalone CRM to an ERP typically costs $20,000–$80,000 to implement and then carries ongoing maintenance, because the sync has to keep customers, products, price lists, quotes, orders and credit status consistent across two systems that each believe they own that data. Every field mapping is a future breakage, and every failed sync is a rep quoting stock that is not there or a credit-blocked account being sold to anyway. Using the ERP's own CRM module removes that layer entirely: one customer master, one price list, one order record. The trade-off is real and worth stating plainly — you accept less sophisticated marketing and sales-engagement tooling in exchange for a simpler stack, faster quote-to-cash, and no integration bill. For mid-market manufacturers and distributors, where the sales process is mostly repeat and configured-order business against known accounts, that trade usually favours the ERP module. For companies whose growth depends on high-volume inbound demand generation, it usually does not.

Top 4 ERP Systems for CRM

Ranked by module strength. Open pricing, a buyer's guide, or implementation partners without leaving this shortlist.

Oracle NetSuite logo

Fast-growing mid-market companies wanting unified cloud ERP

Strong
Starting price
$99/user/mo
TCO range
$100K–$500K
Implementation
4–9 months
Deployment
Cloud

CRM capability

  • Sales force automation with opportunities, forecasts and team selling
  • Estimates and quotes that push into NetSuite sales orders
  • CPQ and SuiteCommerce pricing aligned to customer price levels
  • Case management, knowledge base and customer-centre self-service
  • Single customer record across CRM, commerce, AR and fulfilment
  • Saved searches and scorecards for pipeline and service SLAs

Strength: True multi-tenant cloud — automatic updates, no upgrades

Microsoft Dynamics 365 logo

Mid-to-large companies in the Microsoft ecosystem

Strong
Starting price
$50/user/mo
TCO range
$150K–$1M+
Implementation
6–14 months
Deployment
Cloud, Hybrid

CRM capability

  • Sales Hub opportunities, forecasts and relationship analytics
  • Quotes and orders that flow into Finance & Supply Chain or Business Central
  • Product configurator and CPQ with Microsoft ecosystem integrations
  • Customer Service cases, SLAs, knowledge and omnichannel engagement
  • Customer 360 via Dataverse shared with ERP, Field Service and Marketing
  • Copilot-assisted email, meeting prep and opportunity summaries

Strength: Seamless integration with Microsoft 365, Teams, and Power BI

Acumatica logo

Midsize companies wanting unlimited users and flexible cloud ERP

Strong
Starting price
Custom
TCO range
$75K–$350K
Implementation
4–8 months
Deployment
Cloud, On-Premise, Hybrid

CRM capability

  • CRM opportunities, campaigns and lead scoring on the same cloud tenant
  • Sales quotes with inventory availability and margin visibility
  • Price classes, customer-specific pricing and discount automation
  • Case and activity management linked to customer and project records
  • Unified customer profile across CRM, sales orders and AR history
  • Mobile CRM for field sales with offline-friendly activity capture

Strength: Unlimited users — resource-based pricing is unique and cost-effective

Odoo logo

Small businesses and startups wanting affordable, modular ERP

Strong
Starting price
$24.90/user/mo
TCO range
$10K–$80K
Implementation
1–4 months
Deployment
Cloud, On-Premise

CRM capability

  • Full CRM pipeline with leads, opportunities and activity schedules
  • Quotations and e-signatures that convert into sales orders
  • Product configurator and pricelists for flexible CPQ needs
  • Helpdesk tickets and SLA tracking for customer service teams
  • Customer 360 across CRM, website, subscriptions and accounting
  • Enrichment and automation rules for lead routing and follow-up

Strength: Community edition is free — lowest barrier to entry

Pricing

Compare ERP Systems with CRM

Pre-filtered to vendors that ship a crm module. Select up to 4 to compare side by side — unlock the detailed view with your work email.

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Core CRM Capabilities to Evaluate

The functional surface area a buyer should expect from a mature ERP crm module.

Contact and account management

Centralised customer and prospect database with activity history, communication logs, relationship mapping, and 360-degree account views. Gives every team member complete context before any customer interaction.

