xTuple Comparison — CRM

CRM Module

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The Corporate Relationship Management (CRM) Module covers much more than just customers. A CRM Account can have any number of relationships, including Prospect, Customer, Vendor, Partner, and Competitor. Individual Contacts are associated with Accounts as well.

Integrated Opportunity Management tracks pre-sales activity. There is even basic Project Management with the ability to associate Quotes, Sales Orders, Work Orders and Purchase Orders with individual Projects.


The integrated Corporate/Customer Relationship Management functionality is crucial to maximizing xTuple business software (PostBooks® as well as Commercial Editions). xTuple’s CRM allows you to organize, synchronize and manage ALL of your business contacts and communications, including sales and marketing opportunities, customer incident management, to-do lists and projects, and more.


  xTuple PostBooks® Edition xTuple Distribution Edition xTuple Manufacturing Edition xTuple Enterprise Edition
Incident (New, Workbench) 
To-Do (New, List) 
Project (New, List) 
Opportunity (New, List) 
     Order Activity by Project 
     Incidents by CRM Account 
     To-Do List Items by User and Incident 
Account (New, List, Search) 
Contact (New, List, Search) 
 Address (New, List, Search) 
Master Information


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