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What is Epicor CRM?

Elevate your strategies centered on customer satisfaction while acquiring critical insights with our cutting-edge CRM platform. Epicor CRM provides you with the vital data and oversight needed to deliver an exceptional customer experience during every interaction. Coupled with Kinetic, the rebranded Epicor ERP, its advanced collaboration tools connect employees, departments, and supply chain partners, allowing your organization to react more promptly and efficiently. This robust CRM solution enhances supply chain operations, enabling you to maintain a competitive edge in the global market. By streamlining the coordination from raw materials to finished products, you can effectively lower expenses and enhance your profit margins. Moreover, adopting a data-driven methodology for customer experience guarantees that your clients' demands for precision, inventory oversight, product delivery, and service are consistently fulfilled. Additionally, our web-based solutions are meticulously designed for customer retention in the automotive service sector, fostering ongoing engagement and loyalty. In summary, leveraging our CRM platform not only optimizes your operations but also positions your business for long-term success in a rapidly evolving marketplace.

What is 360 Utility & Telecom Suite?

Methodia stands out as a prominent provider of Business-as-a-Service (BaaS) and Software-as-a-Service (SaaS), delivering tailored business solutions aimed at enhancing efficiency in the energy and telecommunications sectors. We focus on creating comprehensive software solutions for utility management alongside innovative digital products for broadband, telephony, and energy services. Our vast expertise lies in streamlining business operations while offering consulting and IT services tailored to the utility and telecom industries. Established in the United States in 1998, we have expanded our reach to customers across Europe, North America, and South America. In 2008, Methodia relocated its headquarters and primary research and development center to Sofia, Bulgaria, which marked a significant milestone in our growth. Today, our dynamic team comprises over 70 skilled professionals from various fields, enabling us to manage the entire IT value chain effectively, ensuring we meet diverse client needs with precision.

Media

Media

Integrations Supported

Asti Fleet Management (AFM)
COZYROC SSIS+ Suite
Epicor ECM
Epicor FP&A
Epicor Kinetic
Epicor Tax Connect
Epicor Vision
Epicor Vista Market Share
Kognitos
Manthan CDP++
Openbravo
Orchid Pay
Orchid eStorage
RFID4U
Salesforce
Simba
SugarCRM
UROUTE
VKS
Visual Planning

Integrations Supported

Asti Fleet Management (AFM)
COZYROC SSIS+ Suite
Epicor ECM
Epicor FP&A
Epicor Kinetic
Epicor Tax Connect
Epicor Vision
Epicor Vista Market Share
Kognitos
Manthan CDP++
Openbravo
Orchid Pay
Orchid eStorage
RFID4U
Salesforce
Simba
SugarCRM
UROUTE
VKS
Visual Planning

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Epicor Software

Date Founded

1972

Company Location

United States

Company Website

www.epicor.com

Company Facts

Organization Name

Methodia

Date Founded

2008

Company Location

United Kingdom; Bulgaria (Customer Excellence Center)

Company Website

www.methodia.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

EAM

CMMS
Energy Management
Equipment Management
Facility Management
IT Asset Management
Inventory Management
Maintenance Management
Parts Management
Preventive Maintenance Scheduling
Software License Management
Warranty Management
Work Order Management

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Vendor Management

Audit Management
Contact Management
Customer Database
Self Service Portal
Supplier Master Data
Transaction History
Vendor Maintained Profiles
Vendor Managed Inventory
Vendor Performance Rating
Vendor Qualification Tracking

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