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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

OptiFlow Merchant provides builders merchants and trade suppliers with an intelligent AI sales assistant named Otis. Otis is designed to handle product inquiries, generate quotes that are checked for pricing and stock availability, and manage orders both online and at trade counters, seamlessly integrating with the merchant's existing ERP systems such as 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 popular ecommerce platforms like Shopify, WooCommerce, Magento, and BigCommerce. Rather than replacing the ERP, Otis operates within it to enhance functionality. Additionally, OptiFlow Technologies provides a range of other tools, including OptiFlow Quote for instant priced estimates based on job descriptions or material lists, a WhatsApp agent, an AI receptionist known as OptiFlow Lite, and OptiFlow Watch for contract and cost oversight, as well as over 25 complimentary trade calculators. All of these solutions are developed specifically for businesses in the UK and Ireland, ensuring a tailored approach to local needs. The comprehensive suite of services aims to empower merchants and suppliers to optimize their operations and improve customer interactions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

BigCommerce No 
COZYROC SSIS+ Suite Yes 
Codeless Platforms BPA Platform Yes 
DataBlend Yes 
Epicor Kinetic Yes 
Epicor Tax Connect Yes 
Epicor Vision Yes 
Kognitos Yes 
Magento No 
Manthan CDP++ Yes 
Rayven Yes 
ReturnPro Yes 
SugarCRM Yes 
TOOLBX Yes 
VKS Yes 
Vergo Yes 
Visual Planning Yes 
WhatsApp No 
WooCommerce No 
servis.ai Yes 

Integrations

BigCommerce Yes 
COZYROC SSIS+ Suite No 
Codeless Platforms BPA Platform No 
DataBlend No 
Epicor Kinetic No 
Epicor Tax Connect No 
Epicor Vision No 
Kognitos No 
Magento Yes 
Manthan CDP++ No 
Rayven No 
ReturnPro No 
SugarCRM No 
TOOLBX No 
VKS No 
Vergo No 
Visual Planning No 
WhatsApp Yes 
WooCommerce Yes 
servis.ai No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Contact for pricing
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 No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Epicor Software

Founded

1972

Country

United States

Website

www.epicor.com

Vendor Details

Company Name

OptiFlow Technologies

Founded

2025

Country

United Kingdom

Website

optiflowtechnologies.io

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

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