Epicor CRM

star star star star star 0.0 (0 reviews) | Enterprise Resource Planning Software · Account Management Software

Enhance your operational efficiency with Epicor CRM, streamlining the customer lifecycle and automating sales tasks for better decision-making.

Get Pricing play_circleWatch Demo

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

cancel CRM

cancel Dashboard

cancel Invoicing

cancel Reporting

cancel Timeclock

cancel Dashboards

cancel Mobile App

cancel Mobile CRM

cancel Purchasing

cancel ERP Systems

cancel Job Costing

cancel Online Help

cancel Audit Trails

cancel GPS Tracking

cancel Integrations

cancel Sales Orders

cancel Cost Tracking

cancel Mobile Access

cancel Time Tracking

cancel Bid Management

cancel Call Recording

cancel Call Scripting

cancel Sales Tracking

cancel Tax Management

cancel Call Monitoring

cancel CRM Integration

cancel Data Management

cancel Human Resources

check_circle Lead Management

cancel Quality Control

cancel Rent Collection

cancel Report Analyzer

cancel Task Management

cancel Accounts Payable

cancel Asset Management

cancel Barcode Scanning

cancel Expense Tracking

cancel Labor Management

cancel Lease Management

cancel Maintenance Logs

cancel Order Management

cancel Sales Automation

cancel Web POS Software

cancel Activity Tracking

cancel Budget Management

cancel Capacity Planning

cancel Email Integration

cancel Invoicing & Billing

cancel Order Fulfillment

cancel Project Templates

cancel Safety Management

check_circle Sales Forecasting

cancel Tenant Management

cancel Vendor Management

check_circle Contact Management

cancel Equipment Tracking

cancel Invoice Management

cancel Mobile POS Systems

cancel Payment Processing

cancel Payroll Processing

cancel Predictive Dialing

cancel Project Management

cancel Project Scheduling

cancel Shop Floor Control

cancel Accounts Receivable

cancel Alerts/Notifications

cancel Analytic Accounting

cancel Bank Reconciliation

cancel Contract Management

cancel Customer Management

cancel Document Management

cancel Employee Management

cancel Facility Management

cancel Financial Reporting

cancel Incident Management

cancel Management Customer

cancel Omnichannel Support

cancel Production Planning

cancel Property Accounting

cancel Real-Time Dashboard

cancel Reporting & Analytics

cancel Resource Allocation

cancel Treasury Management

check_circle Workflow Automation

cancel Accounting & Reporting

cancel Document Managements

cancel Equipment Management

cancel Financial Management

cancel Inventory Management

cancel Maintenance Requests

cancel Merchandise Transfer

cancel Performance Tracking

cancel Process ERP Software

cancel Real-Time Monitoring

cancel Warehouse Management

cancel Bill of Materials (BOM)

cancel Business Intelligence

cancel Compliance Management

check_circle Customer Segmentation

cancel E‑commerce Integration

cancel Equipment Maintenance

cancel Inspection Management

cancel Productivity Tracking

cancel Work Order Management

cancel E-commerce Integration

cancel Facilities Maintenance

cancel Fixed Asset Management

cancel Multi-Currency Support

check_circle Opportunity Management

cancel Preventive Maintenance

cancel Procurement Management

cancel Sales and Distribution

cancel Sales / Order Management

cancel Scheduling & Dispatching

check_circle Analytics and Reporting

cancel Change Order Management

check_circle Customer Service/Support

cancel Real-time Notifications

cancel Relationship Management

cancel Reporting And Analytics

cancel Supply Chain Management

cancel Business Intelligence (BI)

check_circle Deal Pipeline Management

cancel Manufacturing Management

cancel Procurement / Supply Chain

cancel Social Media Integration

cancel Subcontractor Management

cancel Budgeting and Forecasting

cancel Equipment Rental Software

cancel Retail Inventory Software

cancel Sales Pipeline Management

cancel Compliance & Risk Management

cancel Human Resources Management

cancel Retail Accounting Software

cancel Retail Management Software

cancel Sales & Marketing Automation

cancel Scheduling And Dispatching

cancel Small Business POS Systems

cancel Service Contract Management

cancel Call Reporting and Analytics

cancel Integration with Other Tools

cancel Compliance and Risk Management

cancel Human Resources Management (HRM)

cancel Interactive Voice Response (IVR)

cancel Sales and Marketing Automation

cancel Subscription / Recurring Billing

check_circle Customer Communication Tracking

cancel Project Planning and Scheduling

cancel Customer Relationship Management

cancel Delivery Planning And Scheduling

cancel Manufacturing Management (partial)

cancel Product Lifecycle Management (PLM)

cancel Procurement / Purchasing Management

cancel Voicemail and Callback Management

cancel Supply Chain Management Integration

cancel Customer Relationship Management (CRM)

cancel Business Intelligence (via Power BI Integration)

cancel Customer Relationship Management (CRM) Integration

Pros & Cons

Pros

checkSeamlessly automates administrative tasks

checkRobust analytics and data management

checkReal-time dashboards for optimized decision-making

Cons

closeThe user interface might be a little overwhelming for new users

closeLacks some of the latest marketing tools

User Reviews

0.0

star star star star star

0 reviews

Positive

Neutral

Negative

rate_review

No reviews yet

Be the first to share your experience with Epicor CRM.

Frequently Asked Questions

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.

Still deciding on Epicor CRM?

Talk to a specialist — they'll compare it against your shortlist for free.

chat_bubbleTalk to an expert

Epicor CRM

How would you rate the overall quality?

Overall Rating

☆ ☆ ☆ ☆ ☆

Ease of Use

Value for Money

Customer Support

Functionality