Digit CRM
Customer relationship management including sales force automation, opportunity tracking, customer service, and marketing automation within the ERP platform.
Digit provides solid CRM functionality that covers most mid-market requirements. While not a core differentiator, the module handles standard crm workflows effectively.
Key Capabilities
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.
CRM — Vendor Comparison
| Vendor | Strength | Best For | Starting Price | TCO | Implementation |
|---|---|---|---|---|---|
| Oracle NetSuite | ★★★ strong | Fast-growing mid-market companies wanting unified cloud ERP | $99/user/mo | $100K–$500K | 4–9 months |
| Microsoft Dynamics 365 | ★★★ strong | Mid-to-large companies in the Microsoft ecosystem | $50/user/mo | $150K–$1M+ | 6–14 months |
| Acumatica | ★★★ strong | Midsize companies wanting unlimited users and flexible cloud ERP | Custom | $75K–$350K | 4–8 months |
| Odoo | ★★★ strong | Small businesses and startups wanting affordable, modular ERP | $24.90/user/mo | $10K–$80K | 1–4 months |
| Certinia (FinancialForce) | ★★★ strong | Professional services firms already on Salesforce | $100/user/mo | $100K–$500K | 3–7 months |
| Rootstock Cloud ERP | ★★★ strong | Manufacturers and distributors already on Salesforce wanting native ERP | $150/user/mo | $100K–$500K | 4–8 months |
| SAP S/4HANA Public Cloud | ★★ moderate | Mid-market and standardised enterprises wanting fast time-to-value | $180/user/mo | $150K–$600K | 3–6 months |
| SAP S/4HANA Private Cloud | ★★ moderate | Large, complex enterprises needing deep customisation and controlled upgrades | Custom | $500K–$5M+ | 6–18 months |
How to Evaluate CRM
- 1Depth of CRM vs need for dedicated Salesforce/HubSpot
- 2Quote-to-order workflow automation
- 3Customer self-service portal capabilities
- 4Marketing automation depth
- 5Mobile CRM access for field sales
Pricing Impact
Digit pricing starts at $400/mo with a typical total cost of $6K–$50K. The crm module is rated moderate — a solid capability that covers most requirements.
View full Digit pricing breakdown →Digit — Pros & Cons
Advantages
- +Modern, intuitive UI with fast onboarding — most teams go live in weeks, not months
- +Deep MRP, inventory, and shop-floor traceability (lot, serial, and batch) in one system
- +Open GraphQL API plus pre-built connectors to QuickBooks, Xero, Sage Intacct, NetSuite, Shopify, and Amazon
- +Predictable pricing from $400/mo — positioned below tier-1 cloud ERPs such as NetSuite
Considerations
- -No native general ledger or AP/AR — financials run through an accounting integration
- -Limited HR, payroll, and project-accounting depth
- -Younger vendor with a smaller partner and implementer ecosystem than incumbents
- -Best fit for SMB–mid-market operations; complex multi-entity finance needs may outgrow it
Other Digit Modules
Explore Digit by Industry & Company Size
CRM FAQ
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.
Digit add-ons & integrations
Extend Digit with best-of-breed software that integrates with it:
Related Resources
Digit ERP — Modules & Review
Explore Digit ERP modules, pricing, and capabilities.
PricingDigit Pricing & Costs
Compare Digit pricing, licensing, and implementation costs.
OverviewDigit ERP Review 2026 | Cloud MRP & Manufacturing ERP
Digit is a cloud MRP and manufacturing ERP for SMB and mid-market makers and distributors. Independent review of features, fit, pricing, integrations, and alternatives like NetSuite and MRPeasy.
OverviewDigit ERP Review 2026 | Cloud MRP & Manufacturing ERP
Digit is a cloud MRP and manufacturing ERP for SMB and mid-market makers and distributors. Independent review of features, fit, pricing, integrations, and alternatives like NetSuite and MRPeasy.
ModulesDigit Manufacturing
Digit Manufacturing capabilities and review.
Need help evaluating Digit?
Tell us about your requirements and we'll help you assess whether Digit is the right fit.