Sales teams

EpicCRM keeps your sales team organised: leads, deals, tasks and reminders in one place, with reports that show what works.

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Effective management of the sales funnel

Every deal has a stage, a value and an owner. See where deals stall and act before the customer walks away.

  • Tracking
  • Analysis
  • Conversion
Sales pipeline in EpicCRM

Automate repetitive tasks

Reminders, notifications and leads arriving straight from your forms take routine work off the team. Sales reps get more time to talk to customers.

  • Efficiency
  • Time Savings
  • Productivity
My tasks list in EpicCRM

Increase efficiency with reports

Reports show pipeline value, won deals and each rep's results. Use them to set targets and plan your sales.

  • Analysis
  • Data Visualization
  • Insights
Analytics and reports in EpicCRM