Epicor CRM 4+
Epicor
Designed for iPad
-
- Free
Screenshots
Description
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.
• 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
Epicor Mobile CRM is compatible with Kinetic ERP 2021.2 (11.1.200) or later releases.
What’s New
Version 2.0.2163
BAQ Version updated to 0.3.5
Order Lines screen now displays the order line total and the order line sell quantity correctly
User won't see orders that are not assigned to their territory if Territory Security is turned on
Now it is possible to see all warehouses in inventory filters screen
Changing the Customer of an Opportunity will no longer display an exception
Now the app shows the correct Sales Person that the user selected on the Ship To Record
App Privacy
The developer, Epicor, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Location
- Contact Info
- Diagnostics
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
-
Epicor Software Corporation has identified itself as a trader for this app and confirmed that this product or service complies with European Union law.
- DUNS Number
- 968188693
- Address
- 807 Las Cimas Pkwy Ste 400 Austin Texas 78746-6188 United States
- Phone Number
- +1 9252413406
- bhoff@epicor.com
- Size
- 110 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 14.0 or later.
- iPad
- Requires iPadOS 14.0 or later.
- iPod touch
- Requires iOS 14.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Languages
-
English, Spanish
- Age Rating
- 4+
- Copyright
- © 2022 Epicor Software Corporation All Rights Reserved.
- Price
- Free