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A software system designed by Epicor Software.
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Clientele is an integrated, mission-critical solution for customer relationship management. Clientele allows mid-sized organizations to support and manage their most important asset: their customers. With Clientele, you can gather, organize, track, and share pre-sales, sales, and post-sales prospect, customer, and competitive information.

Epicor Clientele is a complete customer relationship management (CRM) solution for managing customer-centric processes and CRM initiatives. With modules for support, sales, marketing and self-service, Epicor Clientele is a CRM solution that provides a single source for managing customer interactions, enabling a smooth transition from sales to support, and resulting in more satisfied customers. Epicor CRM is a complete solution for your business needs.

Clientele provides integrated sales and customer support functionality that helps organizations acquire, retain and grow profitable, long-term customer relationships, and is a multi-award-winning Microsoft .NET and Web services-based CRM solution, with over 20 years of features and functionality behind it.


  • Understand marketing effectiveness with campaign management tools.
  • Comprehensive e-mail marketing solution to manage communications with customers, prospects and partners.
  • Manage the entire life cycle of a sales opportunity with Epicor Clientele Sales Force Automation (SFA).
  • Provide world-class customer support with comprehensive customer support capabilities.
  • Deliver timely, accurate, complete and clear information to your customers with case management functionality.
  • Proactively resolve customer issues with Epicor Clientele AnswerBook feature and self-service portal.
  • Determine support’s contributions to the bottom line resulting in greater profitability and predictability.
  • Provide a productive user experience with Epicor Clientele ‘smart client’.
  • Easy to personalize and customize.
  • Designed for the Web—architected using the Microsoft .NET Framework and Visual Studio®.

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