Sales & Order Management for Epicor Kinetic

Epicor Kinetic Sales & Order Management helps manufacturers streamline the entire quote-to-cash lifecycle, from initial customer engagement through order fulfillment. By connecting CRM, quoting, order entry, and fulfillment processes within a unified platform, Kinetic enables sales and operations teams to work from a single source of customer and order data — improving accuracy, responsiveness, and overall customer experience.

With built-in tools for estimating, quoting, and order management, Epicor Kinetic empowers teams to generate accurate proposals, manage complex configurations, and respond quickly to customer demands. Real-time visibility into order status, inventory availability, and production constraints ensures better coordination across departments, helping manufacturers accelerate sales cycles, reduce errors, and deliver on commitments with confidence.

Key Sales & Order Management Capabilities

• End-to-end quote-to-cash functionality connecting CRM, quoting, order entry, and fulfillment
• Integrated CRM with real-time customer and account visibility across the sales lifecycle
• Estimating and quotation management to generate accurate, competitive proposals
• Order management tools to streamline order entry, tracking, and execution
• Real-time visibility into order status, inventory, and production constraints
• Sales process automation to improve efficiency and reduce manual tasks
• Campaign and marketing management to support targeted outreach and lead tracking
• Mobile CRM capabilities for on-the-go access to customer and sales data