Contact management

Contacts, contractors and their history in one place. Import from CSV, XLSX and Fakturownia lets you start right away.

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All contacts
in one place

Contact details, companies, notes and documents in one searchable place. The whole team works on the same, up-to-date data.

  • Centralization
  • Organization
  • Availability
Contact list in EpicCRM

Individual approach to the customer.

Knowing a customer's history, you prepare offers and messages that fit their needs.

  • Personalization
  • Relationships
  • Satisfaction
Contractor list in EpicCRM

Monitoring customer interactions

Deals, contracts, tasks and tickets are linked to the contact, so you see at once what happened with the customer and what is in progress.

  • Monitoring
  • Analysis
  • History
Sales pipeline in EpicCRM