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What is OptiFlow Merchant?

OptiFlow Merchant offers builders merchants and trade suppliers an advanced AI sales assistant called Otis. This innovative tool is created to manage product inquiries, produce quotes verified for pricing and stock availability, and oversee orders both online and at trade counters, all while seamlessly integrating with existing ERP systems like Epicor BisTrack and Prophet 21, Kerridge K8, Intact iQ, Microsoft Dynamics 365 Business Central, SAP Business One, OGL, Sage 200, and Merchanter, as well as renowned ecommerce platforms such as Shopify, WooCommerce, Magento, and BigCommerce. Instead of replacing the ERP systems, Otis functions within them, thereby enhancing their capabilities. In addition, OptiFlow Technologies offers a variety of other useful tools, such as OptiFlow Quote for immediate priced estimates based on job descriptions or material lists, a WhatsApp agent, an AI receptionist named OptiFlow Lite, and OptiFlow Watch for monitoring contracts and costs, along with more than 25 free trade calculators. These solutions are specifically crafted for businesses in the UK and Ireland, providing a customized approach to meet local demands. By equipping merchants and suppliers with this extensive range of services, OptiFlow Merchant aims to streamline operations and elevate the quality of customer interactions, ultimately fostering a more efficient business environment. Each tool is designed to work harmoniously together, creating a cohesive ecosystem that supports growth and adaptability in a competitive market.

What is Epicor ECM?

In a data-driven organization, handling documents and files often feels like a chore that no one looks forward to. Epicor ECM provides an effective solution that simplifies content management by implementing automated workflows, ensuring real-time version control, and upholding robust security protocols. This system empowers teams to access information quickly and accurately, facilitating prompt responses for customers and vendors alike. It enhances collaboration among various departments, improving teamwork and decision-making by guaranteeing that essential content is always accessible. Whether implemented in the cloud or on-premises, Epicor ECM is a flexible and scalable content management platform that grows with your business. It seamlessly integrates with Epicor ERP and Prophet 21, contributing to overall enterprise efficiency. Users can capture content from any device globally and leverage automated data extraction to reduce errors and conserve time. Furthermore, it allows for real-time monitoring of collaboration and revisions while preventing overwrites through effective check-in/check-out controls, thus solidifying its role as an invaluable resource for contemporary organizations. As a result, Epicor ECM not only streamlines processes but also enhances overall productivity across the enterprise.

Media

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Integrations Supported

Aleran Connected Commerce
BigCommerce
Epicor CRM
Epicor ECM AP Automation
Epicor Financials
Epicor Indago WMS
Epicor Kinetic
Epicor Prophet 21
Epicor Vision
Epicor Vista Market Share
Harrington Quality Management Software (HQMS)
Magento
Pimberly
Shopify
WhatsApp
WooCommerce

Integrations Supported

Aleran Connected Commerce
BigCommerce
Epicor CRM
Epicor ECM AP Automation
Epicor Financials
Epicor Indago WMS
Epicor Kinetic
Epicor Prophet 21
Epicor Vision
Epicor Vista Market Share
Harrington Quality Management Software (HQMS)
Magento
Pimberly
Shopify
WhatsApp
WooCommerce

API Availability

Has API

API Availability

Has API

Pricing Information

Contact for pricing
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

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

OptiFlow Technologies

Date Founded

2025

Company Location

United Kingdom

Company Website

optiflowtechnologies.io

Company Facts

Organization Name

Epicor

Date Founded

1972

Company Location

United States

Company Website

www.epicor.com/en-us/products/enterprise-content-management/ecm/

Categories and Features

Categories and Features

Enterprise Content Management (ECM)

Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management

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