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 2.0.2164

Rollback to fix a performance issue on the Orders screen: User won't see orders that are not assigned to their territory if Territory Security is turned on

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

More By This Developer

Epicor Dist POD
Business
Epicor Service CRM
Business
Foxworth Galbraith Lumber
Business
CS Brown Co Inc Web Track
Business
Epicor DDMS
Business
Yoders Building Services
Utilities

You Might Also Like

Epicor Kinetic POD Lite
Business
Bezlio
Productivity
SharpSpring
Business
Work Truck Week® 2024
Business
Expo Tracker Lead Retrieval
Business
Potter Conference
Business