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 even without internet connectivity
• 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
Notes
Epicor Mobile CRM is compatible with Kinetic ERP 2021.2 (11.1.200) or later releases and is supported on Android OS version 12.0 and above.
• 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 even without internet connectivity
• 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
Notes
Epicor Mobile CRM is compatible with Kinetic ERP 2021.2 (11.1.200) or later releases and is supported on Android OS version 12.0 and above.
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