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Epicor Service CRM

Create Loyal Service Customers

Stay connected with customers and drive business into your service bays with web-based customer communication and retention solutions.

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Turn Every Customer Interaction into Revenue Growth

Attract and retain customers with automated customer communication and promotional solutions from Epicor Service CRM. These business dashboard and intuitive reporting tools help you learn about your customers and the jobs that move the profit needle, increasing your ARO.

  • Save time and money on outreach with world-class promotional and campaign materials
  • Increase customer loyalty and return rates with timely, automated communication
  • Gain insights into campaign performance, ROI, reputation management, customer behaviors, and more
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Benefits

Grow Your Presence and Reputation

Every day, millions of people start their search for a repair shop by going online. Epicor Service CRM offers a dynamic website and extensive reputation management tools designed to help you create and maintain a professional, welcoming online presence to attract new customers.

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Build Trust and Loyalty

Show your customers how much you appreciate them and their business through timely communication: real-time texting tools, tailored emails, and branded postcards all add a personal touch. Easily share alerts, detailed estimates, images, and other information customers need to manage their vehicle service experience using your iPhone or Android device. Send appointment reminders, thank-you notes, and use the optional broadcast texting feature to announce promotional offers or extend holiday wishes that keep your business top of mind.

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Get More ROI

Make smarter financial investment decisions with resources that help you understand your customers’ behavior and identify growth opportunities. With an exclusive OBD4 Business dashboard and optional Closed-Loop Marketing feature, you can measure the performance of virtually every dollar invested in marketing. Easily identify which campaigns, messages, and other marketing investments result in service appointments and stop funding those that don’t.

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Run Your Shop from Anywhere

Know what’s happening at your shop and maintain control when you’re away. Access Service CRM from your smartphone, tablet, or laptop in real-time to connect with customers, manage the shop’s calendar, create and confirm appointments, and monitor critical customer engagement and marketing metrics on the go.

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Epicor is proud to be recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for Cloud ERP for Product-Centric Enterprises, marking three years in a row.

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Capabilities

Reminders & Messages

Send mCal appointment reminders by text with automated day-of-appointment notifications. Add post-service “Thank you for your business” text messages, featuring prompts for ratings and reviews.

Mtexting

An easy-to-use interface allows you to send professional texts, photo and video messages, receive alerts when customers reply, and conduct targeted message searches.

Frequency Report

Actionable reporting on customer and vehicle frequency, related average repair order (ARO), and spending.

OBD4 Business Dashboard

KPI data tracking features customer response by email vs. postcard, new customers by type of outbound communication, and repair ticket rankings.

Marketing Campaigns and Materials

Comprehensive, time-saving marketing library featuring website guidelines, emails, print and digital mailer formats, and other templates featuring modern, highly appealing messages and graphics.

Enterprise Dashboard

A consolidated view of data from all connected systems, including ROI, KPIs, marketing data, customer behaviors, and more. Access the full list of integrations here.

User-Friendly Communications Console

Mobile-friendly, responsive design customized to user preferences.

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