Epicor CRM

This module centralizes all contact information for customers, suppliers, and partners, making it accessible from any device. It tracks interactions, such as calls and emails, in real-time, ensuring every team member has a complete and accurate history to foster responsive communication.

This tool helps you proactively manage sales territories and the entire opportunity lifecycle, from initial lead to closed deal. It enables your sales team to target high-value opportunities and deliver accurate revenue forecasts to management, helping to convert more prospects into customers.

This feature delivers personalized, high-quality customer service with a solution that tracks issues from the initial call to final resolution. It empowers your service team to manage caseloads efficiently, respond to customer needs quickly, and improve overall customer satisfaction and retention.

Epicor CRM provides tools to build, execute, and measure targeted marketing campaigns for a powerful competitive edge. This feature enables you to seamlessly segment your audience, create effective communications, and analyze campaign ROI, ultimately helping you strengthen relationships with customers and prospects.

This capability allows businesses to deliver a modern eCommerce experience that meets the unique needs of B2B buyers. It supports special promotions, custom price lists, repeat purchases, and the ability for customers to pay on account, aligning with evolving B2B expectations.