Accounts, contacts, opportunities and quotes, held close enough to the ledger that a won deal becomes a sales order without rekeying. Most finance buyers already own a CRM, so what matters is whether this one replaces it or has to live beside it.
Stackmark rates Acumatica’s crm as core: built and sold by the vendor as part of the suite.
The tier is read from the vendor’s own documentation, cited below, and says how the module is delivered — not how well it works for a given company. That is what the demonstration questions are for.
If we keep our existing CRM, what is the supported integration — which objects sync, in which direction, and how often?
Does a quote built here carry its pricing, discount approval and tax treatment straight through to the sales order?
Can a salesperson see a customer's credit limit and overdue balance before they quote?
Who owns the customer master when both systems can create one, and how are duplicates resolved?
Other profiled systems whose records rate crm as core. Alphabetical; a listing is a documented fact, not a recommendation.
Project ERP for architecture, engineering and consulting firms, joining CRM and pipeline, resource planning, project delivery and firm accounting in one system. Deltek sells it to firms from small practices to large multi-office organisations, mostly on its own cloud.
Fully open-source ERP that can be self-hosted at no licence cost or bought as a hosted service, with its largest user base in India.
Oracle’s long-lived enterprise ERP with a deep asset- and project-intensive installed base, still maintained rather than retired, and commonly run on Oracle’s own infrastructure.
Microsoft’s modular business-applications line, where Finance & Operations covers larger enterprises and Business Central covers the mid-market. Its pull is tight integration with the rest of the Microsoft stack.
Modular open-source suite where buyers switch on only the applications they need, with a large third-party partner network and a low entry price.
Cloud ERP aimed at growing mid-market companies, sold as a single suite covering financials, orders, inventory and CRM. Its OneWorld tier handles multi-entity and multi-currency consolidation.
Privately held ERP vendor founded in Israel, selling a broad mid-market suite with offices in the United States, United Kingdom and Belgium.
SAP’s older two-tier cloud suite for subsidiaries and smaller companies. SAP has stopped selling it to new customers, so the live question for existing users is where to migrate.
The pages the depth rating and module list were taken from. The module description and questions are Stackmark’s own, shared with the module page.