[Home](https://www.selecthub.com/) \> [Field Service Management](https://www.selecthub.com/category/field-service-management/) \> [Field Service Management Software](https://www.selecthub.com/c/field-service-software/) \> [Dataforma](https://www.selecthub.com/p/field-service-software/dataforma/) \> Dataforma vs Epicor Service CRM # Dataforma vs Epicor Service CRM Last Updated: July 20th, 2026 Our analysts compared [Dataforma](https://www.selecthub.com/p/field-service-software/dataforma/) vs [Epicor Service CRM](https://www.selecthub.com/p/field-service-software/epicor-service-crm/) based on data from our 400+ point analysis of [Field Service Management Software](https://www.selecthub.com/c/field-service-software/), user reviews and our own crowdsourced data from our [free software selection platform](https://www.selecthub.com/about/start-free-selection-project-site/?category=Field Service Management Software&cta=field-service-software). [Overview](#product-overview) [Pricing](#product-pricing) [Our Review](#product-analyst-summary) [User Ratings](#user-sentiment-section) [Features](#product-benefits-features) [Screenshots](#product-screenshots) Remove Add to Compare [![Dataforma Software Tool](https://cdn.selecthub.com/products/ae3f58a127f6c1f12c4942432d1f246a-06733de0805f31992472393c65e4bee0/resources/normal/logo.png?1693317844)](https://www.selecthub.com/p/field-service-software/dataforma/) Remove Add to Compare [![Epicor Service CRM Software Tool](https://cdn.selecthub.com/products/b83210dd590047ee38c4660f1f6060e5-5cc2b9e7bf3f6e281b090a2328b81ccd/resources/normal/logo.webp?1739383420)](https://www.selecthub.com/p/field-service-software/epicor-service-crm/) [ ![Product Awards](https://www.selecthub.com/display/images/awards_badge.svg) ](#awards-section) [Get Free Demo](https://pmo.selecthub.com/get-product-demo/?category=Field+Service+Management+Software&product%5Fname=Dataforma&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fae3f58a127f6c1f12c4942432d1f246a-06733de0805f31992472393c65e4bee0%2Fresources%2Fnormal%2Flogo.png%3F1693317844) [Demo](https://pmo.selecthub.com/get-product-demo/?category=Field+Service+Management+Software&product%5Fname=Dataforma&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fae3f58a127f6c1f12c4942432d1f246a-06733de0805f31992472393c65e4bee0%2Fresources%2Fnormal%2Flogo.png%3F1693317844) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=Field+Service+Management+Software&product%5Fname=Dataforma&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fae3f58a127f6c1f12c4942432d1f246a-06733de0805f31992472393c65e4bee0%2Fresources%2Fnormal%2Flogo.png%3F1693317844&price=2) [Pricing](https://pmo.selecthub.com/get-product-pricing/?category=Field+Service+Management+Software&product%5Fname=Dataforma&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fae3f58a127f6c1f12c4942432d1f246a-06733de0805f31992472393c65e4bee0%2Fresources%2Fnormal%2Flogo.png%3F1693317844&price=2) [Get Free Demo](https://pmo.selecthub.com/get-product-demo/?category=Field+Service+Management+Software&product%5Fname=Epicor%2BService%2BCRM&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fb83210dd590047ee38c4660f1f6060e5-5cc2b9e7bf3f6e281b090a2328b81ccd%2Fresources%2Fnormal%2Flogo.webp%3F1739383420) [Demo](https://pmo.selecthub.com/get-product-demo/?category=Field+Service+Management+Software&product%5Fname=Epicor%2BService%2BCRM&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fb83210dd590047ee38c4660f1f6060e5-5cc2b9e7bf3f6e281b090a2328b81ccd%2Fresources%2Fnormal%2Flogo.webp%3F1739383420) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=Field+Service+Management+Software&product%5Fname=Epicor%2BService%2BCRM&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fb83210dd590047ee38c4660f1f6060e5-5cc2b9e7bf3f6e281b090a2328b81ccd%2Fresources%2Fnormal%2Flogo.webp%3F1739383420&price=2) [Pricing](https://pmo.selecthub.com/get-product-pricing/?category=Field+Service+Management+Software&product%5Fname=Epicor%2BService%2BCRM&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fb83210dd590047ee38c4660f1f6060e5-5cc2b9e7bf3f6e281b090a2328b81ccd%2Fresources%2Fnormal%2Flogo.webp%3F1739383420&price=2) ### Products Insights Product Ranking ## #25 among all Field Service Management Software ## #68 among all Field Service Management Software [Find out who the leaders are](https://pmo.selecthub.com/request-custom-scorecard?post%5Ftype=auto%5Fvs%5Farticle&category%5Fslug=field-service-software&product%5Fslug=dataforma&category=Field+Service+Management+Software) Price Starts From $69.99/User, Monthly [Free Trial is available →](https://pmo.selecthub.com/free-trial/?product%5Fname=Dataforma&category=Field Service Management Software&product%5Flogo=https://d3uimxdj41cg3o.cloudfront.net/products/ae3f58a127f6c1f12c4942432d1f246a-06733de0805f31992472393c65e4bee0/resources/normal/logo.png?1693317844) Custom Quote i Free Trial