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Average Ratings 0 Ratings

Total
ease
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

Capture, route, approve, and integrate invoices seamlessly with Epicor ECM AP Automation, providing you with the ability to work more efficiently through real-time access on any device, regardless of location. The system effectively captures text from scanned or photographed invoices and automatically identifies matches within Kinetic or Prophet 21, the modern names for Epicor ERP solutions. With just a smartphone photo or a scanned image, you can swiftly extract vital details from vendor invoices. Tailor automated workflows to align with your accounts payable (AP) processes using an intuitive graphical interface. Furthermore, the solution ensures compliance with records retention and safeguards documents against potential disasters. Each image is stamped with time and date, maintaining file integrity while also keeping track of access and activity history. Epicor ECM AP Automation is fully compatible with Kinetic and Prophet 21, enhancing operational efficiency. The inclusion of email alerts and one-click approval stamps facilitates a smoother approval workflow, improving supplier relationships and ensuring you maintain favorable terms. Overall, this automation enhances visibility and control over the entire accounts payable process, allowing for more strategic decision-making.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Epicor ECM Yes 
Epicor Financials Yes 
Codeless Platforms BPA Platform Yes 
Epicor CRM No 
Epicor FP&A Yes 
Epicor Kinetic Yes 
Epicor Vista Market Share Yes 
Kognitos Yes 
Nextbitt Yes 
Orchid Pay Yes 
Orchid eStorage Yes 
Payference Yes 
ReturnPro Yes 
Salesforce Yes 
Simba Yes 
TOOLBX Yes 
UROUTE Yes 
VKS Yes 
Vergo Yes 
Welp CRM Yes 

Integrations

Epicor ECM Yes 
Epicor Financials Yes 
Codeless Platforms BPA Platform No 
Epicor CRM Yes 
Epicor FP&A No 
Epicor Kinetic No 
Epicor Vista Market Share No 
Kognitos No 
Nextbitt No 
Orchid Pay No 
Orchid eStorage No 
Payference 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 Yes 
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 Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Epicor Software

Founded

1972

Country

United States

Website

www.epicor.com

Vendor Details

Company Name

Epicor

Founded

1972

Country

United States

Website

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

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 Payable

Approval Process Control No 
Bank Reconciliation No 
Cash Management No 
Check Writing No 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry No 
Vendor Management No 

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