Sales pipeline and opportunity tracking

Visual pipeline management with stage-based workflows, probability weighting, deal value tracking, and stale-deal alerts. Helps sales managers forecast revenue accurately and identify bottlenecks in the sales process.

Quote-to-order processing

Generates quotes from product catalogues with automated pricing rules, discount approvals, and one-click conversion to sales orders. Eliminates manual handoffs between sales and operations for faster order fulfilment.

Customer service and case management

Ticket/case creation, assignment, escalation workflows, SLA tracking, and knowledge base integration. Ensures customer issues are resolved within committed timeframes with full interaction history.

Marketing campaign management

Campaign planning, audience segmentation, email execution, and ROI measurement within the ERP. Basic lead nurturing and response tracking suited for companies with straightforward marketing workflows.

Customer portal and self-service

Branded web portal where customers view order status, download invoices, submit support tickets, and reorder. Reduces inbound call volume and empowers customers with 24/7 access to their account information.

Sales forecasting and analytics

Pipeline-weighted forecasts, win/loss analysis, rep performance dashboards, and trend reporting. Provides sales leadership with data-driven views of quota attainment and revenue trajectory.

Integration with email and calendar

Bi-directional sync with Outlook, Gmail, and calendar systems to log emails, schedule meetings, and track activities without leaving the inbox. Ensures CRM data stays current without manual entry.

How to Evaluate CRM in an ERP

Practical checks drawn from real ERP selection projects — things vendors frequently gloss over in demos.

Estimate Your CRM ERP Investment

Benchmark against 40 ERPs with crm capabilities and get a 3-year TCO estimate for your company profile.

ERP Cost Estimator

Get an instant cost range based on your company profile

5 – 5,000 active ERP users

40 ERP Vendors Compared for CRM

All vendors on our research platform that support crm, sorted by module strength.

VendorCRM StrengthCRM CapabilitiesStarting PriceActions
Strong
  • Sales force automation with opportunities, forecasts and team selling
  • Estimates and quotes that push into NetSuite sales orders
  • CPQ and SuiteCommerce pricing aligned to customer price levels
  • Case management, knowledge base and customer-centre self-service
  • Single customer record across CRM, commerce, AR and fulfilment
  • Saved searches and scorecards for pipeline and service SLAs
$99/user/mo
Strong
  • Sales Hub opportunities, forecasts and relationship analytics
  • Quotes and orders that flow into Finance & Supply Chain or Business Central
  • Product configurator and CPQ with Microsoft ecosystem integrations
  • Customer Service cases, SLAs, knowledge and omnichannel engagement
  • Customer 360 via Dataverse shared with ERP, Field Service and Marketing
  • Copilot-assisted email, meeting prep and opportunity summaries
$50/user/mo
Acumatica logo
Acumatica

Acumatica (EQT Partners)

Strong
  • CRM opportunities, campaigns and lead scoring on the same cloud tenant
  • Sales quotes with inventory availability and margin visibility
  • Price classes, customer-specific pricing and discount automation
  • Case and activity management linked to customer and project records
  • Unified customer profile across CRM, sales orders and AR history
  • Mobile CRM for field sales with offline-friendly activity capture
Custom
Odoo logo
Odoo

Odoo SA

Strong
  • Full CRM pipeline with leads, opportunities and activity schedules
  • Quotations and e-signatures that convert into sales orders
  • Product configurator and pricelists for flexible CPQ needs
  • Helpdesk tickets and SLA tracking for customer service teams
  • Customer 360 across CRM, website, subscriptions and accounting
  • Enrichment and automation rules for lead routing and follow-up
$24.90/user/mo
Pricing
Strong
  • Native Salesforce CRM opportunities with Certinia commercial close
  • Quotes and estimates that flow into PSA projects and billing
  • Services CPQ for T&M, fixed-fee and subscription offerings
  • Customer cases on Salesforce Service Cloud with ERP billing context
  • Customer 360 spanning Salesforce CRM, PSA and Certinia finance
  • Pipeline forecasts tied to resource demand and services revenue
$100/user/mo
Rootstock Cloud ERP logo
Rootstock Cloud ERP

