CRM MOBILE - OPPORTUNITIES, CUSTOMERS CONTACTS
- Manage leads, Customers and Contacts using your mobile device
- Manage Quote from opportunity to Order
- Activity based workflow
- Call/Email logging, Notes, ‘to do’ lists and appointments
- Implements back office task workflow
- Competitors, Cases and Projects. Order History
Learning more about Epicor CRM Mobile!
Do you know Epicor Financial Planner?
EFP is a unified platform for reporting and analysis, budgeting, planning, financial consolidation, and metrics management. EFP is a unified platform that is designed and marketed primarily to offer budgeting and planning. However, it also has financial reporting, financial consolidation, and metrics management capabilities on top of its budgeting and planning capabilities.CLICK HERE to download EFP Brochure