Your AI-powered all-in-one flexible
CRM platform for growing teams
Contractors, sales pipeline, tasks, contracts and customer tickets in one place, backed by AI modules. Start free on the Free plan, no credit card required.
Our partners:
Meet a CRM that works with you
EpicCRM brings contacts, deals, tasks, contracts and customer tickets together in one system. Fewer spreadsheets and app switching, more time for your customers.
Sales automation
A deal pipeline, reminders and notifications keep every opportunity moving. Your team knows the next step and you see how much is in the pipeline.
Reporting and analytics
Pipeline value, won deals and team results on clear charts. Make decisions based on data, not gut feeling.
Customer service
Tickets from e-mail land straight in the help desk. Assign them to the right people, track their status and reply faster.
Advanced sales & lead management
Increase sales and close deals faster
Move leads and deals through your pipeline stages, assign them to sales reps and set reminders. See the pipeline value and know which deals need attention.
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Deal pipeline with stages and values
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Website form leads straight into the CRM
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Reminders about the next step
Client relationship management
Happy customers,
growing business
The whole relationship in one place: contacts, deals, contracts, tasks and tickets. Everyone on the team knows what was agreed with the customer and what happens next.
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Full history of every customer
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Tasks assigned to the right people
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Faster ticket handling
Invoicing
Effortless invoicing
through Fakturownia
EpicCRM connects directly to Fakturownia: issue and sync invoices for your contractors without leaving the CRM. Billing data, contacts and deals in one place, with no double entry and no exports.
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Fakturownia invoices straight from the CRM
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Import contractors from Fakturownia
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No double data entry
Contracts
Manage contracts
from draft to renewal
Create, track and renew contracts with automatic numbering, statuses and expiry reminders. Turn a won deal into a contract in one click and never miss a renewal date.
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Automatic numbering and contract statuses
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Reminders before a contract expires
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Turn a won deal into a contract in one click
Calendar & tasks
Plan your work with calendar and tasks
Schedule meetings, deadlines and follow-ups in a shared calendar, and break work into tasks with priorities, statuses and checklists.
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Shared team calendar
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Kanban task boards
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Google Calendar sync
Sales Playbook for Small Teams: What to Write Down First
In a small team, your sales playbook should first cover four things: who you sell to, how a deal moves from first contact to close, which questions qualify a lead, and how to answer the objections you hear most. Everything else can wait. You probably know the usual problem already. Two to eight reps, each […]
Key Account Management for Small B2B Teams: Where to Start
Key account management means picking the few clients your business really depends on and giving each one a named owner, a written plan and a regular review. That way they stop sitting in the same queue as everyone else. And plenty of small B2B firms have exactly this problem: a handful of clients bring in […]
Cyber Resilience Act Reporting: What to Ask Your Software Vendors
The Cyber Resilience Act reporting rules put new duties on manufacturers. Not on the small companies that buy their products. But they do hand you, the buyer, a solid excuse to ask every vendor one thing: how will news of a flaw and its fix actually reach us? What follows is the customer’s side of […]
Why EpicCRM?
Six reasons teams choose EpicCRM over spreadsheets and heavyweight CRM suites.
The Free plan is free forever and needs no credit card. Pick a paid plan only when your team grows.
Free to start
Pricing
Your data is stored on servers in the European Union. We are GDPR compliant and our data processing agreement is ready when you need it.
Data in the EU
Security
EpicCRM is built by Web Systems, a software company from Poland. When you write to us, you talk to the people who build the product.
Direct support
Support
Fakturownia, Mailcraft, Trello, Google Calendar and Slack work with EpicCRM, and the open API connects the rest.
Integrations
Tools
One base price per organization and cheaper extra seats. No setup fees, cancel anytime.
Transparent pricing
Billing
Import your contacts from CSV or XLSX and move your boards over from Trello. Your team can start the same day.
Fast start
Onboarding
Get started
Ready to grow your business with EpicCRM?
Create a free account and try EpicCRM with your own data. Choose a paid plan when you are ready.
