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 2.0.2165
A Reset Application option has been added to the application which makes possible to log back to the Demo Mode when needed
An issue with the Map for Customers has been fixed
An issue with setting the Ship To ID for a Customer has been fixed
A warning will appear when trying to create an Order for a Customer on Credit Hold
Stop action is now working for a Shipment when Customer is on Credit Hold
Ratings and Reviews
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
- 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