What is Epicor CRM?
The Epicor® CRM system provides a 360-degree view of the entire customer, supplier, or partner relationship regardless of position in the customer lifecycle. The powerful Epicor CRM software helps you maximize your customer information and broaden the scope of your data to everyone within the organization and to stakeholders through contextual delivery of essential customer data to information workers, wherever it's needed.
Company Details
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Real user data aggregated to summarize the product performance and customer experience.
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Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.
82 Likeliness to Recommend
93 Plan to Renew
71 Satisfaction of Cost Relative to Value
Emotional Footprint Overview
Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.
+94 Net Emotional Footprint
The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.
How much do users love Epicor CRM?
Pros
- Helps Innovate
- Trustworthy
- Effective Service
- Saves Time
How to read the Emotional Footprint
The Net Emotional Footprint measures high-level user sentiment towards particular product offerings. It aggregates emotional response ratings for various dimensions of the vendor-client relationship and product effectiveness, creating a powerful indicator of overall user feeling toward the vendor and product.
While purchasing decisions shouldn't be based on emotion, it's valuable to know what kind of emotional response the vendor you're considering elicits from their users.
Footprint
Negative
Neutral
Positive
Feature Ratings
Customer Service Management
Quote Contract and Proposal
Marketing Management
Analytics and Reporting
Telephony and Call Center Management
Activity and Workflow Management
Sales Management
Account and Contact Management
Lead Management
Collaboration
Mobile
Vendor Capability Ratings
Quality of Features
Breadth of Features
Ease of IT Administration
Usability and Intuitiveness
Business Value Created
Ease of Implementation
Product Strategy and Rate of Improvement
Vendor Support
Availability and Quality of Training
Ease of Customization
Ease of Data Integration
Epicor CRM Reviews
Chirag B.
- Role: Operations
- Industry: Consulting
- Involvement: IT Leader or Manager
Submitted Nov 2025
Go with it. Awesome experience
Likeliness to Recommend
What differentiates Epicor CRM from other similar products?
Productivity has been increased since we are using this. It keeps adapting as per the changing world
What is your favorite aspect of this product?
Security and adaptation
What do you dislike most about this product?
Costing is always a question for clients if they can get it more cheaper
What recommendations would you give to someone considering this product?
Go with it with no other thoughts
Pros
- Performance Enhancing
- Enables Productivity
- Trustworthy
- Efficient Service
Furkan K.
- Role: Operations
- Industry: Communications
- Involvement: Vendor Management and Renewal
Submitted Nov 2025
Takes a bit to learn, but worth it in the long run
Likeliness to Recommend
What differentiates Epicor CRM from other similar products?
Honestly, what makes Epicor CRM apart for me is how deeply it connects with the overall business operations. Unlike most CRMs that just focus on sales tracking and customer data ( Even though I mostly use it for sales but sometimes got to use it for different purpose such as service ), Epicor actually ties in your ERP side so sales, inventory, service, and even production teams stay aligned in real time. That integration makes a big difference when you’re handling multiple departments or large scale clients. Also, this software is highly customisable, and easy to use you don’t have to go to support team for help mostly.
What is your favorite aspect of this product?
My favorite aspect of this product, that I like most about Epicor CRM is how easily it helps me track my leads and follow up without missing anything. The way I can look into customer history, open quotes, and ongoing opportunities really helps me close deals faster. The automation for reminders and task management saves a lot of manual effort especially when you’re juggling multiple clients at once. It just makes the sales process more organised and less stressful for me.
What do you dislike most about this product?
Sometimes it feels a bit heavy and slow, especially when you’re trying to pull reports or switch between different modules. The UI could be more modern and smoother. Also the mobile version could be a little easier to use as it is a little complex than the desktop one, overall it’s nice since, it helps a lot to me.
What recommendations would you give to someone considering this product?
I would say, go for this if your business needs a system that connects sales with other departments however make sure that you give a little time to this as initially it may look a little difficult to understand for some but they will grab it easily with time. Once your team get used to this, it becomes a powerful tool for managing customer relationships end to end. Also, if you’re in sales, spend time customising your dashboard it makes daily work a lot smoother.
Pros
- Performance Enhancing
- Enables Productivity
- Unique Features
- Fair
Ekansh S.
- Role: Information Technology
- Industry: Consulting
- Involvement: IT Development, Integration, and Administration
Submitted Nov 2025
Powerful CRM tool but steep learning curve
Likeliness to Recommend
What differentiates Epicor CRM from other similar products?
It has deep integration with Epicor ERP which lets our clients have a unified view of sales, service and operations
What is your favorite aspect of this product?
My favourite aspect for Epicor CRM would probably be it’s mobile access as our clients can easily manage leads, sales orders, inventory checks and whatnot from anywhere via it’s mobile app
What do you dislike most about this product?
It might feel slow at times and also a little bit complex with limited features compared to other CRMs
What recommendations would you give to someone considering this product?
I would suggest to clearly map your business processes to make sure that Epicor CRM covers the full lifecycle you need and also check how well it integrates with your existing systems
Pros
- Helps Innovate
- Continually Improving Product
- Performance Enhancing
- Trustworthy