Epicor Kinetic - Customer Relationship Management


Epicor's Customer Relationship Management module will allow you to efficiently manage your customers' information. Use this module complete capabilities to improve your processes with its multiple functionalities:


Contact Management

Promote responsive, respectful, and proactive communications. This feature will enhance your customer service by providing a centralized information repository that you can share across your organization. Improve overall focus and responsiveness by putting your contacts at the center of your business.


Marketing Management

Distribute important communications to your employees, partners, prospects, and customers with the ability to manage entire campaign cycles. With this functionality, you can import contacts, create targeted emails and measure the success of your campaigns.


Lead and Opportunity Management

With this functionality from the CRM module, your teams will be able to manage the complete prospect-to-customer lifecycle, give an accurate revenue forecast and easily manage and automate many administrative tasks.


Case Management

Improve productivity and responsiveness of your support center with the ability to track and manage the support process from the initial call to resolution and follow-up. Case Management functionality provides a customer-focused solution to personalized, high-quality service with time time-saving links to customer-focused activities (new quotes, orders, RMA requests, or service calls) plus a search-driven knowledge base.


CRM Mobile

Keep customers at the focus of your processes to facilitate your response times. The CRM Mobile application empowers your sales team to manage leads, customers contacts as well as quotes, and opportunity to order shipment.


Integration to Salesforce

Integrating Salesforce with Kinetic amplifies the value of each application by increasing data accuracy. Epicor's cloud integration includes robust connectos.