Epicor CRM: The Best Customer Relationship Management Software for Manufacturers & Distributors
Managing customer relationships is a daily challenge for manufacturers and distributors. Between tracking opportunities, keeping customer records up to date, managing quotes, and handling service follow-ups, teams need tools that actually make their work easier, not more complicated.
Epicor CRM gives users everything they need to follow the full customer journey inside the Epicor ERP ecosystem. Whether you’re on the road, on the shop floor, or at your desk, you have access to real-time information that helps you respond faster and support customers better.
If your goal is to strengthen your sales pipeline, improve communication, and deliver a consistent customer experience, this CRM module is built for you.
What Does CRM Mean?
CRM stands for Customer Relationship Management. It refers to the processes and tools used to manage interactions with customers, from the first contact to repeat business.
Implementing a customer management solution is critical to unlocking key performance indicators linked to your customer base. Thanks to a high performance CRM module, customer support and sales managers can elevate their service quality and thus improve overall satisfaction levels, all essential elements for increasing your prospects and promoting customer retention.
Why CRM Matters for Manufacturers & Distributors
Manufacturers and distributors handle long sales cycles, multiple stakeholders, and repeat quoting. Without the right CRM system:
- Opportunities slip through the cracks.
- Customer data gets scattered across emails and spreadsheets.
- Representatives lose time searching for information.
- Forecasting becomes guesswork.
A well-implemented CRM helps teams stay organized, reactive, and aligned.
What Is Epicor CRM?
Epicor CRM is a fully integrated customer relationship management module available within Epicor Kinetic (manufacturing) and Epicor Prophet 21 (distribution). It centralizes customer information, tracks opportunities and quotes, and gives teams mobile access to the data they need.
Its biggest strength?
Everything is connected to your ERP, no data re-entry, no disconnected systems, no outdated Excel files.
Epicor CRM Mobile App Overview
Epicor sets itself apart by offering 100% customizable ERP solutions, regardless of your industry. The Epicor CRM (Customer Relationship Management System) is software accessible from any smart device.
In or out of the office, this mobile CRM offers an intuitive dashboard for all users. This CRM software is a must have for simplifying the work of your sales and customer service teams.
Furthermore, the CRM module integrates easily with all Epicor solutions, such as Epicor Kinetic for manufacturers and Epicor Prophet 21 for the distribution industry.
Key Features of Epicor CRM for Manufacturers and Distributors
Among the most interesting features of the Epicor CRM module are the following options:
- Contact Management
- Sales and marketing CRM solutions (email marketing automation, free trials, etc.)
- Lead and opportunity tracking
- Project management
- Mobile CRM platform
- Easy integration with multiple CRM solutions such as Salesforce.com®.
Benefits of Epicor CRM for Manufacturers and Distributors
Why integrate a tailored mobile CRM tool with your ERP software? Discover all the benefits of cloud based CRM to improve your sales, marketing, and customer relations processes.
Managing Contacts and Accounts in Real Time
Manage all your suppliers’, customers’ and vendors’ contact details from any mobile device. Every sales rep or team member has access to accurate and real time customer data.
It has never been easier to connect with customers and make your sales teams more effective, even offline, than with Epicor CRM. Email, telephone, social media, and unlimited notes for all your interactions. This makes it much easier to identify at-risk customers and retain them.
You can also access detailed customer traceability information to create fully configurable account hierarchies.
Track Opportunities, Quotes, and Pipelines
Easily convert prospects and opportunities into customers by targeting the best initiatives to increase your sales. Develop a user defined sales structure, sales pipeline stages and quotas.
You can also get more accurate sales forecasts thanks to categories and territories, and analysis of quotas and forecasts at each level, all within a single, intuitive interface.
Automate Workflows and Improve Coordination
Automation is a necessary choice for companies that want to scale their operations. A customized Epicor CRM mobile solution is an ideal way to streamline processes such as:
- Overall acceleration of the supply chain to gain a competitive advantage
- Improving profitability through cost reduction and efficient coordination between raw materials and finished goods delivery
- Improving profitability through cost reduction and efficient coordination between raw materials and finished goods delivery.
- Complete visibility of workflows to better support your sales process
- Record calls and emails, notes, to do lists and appointments
Why Epicor CRM Is Ideal for Manufacturers & Distributors
Epicor CRM isn’t a generic sales tool. It’s designed specifically for industries where accuracy, visibility, and integration matter.
Seamless ERP Integration
Because Epicor CRM is part of the ERP ecosystem, customer data becomes much more powerful:
- Quotes connect to pricing.
- Orders connect to inventory.
- Service connects to production.
- Activities connect to account history.
No more disconnected systems.
Better Customer Insights and Retention
Epicor CRM helps teams:
- Identify at-risk customers
- Follow up consistently
- Resolve issues faster
- Anticipate customer needs
This leads to stronger relationships and repeat business.
Frequently Asked Questions About Epicor CRM
Why Work With EC Solutions to Implement Your Epicor CRM
Working with Epicor experts is one of the best ways to ensure that your CRM works for you and not the other way around.
At EC Solutions, we have over two decades of experience in implementing Epicor solutions with manufacturers and distributors across Canada.
Are you ready to talk about your next CRM?