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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Your organization thrives on data, yet no one enjoys dedicating their time to handling documents and files. Epicor ECM offers a straightforward yet powerful solution, enabling teams to optimize content management through automated workflows, real-time version control, and dependable security measures. The system allows for rapid and precise retrieval, providing swift responses for both customers and vendors alike. It fosters dynamic collaboration across various departments, enhancing teamwork and decision-making by ensuring content is readily available when needed. Whether you choose a cloud-based or on-premise setup, Epicor ECM is a versatile and scalable content management system that adapts to your business's growth. Seamlessly integrating with Epicor ERP and Prophet 21, it delivers comprehensive enterprise efficiency. Capture content from any device, anywhere in the world, and utilize automatic data extraction to minimize errors and save valuable time. Additionally, monitor collaboration and revisions as they happen, while eliminating the risks of overwrites through effective content check-in/check-out controls, making it an indispensable tool for modern organizations.

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

Aleran Connected Commerce Yes 
BigCommerce No 
Epicor CRM Yes 
Epicor ECM AP Automation Yes 
Epicor Financials Yes 
Epicor Indago WMS Yes 
Epicor Kinetic Yes 
Epicor Prophet 21 Yes 
Epicor Vision Yes 
Epicor Vista Market Share Yes 
Harrington Quality Management Software (HQMS) Yes 
Magento No 
Pimberly Yes 
Shopify No 
WhatsApp No 
WooCommerce No 

Integrations

Aleran Connected Commerce No 
BigCommerce Yes 
Epicor CRM No 
Epicor ECM AP Automation No 
Epicor Financials No 
Epicor Indago WMS No 
Epicor Kinetic No 
Epicor Prophet 21 No 
Epicor Vision No 
Epicor Vista Market Share No 
Harrington Quality Management Software (HQMS) No 
Magento Yes 
Pimberly No 
Shopify Yes 
WhatsApp Yes 
WooCommerce Yes 

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Epicor

Founded

1972

Country

United States

Website

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

Vendor Details

Company Name

OptiFlow Technologies

Founded

2025

Country

United Kingdom

Website

optiflowtechnologies.io

Product Features

Enterprise Content Management (ECM)

Archiving & Retention No 
Collaboration Tools No 
Content Lifecycle Management No 
Digital Asset Management No 
Document Management No 
Electronic Signature No 
Information Governance No 
Mobile Access No 
Search No 
Version Control No 
Workflow Management No 

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