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Epicor CRM app for iPhone and iPad


4.6 ( 96 ratings )
Business
Developer: Epicor
Free
Current version: 1.0, last update: 6 years ago
First release : 24 Oct 2017
App size: 46.02 Mb

Epicor Mobile CRM is an extension to the Epicor ERP back office CRM module designed to support the needs of a mobile salesforce on Tablet and Phones. The beautifully designed interface allows your mobile sales team to fully interact directly with the back office to perform the following key functions:

· Manage Leads, Customers and Contacts
· Manage Quote from Opportunity to Order
· Activity based workflow
· Call/Email Logging, Notes, ‘To do’ lists and Appointments
· Implements back office Task Workflow
· Competitors, Cases and Projects
· Order History (Shipments etc.)