Epicor CRM

Empower your salesforce with Epicor Mobile CRM, to manage the sales cycle from opportunity to order shipment—anytime, anywhere. Through our next-generation mobile application, you can:

• Create and update Leads, Customers, Contacts, Quotes, Orders and Shipments on the go

• Build activity-based workflows like call/email logging, notes, “To Do” lists, and appointments

• Access data related to sales activities including competitors, cases, projects, and order history even without internet connectivity

• Convert a Sales Order from Opportunity/Quote

• Search Inventory to verify stock before creating a sales order

• Visualize customers and prospects on a map while in the designated area, and get travel directions to the selected location

Notes

Epicor Mobile CRM is compatible with Kinetic ERP 2021.2 (11.1.200) or later releases and is supported on Android OS version 12.0 and above.