Epicor CRM
Free
2.0.2160for iPhone, iPad and more
Age Rating
Epicor CRM Screenshots
About Epicor CRM
Empower your salesforce with Epicor Mobile CRM, to manage the sales cycle from opportunity to order shipment—anytime, anywhere. Through our next-generation mobile application, you can:
• Create and update Leads, Customers, Contacts, Quotes, Orders and Shipments on the go
• Build activity-based workflows like call/email logging, notes, “To Do” lists, and appointments
• Access data related to sales activities including competitors, cases, projects, and order history.
• Convert a Sales Order from Opportunity/Quote
• Search Inventory to verify stock before creating a sales order
• Visualize customers and prospects on a map while in the designated area, and get travel directions to the selected location
Epicor Mobile CRM is compatible with Kinetic ERP 2021.2 (11.1.200) or later releases.
• Create and update Leads, Customers, Contacts, Quotes, Orders and Shipments on the go
• Build activity-based workflows like call/email logging, notes, “To Do” lists, and appointments
• Access data related to sales activities including competitors, cases, projects, and order history.
• Convert a Sales Order from Opportunity/Quote
• Search Inventory to verify stock before creating a sales order
• Visualize customers and prospects on a map while in the designated area, and get travel directions to the selected location
Epicor Mobile CRM is compatible with Kinetic ERP 2021.2 (11.1.200) or later releases.
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What's New in the Latest Version 2.0.2160
Last updated on Dec 8, 2023
Old Versions
BAQ Version updated to 0.3.4
Support for 3 languages has been included: Swedish, Finnish, Thai
A warning will be shown when an order exceeds the customer credit limit
An issue that caused a freeze of the application when saving an order has been fixed
Currency value has been fixed for Orders
CRM type cases are listed now from history
Issue with Contacts with one character has been fixed
Issue with Order Date and Need By Date has been fixed
Support for 3 languages has been included: Swedish, Finnish, Thai
A warning will be shown when an order exceeds the customer credit limit
An issue that caused a freeze of the application when saving an order has been fixed
Currency value has been fixed for Orders
CRM type cases are listed now from history
Issue with Contacts with one character has been fixed
Issue with Order Date and Need By Date has been fixed
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Version History
2.0.2160
Dec 8, 2023
BAQ Version updated to 0.3.4
Support for 3 languages has been included: Swedish, Finnish, Thai
A warning will be shown when an order exceeds the customer credit limit
An issue that caused a freeze of the application when saving an order has been fixed
Currency value has been fixed for Orders
CRM type cases are listed now from history
Issue with Contacts with one character has been fixed
Issue with Order Date and Need By Date has been fixed
Support for 3 languages has been included: Swedish, Finnish, Thai
A warning will be shown when an order exceeds the customer credit limit
An issue that caused a freeze of the application when saving an order has been fixed
Currency value has been fixed for Orders
CRM type cases are listed now from history
Issue with Contacts with one character has been fixed
Issue with Order Date and Need By Date has been fixed
2.0.2158
Nov 4, 2023
- Updated application to include several minor fixes.
2.0.2154
Aug 9, 2023
- BAQ Version updated to 0.3.3
- Fixed issue with the new iOS devices related to the application's borders
- Opportunities/Quotes now pull the default dates set in Company Configuration for Follow up, Expiration Dates, Dates to Quote
- Email demo code no longer needed to enter demo mode
- On order shipment, warehouse selection, the available warehouses are filtered by the current site the user is logged in
- Fixed issue that caused shipment process to appear stuck
- Fixed issue with the new iOS devices related to the application's borders
- Opportunities/Quotes now pull the default dates set in Company Configuration for Follow up, Expiration Dates, Dates to Quote
- Email demo code no longer needed to enter demo mode
- On order shipment, warehouse selection, the available warehouses are filtered by the current site the user is logged in
- Fixed issue that caused shipment process to appear stuck
2.0.2141
Apr 17, 2023
New version offers:
YTD and Last year amounts are now displayed correctly on Financials information for a Customer
Price list quantity breaks are now applied correctly to Quotes
It is possible to delete a Quote with no error
YTD and Last year amounts are now displayed correctly on Financials information for a Customer
Price list quantity breaks are now applied correctly to Quotes
It is possible to delete a Quote with no error
2.0.2140
Feb 11, 2023
New version offers:
Support for 3 languages has been included: French Canadian, Simplified Chinese, Traditional Chinese
Support for 3 languages has been included: French Canadian, Simplified Chinese, Traditional Chinese
2.0.2137
Dec 1, 2022
New version offers several fixes including:
- Label of application icon has been update to be 'CRM'
- Discount field now updates correctly when changing the Selling Quantity field.
- CRM mobile is now calculating taxes when creating an Opportunity/Quote. The totals now include the taxes.
- Label of application icon has been update to be 'CRM'
- Discount field now updates correctly when changing the Selling Quantity field.
- CRM mobile is now calculating taxes when creating an Opportunity/Quote. The totals now include the taxes.
2.0.2131
Jun 2, 2022
New version offers several fixes including:
- Options Allow Multiple Sessions now works correctly and doesn’t cause connections issues when there is only 1 active session
- The status for a Sales Order Line now is correctly displayed just like in the ERP client
- It is possible to connect to a 10.2.300 or below application server with no problem
- The arrow that indicated that there was a detail screen for parts on Inventory was successfully removed
- Options Allow Multiple Sessions now works correctly and doesn’t cause connections issues when there is only 1 active session
- The status for a Sales Order Line now is correctly displayed just like in the ERP client
- It is possible to connect to a 10.2.300 or below application server with no problem
- The arrow that indicated that there was a detail screen for parts on Inventory was successfully removed
2.0.2099
Feb 3, 2022
New version offers several fixes including:
- Support for IDP has been added.