is unavailable → Pros What we like about Dataforma and Epicor Service CRM: **Functionality:** The system streamlines operations, organizes current and upcoming work and helps field technicians process work orders swiftly. Users can quickly collect required information from clients to serve them better, noted 82% of users who talked about the product’s functionality. **Billing:** Nearly 77% of reviewers who talked about billing said that the product offers tools that simplify billing and accounting. It tracks labor hours and costs to process payroll. **Reporting:** About 83% of users that mentioned reporting said that the product offers numerous fields and subcategories to customize reports and find required data. **Support:** The system is backed by prompt and efficient customer support to resolve product-related issues and queries, said about 80% of users who talked about support. **Customer Interaction Tracking:** Epicor Service CRM excels at recording all customer interactions, creating a comprehensive view of customer history for improved service and targeted marketing. **Appointment Management:** The software streamlines appointment scheduling, reducing conflicts and improving service bay utilization, a crucial aspect for field service businesses. **Service History Monitoring:** Users praise Epicor Service CRM for its ability to meticulously track service history, enabling technicians to quickly access past records and provide more informed service. **Intuitive Interface:** User reviews often highlight the software's user-friendly design, making it easy for employees to learn and use, even those who are not tech-savvy. Cons What we dislike about Dataforma and Epicor Service CRM: **Duplication:** The system doesn’t send notifications for multiple users entering the same information, leading to information duplication, noted 77% of users who talked about information duplication. **Usability:** Nearly 78% of users that spoke about usability said that the system requires a steep learning curve and multiple training sessions to get acquainted with its capabilities and enter information. **Cost:** The product is on the expensive side for small businesses as it charges a fee per user, said 81% of reviewers who mentioned cost. **Integration Issues:** User reviews frequently mention difficulties integrating Epicor Service CRM with essential business systems, particularly email and telephony platforms. This can lead to inefficient workflows and disruptions in communication. **Bugginess and Slow Performance:** Some users have reported encountering bugs and slow performance with the software, hindering productivity and causing frustration among staff. **Mobile App Shortcomings:** The mobile app has received negative feedback for being buggy, slow, and lacking essential information available in the full version, limiting its usefulness for field technicians. **Steep Learning Curve:** Users have cited a steep learning curve, making it challenging for new employees to quickly adapt to the software and maximize its potential. ### Our Review Dataforma streamlines business operations, tracks projects, sets accountability and stores crucial information in one place. It provides tools that help users with billing, accounting and processing payroll. Its numerous filters and subcategories provide analytics and in-depth reporting into strengths and weaknesses for critical decision-making. The system is backed with efficient and prompt customer support and offers thorough training to new users. However, it offers many convoluted business management features that require lengthy back-end setup, has a clunky UI and doesn’t send notifications when duplicate data is entered. It is expensive for small businesses, has a steep learning curve and requires numerous steps to create sales correspondence. Show more Is Epicor Service CRM an epic bore or does it restore your faith in field service management? While Epicor Service CRM offers valuable features for service management, potential users should carefully consider the software's alignment with their specific business needs, especially in light of mixed user feedback. Some users praise its intuitive interface and comprehensive tools for managing customer relationships, highlighting its ability to simplify tasks such as tracking customer interactions, managing appointments, and monitoring service history. However, criticisms regarding its learning curve and integration capabilities, particularly with modern tools like email and telephony, raise concerns. For instance, users have reported difficulties integrating Epicor Service CRM with commonly used communication channels, hindering their ability to streamline customer interactions. A recurring concern is the software's alleged bugginess and slow performance, leading to frustration and even migration to alternative platforms like