Epicor Mobile 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 Epicor ERP 10.1.500 or later releases and is supported on Android OS version 5.0 and above.
• 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 Epicor ERP 10.1.500 or later releases and is supported on Android OS version 5.0 and above.
Category : Business
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Reviews (3)
Abh. G.
May 9, 2019
Some of the android versions are not compatiable with this app. Can you suggest me the device and the android version which supports crm app??
Ada. R.
Feb 13, 2018
Love the app. Epicor did a great job. Can't wait for enhancements.
Horrible, if I could give it negative stars I would. I only wish our competitors would use Epicor CRM so they could be as blind to their data as I am in Epicor. Save your money, Excel speadsheets and word documents are more useful than the Epicor CRM system. I have literally reverted back to Excel, a rolodex and business cards to conduct business.