KBMax
- Company typePrivate
- Founded2010
- HeadquartersAustin, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
KBMax firmographics
Firmographics- Name
- KBMax
- Legal name
- Epicor Software Corporation
- Website
- https://kbmax.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
KBMax industry classification
Industry- Product category
- Configure-Price-Quote (CPQ) Software
- NAICS
- Software Publishers (51321)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Core ERP Suites (Financials, Procurement, Projects) (HDAEAEAA)
- akta.pro secondary industry
- Managed File Transfer (MFT) & B2B/EDI Integration (HDAEACAG)
Keywords
Where KBMax is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
KBMax business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Software Subscription (SaaS): Cloud-based CPQ software delivered as a subscription service. The platform is hosted on Microsoft Azure and provides configure, price, quote, and manufacturing automation capabilities on a recurring subscription basis. Pricing is quote-based for enterprise deployments.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise subscription - custom pricing based on organizational requirements |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
KBMax product offering
Product offeringCore offering
Epicor CPQ (formerly KBMax) is a cloud-native Configure, Price, Quote (CPQ) platform hosted on Microsoft Azure that helps manufacturers configure complex products, generate accurate quotes with dynamic pricing, and automate the handoff to engineering and production. It combines a no-code rules engine, 2D/3D/AR/VR visual configuration, CAD automation, document generation, and integrations with Salesforce, AutoCAD, SolidWorks, MuleSoft, and Epicor ERP to bridge sales, engineering, and manufacturing teams.
Product overview
Epicor CPQ (formerly KBMax) is a unified cloud-native CPQ platform designed for manufacturers selling configurable products. The platform combines product configuration, dynamic pricing, and quote generation into a single integrated system that connects sales, engineering, and manufacturing teams. Core components include the Epicor CPQ platform itself, the Snap no-code rules engine for product configuration logic, CAD Automation for manufacturing file generation, Visual Configuration for 2D/3D/AR/VR product visualization, Dynamic Pricing for real-time margin optimization, Document Automation for quotes and proposals, and Manufacturing Automation for seamless production handoffs. The platform is hosted on Azure cloud infrastructure.
Differentiator
Problem solved
Functional benefit
Products and services
- Epicor CPQ Cloud-native Configure, Price, Quote platform that unifies product configuration, dynamic pricing, quote generation, and manufacturing automation for manufacturers selling configurable products. Sold as an enterprise subscription on Microsoft Azure.
Quantifiable outcome
- 168% higher annual sales for customers using Epicor CPQ
- +6 more outcomes
Companies that use KBMax
Customer profileNamed customers17 records
Segments3 records
Ideal customer profiles2 records
KBMax technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
Feature8 records
KBMax partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core, strategic and infrastructure.
- SalesforcecorePre-built integration with Salesforce CRM enables sales teams to access customer data and generate quotes within Salesforce, streamlining the quote-to-cash process and providing seamless CRM connectivity.
- AutoCADcoreIntegration with AutoCAD enables automatic generation of CAD drawings and technical documentation during product configuration, with excellent output workflows for sales, engineering, and shop floor teams.
- SolidWorkscoreIntegration with SolidWorks CAD platform enables automatic generation of 3D models and engineering drawings tailored to each product configuration, with pre-built output workflows.
- MuleSoftcorePre-built MuleSoft connectors enable seamless API integration with CRM, ERP, PLM, and eCommerce systems, providing centralized product database connectivity and enterprise system interoperability.
- Epicor ERPcoreSeamless integration with Epicor ERP systems enables real-time data synchronization, accurate production planning, and centralized data management across sales and manufacturing operations.
- DeloittestrategicStrategic partnership with Deloitte for CPQ implementation and digital transformation consulting. Deloitte provides implementation services and strategic guidance for manufacturers adopting Epicor CPQ as part of Industry 4.0 initiatives.
- Microsoft AzureinfrastructurePlatform hosted on Microsoft Azure providing cloud infrastructure, security, scalability, and performance optimization for the CPQ solution.
Scale indicators7 records
Recent moves6 records
Expansion highlights5 records
KBMax competitors and assessment
Company assessmentDirect peers
- Tacton: Tacton is a CPQ vendor specializing in manufacturers selling complex, configurable products, with strengths in product configuration rules and 3D visualization. It is a head-to-head competitor of Epicor CPQ in industrial and engineer-to-order manufacturing use cases.
