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Epicor Clientele

CRM Solution

Epicor Clientele is a complete customer relationship management (CRM) solution for managing customer-centric processes and CRM initiatives. With modules for support, sales, marketing and self-service, Epicor Clientele is a CRM solution that provides a single source for managing customer interactions, enabling a smooth transition from sales to support, and resulting in more satisfied customers. Epicor CRM is a complete solution for your business needs.

Epicor Clientele CRM Solution

Financial ManagementSupply Chain ManagementProduction ManagementPlanning and SchedulingProject ManagementProduct Data ManagementService ManagementHuman Capital ManagementSales ManagementCustomer Relationship Management

Clientele provides integrated sales and customer support functionality that helps organizations acquire, retain and grow profitable, long-term customer relationships, and is a multi-award-winning Microsoft .NET and Web services-based CRM solution, with over 20 years of features and functionality behind it.

Article: Providing a Unified View of Your Customers


  • Understand marketing effectiveness with campaign management tools.
  • Comprehensive e-mail marketing solution to manage communications with customers, prospects and partners.
  • Manage the entire life cycle of a sales opportunity with Epicor Clientele Sales Force Automation (SFA).
  • Provide world-class customer support with comprehensive customer support capabilities.
  • Deliver timely, accurate, complete and clear information to your customers with case management functionality.
  • Proactively resolve customer issues with Epicor Clientele AnswerBook feature and self-service portal.
  • Determine support's contributions to the bottom line resulting in greater profitability and predictability.
  • Provide a productive user experience with Epicor Clientele 'smart client'.
  • Easy to personalize and customize.
  • Designed for the Web—architected using the Microsoft .NET Framework and Visual Studio®.

CRM Solutions

Have questions about our Clientele Software? Please call us at +1-800-999-6995, or ask an epicor expert.

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