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Epicor Kinetic CRM Logo
Epicor Kinetic CRM Logo
Epicor Software

Epicor Kinetic CRM

Composite Score
7.3 /10
CX Score
7.8 /10
Category
Epicor Kinetic CRM
7.3 /10

What is Epicor Kinetic CRM?

Epicor Kinetic CRM provides a 360-degree view of the entire customer, supplier, or partner relationship regardless of position in the customer lifecycle. Epicor Kinetic 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 Kinetic CRM Ratings

Real user data aggregated to summarize the product performance and customer experience.

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.

84 Likeliness to Recommend

91 Plan to Renew

69 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.

+96 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 Kinetic CRM?

19% Negative
0% Neutral
81% Positive

Pros

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

Feature Ratings

Average 71

Lead Management

75

Activity and Workflow Management

75

Telephony and Call Center Management

75

Account and Contact Management

75

Customer Service Management

75

Marketing Management

75

Sales Management

75

Collaboration

75

Analytics and Reporting

75

Mobile

50

Quote Contract and Proposal

50

Vendor Capability Ratings

Average 76

Breadth of Features

81

Quality of Features

81

Ease of IT Administration

79

Usability and Intuitiveness

77

Business Value Created

77

Ease of Implementation

76

Ease of Customization

74

Product Strategy and Rate of Improvement

74

Availability and Quality of Training

74

Vendor Support

72

Ease of Data Integration

67

Epicor Kinetic CRM Reviews

Zainab K.

  • Role: Operations
  • Industry: Media
  • Involvement: Vendor Management and Renewal
Validated Review
Verified Reviewer

Submitted Nov 2025

A dependable CRM that fits well into real business

Likeliness to Recommend

8 /10

What differentiates Epicor Kinetic CRM from other similar products?

In my view, the biggest differentiator for me is how naturally it fits into day-to-day operations instead of feeling like a separate tool you have to manage.Most CRMs make you jump through menus just to get simple things done, but Epicor keeps everything tied closely to the actual workflow especially if you鈥檙e dealing with inventory, orders, or manufacturing-related processes. Another thing that stands out is the level of customization. It doesn鈥檛 force you into a rigid structure. You can tweak screens, fields, and reports to match how your team actually works, which reduces a lot of back and forth and training time.

What is your favorite aspect of this product?

My favorite thing about Epicor CRM is how quickly I can pull up the exact customer or order details I need without digging around. The search and filtering feel genuinely practical not overloaded with fancy options that no one uses. When I鈥檓 on calls or responding to customer issues, being able to get a full picture in seconds actually makes a noticeable difference. I also like that updates reflect instantly across modules. If sales updates something, I can see it on my end right away. It removes a lot of miscommunication and saves time during busy hours.

What do you dislike most about this product?

The thing that annoys me the most ( I am not sure if it annoys others or not ) is that some of the configuration areas still feel a bit old school. You can do a lot with it, but getting certain settings in place takes more steps than it should. It鈥檚 not something you deal with every day, but whenever you need to tweak workflows or adjust fields, it feels like you鈥檙e fighting the system a little. Also, some of the UI sections aren鈥檛 as modern or intuitive as the newer CRMs in the market. Nothing that breaks the experience, but you definitely notice it when switching between modules.

What recommendations would you give to someone considering this product?

I will say go for Epicor CRM only if you鈥檙e ready to spend a little time upfront understanding how the system ties into your existing processes. It鈥檚 powerful, but you get the best value when you set it up properly instead of just using the default structure. Also, involve the team early. A bit of training goes a long way because once people understand the flow, it becomes genuinely easy to use.

Pros

  • Continually Improving Product
  • Reliable
  • Performance Enhancing
  • Trustworthy

Nehal C.

  • Role: Operations
  • Industry: Consulting
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Nov 2025

Secure and delight service product

Likeliness to Recommend

9 /10

What differentiates Epicor Kinetic CRM from other similar products?

Security concerns me most and it is there in the product

What is your favorite aspect of this product?

Security is best

What do you dislike most about this product?

Nothing as such. More automation would be more beneficial

What recommendations would you give to someone considering this product?

If you want secure product, go with it

Pros

  • Reliable
  • Trustworthy
  • Efficient Service
  • Effective Service

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 Kinetic 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
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