For Epicor companies
A sales portal built for how Epicor companies sell
Epicor runs your back office. Your dealers, customers, and reps still need fast self-service for pricing, orders, invoices, and quotes. Here are the portal features that matter most, and what CrikSales already delivers.
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Who this is for
Epicor is used mostly by mid-market manufacturers and distributors with complex supply chain, inventory, and production needs. Discrete manufacturing and distribution are among its largest segments. Those are the businesses CrikSales is built for.
Self-service and account management
Customers should not have to call you for prices, balances, or claim status.
Pricing that matches the customer
Customer-specific pricing, tiered price lists, volume breakpoints, and channel-level rules. Each customer sees only their own pricing. Learn more
Invoices and online payment
Customers see their balance and open invoices, then pay by card or ACH from the portal or a no-login payment link. Receipts go out automatically. Learn more
Warranty and claims
Customers file claims online with photos and documents and follow status in real time. Warranty Claims is a separate module. Learn more
Catalog and access
Manufacturing and distribution orders are more than a shopping cart.
Built for manufacturers and distributors
Kits and bundles, back-orders, allocated inventory, PO entry, and a dedicated order confirmations workflow. Learn more
Role-based access
Seven roles, from business owner to dealer staff to claims processor. Every role is enforced at the permission level, not just hidden in the screen. Learn more
Account insight
Three years of purchase history for customers, and analytics that show which accounts are slowing down. Learn more
Order and workflow automation
Fewer re-keyed orders, fewer follow-up calls.
Fast reordering
Customers who buy on a cadence reorder from past orders or saved templates in seconds.
Quote to order, traced
Customers accept a quote online with no login, and the accepted quote flows straight into an order. Status is tracked from sent to viewed to approved. Learn more
Order status and history
A customer dashboard shows open orders, recent invoices, and reorder shortcuts, with real-time order status and order history.
Sales rep enablement
Reps sell more when everything they need is in their pocket.
Field order entry
Reps place orders from a phone or tablet with live pricing and inventory, in front of the customer.
Their accounts only
Reps see only their assigned accounts and leads, so you can give the field real data without over-sharing.
CRM and follow-up
Track leads, contact notes, and quote follow-ups on an Action Board so nothing slips. Learn more
See it in action
Invoices, quotes, and orders are in one place, on the same customer record. Customers get the answers, and your team gets its time back.
Why CrikSales
Four reasons teams choose one connected platform over a stack of point tools.
All in one
Portal, quotes, orders, invoices, payments, CRM, and analytics share one set of customers, pricing, and inventory.
Fast customization
Start standard, then tune portals, quotes, pricing, and reports with our team. See how.
Hands-on support
You work directly with the CrikSales team, from setup through day-to-day questions.
Quote to order
An accepted quote becomes an order you can trace, with no re-keying.
See a manufacturer in action: how Jøtul North America uses CrikSales with its dealers.
Frequently asked questions
Who is CrikSales for if we run Epicor?
CrikSales is built for manufacturers, wholesalers, and distributors, the same mid-market businesses that typically run Epicor. It gives your customers, dealers, and reps a self-service portal for pricing, orders, invoices, and quotes. Talk to our team about your Epicor setup.
Will each customer see only their own pricing?
Yes. CrikSales supports customer-specific pricing, tiered price lists, volume pricing, and channel-level rules. Each customer sees only the pricing that applies to them when they log in.
Can a customer turn a quote into an order?
Yes. You send a quote as a link, the customer accepts it online with no account or login, and the accepted quote flows straight into an order. Quote status is tracked from sent to viewed to approved.
Can customers reorder quickly?
Yes. Customers who buy the same items regularly can reorder from past orders or saved templates in seconds.
Can reps place orders for their customers from the field?
Yes. Reps enter orders from a phone or tablet with live pricing and inventory. Role-based access means a rep sees only their assigned accounts and leads.
Does CrikSales handle returns and warranty claims?
Customers can file warranty claims online with photos and documents, and follow status in real time. Warranty Claims is a separate module from the core subscription.
How customizable is it?
CrikSales supports layout and workflow choices across portals, quoting, pricing, reporting, and invoices. You start standard, then tune it with the CrikSales team as you learn what your buyers and reps need.
Tell us about your setup
Share how your team sells today and we will show you what the portal can do for your customers and reps.
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