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What differentiates Epicor Kinetic 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.

What differentiates Epicor Kinetic CRM from other similar products?

Epicor CRM allows us to know how our customers interact on social media accounts. This helps to improve our marketing strategies and customer experience.

What is your favorite aspect of this product?

It helps to align data and workflow of various departments including marketing, sales, and the support team. Customer data such as name, address, transactions, and support interactions are stored here.

What do you dislike most about this product?

It is easy to add tasks and other details into the software and I haven't experienced any issues with this solution. It works flawlessly.

What recommendations would you give to someone considering this product?

Your business can embrace Epicor CRM because it will make it easier for the organization to manage leads throughout the business life cycle from prospects to actual leads.

What differentiates Epicor Kinetic CRM from other similar products?

Epicor CRM is affordably priced and has all the features that our company need to handle our sales, service and marketing needs. It has good marketing features built in and we can customize email templates and incorporate them into workflows.

What is your favorite aspect of this product?

Mots of the employees using Epicor CRM can figure out the included form design tools and navigate their eay to adding fields, lookups and custom forms. Most reports can be generated from all areas of the application.

What do you dislike most about this product?

Epicor CRM user interface is pretty easy to work with but sometimes it can be inconsistent. We have seen differences forms performing the same action and irregular functionality that requires refreshing screens or exiting the browser.

What recommendations would you give to someone considering this product?

Epicor CRM is more affordable and quicker to get up and running than most solutions in the market. It has a very powerful, AI-driven workflow and lead management is strong.