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Epicor CRM Logo
Epicor CRM Logo
Epicor Software

Epicor CRM

Composite Score
7.8 /10
CX Score
8.1 /10
Category
Epicor CRM
7.8 /10

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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Epicor CRM Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Epicor CRM.

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


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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?

12% Negative
8% Neutral
80% Positive

Pros

  • Helps Innovate
  • Trustworthy
  • Effective Service
  • Saves Time

Feature Ratings

Average 79

Customer Service Management

87

Quote Contract and Proposal

86

Marketing Management

86

Analytics and Reporting

86

Telephony and Call Center Management

84

Activity and Workflow Management

82

Sales Management

81

Account and Contact Management

80

Lead Management

77

Collaboration

76

Mobile

71

Vendor Capability Ratings

Average 75

Quality of Features

79

Breadth of Features

78

Ease of IT Administration

78

Usability and Intuitiveness

77

Business Value Created

76

Ease of Implementation

76

Product Strategy and Rate of Improvement

76

Vendor Support

75

Availability and Quality of Training

74

Ease of Customization

71

Ease of Data Integration

69

Epicor CRM Reviews

  • Role: Information Technology
  • Industry: Transportation
  • Involvement: End User of Application
Validated Review
Anonymous Reviewer

Submitted Nov 2023

Epicor CRM , A great tool to use

Likeliness to Recommend

9 /10

Pros

  • Continually Improving Product
  • Reliable
  • Unique Features
  • Caring

Hafiz B.

  • Role: Sales Marketing
  • Industry: Manufacturing
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Mar 2023

Ideal solution for contact management

Likeliness to Recommend

10 /10

What differentiates Epicor CRM from other similar products?

Epicor CRM allows us to know how our customers interact on social media accounts. This helps to improve our marketing strategies and customer experience.

What is your favorite aspect of this product?

It helps to align data and workflow of various departments including marketing, sales, and the support team. Customer data such as name, address, transactions, and support interactions are stored here.

What do you dislike most about this product?

It is easy to add tasks and other details into the software and I haven't experienced any issues with this solution. It works flawlessly.

What recommendations would you give to someone considering this product?

Your business can embrace Epicor CRM because it will make it easier for the organization to manage leads throughout the business life cycle from prospects to actual leads.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing

Paulette B.

  • Role: Sales Marketing
  • Industry: Retail
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Feb 2023

Affordability is high and reporting is strong

Likeliness to Recommend

10 /10

What differentiates Epicor CRM from other similar products?

Epicor CRM is affordably priced and has all the features that our company need to handle our sales, service and marketing needs. It has good marketing features built in and we can customize email templates and incorporate them into workflows.

What is your favorite aspect of this product?

Mots of the employees using Epicor CRM can figure out the included form design tools and navigate their eay to adding fields, lookups and custom forms. Most reports can be generated from all areas of the application.

What do you dislike most about this product?

Epicor CRM user interface is pretty easy to work with but sometimes it can be inconsistent. We have seen differences forms performing the same action and irregular functionality that requires refreshing screens or exiting the browser.

What recommendations would you give to someone considering this product?

Epicor CRM is more affordable and quicker to get up and running than most solutions in the market. It has a very powerful, AI-driven workflow and lead management is strong.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing
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