Field Service &
Field Sales CRM

RastCRM is a configurable web and mobile CRM for field service and field sales teams. It brings customers, sales activity, work orders, mobile users and reporting into one system.

Customer and contact records, opportunities, sales stages, quotations, activities and visits can be managed in the same sales flow. Fields, stages and permissions are configured according to the company’s process.

Yes. RastCRM supports field service management through work orders, installation and maintenance jobs, technician assignment, planning, service forms, equipment history and reporting.

Office users create a work order, add customer and job details, plan the visit and assign it to a technician or team. The field user updates the status and returns notes, forms, photos or signatures through the mobile app.

Yes. Dedicated iOS and Android workflows can be configured for technicians, sales representatives, warehouse users and other mobile teams according to their assigned tasks.

Selected field workflows can keep the required data and pending actions on the device when there is no connection. Offline scope and synchronization rules are defined for each project; the entire CRM is not presented as fully offline.

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.

Usually, yes. The integration scope depends on the available APIs, data ownership and required workflow. RastCRM can exchange agreed data with ERP, accounting, payment, messaging and other company systems.

Yes. RastCRM can be configured to manage water treatment service operations end to end, including service forms, filter replacement reminders, technician task assignment, call-center job assignment, warehouse stock and transfers to mobile warehouses.

Yes. Call-center users can create a service job from an incoming request, connect it to the customer and device, then assign it to a technician or team. Office users follow the job on the web while the assigned field user receives and updates it from the mobile app.

Yes. Devices can be linked to customer records with warranty and filter information. Reminder or service tasks can then be created according to the configured warranty dates and filter replacement periods.

RastCRM can integrate with Dynamics 365 when a defined workflow requires data exchange. If Dynamics 365 will remain the central CRM, building a custom mobile or web application on Dataverse may be a better fit than introducing another CRM; we evaluate both structures.