Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Epicor CPQ (formerly KBMax), is redefining CPQ for manufacturers worldwide. Our product configurator is capable of handling complex business rules, visualizations, pricing, CAD automation, website embedding, and real-time pricing. This solution provides a great buying experience, faster sales cycles, and more efficient manufacturing processes. We're different because we: - Make complex products easier to sell and purchase faster - A visual, no-code engine simplifies configuration and maintenance of the most complicated business rules Automate workflows, CAD drawings, and documents to increase accuracy and efficiency - Remove the middleman and allow customers to buy directly from the manufacturer, rather than through a sales representative. Our product configurators are easily embedded in any webpage. -B2B2C is possible when distributors and partners are able to sell directly to customers

Description

Enhance your customer-focused strategies while gaining valuable insights through our innovative CRM platform. Epicor CRM equips you with the necessary data and control to ensure a superior customer experience at every interaction. With Kinetic, the newly branded Epicor ERP, advanced collaboration features link employees, departments, and supply chain partners, enabling your organization to respond more swiftly and effectively. This powerful CRM solution helps accelerate supply chain operations, allowing you to stay competitive on a global scale. By improving coordination from raw materials to finished goods, you can effectively reduce costs and boost profitability. Furthermore, a data-driven approach to customer experience will ensure that your clients' expectations for accuracy, inventory management, product delivery, and service are consistently met. Additionally, our web-based solutions are tailored specifically for customer retention in the automotive service sector, ensuring sustained engagement and loyalty.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Epicor Kinetic Yes 
Salesforce Yes 
Codeless Platforms BPA Platform No 
DataBlend No 
Epicor ECM No 
Epicor ECM AP Automation No 
Epicor FP&A No 
Epicor Vision No 
Inventor Yes 
Orchid Pay No 
Orchid eStorage No 
Propel Yes 
RFID4U No 
ReturnPro No 
Salesforce Agentforce Commerce Yes 
Simba No 
SugarCRM No 
TOOLBX No 
Vergo No 
Visual Planning No 

Integrations

Epicor Kinetic Yes 
Salesforce Yes 
Codeless Platforms BPA Platform Yes 
DataBlend Yes 
Epicor ECM Yes 
Epicor ECM AP Automation Yes 
Epicor FP&A Yes 
Epicor Vision Yes 
Inventor No 
Orchid Pay Yes 
Orchid eStorage Yes 
Propel No 
RFID4U Yes 
ReturnPro Yes 
Salesforce Agentforce Commerce No 
Simba Yes 
SugarCRM Yes 
TOOLBX Yes 
Vergo Yes 
Visual Planning Yes 

Pricing Details

$100.00/month/user
$100 per user/month
Add-Ons & Extensions - Price upon request
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
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 No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Epicor Software

Founded

1972

Country

United States

Website

www.kbmax.com

Vendor Details

Company Name

Epicor Software

Founded

1972

Country

United States

Website

www.epicor.com

Product Features

CPQ

2D Drawing Yes 
3D Modeling Yes 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management Yes 
Self Service Portal Yes 
eCommerce Yes 

Product Configurator

2D Drawing Yes 
3D Modeling Yes 
Analysis & Constraints Yes 
Custom Pricing Options Yes 
Inventory Management Yes 
Recommendation Engine Yes 
eCommerce Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Visual Configuration

2D Configuration No 
3D Configuration No 
CPQ Integration No 
Custom Pricing Options No 
Documentation No 
Dynamic Environments No 
Nonvisual Support No 
Saved Versions No 
Zoom In No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Alternatives

Artintech ERP Reviews

Artintech ERP

Artintech

Alternatives

Aligner ERP Reviews

Aligner ERP

Upturn Technology Private Limited
Asseco QASIDA Reviews

Asseco QASIDA

Asseco Solutions, a.s.
Cincom CPQ Reviews

Cincom CPQ

Cincom Systems
Epicor Kinetic Reviews

Epicor Kinetic

Epicor Software