3.4
15 reviews
5K+
Downloads
Content rating
Everyone
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About this app

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.
Updated on
Dec 10, 2023

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info and App activity
Data is encrypted in transit
Data can’t be deleted

Ratings and reviews

3.4
15 reviews
Portmanteau (Portmanteau)
January 7, 2023
Afterthought product, poorly integrated to the main system. Geocoding works for maybe half of the users, the rest are just stuck forever. The map itself only exits on the app, no way to recreate in the main system, so now I have to run android emulators on all PCs just so they get the map. Customer lists don't always pull in, nomenclature doesn't even begin to match the main system. Bottom line, don't add features here that don't exist in the main system. Am I the only one using this thing?
1 person found this review helpful
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A Google user
January 8, 2020
Horrible, if I could give it negative stars I would. I only wish our competitors would use Epicor CRM so they could be as blind to their data as I am in Epicor. Save your money, Excel speadsheets and word documents are more useful than the Epicor CRM system. I have literally reverted back to Excel, a rolodex and business cards to conduct business.
11 people found this review helpful
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A Google user
May 9, 2019
Some of the android versions are not compatiable with this app. Can you suggest me the device and the android version which supports crm app??
9 people found this review helpful
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