Epicor CRM

Business

Free · Designed for iPad

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.

  • 2.6
    out of 5
    16 Ratings

Leads are now displayed correctly on the map An error message is shown when shipping a line that has no Warehouse and/or Bin Error Parameter icDate is not found in the input object is no longer shown It is possible to assign a competitor to an Opportunity with no error To Do or an Appointment activity now are displayed correctly on the Activities

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

The developer has not yet indicated which accessibility features this app supports. Learn More

  • Seller
    • Epicor Software Corporation
  • Size
    • 110 MB
  • Category
    • Business
  • Compatibility
    Requires iOS 14.0 or later.
    • 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 and Spanish
  • Age Rating
    4+
  • Copyright
    • © 2022 Epicor Software Corporation All Rights Reserved.