- Issue related to displaying markers on Map for customers has been fixed.
- Icons for phone number and addresses are now working.
- Icons have been updated.
- Support for IDP has been added.
- Issue related to displaying markers on Map for customers has been fixed.
- Icons for phone number and addresses are now working.
- Icons have been updated.
2.0.2086
Dec 3, 2021
'New version offers several fixes including:
- Case deleted through Case Entry is correctly deleted.
- Demo code is now provided correctly.
- Issue related to Country has been fixed when adding a Ship To to a Lead or a Customer.
- Case deleted through Case Entry is correctly deleted.
- Demo code is now provided correctly.
- Issue related to Country has been fixed when adding a Ship To to a Lead or a Customer.
2.0.2081
Jul 13, 2021
Restored Demo Code request service.
Contacts are now displayed consistently across users.
Contacts are now displayed consistently across users.
2.0.2053
Feb 20, 2021
New version offers several fixes including:
• Ability to delete Opportunity Lines
• Demo mode code email sent after being requested
• Case description shows properly
• Customer attributes search working properly
• Fixed Competitor entry so it doesn’t show empty Country
• Ability to delete Opportunity Lines
• Demo mode code email sent after being requested
• Case description shows properly
• Customer attributes search working properly
• Fixed Competitor entry so it doesn’t show empty Country
2.0.2050
Jan 7, 2021
Fixed issue causing inventory list being inconsistent.
2.0.2044
Oct 29, 2020
- Fixed issues with currencies on orders.
- Fixed issue with some contacts not being displayed for customers.
- Fixed issue with some contacts not being displayed for customers.
2.0.2036
Aug 21, 2020
- Orders now use Tax Liability entered in app.
- Now you can delete order lines.
- Now you can delete order lines.
2.0.2018
Jun 4, 2020
Bug fixed on Map where some customer pins were missing
2.0.2008
Feb 26, 2020
New features:
- Added compatibility with iOS13
- UOMs can be filtered by class
Bug Fixes:
Security group permissions were not loaded during the first login
- Added compatibility with iOS13
- UOMs can be filtered by class
Bug Fixes:
Security group permissions were not loaded during the first login
2.0.1832
May 31, 2019
Several bugs fixes including:
•Option to choose between English or Spanish languages
•See Call Logs detail text
•Utilization for customer financial data has been renamed Used Credit, and now corrects calculus of the customer’s credit
•Correct dates displayed for Quote Date and Order Date
•Primary salesperson is now saved correctly in Quote entries
•Option to choose between English or Spanish languages
•See Call Logs detail text
•Utilization for customer financial data has been renamed Used Credit, and now corrects calculus of the customer’s credit
•Correct dates displayed for Quote Date and Order Date
•Primary salesperson is now saved correctly in Quote entries
2.0.1829
May 24, 2019
Enhancement and bug fixes.
2.0.1823
May 13, 2019
Enhancements and bug fixes
2.0.1763
Mar 1, 2019
Customer/Lead is now combined in one option in Activities.
Task ID and Task type work with the same logic as in Epicor ERP on Activities section.
Quote tasks added on the Mobile App are now visible in Quote Entry on the ERP
Corrected Industry Class filter on Customers to show the description and no the ID
Case contact linked in the Mobile App is now visible in Epicor ERP on Case Entry > People tab
Task Set now defaults from the Workflow chosen on Case Entry
You are now able to link an Order Line/Rel or Quote Line in Case Entry
Call logs in Mobile App are now visible in Quote/Order/Case on the ERP
Task ID and Task type work with the same logic as in Epicor ERP on Activities section.
Quote tasks added on the Mobile App are now visible in Quote Entry on the ERP
Corrected Industry Class filter on Customers to show the description and no the ID
Case contact linked in the Mobile App is now visible in Epicor ERP on Case Entry > People tab
Task Set now defaults from the Workflow chosen on Case Entry
You are now able to link an Order Line/Rel or Quote Line in Case Entry
Call logs in Mobile App are now visible in Quote/Order/Case on the ERP
2.0
Oct 29, 2018
What’s New
•Visualize customers and identify opportunities on a map while in the area, and then get travel time and directions through Google Maps
•Convert a Sales Order from Opportunity/Quote
•Add new Sales Orders and edit Sales Orders details
•Search Inventory to verify stock before creating a sales order
•Create Order Shipments
•Visualize customers and identify opportunities on a map while in the area, and then get travel time and directions through Google Maps
•Convert a Sales Order from Opportunity/Quote
•Add new Sales Orders and edit Sales Orders details
•Search Inventory to verify stock before creating a sales order
•Create Order Shipments
1.0.1648
Oct 4, 2018
- Fixed a bug in which the currency symbols were not being correctly retrieved from the ERP server.
- Added compatibility for Epicor ERP 10.2.300.
- Added compatibility for Epicor ERP 10.2.300.
1.0.1581
Jul 18, 2018
Below Fixes made
- read only date fields to display date format according to device's language configured
- read only date fields to display date format according to device's language configured
1.0.1559
Jun 21, 2018
Bug fixes and enhancments
1.0.1408
Feb 5, 2018
Bug fixes and minor enhancements
Epicor CRM FAQ
Click here to learn how to download Epicor CRM in restricted country or region.
Check the following list to see the minimum requirements of Epicor CRM.
iPhone
Requires iOS 14.0 or later.
iPad
Requires iPadOS 14.0 or later.
iPod touch
Requires iOS 14.0 or later.
Epicor CRM supports English, Spanish
