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
Epicor Mobile CRM is compatible with Epicor ERP 10.1.500 or later releases.
Several bugs fixes including:
•Option to choose between English or Spanish languages
•See Call Logs detail text
•Utilization for customer financial data has been renamed Used Credit, and now corrects calculus of the customer’s credit
•Correct dates displayed for Quote Date and Order Date
•Primary salesperson is now saved correctly in Quote entries
Ratings and Reviews
- Epicor Software Corporation
- 106.8 MB
Requires iOS 9.0 or later. Compatible with iPhone, iPad and iPod touch.
- Age Rating
- Rated 4+
- © 2017 Epicor Software Corporation All Rights Reserved.
Up to six family members will be able to use this app with Family Sharing enabled.