Epicor CRM Integration
We’ve integrated Epicor with CRM systems for organisations across a range of industries, building bespoke solutions that automate the flow of customer, sales and order data from opportunity through to fulfilment and invoicing.
Why integrate Epicor with a CRM?
Account & Contact Sync
Say goodbye to messy data and manual double-entry. When a sales rep updates a client's details in your CRM, those changes flow directly into Epicor, safely and accurately, without overwriting important accounting references. Both teams always have access to updated customer information.
Full Stock Visibility
Empower your sales team to sell with confidence. Instead of switching screens or messaging the warehouse, reps can check live Epicor inventory levels directly from their CRM. If stock is running low, they’ll be prompted when quoting, helping them manage customer expectations on the spot.
Quote-to-Order Process
Turn won deals into active orders in seconds. When a customer accepts a quote in the CRM, it automatically pushes to Epicor as a new sales order. The Epicor order number then syncs right back to the CRM, keeping your sales reps in the loop without ever having to chase down the finance team.
Automated Billing
Take the heavy lifting out of billing. Once a deal is closed, our integration helps automate the journey all the way to a posted invoice in Epicor. It handles complex details, like multi-line items and purchase order grouping smoothly, saving your admin team hours of manual work and helping you get paid faster.
Why choose enable.services for your CRM integration?
Choosing the right CRM integration partner is about more than connecting two systems. Your integration needs to work reliably with your existing technology, processes and people.
- 20+ Years of CRM Experience
- 30+ Mastered CRM Integrations
- Bespoke integration development
- Connect the systems you already use
Hear from existing integrated ERP customers
Explore our CRM integrations
Xero
NetSuite
Quickbooks
Vintner
Klaviyo
Marketo
Eventbrite
Mautic
Looking for an Epicor Integration?
Want to explore how a bespoke Epicor CRM integration could work for your business? Book a free, no-obligation discovery chat with our team to discuss your requirements, ask questions and see what’s possible.