Epicor P21 SYNC by Commercient for Zoho CRM

Commercient Epicor Prophet 21 for Zoho CRM

Built for: CRM Developed by: Commercient
  ( 3 )

Commercient's SYNC application makes it possible to see your Epicor Prophet 21 ERP data in your Zoho CRM. Unlike a regular tool set, Commercient SYNC keeps you up to date with changes made to your Epicor Prophet 21 and Zoho CRM systems simultaneously.

This integration brings more functionality to your Zoho CRM by creating a mirror image of what's happening in your Epicor Prophet 21 system.

Accounting data:
ERP customers with CRM accounts, customer payment terms and credit limits, open invoices, invoices on hold, multiple ship-to addresses, multiple bill-to addresses, and account history.

Sales order data:
Open sales orders, sales order detail lines, and sales order history.

Invoice data:
Open invoices, invoice detail lines, payments, invoice history, and serial numbers shipped.

Key Features:

  • Integrating your Commercient Epicor Prophet 21 system with Zoho CRM is a quick and cost-effective way to keep your operations running their best while providing some essential visibility to your sales and customer service teams.
  • Meanwhile, your sales and customer service teams can give intelligent feedback through their Zoho CRM screens. SYNC enables them to check the status of Epicor Prophet 21 jobs, material requirements, job progress, work center details, inventory availability, financial information, and much more.
  • Sales can also win new business and automatically convert a new sale to Epicor Prophet 21 in the form of a Sales Order, a Job, or a new product with a BOM.
  • Commercient’s SYNC can be completely customized to meet your business needs, manufacturing, retailing or others. SYNC can synchronize data one-way or bi-directionally for maximum benefits. Custom modules are available only for Zoho CRM Enterprise Edition or above versions, If the customer has purchased Zoho CRM Professional Edition they cannot have any custom modules in their Zoho CRM apart from default ERP tables.

"Please note that Commercient SYNC for your ERP and Zoho CRM is free to download. The actual integration between your ERP & Zoho CRM is a subscription-based service provided by Commercient SYNC. Commercient SYNC plans are paid annually, and pricing is based on a per-user/per month basis. Please contact us for specific pricing details sales@commercient.com. Click here for further contact information https://www.commercient.com/contact-us/ "

Tags

Deployment type Zoho platform
Published date Dec 2, 2018
Latest Released date Dec 30, 2024
Category Marketing
Pricing Free
Vendor Website

Compatible Editions

  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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