BRAIN CRM Epicor Integration
BRAIN CRM integrates seamlessly with Epicor and lets you easily track customers, leads, contacts, projects, tasks, billing, emails, and more. Whether you want to manage workflows more efficiently or add real-time visibility into every department, this is your solution.
- Contact Management: Organizes customer information (name, email, phone, roles, permissions, notes, and more) for easy access and communication, fostering personalized interactions.
- Lead Management: Tracks potential customers throughout the sales funnel, helping prioritize high-value opportunities.
- Sales Pipeline: Visualizes sales process stages, ensuring efficient management and identifying bottlenecks.
- Email Integration: Send emails to leads and customers via BRAIN CRM.
- Task and Project Management: Set follow-up reminders and create projects and tasks for Marketing, IT, Help Desk, Customer Service, Workflow Automation, Time Tracking, and more.
- Time Slips: Manage time spent on projects/tasks by employees.
- Billing Management: Time slips, Time / Materials Billing, Fixed Bid, Time Slips to Order Conversion, Reporting
- Mobile Access: Allows remote access to CRM data, enabling work on the go.
- Automation: Automates repetitive tasks like follow-up emails or data entry, saving time and reducing errors.
- Customer Support: BRAIN acts as a helpdesk and customer service tool and it allows you to manage tickets.
- Marketing Automation: Facilitates campaign management, segmentation, and lead nurturing for effective outreach. Integration with MailChimp and Constant Contact is available.
- Customizable: BRAIN is built to adapt to your business. You can easily customize fields, tabs, screens, and more.
