Customer Relationship Management

A Holistic Approach to Customer Relationships

Epicor Kinetic‘s Customer Relationship Management (CRM) module is a cutting-edge solution designed to help businesses manage their customer interactions more effectively. The module includes a range of tools and features that can help businesses to track customer interactions, manage leads and opportunities, and provide a more personalized experience for their customers.

Whether you’re looking to build stronger customer relationships, increase customer loyalty, or boost your bottom line, Epicor Kinetic CRM has you covered.

Epicor Kinetic's CRM vs. Sales Management apps

Epicor Kinetic’s CRM module is a powerful tool that offers a wide range of features and capabilities for managing customer interactions, sales processes, marketing campaigns, and service management. While sales management apps may offer similar functionality, Epicor Kinetic’s CRM module is designed to work seamlessly with its ERP suite, offering a more integrated and comprehensive solution. Here are some key differences between Epicor Kinetic’s CRM module and standalone sales management apps:
Epicor Kinetic CRM Integration with ERP

Integration with ERP

Epicor Kinetic’s CRM module is designed to work seamlessly with its ERP suite, offering a more integrated solution that can help businesses to manage their entire business process, including finance, inventory, manufacturing, and other operations.
Epicor Kinetic Customer Relationship Management Comprehensive Functionality

Comprehensive Functionality

Epicor Kinetic’s CRM module includes a wide range of features and capabilities, including contact management, sales management, marketing management, service management, and analytics and reporting. This makes it a more comprehensive solution than standalone sales management apps, which may only focus on one or two areas.
Epicor Kinetic CRM Scalability

Scalability

Epicor Kinetic’s CRM module is designed to scale as the business grows, making it a more suitable solution for larger businesses and enterprises. Standalone sales management apps may not offer the same scalability, and may need to be replaced as the business grows.
Epicor Kinetic CRM Customization

Customization

Epicor Kinetic’s CRM module is highly customizable, with a range of tools and features that can be tailored to the specific needs and requirements of the business. This level of customization is often not available in standalone sales management apps.

Epicor CRM's Main Features

Epicor Kinetic Contact Management

Contact Management

Store and manage customer information, incl. contact details, lead status, and sales progress
Epicor Kinetic Marketing Automation

Marketing Automation

Automate and track marketing campaigns, including email and social media marketing efforts.
Epicor Kinetic Service and Support

Service and Support

Resolve customer issues and manage customer satisfaction with an efficient customer service and support system.
Epicor Kinetic CRM Sales and Lead Management

Sales and Lead Management

Monitor & manage the lead generation process, from lead capture to lead nurturing & conversion, streamline the sales process, from quotes to pipeline management.
Epicor Kinetic CRM Reporting and Analytics

Reporting and Analytics

Analyze customer data, track performance, and gain insights into customer behavior and trends with a wide range of analytics and reporting tools.
Epicor Kinetic CRM Customization

Customization

Tailor the solution to meet the unique requirements of your business, including custom workflows, fields, and dashboards, to ease the working process and increase productivity.

Epicor Kinetic CRM Demo

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