Rootstock Software

Strong
  • Salesforce CRM opportunities with Rootstock order and inventory context
  • Quotes and sales orders native to the Salesforce platform
  • CPQ and price books aligned to manufacturing availability
  • Service cases on Salesforce with ERP serial and warranty data
  • Customer 360 spanning Salesforce CRM and Rootstock fulfilment
  • Pipeline visibility for manufacturers selling from Salesforce
$150/user/mo
Moderate
  • Opportunity and account management with real-time ERP customer master sync
  • Quote-to-order with ATP and pricing pulled from S/4 sales documents
  • Variant configuration and guided selling for complex product CPQ
  • Service case and complaint handling linked to deliveries and returns
  • Customer 360 spanning open orders, credit, contracts and interaction history
  • Embedded analytics for pipeline, win-rate and customer lifetime value
$180/user/mo
Moderate
  • Deep opportunity pipelines with industry sales processes and partner roles
  • Advanced quotation, contract and long-term agreement management
  • Enterprise CPQ with variant config, pricing procedures and approval flows
  • Service notifications, warranties and case escalation into field logistics
  • Unified customer 360 across SD, service and credit-management data
  • Territory and account planning with ERP-backed revenue forecasts
Custom
Moderate
  • Opportunity stages, activities and sales-employee pipelines for SMBs
  • Quotations that convert cleanly into sales orders and deliveries
  • Price lists, discount groups and simple configure-to-order options
  • Service calls, contracts and equipment cards for after-sales support
  • Customer master shared with inventory, AR and delivery documents
  • Campaign and activity tracking with Crystal-based sales reporting
$95/user/mo
Moderate
  • Lead-to-opportunity processes with account and contact hierarchies
  • Customer quotes with product availability and delivery-date proposals
  • Configurable pricing and approval workflows before order release
  • Service requests and tickets tied to installed-base equipment
  • Customer 360 combining CRM interactions with order and invoice history
  • Sales-team dashboards for pipeline health and forecast accuracy
$120/user/mo
Moderate
  • CX Sales opportunities with enterprise account and partner hierarchies
  • Quotes and proposals integrated with Order Management and Pricing Cloud
  • Configure-price-quote for complex products with approval orchestration
  • Service request and knowledge management with entitlement tracking
  • Customer 360 spanning CX, order, billing and subscription data
  • AI-assisted opportunity scoring and next-best-action recommendations
Custom
Epicor Kinetic logo
Epicor Kinetic

Epicor Software

Moderate
  • Opportunity and quote management aimed at manufacturers and distributors
  • Estimating and configurator-driven quotes feeding sales orders
  • CPQ for engineered and configured products with BOM impact
  • Case and RMA workflows tied to part, serial and warranty data
  • Customer 360 with order history, open quotes and service interactions
  • Sales analytics for hit-rate, margin and territory performance
$100/user/mo
Infor CloudSuite logo
Infor CloudSuite

Infor (Koch Industries)

Moderate
  • CRM opportunities and account plans tailored by CloudSuite industry
  • Quotes and proposals with inventory and delivery commitment checks
  • Industry CPQ and pricing for distribution, fashion or manufacturing
  • Service cases and customer care linked to order and shipment history
  • Customer 360 across CRM, order management and financials
  • Sales-performance analytics for win/loss and customer profitability
Custom
Moderate
  • CRM opportunities aligned to project, service and asset-centric selling
  • Quotes and sales contracts with configuration and delivery commitments
  • CPQ for complex engineered and service-bundle offerings
  • Service cases, SLAs and installed-base management in one suite
  • Customer 360 spanning CRM, service, projects and order history
  • Capture-to-care processes for long-lifecycle customer relationships
$100/user/mo
Epicor Prophet 21 logo
Epicor Prophet 21

Epicor Software

Moderate
  • CRM and opportunity tools built for wholesale distributors
  • Quotes with branch inventory, substitutes and special pricing
  • Matrix pricing, contracts and customer-specific price rules
  • Customer service desks with order inquiry and return initiation
  • Customer 360 of buys, quotes, credits and branch interactions
  • Sales-rep dashboards for hit rates and account penetration
$75/user/mo
Pricing
ERPNext logo
ERPNext

