Free

Details

  • Released
  • Updated
  • November 20, 2017
  • February 16, 2025

Features

Epicor CRM screenshot #1 for iPhone
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Epicor CRM screenshot #7 for iPhone
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About

Manage your entire sales cycle on the go with this mobile application. Create and update leads, customers, and orders, build activity-based workflows, and access sales data. Visualize customer locations and search inventory to streamline your sales process.

Manage leads, customers, contacts, quotes, orders, and shipments
Build activity-based workflows
Access sales activity data
Convert sales orders from opportunities/quotes
Search inventory and verify stock
Visualize customers on a map with directions
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What's New in Epicor CRM

2.0.2168

February 16, 2025

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

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User reviews

Inadequate quote Lookup

There is not a way to search for an opportunity/quote by quote number.

After update

After the epicor kinetic update last week, this app will not load orders. It’s useless without it.

Cannot enter server name

Could not finish installation on an iPhone 12 as it did not recognize the press to move past the step entering server name. No error message or feedback at all, just no response as if the button was never pressed. Know the information is correct because it worked on a different device (although that device had to go into landscape mode to accept the press). Very frustrating.
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Developer apps

FAQ

What is Epicor CRM compatible with?

Epicor CRM is compatible with Kinetic ERP 2021.2 (11.1.200) or later releases. Ensure your ERP system meets these version requirements for full functionality.

What devices does Epicor CRM support?

Epicor CRM is available for iPhone, iPad, and iPod. Users can manage their sales activities across these Apple devices.

How often is Epicor CRM updated?

The latest version of Epicor CRM is 2.0.2168, last updated on February 16, 2025. This indicates a recent update, suggesting ongoing development and support.

What is the age rating for Epicor CRM?

Epicor CRM has an age rating of 4+. This means it is suitable for users of all ages, with no content restrictions.

What are the main functionalities of Epicor CRM?

Epicor CRM allows users to create and update leads, customers, contacts, quotes, and orders. It also supports building activity-based workflows and accessing sales data.

Can I see customer locations with Epicor CRM?

Yes, Epicor CRM allows you to visualize customers and prospects on a map when you are in a designated area. It also provides travel directions to selected locations.

Does Epicor CRM have ads?

No, Epicor CRM does not contain advertisements. As a free application, it focuses on providing core CRM functionalities without ad interruptions.

What is the user sentiment for Epicor CRM based on ratings?

Epicor CRM has an average rating of 2.7 stars from 15 ratings. This suggests that while some users find it useful, there may be areas for improvement based on overall user satisfaction.