Epicor CRM 4+

Epicor

Designed for iPad

    • 2.7 • 14 Ratings
    • 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 2.0.2160

BAQ Version updated to 0.3.4
Support for 3 languages has been included: Swedish, Finnish, Thai
A warning will be shown when an order exceeds the customer credit limit
An issue that caused a freeze of the application when saving an order has been fixed
Currency value has been fixed for Orders
CRM type cases are listed now from history
Issue with Contacts with one character has been fixed
Issue with Order Date and Need By Date has been fixed

Ratings and Reviews

2.7 out of 5
14 Ratings

14 Ratings

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, for example, based on the features you use or your age. Learn More

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