# Epicor CRM

> Mobile CRM for managing sales cycle, leads, customers, orders, and inventory. (iPhone/iPad app by Epicor Software Corporation.)

- Source: https://appshunter.io/ios/app/epicor-crm/id1314569647 (this page in markdown: same URL + `.md`)
- Developer: [Epicor Software Corporation](https://appshunter.io/developer/578272020)
- Category: Business
- Price: Free
- Rating: 2.70/5 from 15 App Store ratings · 3 written reviews indexed
- Age rating: 4+
- Requires: iOS 14.0 · 105 MB
- Languages: American English, European Spanish
- Released: 2017-11-20
- Data updated: 2026-06-03
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/epicor-crm/id1314569647/reviews.md

## What is Epicor CRM?

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.

## Key features

- 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

## Recent user reviews (3 of 3)

All indexed reviews: https://appshunter.io/ios/app/epicor-crm/id1314569647/reviews.md

### 1/5 — Inadequate quote Lookup

*2025-12-17*

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

### 2/5 — After update

*2024-06-17*

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

### 1/5 — Cannot enter server name

*2022-03-17*

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.

## Frequently asked questions about Epicor CRM

### 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.

## Version history (last 5 releases)

### 2.0.2168 — 2025-02-16

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

### 2.0.2165 — 2024-07-19

A Reset Application option has been added to the application which makes possible to log back to the Demo Mode when needed
An issue with the Map for Customers has been fixed
An issue with setting the Ship To ID for a Customer has been fixed
A warning will appear when trying to create an Order for a Customer on Credit Hold
Stop action is now working for a Shipment when Customer is on Credit Hold

### 2.0.2164 — 2024-06-18

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

### 2.0.2163 — 2024-06-05

BAQ Version updated to 0.3.5
Order Lines screen now displays the order line total and the order line sell quantity correctly
User won't see orders that are not assigned to their territory if Territory Security is turned on
Now it is possible to see all warehouses in inventory filters screen
Changing the Customer of an Opportunity will no longer display an exception
Now the app shows the correct Sales Person that the user selected on the Ship To Record

### 2.0.2160 — 2023-12-08

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

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## More apps by Epicor Software Corporation

- [Web Track](https://appshunter.io/ios/app/web-track/id469537336)
- [Mobile Manager - Eagle](https://appshunter.io/ios/app/mobile-manager-eagle/id478343486)
- [Epicor Mobile Admin](https://appshunter.io/ios/app/epicor-mobile-admin/id486058684)
- [Concord Lumber Web Track](https://appshunter.io/ios/app/concord-lumber-web-track/id510085679)
- [Hancock Lumber Web Track](https://appshunter.io/ios/app/hancock-lumber-web-track/id510737483)
- [Merkley Supply Web Track](https://appshunter.io/ios/app/merkley-supply-web-track/id510752489)

All apps by Epicor Software Corporation: https://appshunter.io/developer/578272020

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-03.*
