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Epicor CRM

Epicor CRM simplifies the complete customer journey by integrating closely with enterprise resource planning data. Although changes to the system may take some...

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Epicor CRM simplifies the complete customer journey by integrating closely with enterprise resource planning data. Although changes to the system may take some...

Watch Demo Get Pricing
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Product Overview

Epicor CRM simplifies the complete customer journey by integrating closely with enterprise resource planning data. Although changes to the system may take some time to implement, its capacity to automate sales-related administrative duties and offer a unified source of accurate information significantly boosts operational efficiency and supports better decision-making.

Product Details

What Is Epicor CRM?

Epicor CRM is a customer relationship management (CRM) solution that functions as a module within the larger Epicor Kinetic Enterprise Resource Planning (ERP) system. It caters to mid-sized and large organizations, especially those in the manufacturing and distribution sectors. This platform enables companies to oversee the complete customer lifecycle by utilizing robust integration with back-office data. Notable features of Epicor CRM encompass lead and opportunity management, case management, and order history tracking. These powerful tools equip sales and service teams with an extensive view of customer interactions, production updates, and order history.

Epicor CRM Pricing

The pricing for Epicor CRM is flexible and can be tailored based on the features or modules you choose, as well as whether you opt for a perpetual or subscription licensing model. To get a quote that fits your specific business requirements, please request a custom Epicor CRM pricing estimate.

Epicor CRM Integrations

Apart from the integrated solutions within the Epicor ecosystem, Epicor CRM also has specific integrations with Salesforce. Consider watching a complimentary demo of Epicor CRM to discover more about its integration capabilities.

Who Is Epicor CRM For?

Epicor CRM is well-suited for various product-focused industries that need strong coordination between sales activities and back-office operations, including:

  • Manufacturing

  • Distribution

  • Automotive

  • Building supply

  • Retail

Is Epicor CRM Right For You?

This CRM solution is particularly beneficial for businesses that are closely integrated with the Epicor Kinetic ERP ecosystem. Its primary advantage lies in the smooth data transfer between front-office sales and back-office processes, resulting in a unified source of information. Recognized as a Leader in cloud ERP for product-driven companies, this platform is designed for both scalability and security. It aids manufacturing and distribution businesses in fulfilling complex compliance requirements while fostering growth, making it a reliable choice for many esteemed organizations such as Novaria Group, Volgren, and Owen Mumford.

If you still have questions about whether Epicor CRM is right for you, feel free to reach out to our support team at info@softwareseekers.com for additional assistance.

Enterprise Resource Planning Software Features

✘ crm
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ dashboards
✘ mobile app
✘ mobile crm
✘ purchasing
✘ erp systems
✘ job costing
✘ online help
✘ audit trails
✘ gps tracking
✘ integrations
✘ sales orders
✘ cost tracking
✘ mobile access
✘ time tracking
✘ bid management
✘ call recording
✘ call scripting
✘ sales tracking
✘ tax management
✘ call monitoring
✘ crm integration
✘ data management
✘ human resources
✔ lead management
✘ quality control
✘ rent collection
✘ report analyzer
✘ task management
✘ accounts payable
✘ asset management
✘ barcode scanning
✘ expense tracking
✘ labor management
✘ lease management
✘ maintenance logs
✘ order management
✘ sales automation
✘ web pos software
✘ activity tracking
✘ budget management
✘ capacity planning
✘ email integration
✘ invoicing billing
✘ order fulfillment
✘ project templates
✘ safety management
✔ sales forecasting
✘ tenant management
✘ vendor management
✔ contact management
✘ equipment tracking
✘ invoice management
✘ mobile pos systems
✘ payment processing
✘ payroll processing
✘ predictive dialing
✘ project management
✘ project scheduling
✘ shop floor control
✘ accounts receivable
✘ alertsnotifications
✘ analytic accounting
✘ bank reconciliation
✘ contract management
✘ customer management
✘ document management
✘ employee management
✘ facility management
✘ financial reporting
✘ incident management
✘ management customer
✘ omnichannel support
✘ production planning
✘ property accounting
✘ real time dashboard
✘ reporting analytics
✘ resource allocation
✘ treasury management
✔ workflow automation
✘ accounting reporting
✘ document managements
✘ equipment management
✘ financial management
✘ inventory management
✘ maintenance requests
✘ merchandise transfer
✘ performance tracking
✘ process erp software
✘ real time monitoring
✘ warehouse management
✘ bill of materials bom
✘ business intelligence
✘ compliance management
✔ customer segmentation
✘ ecommerce integration
✘ equipment maintenance
✘ inspection management
✘ productivity tracking
✘ work order management
✘ e commerce integration
✘ facilities maintenance
✘ fixed asset management
✘ multi currency support
✔ opportunity management
✘ preventive maintenance
✘ procurement management
✘ sales and distribution
✘ sales order management
✘ scheduling dispatching
✔ analytics and reporting
✘ change order management
✔ customer servicesupport
✘ real time notifications
✘ relationship management
✘ reporting and analytics
✘ supply chain management
✘ business intelligence bi
✔ deal pipeline management
✘ manufacturing management
✘ procurement supply chain
✘ social media integration
✘ subcontractor management
✘ budgeting and forecasting
✘ equipment rental software
✘ retail inventory software
✘ sales pipeline management
✘ compliance risk management
✘ human resources management
✘ retail accounting software
✘ retail management software
✘ sales marketing automation
✘ scheduling and dispatching
✘ small business pos systems
✘ service contract management
✘ call reporting and analytics
✘ integration with other tools
✘ compliance and risk management
✘ human resources management hrm
✘ interactive voice response ivr
✘ sales and marketing automation
✘ subscription recurring billing
✔ customer communication tracking
✘ project planning and scheduling
✘ customer relationship management
✘ delivery planning and scheduling
✘ manufacturing management partial
✘ product lifecycle management plm
✘ procurement purchasing management
✘ voicemail and callback management
✘ supply chain management integration
✘ customer relationship management crm
✘ business intelligence via power bi integration
✘ customer relationship management crm integration

Pros

  • ✔ Seamlessly automates administrative tasks
  • ✔ Robust analytics and data management
  • ✔ Real-time dashboards for optimized decision-making

Cons

  • ✘ The user interface might be a little overwhelming for new users
  • ✘ Lacks some of the latest marketing tools

Price

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Custom

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

The Epicor CRM price is custom-based on two main licensing models: a one-time Perpetual License and an ongoing Subscription License. Request a personalized Epicor CRM pricing quote for your business.

Epicor CRM provides multilingual support through its global teams from an online portal, featuring a ticketing system, a knowledge base, and extensive other support resources.

Besides English as its primary language, Epicor CRM is available in different global languages, including Spanish, French, Chinese, and Portuguese.

Typical users of Epicor CRM are mid-market to large enterprises in product-centric industries, such as manufacturing, distribution, automotive, building supply, and retail.

Besides the applications of its own ecosystem, Epicor CRM specifically integrates with Salesforce.

Yes, Epicor CRM provides an API.

Yes, Epicor CRM offers a mobile app for both Android and iOS devices.