Name: Epicor Service CRM
Author: Epicor Software

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Chatbot

Flowchart

Development

Business Intelligence (BI)

Collaboration

Meeting Management

Enterprise

Accounting

Accounting and Tax Services

Budgeting and Forecasting

Crypto Accounting

Tax Compliance

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

International Payroll

Payroll

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

.Net Development

Blade Servers

Change Management

Cloud Data Warehouse

Cloud Storage

Continuous Delivery

Data Fabric

Data Pipeline

Data Quality

Fraud Detection

IT Service Providers

Identity Verification

Integration Platform as a Service (iPaaS)

Interoperability

Managed File Transfer (MFT)

Managed Print

Network Performance Monitoring

Network Traffic Analysis (NTA)

Office Migration and Repair

Remote Desktop

Software-Defined WAN

Telecom Expense Management (TEM)

Test Management

User Activity Monitoring

Virtual Private Network (VPN)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Call Tracking

Content Management

Digital Experience Intelligence

Email Marketing

Enterprise Marketing Management

Local Marketing

Marketing Automation

Marketing OS

Presentation

Social Media Management

Survey & Forms Building

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Transcription

Wireframing

Professional Services

Customer Relationship Management (CRM)

Proposal

Revenue Operations

Sales

Automotive

Awards Management

Construction Accounting

Oil and Gas

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Creatio

Daylite

HubSpot CRM

HubSpot

Salesforce Sales Cloud

Salesforce

Zoho CRM

Zoho

Microsoft Dynamics 365

Microsoft

Insightly

Unbounce

Pipedrive

Pipedrive Inc.

SAP Sales Cloud

Sugar Sell (SugarCRM)

SugarCRM

Bigin by Zoho CRM

Tech Cares 2025

A purpose-built solution that helps automotive shops build stronger, more profitable relationships with the service's customers. The solution enables shops to identify and re-engage with vehicle owners who haven’t visited the shop with their normal frequency and supports customer communication, loyalty and promotions, shop reputation management, and related marketing activities.

Daylite is a project management solution built around features such as contact management, scheduling, and sales pipeline tracking.

Projects

Business

Free Forever

CRM Bundle

Epicor Service CRM

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

<div>Epicor Software Corporation drives business growth. We
provide flexible, industry-specific software designed around the needs of our
manufacturing, distribution, retail, and service industry customers. More than
40 years of experience with our customers’ unique business processes and
operational requirements are built into every solution -- in the cloud, hosted,
or on premises. With this deep understanding of your industry, Epicor solutions
manage complexity, increase efficiency, and free up resources so you can focus
on growth. <br><br>Epicor delivers solutions on a global scale including:<br><br></div><ul><li>Epicor Enterprise Resource Planning (ERP)</li><li>Human Capital Management (HCM)</li><li>Financial Management</li><li>Manufacturing Execution Systems (MES)</li><li>Supply Chain Management (SCM)</li></ul><div>Epicor has support and development centers in the Americas, Europe, Middle East, Africa and Asia Pacific to help ensure that our customers receive only the highest quality products and services. To partner with Epicor means, entering into a mutually beneficial agreement to bring industry leading solutions to the marketplace and implementing these quickly and cost effectively to address the needs of small, midsized, and large enterprises equally. For more information visit www.epicor.com.<br></div>

Epicor Software

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

Epicor Service CRM

Overview

What is Epicor Service CRM?