Epicor Kinetic Sales
Epicor Kinetic confirms 13 of the 27 sales capabilities we track, with a further 10 partially covered. Its deepest coverage is in Customer Management; it is thinnest on Pricing & Revenue.
Epicor Kinetic provides solid sales functionality covering most mid-market requirements. It is not a core differentiator, but it handles standard workflows effectively.
- 13of 27
- Capabilities confirmed
- 52
- Documented features
- Customer Management
- Strongest area
- Pricing & Revenue
- Thinnest area
How Epicor Kinetic scores against the 27 sales capabilities we track across every ERP in our catalogue.
- Customer Management5 of 7
- Post-Sale3 of 6
- Order Processing3 of 7
- Pricing & Revenue2 of 7
“Not documented” means our research has not confirmed the capability either way — it is not a finding that Epicor Kinetic lacks it. Coverage is scored against one shared capability list, so it is comparable between products.
The sales scope Epicor Kinetic ships, grouped as the product itself organises it.
Estimating and Quotation Management3
Generates and tracks customer and prospect requests for quotation from receipt through order placement, improving quote speed and pricing accuracy.
- RFQ receipt-through-order trackingTracks requests for quotation from receipt through to order placement.
- Faster quote generation with improved pricing accuracyGenerates quotes faster with more accurate pricing.
Will Epicor Kinetic meet your estimating and quotation management needs? Build your requirements and perform a full analysis.
Build my requirements →Returned Material Authorization (RMA)3
Tracks returns and disposition using unique return material authorization numbers.
- RMA number trackingTracks return material authorization numbers throughout the return process.
- Returns disposition processesManages the disposition steps for returned materials.
Will Epicor Kinetic meet your returned material authorization (rma) needs? Build your requirements and perform a full analysis.
Build my requirements →Order Management4
Handles sales orders with tiered pricing by value or quantity, live credit verification, and blanket orders supporting several releases against a single line.
- Value/quantity-based discountsApplies discounts based on order value or quantity.
- Real-time credit status verificationVerifies customer credit status in real time during order entry.
- Blanket order functionalitySupports blanket orders with multiple releases against a single sales line.
Will Epicor Kinetic meet your order management needs? Build your requirements and perform a full analysis.
Build my requirements →Lead and Opportunity Management3
Manages sales territories and the full lifecycle of sales opportunities.
- Sales territory managementOrganizes and manages sales activity by territory.
- Opportunity lifecycle trackingTracks sales opportunities from initial lead through close.
Will Epicor Kinetic meet your lead and opportunity management needs? Build your requirements and perform a full analysis.
Build my requirements →Automated Revenue Recognition3
Automates revenue recognition calculations through a dedicated workbench, reducing manual effort. Costs and revenue can be reviewed at the work-breakdown-structure or company level across multiple projects simultaneously.
- Revenue Recognition WorkbenchCentralizes revenue recognition calculations to cut down on manual data entry.
- WBS/company-level cost and revenue viewDisplays cost and revenue figures at the work-breakdown-structure or company level across several projects at once.
Will Epicor Kinetic meet your automated revenue recognition needs? Build your requirements and perform a full analysis.
Build my requirements →Increase Workforce Mobility3
Gives finance and sales staff mobile access to time/expense entry and order or shipment tasks while away from the office.
- Mobile time/expense reporting with attachments and approvalsLets employees submit time and expense entries with attachments from a mobile device and route them for approval.
- Mobile sales order/shipment management from customer sitesAllows sales staff to manage orders and shipments remotely from customer locations.
Will Epicor Kinetic meet your increase workforce mobility needs? Build your requirements and perform a full analysis.
Build my requirements →EDI/Demand Management3
Integrates EDI with demand scheduling, using the system's service-oriented architecture to lower deployment costs.
- EDI integrationExchanges order and shipment data electronically with trading partners via EDI.
- Demand schedulingSchedules demand based on incoming EDI and forecast data.
Will Epicor Kinetic meet your edi/demand management needs? Build your requirements and perform a full analysis.
Build my requirements →Point of Sale6
Epicor Point of Sale by Precise Solutions offers digital gift cards, branded receipt customization, coupon handling, layaway plans, and support for multiple currencies.
- Electronic gift cardsIssues and redeems electronic gift cards at checkout.
- Customized receiptsPrints receipts customized to the retailer's format.
- Coupon redemptionApplies and redeems coupons at the point of sale.
- LayawaysManages layaway purchases and payment schedules.
- Multicurrency supportAccepts payment and pricing in multiple currencies at point of sale.
Will Epicor Kinetic meet your point of sale needs? Build your requirements and perform a full analysis.
Build my requirements →Service Contract and Warranty Management3
Executes service contracts on time and to spec, including the option to create service-level agreements tied to automatic invoicing.
- Service-level agreement generationGenerates service-level agreements tied to customer contracts.
- Automatic billing optionsAutomatically bills customers according to their service agreement terms.
Will Epicor Kinetic meet your service contract and warranty management needs? Build your requirements and perform a full analysis.
Build my requirements →Commerce & Salesforce Integration3
Connects CRM to Epicor Commerce for digital buying experiences and to Salesforce.com to keep contact data synchronized.
- Epicor Commerce integrationIntegrates CRM data with the Epicor Commerce buying experience.
- Salesforce.com integrationSynchronizes contact and CRM data with Salesforce.com.
Will Epicor Kinetic meet your commerce & salesforce integration needs? Build your requirements and perform a full analysis.
Build my requirements →Sales Extensions4
Adds Epicor Cash Collect for automated collections, Epicor Precise POS for retail transactions, and Epicor Collaborate for Microsoft Teams integration.
- Epicor Cash Collect automated collectionsAutomates account assignment and dunning letters for collections.
