We are excited to introduce our moBI-ERP with P21 CRM synchronization: the powerful new moBI-ERP feature that connects Epicor P21 ERP and CRM to your smart phones & tablets in virtually real time. moBI-ERP now supports 2 way communication between your P21 Contacts, Opportunities, Tasks, and Prospects. Your outside sales force can now add or update your P21 CRM data from any mobile device anywhere in the world in a few simple clicks.
With the P21 Bidirectional CRM capabilities, you can create/edit:
Quote follow ups
Taks And so much more!
Since launching this new feature, a third of our current P21 customers have already converted from their third party CRM vendor to ours. They were easily sold with the idea of having all their CRM data in P21 as well as the cost savings with using Rubber Tree.
Contact us to schedule a demo!