Epicor Kinetic Customer Relationship Management software

Build a profitable, customer-centric business with Epicor Kinetic CRM software.

Manage your entire customer lifecycle in the cloud with Kinetic CRM software that helps you to improve operational efficiency and accelerate growth.

Kinetic CRM software provides a 360-degree view of your customers, suppliers and partners ensuring stakeholders across the organisation can be more proactive and responsive.

Control every aspect of interaction with your contacts; from generating leads, developing opportunities, taking orders, producing, shipping or supplying goods or services, payment processing and providing ongoing support. Epicor supports you to deliver a world-class customer experience at every touchpoint.

Keep in touch through email, phone and social media, keep unlimited notes on every contact interaction. Build and track customer depth with configurable account hierarchies and manage the sales cycle from lead to quote – anytime, anywhere on any device.

Convert more prospects to customers, target the highest value opportunities and increase sales revenues with Kinetic CRM software.

Epicor Kinetic CRM Software capabilities include:

  • Contact Management
  • Lead and Opportunity Management
  • Case Management
  • Marketing Management
  • CRM Mobile
  • Integration to Salesforce.com®
  • Customer Connect (eCommerce)

Kinetic CRM software provides a 360° view of the complete customer, supplier, or partner relationship, improves operational efficiency, and accelerates growth.

Key benefits

  • Respond to requests fast and efficiently – empower your teams with one view all of your customer and prospect data in one place, and mobile access to the entire CRM suite

  • Easily manage leads and opportunities – for pipeline analysis and accurate sales forecasting by opportunity, probability, category and territory. Analyse sales quota and forecast at each level of the sales team

  • Promote responsive proactive communications – keep in touch with your customers and prospects with Contact Management

  • Effectively distribute important communications – to your employees, partners, prospects, and customers

  • Improve productivity – streamline processes and reduce admin
  • Achieve customer satisfaction – Case Management enables your service team to manage case loads effectively and respond quickly
  • Marketing support – build customer and prospect relationships, generate marketing campaigns, monitor ROI of marketing and perform cost/benefit analysis on promotional activities

No more digging through various spreadsheets, emails and databases. Share information with everyone within, and across, your organisation, anywhere at anytime.