Description
• 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.
User Reviews for Epicor CRM 1
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for Epicor CRM
Epicor CRM empowers sales teams to efficiently manage the sales cycle on-the-go. Next-gen app with offline access and mapping features.