Frappe Technologies

Moderate
  • Lead, opportunity and customer pipeline on an open-source CRM
  • Quotations converting to sales orders with stock reservation options
  • Price lists, pricing rules and simple item configuration
  • Issue/ticket tracking for customer support and warranty follow-up
  • Customer 360 across CRM, selling, projects and accounts receivable
  • Territory and sales-person targets with pipeline reports
$0 (self-hosted)
Priority ERP logo
Priority ERP

Priority Software

Moderate
  • CRM opportunities, tasks and customer interaction history
  • Sales quotes with inventory and production-date checks
  • Customer price lists, discounts and approval workflows
  • Service calls and equipment cards for after-sales support
  • Shared customer master across CRM, sales and receivables
  • Sales funnels and customer-activity dashboards
$60/user/mo
Deltek Costpoint logo
Deltek Costpoint

Deltek (Roper Technologies)

Moderate
  • Opportunity and capture management for government and professional services
  • Proposals and estimates feeding project and contract awards
  • Fee and rate structures for T&M, cost-plus and fixed-price bids
  • Client issue tracking linked to project delivery teams
  • Client 360 with opportunities, contracts, invoices and AR
  • Pipeline analytics aligned to utilization and win strategy
$75/user/mo
Global Shop Solutions logo
Global Shop Solutions

Global Shop Solutions

Moderate
  • CRM contacts and opportunity notes for job-shop sales teams
  • Estimating and quoting that become work orders on win
  • Customer pricing and revision control on engineered quotes
  • Customer service follow-ups tied to jobs and shipments
  • Customer history across quotes, jobs, invoices and quality notes
  • Quote hit-rate and customer profitability reporting
$65/user/mo
Digit logo
Digit

Digit Software

Moderate
  • Lightweight CRM opportunities and account tracking for digital-native teams
  • Quotes and order intents synced with inventory-aware selling
  • Customer and channel pricing for online and direct sales
  • Support tickets linked to order and shipment status
  • Customer profile spanning CRM activity and commerce history
  • Pipeline and conversion metrics for growing product businesses
$400/mo
Pricing
Moderate
  • CRM opportunities and account management for enterprise sales orgs
  • Sales quotes and blanket orders with advanced pricing
  • Complex pricing, preference profiles and agreement management
  • Case and service management linked to equipment and warranties
  • Customer 360 across CRM, order management and credit history
  • Pipeline and customer analytics via One View and related tools
Custom
Pricing
Deacom ERP logo
Deacom ERP

ECI Software Solutions

Moderate
  • CRM-style customer and prospect records in a single process ERP
  • Quotes and sales orders with lot and formula-aware pricing
  • Customer contracts, rebates and price agreements
  • Customer complaints and returns tied to lot genealogy
  • Customer 360 of orders, lots shipped and open receivables
  • Sales and margin analysis by customer and product family
$100/user/mo
Pricing
Cetec ERP logo
Cetec ERP

Cetec ERP

Moderate
  • Customer contacts and opportunity notes for small manufacturers
  • Estimating and quoting that convert into jobs and sales orders
  • Customer price breaks and revision-controlled quote history
  • Customer service tickets linked to jobs and shipments
  • Customer history across quotes, WIP and invoices
  • Quote conversion and customer spend reporting
$40/user/mo
Genius ERP logo
Genius ERP

Genius Solutions

Moderate
  • Opportunity and estimate tracking for engineer-to-order sales
  • Detailed project quotes that become jobs on award
  • Configurable pricing for custom engineered products
  • Customer change requests and service follow-ups on active jobs
  • Customer 360 of estimates, projects, billings and open issues
  • Bid hit-rate and estimate-vs-actual sales learning loops
$80/user/mo
Pricing
abas ERP logo
abas ERP

abas Software AG

Moderate
  • CRM opportunities and customer contacts for mid-market manufacturers
  • Sales quotations with availability and delivery proposals
  • Customer price lists, frameworks and discount structures
  • Service and complaint handling linked to deliveries
  • Customer master shared with sales, inventory and AR
  • Sales controlling for pipeline and customer contribution
$90/user/mo
Pricing
SAP ECC logo
SAP ECC

