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Epicor CRM Logo
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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

Greg W.

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

Submitted Jan 2023

Robust features and automation capabilities

Likeliness to Recommend

10 /10

What differentiates Epicor CRM from other similar products?

It offers an always-updated view of your company's sales funnel through a visual dashboard. The CRM automatically logs all customer interactions, including email, calls, and social media engagements, and the same can be easily synced to Gmail or Outlook.

What is your favorite aspect of this product?

Its primary interface allows us to control complex sales processes. All the deals are categorized by sales stages. A statistics tool is used to get a personalized analysis of sales, and the view has drag-and-drop support.

What do you dislike most about this product?

Many users have praised the easy-to-use interface and ease of integration. But some users note that there is a lack of training for all but the most basic functions, and it can be difficult to navigate without help.

What recommendations would you give to someone considering this product?

Budget is always a concern for businesses. Finding a CRM solution that offers great features without costing a fortune is a must, and this is why Epicor CRM is the best pick for best value.

Pros

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

James P.

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

Submitted Jul 2022

"Epicor-High-Quality CRM Product Tool."

Likeliness to Recommend

7 /10

What differentiates Epicor CRM from other similar products?

There are multiple positive ways of using this premium CRM tool and you have multiple spaces to add up changes here. So, the best thing about Epicor is that you can get an edition and implement the changes without any concern. Thus, in this way, the customization is quite easy here and you can manage to generate the best reporting functions here.

What is your favorite aspect of this product?

You will find this one quite useful in many regards and the best thing is real-time tracking responses. It boosts your decision-making power through great auditing attributes. The excel programs are best here and enhance the growth of your business.

What do you dislike most about this product?

So, when it comes to the pitch then it is quite attractive but when we talk about the current version then even the alpha integrations are hardly available. There are multiple bugs and malware issues that lag this one behind. Additionally, the software is not even capable of beta testing.

What recommendations would you give to someone considering this product?

Epicor CRM is highly recommended for use and enables you to deploy valuable data in a discreet format. Hence, install the one and set it up without any trouble to get phenomenal results.

Pros

  • Helps Innovate
  • Reliable
  • Performance Enhancing
  • Trustworthy
  • Role: Sales Marketing
  • Industry: Electronics
  • Involvement: End User of Application
Validated Review
Anonymous Reviewer

Submitted Jun 2022

Epicor CRM-The Problem Solver!

Likeliness to Recommend

8 /10

Pros

  • Reliable
  • Trustworthy
  • Efficient Service
  • Effective Service
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