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
How to Run a CRM Pilot With One Team Before a Company-Wide Rollout
Buying a CRM is easy. Getting an entire company to actually use one is not. The gap between those two things is where most CRM budgets quietly disappear, and the usual culprit is scale: you roll out to everyone at once, on a schedule set by the contract rather than by how your sales team […]
Custom Fields vs Tags in a CRM: When to Use Which
Every CRM starts clean. Then a rep adds a tag for a trade show, someone else spins up a custom field called “industry type” right next to the one already called “industry,” and eighteen months later nobody can produce a pipeline report anyone trusts. The tooling is rarely the problem. It’s one question nobody answered […]
Mobile CRM for Field Sales Teams: What Actually Gets Used
Ask any sales manager about their mobile CRM and you’ll hear the same story with different names in it. App bought, licenses paid, one training session held, and six months later three people use it. The rest keep notes in their heads until Sunday evening, when they sit down and reconstruct a week of visits […]
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.