SAP SE

Moderate
  • CRM or SD opportunity processes integrated with classic ECC masters
  • Sales quotations and contracts with ATP and pricing procedures
  • Variant configuration and condition-based enterprise CPQ
  • Service notifications and customer complaints in CS/PM processes
  • Customer 360 across SD, FI credit and interaction records
  • Pipeline and sales analytics via BW or embedded reporting
Custom
Moderate
  • Customer and prospect tracking for chemical and process distributors
  • Quotes with formula, packaging and hazmat-aware pricing
  • Contract pricing, rebates and customer-specific agreements
  • Customer service cases linked to lots, COAs and shipments
  • Customer 360 spanning quotes, lots delivered and open AR
  • Sales analysis by customer, product family and margin
$85/user/mo
Sage X3 logo
Sage X3

Sage Group

Basic
  • Customer relationship tracking with commercial opportunities
  • Sales quotations converting to orders with stock and lead-time checks
  • Tariff, discount and customer-contract pricing structures
  • After-sales service requests linked to deliveries and lots
  • Customer master shared across sales, logistics and receivables
  • Commercial dashboards for pipeline and customer activity
$100/user/mo
Sage Intacct logo
Sage Intacct

Sage Group

Basic
  • Salesforce and CRM integrations that keep Intacct customer data in sync
  • Contract and subscription quotes feeding billing schedules
  • Customer-level pricing and dimensioned revenue commitments
  • Support-case context via connected CRM rather than a native ticketing suite
  • Customer 360 of orders, contracts and AR aging in one financial CRM view
  • Pipeline-to-cash reporting when CRM opportunities sync to Intacct
Custom
Infor M3 logo
Infor M3

Infor (Koch Industries)

Basic
  • Customer and opportunity management for process and fashion industries
  • Sales quotations with attribute-based product and price selection
  • Contract pricing, promotions and channel-specific price lists
  • Customer service orders and complaint handling with lot traceability
  • Shared customer master across M3 sales, inventory and receivables
  • Channel and brand analytics for B2B customer performance
Custom
SYSPRO logo
SYSPRO

SYSPRO

Basic
  • CRM contacts, opportunities and activity tracking for mid-market manufacturers
  • Sales quotations with inventory and lead-time visibility
  • Price lists, contract pricing and discount matrices
  • Customer queries and service follow-ups linked to sales documents
  • Customer master shared with SO, AR and inventory transactions
  • Sales analysis for quote conversion and customer ranking
$75/user/mo
QAD Adaptive ERP logo
QAD Adaptive ERP

QAD Inc. (Thoma Bravo)

Basic
  • Customer and opportunity tracking for manufacturing sales teams
  • Quotes and sales orders with ATP and manufacturing lead times
  • Customer and channel pricing with contract and rebate awareness
  • Customer complaints and corrective actions linked to lots and shipments
  • Customer 360 with order, quality and delivery performance history
  • Sales analytics for forecast accuracy and customer service levels
$90/user/mo
Basic
  • People-centric CRM for professional services and public-sector accounts
  • Opportunities and proposals linked to project and engagement setups
  • Quote and bid management with resource and margin estimates
  • Service requests and case handling for client delivery teams
  • Customer 360 combining CRM, projects, billing and people data
  • Relationship insights for account growth and retention planning
$95/user/mo
Sage 100 logo
Sage 100

Sage Group

Basic
  • CRM contacts, opportunities and sales activity for SMB teams
  • Sales quotes converting to orders with inventory checks
  • Price levels, customer discounts and promotional pricing
  • Customer service notes and RMA initiation from the sales desk
  • Customer master shared with AR, inventory and sales history
  • Sales analysis for open quotes and customer ranking
$55/user/mo
Sage 300 logo
Sage 300

