Last Updated
Overview
Epicor CRM streamlines the entire customer lifecycle through its deep connection with enterprise resource planning data. While system modifications can sometimes have long lead times, its ability to automate administrative sales tasks and provide a single source of truth greatly enhances operational efficiency and decision-making.
Overall Rating
Based on 8 users reviews
4.1
Rating Distribution
Positive
88%
Neutral
13%
Negative
0%
Starting Price
Custom
Epicor CRM Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is Epicor CRM?
Epicor CRM software is a customer relationship management (CRM) module designed as part of the broader Epicor Kinetic Enterprise Resource Planning (ERP) system. It is built for mid-market to large enterprises, particularly in manufacturing and distribution. The platform helps businesses manage the entire customer lifecycle by leveraging deep integration with back-office data. Key Epicor CRM features include lead and opportunity management, case management, and order history. These robust capabilities provide sales and service teams with a comprehensive overview of customer interactions, production status, and order history.
Epicor CRM Pricing
Epicor CRM Integrations
Who Is Epicor CRM For?
Epicor CRM is ideal for a range of product-centric industries that require tight alignment between sales operations and back-office functions, including:
- Manufacturing
- Distribution
- Automotive
- Building supply
- Retail
Is Epicor CRM Right For You?
Epicor CRM is an ideal choice for businesses deeply embedded in the Epicor Kinetic ERP ecosystem. Its standout strength is the seamless data flow between front-office sales and back-office operations, creating a single source of truth. As a recognized Leader in cloud ERP for product-centric enterprises, the platform is built for scalability and security. It helps businesses in manufacturing and distribution meet complex compliance needs while driving growth, making it a trusted choice for several notable organizations, such as Novaria Group, Volgren, and Owen Mumford.
Still not sure about Epicor CRM? Contact our support team at (661) 384-7070 for further guidance.
Epicor CRM Features
Contact Management
This module centralizes all contact information for customers, suppliers, and partners, making it accessible from any device. It tracks interactions, such as calls and emails, in real-time, ensuring every team member has a complete and accurate history to foster responsive communication.
Lead And Opportunity Management
This tool helps you proactively manage sales territories and the entire opportunity lifecycle, from initial lead to closed deal. It enables your sales team to target high-value opportunities and deliver accurate revenue forecasts to management, helping to convert more prospects into customers.
Case Management
This feature delivers personalized, high-quality customer service with a solution that tracks issues from the initial call to final resolution. It empowers your service team to manage caseloads efficiently, respond to customer needs quickly, and improve overall customer satisfaction and retention.
Marketing Management
Epicor CRM provides tools to build, execute, and measure targeted marketing campaigns for a powerful competitive edge. This feature enables you to seamlessly segment your audience, create effective communications, and analyze campaign ROI, ultimately helping you strengthen relationships with customers and prospects.
Epicor Commerce
This capability allows businesses to deliver a modern eCommerce experience that meets the unique needs of B2B buyers. It supports special promotions, custom price lists, repeat purchases, and the ability for customers to pay on account, aligning with evolving B2B expectations.
Pros And Cons of Epicor CRM
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
Epicor CRM Reviews
Total 8 reviews
4.1
All reviews are from verified customers
Rating Distribution
5
Stars25%
4
Stars63%
3
Stars13%
2
Stars0%
1
Stars0%
Share your experience
Child Day Care Services, 11-50 employees
More than a year
“The best option”
Pros
Everything about it is good. As it is easy to use that even a newbie can get a hang of it pretty quickly And the think I like a lot about it is that it is straight to the point.
Cons
Everything about it is good and I absolutely loved it. No cons to share!
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Construction, 51-100 employees
Less than a year
“I am a fan”
Pros
Epicor CRM software offers excellent service and makes all our processes pretty smooth.
Cons
I like everything about it as there is nothing I can think of that I didn't like.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Automotive, 51-100 employees
More than a year
“Powerful and effective tool”
Pros
It is built around data and can be customized so it works well for our different teams and departments depending on their needs.
Cons
I feel like it could be more user friendly and the software needs to run faster.
Rating Distribution
Ease of use
7
Value for money
7
Customer Support
8
Functionality
7
Frequently Asked Questions
What types of pricing plans does Epicor CRM offer?
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.
What level of support does Epicor CRM offer?
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.
What language does Epicor CRM support?
Besides English as its primary language, Epicor CRM is available in different global languages, including Spanish, French, Chinese, and Portuguese.
Who are the typical users of Epicor CRM?
Typical users of Epicor CRM are mid-market to large enterprises in product-centric industries, such as manufacturing, distribution, automotive, building supply, and retail.
What other apps does Epicor CRM integrate with?
Besides the applications of its own ecosystem, Epicor CRM specifically integrates with Salesforce.
Does Epicor CRM offer an API?
Yes, Epicor CRM provides an API.
Does Epicor CRM have a mobile app?
Yes, Epicor CRM offers a mobile app for both Android and iOS devices.