Customer and contacts
Keep company, contact, address, communication and relationship information in a shared customer record.
Products RastCRM
Field sales and
Field sales and
technical service CRM.
RastCRM brings customer, sales and field service work into one web and mobile system. Sales teams follow customers, opportunities and quotations; technical teams manage work orders, installations, maintenance and service records.
Sales and service
One customer record, two connected operations.
The sales and service sides can be used together or scoped according to the team that will start first.
Opportunities and quotations
Follow the sales stage, expected value, product or service lines, quotation versions and related activities.
Field sales work
Sales teams can review customer information, record visits and update the opportunity from the mobile application.
Work orders and planning
Create installation, maintenance or service work; assign it to the relevant team and follow its status from the office.
Technician mobile app
Technicians receive assigned jobs, review service history and record forms, notes, photographs and signatures in the field.
Stock and parts
Warehouse and field stock movements can be connected to sales or service records where the operation requires it.
Technical structure
The web panel, mobile apps and integrations use the same business data.
Angular + .NET
The web interface and backend API separate screen logic from customer, sales and service rules.
Flutter
Dedicated mobile flows are available for technicians, warehouse users and field teams on iOS and Android.
API integrations
ERP, accounting, payment, messaging or other company systems can exchange the data required by the agreed workflow.
Related pages
Review the mobile and integration sides separately.
Common questions
RastCRM
Customer and contact records, opportunities, quotations, activities and field updates can be managed in the same sales flow. The fields, stages and permissions are configured according to the company’s actual sales process.
Yes. Work orders, installation and maintenance jobs, technician assignment, service forms and equipment history can run alongside customer data. Technicians use the mobile app while the office team follows the operation on the web.
The workflows that need field continuity can keep selected data and pending actions on the device. Synchronization rules are planned according to the data source and the action being completed.
Yes, when the other system provides a suitable integration method. Customer, product, stock, invoice or service data can be exchanged through APIs or an integration service designed for the project.
If Dynamics 365 will remain the central CRM, a custom mobile or web application can be built on top of Dataverse instead of introducing another CRM. We review both options before recommending a structure.
Want to review RastCRM for your sales or service team?
Tell us about the current workflow and systems; we can show the relevant parts in a demo.
Ask for a demo