Sage Group

Basic
  • Customer relationship and opportunity tracking across companies
  • Quotations and order entry with multi-currency pricing
  • Contract pricing, national accounts and volume discounts
  • Customer inquiries and service notes on the shared customer record
  • Customer 360 of quotes, orders, shipments and receivables
  • Sales-performance reporting by territory and customer group
$75/user/mo
Plex Manufacturing Cloud logo
Plex Manufacturing Cloud

Rockwell Automation

Basic
  • Customer and opportunity tracking connected to plant operations
  • Quotes reflecting manufacturing capacity and lead-time reality
  • Customer part pricing, contracts and release schedules
  • Customer quality complaints and corrective-action workflows
  • Customer 360 with orders, shipments, quality and scorecards
  • Sales and customer-service dashboards for plant-direct accounts
$120/user/mo
Pricing
Basic
  • Salesperson opportunities and customer activity via GP and CRM add-ons
  • Quotes and sales documents converting to orders and invoices
  • Price sheets, promotions and customer-specific pricing
  • Customer service notes and return documentation on the customer card
  • Customer inquiry spanning open orders, invoices and payments
  • Sales analysis cubes and SmartList reporting for account teams
$75/user/mo
Basic
  • Industry CRM and account management for Aptean vertical suites
  • Quotes and order capture tuned to food, process or distribution sales
  • Customer contracts, catch-weight pricing and trade agreements
  • Customer complaints, recalls and service cases with lot context
  • Customer 360 of orders, quality events and receivables
  • Sales and broker analytics for vertical go-to-market teams
$100/user/mo
Pricing
BatchMaster ERP logo
BatchMaster ERP

BatchMaster Software

Basic
  • Customer contacts and sales opportunities for process manufacturers
  • Quotes reflecting formula, pack size and batch constraints
  • Customer price lists and contract pricing for ingredients and finished goods
  • Customer complaints and returns with lot and QC disposition links
  • Customer history across quotes, batches shipped and invoices
  • Sales and margin views by customer and product formula
$70/user/mo
Pricing
E2 Shop System logo
E2 Shop System

Shoptech (ECI Software Solutions)

Basic
  • Customer contacts and opportunity notes for job-shop sales
  • Estimating and quoting that become jobs when the deal closes
  • Customer price history and revision control on quotes
  • Customer service follow-ups tied to open jobs and deliveries
  • Customer card with quote, job and invoice history
  • Quote hit-rate and customer ranking for shop management
$45/user/mo
Pricing

ERP Vendors With Strong CRM Capabilities

NS

Oracle NetSuite

Oracle

Premium

The original cloud ERP — built for fast-growing companies

Finance & AccountingSupply ChainCRMInventory Management
From $99/user/mo·cloud
D365

Microsoft Dynamics 365

Microsoft

Premium

Modular ERP + CRM tightly integrated with Microsoft 365

Finance & AccountingManufacturingSupply ChainCRM
From $50/user/mo·cloud, hybrid
ACU

Acumatica

Acumatica (EQT Partners)

Mid-Range

Resource-based cloud ERP — unlimited users, pay by usage

Finance & AccountingManufacturingCRMProject Management
Custom pricing·cloud, on-premise, hybrid
ODO

Odoo

Odoo SA

Budget

Open-source, modular ERP for SMBs on a budget

CRMInventory ManagementEcommerceFinance & Accounting
From $24.90/user/mo·cloud, on-premise
Pricing
CER

Certinia (FinancialForce)

Certinia

Premium

ERP built on Salesforce for professional services

Finance & AccountingCRMProject ManagementBusiness Intelligence
From $100/user/mo·cloud
RSK

Rootstock Cloud ERP

Rootstock Software

Mid-Range

Cloud ERP built on the Salesforce platform for manufacturers and distributors

ManufacturingSupply ChainCRMInventory Management
From $150/user/mo·cloud

CRM ERP by Industry

Industries where crm is most critical — see the vendors that specialise.

Browse Other ERP Modules

Compare ERP vendors across the other functional areas of the business.

Frequently Asked Questions

What is a CRM module in ERP?