Salesforce. One user recounted their experience with the Mobile CRM app, describing it as "buggy and slow" and citing unresolved security vulnerabilities that compromised data confidentiality. Such issues raise concerns about the software's reliability and suitability for businesses relying on efficient and secure operations. Epicor Service CRM appears best suited for businesses prioritizing ease of use and comprehensive service management features over seamless integration with modern communication tools. Its strengths lie in providing a centralized platform for managing customer interactions, tracking service history, and generating insightful reports. However, businesses heavily reliant on email, telephony, or mobile app functionality may find the software's limitations a significant drawback. Thorough due diligence, including product demos and user feedback analysis, is crucial before committing to Epicor Service CRM. Show more ### User Sentiment Summary Dataforma has a user sentiment rating of 86 based on 212 reviews. Epicor Service CRM has a user sentiment rating of 100 based on 2 reviews. ![Great User Sentiment](https://www.selecthub.com/display/images/scores/great.svg) 212 reviews ![Excellent User Sentiment](https://www.selecthub.com/display/images/scores/excellent.svg) 2 reviews Synopsis Evaluating all review platforms, our market analysts have compiled the following user sentiment data. 86% of users recommend this product Dataforma has a 'great' User Satisfaction Rating of 86% when considering 212 user reviews from 3 recognized software review sites. 100% of users recommend this product Epicor Service CRM has a 'excellent' User Satisfaction Rating of 100% when considering 2 user reviews from 2 recognized software review sites. User Review Scores **G2.com, Inc** **4.0** (4) n/a **Software Advice, Inc** **4.3** (103) **5.0** (1) **Capterra Inc** **4.3** (105) **5.0** (1) ### Awards SelectHub awards earned by these products based on a comprehensive analysis by our research analysts. No awards. Epicor Service CRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite. ![User Favorite Award]() ### Product Assistance Training Resources Documentation In Person Live Online Videos Webinars Documentation In Person Live Online Videos Webinars Support Email Phone Chat FAQ Forum Knowledge Base 24/7 Live Support Email Phone Chat FAQ Forum Knowledge Base 24/7 Live Support ### Product Basics Company Size i Small Medium Large Small Medium Large Platforms Supported Windows Mac Linux Android Chromebook Windows Mac Linux Android Chromebook Deployment Supported Cloud On-Premise Mobile Cloud On-Premise Mobile Comparison of Top Alternatives [Dataforma Alternatives ](https://www.selecthub.com/field-service-software/dataforma/alternatives/) [Epicor Service CRM Alternatives ](https://www.selecthub.com/field-service-software/epicor-service-crm/alternatives/) ### Screenshots ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() ### Key Features * **Database Management:** Maintain a database of all contacts, including contractors and customers at a central platform, along with contact details, work orders and service history. * **Lead Tracking:** Use lead tracking to centrally manage leads, collect granular lead data for targeted marketing campaigns, assign leads to salespersons and analyze lead-close ratios. * **Contract Management:** Manage contracts with service providers, facilitate long-term relationships with contractors and give customers quicker service delivery. * **Document Management:** Store, track and exchange a variety of documents with contractors and customers like contracts, quotes, invoices, service photographs, warranty documents and more. Save time spent on paperwork with centralized and organized information. * **Inventory Management:** Accurately track fleet and inventory metrics like products and equipment, returns to vendors and returns from customers. Check, update and adjust inventory in real time. Show More * **Comprehensive Scheduling:** Efficiently manage appointments with a dynamic calendar that supports drag-and-drop functionality for easy rescheduling. * **Real-Time Dispatching:** Optimize field operations with real-time updates and GPS tracking to ensure technicians are deployed effectively. * **Mobile Access:** Empower field technicians with a mobile app that provides access to job details, customer history, and inventory management on the go. * **Customer Portal:** Enhance customer experience by offering a self-service portal where clients can request services, track progress, and view service history. * **Inventory Management:** Keep track of parts and supplies with an integrated inventory system that updates stock levels in real-time. Show More ### Top Alternatives in Field Service Management Software [ Dynamics 365 Field Service ](https://www.selecthub.com/p/field-service-software/dynamics-365-field-service/) [ FieldEdge ](https://www.selecthub.com/p/field-service-software/fieldedge/) [ Housecall Pro ](https://www.selecthub.com/p/field-service-software/housecall-pro/) [ IFS Field Service Management ](https://www.selecthub.com/p/field-service-software/ifs-field-service-management/) [ Jobber ](https://www.selecthub.com/p/field-service-software/jobber/) [ Kickserv ](https://www.selecthub.com/p/field-service-software/kickserv/) [ mHelpDesk ](https://www.selecthub.com/p/field-service-software/mhelpdesk/) [ Oracle Field Service ](https://www.selecthub.com/p/field-service-software/oracle-field-service/) [ Salesforce Field Service ](https://www.selecthub.com/p/field-service-software/salesforce-field-service/) [ Service Fusion ](https://www.selecthub.com/p/field-service-software/service-fusion/) [ ServiceMax ](https://www.selecthub.com/p/field-service-software/servicemax/) [ ServicePower ](https://www.selecthub.com/p/field-service-software/servicepower/) [ ServiceTitan ](https://www.selecthub.com/p/field-service-software/servicetitan/) [ simPRO ](https://www.selecthub.com/p/field-service-software/simpro/) [ Workiz ](https://www.selecthub.com/p/field-service-software/workiz/) ### Head-to-Head Comparison ![Dataforma Software Tool]() ![Dynamics 365 Field Service Software Tool]() [Dataforma VS Dynamics 365 Field Service](https://www.selecthub.com/field-service-software/dataforma-vs-dynamics-365-field-service/) ![Dataforma Software Tool]() ![Housecall Pro Software Tool]() [Dataforma VS Housecall Pro](https://www.selecthub.com/field-service-software/housecall-pro-vs-dataforma/) ![Dataforma Software Tool]() ![IFS Field Service Management Software Tool]() [Dataforma VS IFS Field Service Management](https://www.selecthub.com/field-service-software/dataforma-vs-ifs-field-service-management/) ![Dataforma Software Tool]() ![Jobber Software Tool]() [Dataforma VS Jobber](https://www.selecthub.com/field-service-software/jobber-vs-dataforma/) ![Dataforma Software Tool]() ![mHelpDesk Software Tool]() [Dataforma VS mHelpDesk](https://www.selecthub.com/field-service-software/mhelpdesk-vs-dataforma/) ![Dataforma Software Tool]() ![Oracle Field Service Software Tool]() [Dataforma VS Oracle Field Service](https://www.selecthub.com/field-service-software/dataforma-vs-oracle-field-service/) ![Dataforma Software Tool]() ![Salesforce Field Service Software Tool]() [Dataforma VS Salesforce Field Service](https://www.selecthub.com/field-service-software/dataforma-vs-salesforce-field-service/) ![Dataforma Software Tool]() ![Service Fusion Software Tool]() [Dataforma VS Service Fusion](https://www.selecthub.com/field-service-software/service-fusion-vs-dataforma/) ![Dataforma Software Tool]() ![ServiceMax Software Tool]() [Dataforma VS ServiceMax](https://www.selecthub.com/field-service-software/servicemax-vs-dataforma/) ![Dataforma Software Tool]() ![ServicePower Software Tool]() [Dataforma VS ServicePower](https://www.selecthub.com/field-service-software/dataforma-vs-servicepower/) ![Dataforma Software Tool]() ![ServiceTitan Software Tool]() [Dataforma VS ServiceTitan](https://www.selecthub.com/field-service-software/servicetitan-vs-dataforma/) ![Dataforma Software Tool]() ![Workiz Software Tool]() [Dataforma VS Workiz](https://www.selecthub.com/field-service-software/dataforma-vs-workiz/) **About SelectHub (and our data)** We’re the employee-owned Austin-based startup democratizing software data so you can make your decisions in an influence-free zone. Our market data is crowdsourced from our user-base of 100,000+ companies. WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more... ![SelectHub Products Reporting and Analytics]() [Build Your Requirements](https://pmo.selecthub.com/fss-requirements-onsite/) ![SelectHub Products Cost and Pricing Guide]() [Get Your Free Comparison Report](https://pmo.selecthub.com/request-custom-scorecard/?category=Field%20Service%20Management%20Software) **Tier 1:** Fully/moderately supported out-of-the-box allowing for quick and easy deployment. Fully or moderately supported out-of-the-box with industry-leading capabilities and is immediately available after installation without needing any add-ons, integrations, or custom development. **Tier 2:** Supported with workarounds or add-ons that may require additional costs. Not directly available in the software, but can be accomplished using other built-in features, workarounds, or add-ons/products from the vendor with or without any additional cost. **Tier 3:** Requires partner integrations or custom development that is often at an additional cost. Requires additional integrations, plugins, marketplace applications from a third-party vendor, or custom development using the APIs, libraries, extensions, and development framework supported by the software, with or without any additional cost. 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