Customer Relationship Management for Epicor Kinetic

Epicor Kinetic Customer Relationship Management helps manufacturers manage customer engagement, sales activity, and quote-to-cash processes in a more connected way. By linking CRM, estimating, quotation management, order processing, and fulfillment within a unified ERP environment, Kinetic helps teams improve visibility into customer needs, sales activity, and order execution across the full commercial lifecycle.

With access to real-time customer and account data, sales teams can respond more consistently, personalize interactions, and move opportunities forward with greater confidence. Built-in tools for campaign management, mobile CRM, estimating, quotation management, and capable-to-promise support help manufacturers reduce manual effort, improve sales coordination, and deliver a stronger customer experience from initial engagement through ongoing account management.

Key Customer Relationship Management Capabilities

• Integrated CRM for real-time visibility into customers, accounts, opportunities, and sales activity
• Sales process management tools to support the full prospect-to-customer lifecycle
• Estimating and quotation management to generate accurate proposals and manage RFQs
• Order management integration to connect sales activity with fulfillment and delivery execution
• Capable-to-promise functionality for more accurate commitment dates and improved customer communication
• Campaign management and targeted communications tools to support marketing and lead development
• Mobile CRM access for iOS and Android devices to support field and remote sales teams
• Configure price quote capabilities for complex products, pricing logic, and collaboration between sales and engineering