- Epicor Precise POS retail transaction processingProcesses retail transactions through Epicor Precise POS.
- Epicor Collaborate MS Teams integrationIntegrates sales collaboration with Microsoft Teams.
Will Epicor Kinetic meet your sales extensions needs? Build your requirements and perform a full analysis.
Build my requirements →Other capabilities14
- Multi-device contact accessAccesses contact records from any connected device.
- Personalized case resolution and follow-upResolves and follows up on customer cases with a personalized approach.
- Automated customer lifecycle transaction processingAutomates processing across the customer transaction lifecycle.
- Marketing campaign performance measurementMeasures how well marketing campaigns perform.
- iOS/Android mobile CRM accessAccesses CRM functionality on iOS or Android devices.
- Multi-device contact accessAccesses contact records from any connected device.
- Personalized case resolution and follow-upResolves and follows up on customer cases with a personalized approach.
- Automated customer lifecycle transaction processingAutomates processing across the customer transaction lifecycle.
- Marketing campaign performance measurementMeasures how well marketing campaigns perform.
- iOS/Android mobile CRM accessAccesses CRM functionality on iOS or Android devices.
- B2B e-commerce order lifecycle experienceSupports the full B2B order lifecycle through an e-commerce experience.
- Anywhere product configuration with pricingConfigures products with associated pricing from any location.
Will Epicor Kinetic meet your other capabilities needs? Build your requirements and perform a full analysis.
Build my requirements →Epicor Kinetic Sales screens
What sales actually looks like in Epicor Kinetic.
The Epicor Kinetic Evaluation Kit
An independent assessment of Epicor Kinetic — strengths, gaps and real pricing — plus a requirements template you can score its sales against alongside every other system on your shortlist.
Epicor Kinetic Evaluation Kit
2026 Edition · PDF guide + XLSX template
ERP Research
- Buyer's guide (PDF): Epicor Kinetic independently assessed — where it is strong, where it is not, and what it actually costs
- Requirements template (XLSX): weight your requirements and score vendors side by side
- Built to work with the 27 sales capabilities scored on this page
- The questions to put to the vendor and to implementation partners
Epicor Kinetic Evaluation Kit
Epicor Kinetic add-ons & integrations
Extend Epicor Kinetic with best-of-breed software that integrates with it:
Highlighted product links go straight to the vendor and are affiliate links — we may earn a commission if you sign up. This never affects which products we list or how we rank them.
Sales coverage across the systems most often shortlisted alongside it, scored against the same capability list.
| Area |  |  |  |  |
|---|---|---|---|---|
| Customer Management | 5+1/7 | 4/7 | 3+2/7 | 2+2/7 |
| Post-Sale | 3+3/6 | 3+3/6 | 3+3/6 | 4+1/6 |
| Order Processing | 3+3/7 | 4+2/7 | 4+3/7 | 5+2/7 |
| Pricing & Revenue | 2+3/7 | 6+1/7 | 5+2/7 | 7/7 |
Each cell reads confirmed+partial/scored. Grey reflects capabilities our research has not confirmed either way — it is not a finding that a product lacks them.
Sales — strength by vendor
| Vendor | Strength | Best for | Starting price | Implementation | Actions |
|---|---|---|---|---|---|
 | ★★★ strong | Fast-growing mid-market companies wanting unified cloud ERP | $99/user/mo | 4–9 months | |
 | ★★★ strong | Mid-to-large companies in the Microsoft ecosystem | $50/user/mo | 6–14 months | |
 | ★★★ strong | Midsize companies wanting unlimited users and flexible cloud ERP | Custom | 4–8 months | |
| ★★★ strong | Process manufacturers (food, chemicals, pharma) needing batch/formula control | Custom | 8–15 months | |
 | ★★★ strong | Small businesses and startups wanting affordable, modular ERP | $24.90/user/mo | 1–4 months | |
 | ★★★ strong | Professional services firms already on Salesforce | $100/user/mo | 3–7 months | |
 | ★★★ strong | Manufacturers and distributors already on Salesforce wanting native ERP | $150/user/mo | 4–8 months | |
| ★★ moderate | Mid-market and standardised enterprises wanting fast time-to-value | $180/user/mo | 3–6 months |
Evaluating sales on Epicor Kinetic
What to put in front of the vendor before you commit.
- 1Order processing depth: allocation, backorders, partial shipments, returns
- 2Pricing sophistication — contract, volume and margin-based discount approval
- 3Quote-to-order workflow automation and real-time stock visibility
- 4How much customer management the module really has, versus needing Salesforce or HubSpot alongside it
- 5Customer self-service portal capabilities
Epicor Kinetic starts at $100/user/mo with a typical total cost of $100K–$500K and a 5–10 months implementation.
Full Epicor Kinetic pricing breakdown →Need help evaluating Epicor Kinetic sales?
Tell us what you need it to do and we'll help you work out whether Epicor Kinetic is the right fit — and which partners have done it before.
Epicor Kinetic Sales FAQ
Is Epicor a CRM system?
Not primarily. Epicor Kinetic includes a built-in CRM module for contact management, opportunity tracking, and quote-to-order — sharing the same customer and pricing data as finance and fulfillment — but it's rated moderate compared to dedicated CRM platforms. Manufacturers with complex sales and marketing motions often pair Kinetic with Salesforce or HubSpot rather than relying on it alone.
How do you integrate Epicor Kinetic with a CRM?
Epicor Kinetic connects to external CRMs like Salesforce or HubSpot through Epicor's API layer or third-party middleware/iPaaS tools that sync customers, opportunities, and orders between systems. There's no single native connector for every CRM, so the integration approach — and how real-time it is — depends on which CRM you use and whether you go through Epicor's partner ecosystem or a custom build.
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