- Salesforce CPQ (Revenue Cloud): Salesforce CPQ (now part of Revenue Cloud) is a leading cloud CPQ solution bundled with the Salesforce CRM platform. It directly competes with Epicor CPQ in B2B sales configuration and quote automation, and is the most prominent suite-vendor CPQ in the market.
- Conga (Apttus): Conga (which acquired Apttus) offers a CPQ and contract lifecycle management suite used by enterprises to automate quote-to-cash workflows. It directly competes with Epicor CPQ in mid-market and enterprise B2B configuration and quoting.
- PROS: PROS Smart CPQ is an AI-driven CPQ platform focused on B2B pricing and configuration for manufacturers and distributors. It competes directly with Epicor CPQ in dynamic pricing and complex product configuration.
- Cincom Systems: Cincom's CPQ offering targets manufacturers of complex, configurable products, with rule-based configuration and product visualization. It is a long-standing direct competitor in the industrial CPQ market.
- SAP CPQ: SAP CPQ (formerly CallidusCloud) is part of the SAP Sales Cloud suite and provides configuration, pricing, and quoting for SAP customers. It is a direct competitor in enterprise manufacturing CPQ, particularly in SAP-anchored accounts.
- Oracle CPQ (BigMachines): Oracle CPQ (formerly BigMachines) is a suite-vendor CPQ product integrated with Oracle CX and ERP clouds. It competes with Epicor CPQ in enterprise and manufacturing CPQ deals, often bundled with broader Oracle platform sales.
Emerging players
- Threekit: Threekit provides 3D and AR/VR product visualization and configuration for manufacturers and eCommerce. While not a full CPQ suite, it overlaps meaningfully with Epicor CPQ's 3D/AR/VR visual configuration layer.
- Logik.io: Logik.io is a modern, API-first CPQ platform built for B2B manufacturers and distributors, with a focus on subscription-based mid-market deployments. It is an emerging competitor targeting the same manufacturing-CPQ whitespace that Epicor CPQ serves.
Broad incumbents
- Revalize: Revalize is a portfolio of vertical-specific CPQ and design software brands (including ECI, Configura, and others) serving building products, flooring, and other vertical manufacturers. It is a broad incumbent competing in many of the same manufacturing verticals as Epicor CPQ.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
KBMax social profiles
Digital presenceKBMax financial estimates
Financial estimateRevenue estimate
Valuation estimate
KBMax leadership team
Management profileNumber of profiles
Profiles1 record
KBMax funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
KBMax M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about KBMax
What does KBMax do?
Epicor CPQ (formerly KBMax) is a cloud-native Configure, Price, Quote (CPQ) platform hosted on Microsoft Azure that helps manufacturers configure complex products, generate accurate quotes with dynamic pricing, and automate the handoff to engineering and production. It combines a no-code rules engine, 2D/3D/AR/VR visual configuration, CAD automation, document generation, and integrations with Salesforce, AutoCAD, SolidWorks, MuleSoft, and Epicor ERP to bridge sales, engineering, and manufacturing teams.
Is KBMax a public or private company?
KBMax is a private company. It is classified as corporate owned and is currently operating.
When was KBMax founded?
KBMax was founded in 2010. It employs 11 to 50 people.
Where is KBMax based?
KBMax is headquartered in Austin, United States, in the North America region.
How does KBMax make money?
One revenue line is on record: software Subscription (SaaS).
Who are KBMax's main competitors?
Direct peers on record are Tacton, Salesforce CPQ (Revenue Cloud), Conga (Apttus), PROS, Cincom Systems, SAP CPQ and Oracle CPQ (BigMachines). Emerging players are Threekit and Logik.io. Revalize is listed as a broad incumbent.
Does KBMax have an API?
No public API is recorded for KBMax.
What industry is KBMax in?
KBMax's product category is Configure-Price-Quote (CPQ) Software. Its primary akta.pro industry code is HDAEAEAA, Core ERP Suites (Financials, Procurement, Projects), with a secondary code of HDAEACAG, Managed File Transfer (MFT) & B2B/EDI Integration. Its NAICS code is 51321 and its SIC code is 7372.