Epicor CRM 2.0.2160

Epicor – Freeware – iOS
out of 14 votes

Empower your salesforce with Epicor Mobile CRM to efficiently manage the sales cycle from opportunity to order shipment, regardless of location.

Create and update Leads, Customers, Contacts, Quotes, Orders, and Shipments on the go.
Utilize activity-based workflows for call/email logging, notes, “To-Do” lists, and appointments.
Access crucial data related to sales activities, including competitors, cases, projects, and order history.
Effortlessly convert a Sales Order from Opportunity or Quote.
Verify stock availability before creating a sales order by searching Inventory.
Visualize customers and prospects on a map within the designated area and receive travel directions to the desired location.

Epicor Mobile CRM seamlessly integrates with Kinetic ERP 2021.2 (11.1.200) or later versions for enhanced functionality.

Overview

Epicor CRM is a Freeware software in the category Business developed by Epicor.

The latest version of Epicor CRM is 2.0.2160, released on 05/13/2024. It was initially added to our database on 05/13/2024.

Epicor CRM runs on the following operating systems: iOS.

Users of Epicor CRM gave it a rating of 3 out of 5 stars.

Pros

Comprehensive integration with Epicor ERP, providing a unified solution for sales and customer management.
User-friendly interface that simplifies navigation and data entry for users.
Robust reporting tools that facilitate analytics and data-driven decision-making.
Customizable workflows that can adapt to various business processes and needs.
Mobile accessibility allows users to access the CRM on-the-go, enhancing flexibility.
Strong support and community resources provided by Epicor, including training and documentation.

Cons

Can be expensive for small businesses due to licensing fees and implementation costs.
Setup and customization may require significant time and technical expertise, potentially leading to a steep learning curve.
Limited third-party integrations compared to other CRM solutions, which could restrict functionality for some users.
Some users have reported performance issues, particularly with large datasets during peak usage times.
Customer support response times can vary, leading to frustration in urgent situations.

Screenshots (Click to view larger)

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