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Clientele CRM
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Establishing long-term, profitable customer relationships is critical to surviving in today's fiercely competitive marketplace. Responding to your customers in a timely, meaningful manner can be the difference between keeping their business and losing them to a competitor. Clientele offers a unique combination of usability, functionality and customization that helps midmarket enterprises effectively compete in today's challenging business environment.

Clientele from Epicor Software is an integrated Customer Relationship Management (CRM) system for – for the kind of CRM that's about listening to customers and doing business the way they want it done. Clientele quickly captures, routes, organizes, and stores the information that comes out of all customer interactions -- phone calls, e-mail, and even automated Web contacts. This information can then be shared and analyzed, and utilized every time you're in contact with the customer. The result: satisfied customers. And satisfied customers keep coming back.

 

Epicor Clientele enables you to manage the entire lifecycle of a customer, from generating leads to closing sales, and to providing superior support that results in additional business. It provides integrated sales and customer support functionality that helps organizations acquire, retain and grow profitable, long-term customer relationships.

 

The Clientele CRM Suite is a set of enterprise CRM applications for small to midsized companies focused on their customers. Clientele CRM is the first CRM application built entirely on the Microsoft .NET Platform, which provides new levels of accessibility, extensibility and integration. It’s our award-winning CRM software, with 14 years of features and functionality behind it.

 

Case Studies
See what Clientele CRM has accomplished for these companies.


Medex Global Group

Visioneer


InVision Technologies

Physician Sales and Service

TruServ

Viewpoint Construction Software

Boeing Autometric

Easy to Use

Clientele is a smart client application that uses the Internet to interact with XML Web services. It employs common user interface controls and has an easy to learn and user-navigation paradigm. Strong searching capabilities make locating specific data fast and easy. Clientele's liberal use of visual cues helps users find critical information quickly. And, Clientele supports attaching files or Web links to almost every record.

 

Easy to Customize

Because Clientele is highly customizable, it works the way your business does, not the other way around. Module options enable you to adapt it to fit your needs without touching a line of code. Plus, Clientele boasts two types of customization. You can modify existing screens and business rules using Visual Studio .NET, or you can develop new functionality in Visual Studio .NET by inheriting from Clientele Web services and form templates.

 

Easy to Manage

Clientele Sales provides many predefined sales reports, offering both sales reps and sales managers a comprehensive view of sales pipeline and activity. Clientele uses Crystal Reports as its reporting system which allows reports to be designed with Visual Studio .NET or Crystal Enterprise 9 or higher.

 

Built with .NET

The Clientele CRM.NET Suite is the first CRM application built completely on Microsoft's .NET Platform. A smart client application, it uses the Internet to interact with XML Web services, providing complete access to data while processing data according to specified business rules.

 

Designed for Web-based access, Clientele can be deployed at a central location, yet provide access to users worldwide. Clientele is optimized for use with SQL Server and is highly scalable. Whether you are starting with a 10-person or a 500- person sales organization, Clientele can adapt to meet your needs.