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Epicor Software

Epicor CRM

Composite Score

7.8 /10

CX Score

8.1 /10

27 Reviews Write a Review

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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.

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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

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

Average 75

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

Validated Review

Verified Reviewer

Submitted Nov 2025

Go with it. Awesome experience

Likeliness to Recommend

9 /10

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

Validated Review

Verified Reviewer

Submitted Nov 2025

Takes a bit to learn, but worth it in the long run

Likeliness to Recommend

8 /10

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

Validated Review

Verified Reviewer

Submitted Nov 2025

Powerful CRM tool but steep learning curve

Likeliness to Recommend

8 /10

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

Epicor CRM

What is Epicor CRM?

Company Details

Book a Free Demo Today!

Epicor CRM Ratings

82 Likeliness to Recommend

93 Plan to Renew

71 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+94 Net Emotional Footprint

How much do users love Epicor CRM?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Customer Service Management Includes case and ticket management, automatic escalation rules, advanced resolution tools, multi-channel integration, and in-band response capabilities.

Quote Contract and Proposal Includes web portals, quoting capabilities, order tracking and fulfillment, and rapid deployment templates for e-commerce sites.

Marketing Management Multi-channel campaign management and analytics, budget tracking, click-to-lead capabilities, and social property management, keyword mining, and analytics.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Telephony and Call Center Management Computer-telephony integration for bringing call info into the CRM suite. Advanced call recording, scripting, queuing, and Interactive Voice Response (IVR).

Activity and Workflow Management Text or code-based and visual workflow designers.

Sales Management Lead gen, pipeline management, team & geography-based assignment. Compensation & contract management. Ability to pull customer data from the social cloud.

Account and Contact Management Customizable records with customer demographic information, account history, and billing information.

Lead Management Track and optimize prospective customers through lead generation, customer inquiry and capture, filtering, grading distribution, and contact/lead nurturing.

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Mobile Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Epicor CRM Reviews

Chirag B.

Go with it. Awesome experience

Likeliness to Recommend

Pros

Furkan K.

Takes a bit to learn, but worth it in the long run

Likeliness to Recommend

Pros

Ekansh S.

Powerful CRM tool but steep learning curve

Likeliness to Recommend

Pros

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