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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Enhance your customer-focused strategies while gaining valuable insights through our innovative CRM platform. Epicor CRM equips you with the necessary data and control to ensure a superior customer experience at every interaction. With Kinetic, the newly branded Epicor ERP, advanced collaboration features link employees, departments, and supply chain partners, enabling your organization to respond more swiftly and effectively. This powerful CRM solution helps accelerate supply chain operations, allowing you to stay competitive on a global scale. By improving coordination from raw materials to finished goods, you can effectively reduce costs and boost profitability. Furthermore, a data-driven approach to customer experience will ensure that your clients' expectations for accuracy, inventory management, product delivery, and service are consistently met. Additionally, our web-based solutions are tailored specifically for customer retention in the automotive service sector, ensuring sustained engagement and loyalty.

Description

Epicor Cash Collect is a cloud-driven platform that streamlines and automates credit and collections operations, ultimately improving cash flow and boosting operational performance. By automating nearly 90% of tasks related to accounts receivable, it helps companies decrease overdue receivables by around 20%, facilitating quicker payments that can arrive up to 12 days earlier. The solution equips accounts receivable teams with tools that gather vital information, empowering them to effectively prioritize interactions with customers. Among its features are workflow-driven communications, automated reminders, a self-service portal for customers, and sophisticated reporting options. Additionally, Epicor Cash Collect integrates flawlessly with key Epicor ERP systems like Kinetic, Prophet 21, and Eclipse, providing a holistic approach to enhancing credit assessments and speeding up the resolution of disputes. This integration not only simplifies processes but also fosters stronger relationships between businesses and their customers, ultimately contributing to a healthier financial environment.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Epicor Kinetic Yes 
Codeless Platforms BPA Platform Yes 
Epicor ECM AP Automation Yes 
Epicor Tax Connect Yes 
Epicor Vision Yes 
Epicor Vista Market Share Yes 
Kognitos Yes 
Orchid Pay Yes 
Orchid eCommerce Yes 
Orchid eStorage Yes 
Payference Yes 
Rayven Yes 
ReturnPro Yes 
Salesforce Yes 
Simba Yes 
TOOLBX Yes 
UROUTE Yes 
VKS Yes 
Vergo Yes 
Welp CRM Yes 

Integrations

Epicor Kinetic Yes 
Codeless Platforms BPA Platform No 
Epicor ECM AP Automation No 
Epicor Tax Connect No 
Epicor Vision No 
Epicor Vista Market Share No 
Kognitos No 
Orchid Pay No 
Orchid eCommerce No 
Orchid eStorage No 
Payference No 
Rayven No 
ReturnPro No 
Salesforce No 
Simba No 
TOOLBX No 
UROUTE No 
VKS No 
Vergo No 
Welp CRM No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Epicor Software

Founded

1972

Country

United States

Website

www.epicor.com

Vendor Details

Company Name

Epicor Software

Founded

1972

Country

United States

Website

www.epicor.com/en-us/products/epicor-financials/cash-collect/

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

Accounts Receivable

ACH Payment Processing No 
Billing & Invoicing No 
Check Processing No 
Collections Management No 
Online Payment Processing No 
Overpayment Processing No 
Partial Payments No 
Receivables Ledger No 
Recurring Billing No 

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