A CRM module in ERP is the sales, service and marketing functionality built into the ERP platform, running on the same customer, product and pricing master data as finance, inventory and fulfilment. It typically covers lead and opportunity management, quote-to-order, contact and account history, customer service cases with SLA tracking, a self-service portal and basic campaign tools. The difference from a standalone CRM is architectural rather than functional: there is one customer record shared across the business instead of two records kept in step by an integration.

Should I use my ERP's CRM or a dedicated CRM like Salesforce?

Use the ERP CRM when the complex part of your business is delivery rather than demand generation — repeat B2B selling, configured orders, contract pricing and credit control all benefit from shared master data and no integration to maintain. Choose a dedicated CRM such as Salesforce or HubSpot when you need advanced lead scoring, nurture sequencing, multi-touch attribution, territory and quota management at scale, or a large third-party app ecosystem. Many companies run both and integrate them, which works but reintroduces the sync layer and its cost. Decide by mapping your actual sales motion against the ERP module's demo, not by feature-count comparison.

Which ERPs have the best built-in CRM?

Microsoft Dynamics 365 is the strongest, because Dynamics 365 Sales is a full CRM sharing the Dataverse platform with the ERP apps rather than a cut-down module. Odoo's CRM is unusually complete for its price point and includes basic marketing automation. Rootstock is built natively on the Salesforce platform, so the CRM is Salesforce. NetSuite CRM is solid on quote-to-order and customer portal but light on marketing. Most other mid-market ERPs — Acumatica, Epicor Kinetic, SAP Business One, Sage Intacct — offer functional pipeline, quoting and case management suited to straightforward sales processes.

Can ERP CRM replace marketing automation?

Usually not. Most ERP CRM modules include segmentation, email sends, campaign response tracking and simple lead capture — enough for announcement emails and basic list marketing. What they generally lack is behavioural lead scoring, branching nurture workflows, landing-page and form builders, and multi-touch revenue attribution, which is where HubSpot, Marketo or Pardot earn their cost. A common and workable split is to run marketing automation externally, pass qualified leads into the ERP CRM, and keep opportunity, quote and order data in the ERP.

What is quote-to-order in ERP?

Quote-to-order is the flow from a priced customer quote to a live sales order inside a single system: the rep builds the quote from the product catalogue with contract or tiered pricing applied automatically, routes any discount through an approval workflow, and converts the accepted quote into a sales order with one action. Because it runs on ERP data, the quote can check real-time available-to-promise inventory and lead time, and the resulting order feeds picking, shipping and invoicing without re-keying. It is the single clearest advantage of an ERP CRM module over a bolt-on CRM.

How does an ERP CRM module integrate with the rest of the ERP?

It does not integrate — it shares. The CRM module reads and writes the same customer, contact, product, price list and order tables used by finance, inventory and fulfilment, so there is no sync job, no field mapping and no lag. Practically, that means sales sees live stock availability and lead times while quoting, credit limits and AR aging enforce themselves at order entry, service agents see the full order and invoice history on a case, and a won opportunity becomes a sales order without leaving the system.

How much does it cost to integrate a separate CRM with ERP?

Implementing a CRM-to-ERP integration typically runs $20,000–$80,000 depending on how many objects have to stay in sync — customers, contacts, products, price lists, quotes, orders, invoices and credit status — plus ongoing maintenance as either system is upgraded or its data model changes. Native connectors between major platforms reduce but do not eliminate that cost. Using the ERP's own CRM module avoids it entirely, which is often the deciding economic argument for mid-market buyers weighing a good-enough embedded CRM against a best-of-breed one.

Do ERP CRM seats cost the same as full ERP users?

Often, yes, and it is a frequently missed line in ERP pricing. Several vendors licence CRM access as a named full ERP user, so a 20-person sales team can add a significant recurring cost compared with a light CRM seat from Salesforce or HubSpot. Others offer a restricted or self-service user tier that covers sales and case work at a lower rate. Ask for the specific user type each CRM persona needs, and price your real headcount — including field reps and service agents — before comparing total cost against a standalone CRM.

Related ERP add-ons & software

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