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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

Parit G.

Role: Information Technology
Industry: Technology
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Nov 2025

A strong CRM for smooth business operations.

Likeliness to Recommend

7 /10

What differentiates Epicor CRM from other similar products?

Epicor CRM stands out because it works well with other Epicor business tools. It connects sales, service, inventory, and finance in one place. It feels smooth for manufacturing and distribution companies. The screens are simple. Data flows without extra effort. It helps teams track orders and customer history easily. No need to jump between apps. It also gives real-time insights, so decisions are faster. Customization is easy for different business needs. It works on cloud and on-premise. It supports mobility for field teams. Other products feel more generic, but Epicor is built for real operations on the ground.

What is your favorite aspect of this product?

I like that Epicor CRM connects smoothly with other Epicor tools. It keeps sales, service, and operations in sync. The interface is simple. It shows customer details clearly. Real-time data helps make quick decisions. It saves time and reduces manual work.

What do you dislike most about this product?

The setup can feel slow. Some features take time to learn. Custom changes may need help from support. Mobile experience could be better. Occasional system lag happens with large data.

What recommendations would you give to someone considering this product?

Take time to learn the system. Use the training offered. Plan your setup based on your business flow. Integrate it with other Epicor tools for best results. Start small, then expand. Test workflows before going live. Keep support handy.

Pros

Unique Features
Helps Innovate
Continually Improving Product
Reliable

Vanshaj G.

Role: Information Technology
Industry: Technology
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Nov 2025

Good CRM for Epicor users with smooth integration

Likeliness to Recommend

8 /10

What differentiates Epicor CRM from other similar products?

Epicor CRM connects very well with Epicor ERP. This makes customer data and order details easy to track in one place. The tool gives a clear view of sales, inventory, and customer history without switching systems. It is flexible for manufacturing and distribution businesses. The interface is simple and helps teams respond faster. It also supports automation for daily tasks. Overall, it works smoothly with other Epicor products, which reduces manual work and improves accuracy.

What is your favorite aspect of this product?

My favorite thing about Epicor CRM is how smoothly it works with Epicor ERP. All customer, order, and sales details stay in one system, so it is easy to find what I need. I like that it reduces manual work and keeps data accurate. The interface is clean and not confusing. It also helps track leads and follow-ups, so sales teams stay organized. Overall, it saves time and makes daily work easier.

What do you dislike most about this product?

Sometimes the system feels a bit slow when handling large data. The setup and customization can take time if your needs are complex. New users may need some training to understand all features. Also, the mobile app could be better.

What recommendations would you give to someone considering this product?

Take time to understand how it connects with Epicor ERP. Plan your setup based on your business needs. Make sure your team gets basic training to use it well. If you handle a lot of data, check system performance first. Overall, it works best for manufacturing and distribution companies, so consider it if your business is in that space.

Pros

Continually Improving Product
Reliable
Performance Enhancing
Enables Productivity

Antonio S.

Role: Operations
Industry: Engineering
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted May 2024

Excellent and Operational Solution

Likeliness to Recommend

9 /10

What differentiates Epicor CRM from other similar products?

The product has a great user-friendly interface as compared to other similar product

What is your favorite aspect of this product?

One of my favorite features about this product is procurement management and scheduling.

What do you dislike most about this product?

For the times I have used the product there is no robust shortcoming that has made me discard it.

What recommendations would you give to someone considering this product?

I would recommend this product to all large enterprises as it helps the to modernize their business progress

Pros

Helps Innovate
Continually Improving Product
Performance Enhancing
Enables Productivity

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

Parit G.

A strong CRM for smooth business operations.

Likeliness to Recommend

Pros

Vanshaj G.

Good CRM for Epicor users with smooth integration

Likeliness to Recommend

Pros

Antonio S.

Excellent and Operational Solution

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