Everything you need
See how EpicCRM helps with customers, sales, projects and tickets.
Customer managment
Manage your
customer data effectively
All your customer data in one place. Track contacts and conversations and run relationships on facts, not memory.
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Search for customers
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Track customer contacts
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Export customer data
Contacts
Manage every contact
in one place
Keep all your contacts, contractors and their history in a single, searchable place. See deals, contracts, tasks and conversations for each relationship at a glance.
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History of every relationship
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Fast search
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Import from CSV, XLSX and Fakturownia
Contracts
Manage contracts
efficiently
All contracts in one place. Keep track of dates, store documents and get a reminder before a contract expires.
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Create and Manage Contracts
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Search and Filter
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Export Data
Project management
Manage projects
seamlessly
Plan and track projects from start to finish. Split work into tasks, assign people and see progress.
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Intuitive interface
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Quick search
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Data export
Task management
Streamline your
workflow
Kanban boards, to-do lists and reminders keep daily work organised. Notifications arrive by e-mail, in the app and on Slack.
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Reminders and notifications
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Comprehensive task summary
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Detailed task table
Support
Enhance your
customer support
Customer tickets, including those from e-mail, land in one help desk. Assign them, track response times and close cases faster.
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Comprehensive ticket overview
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Detailed ticket information
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Bulk actions and export options
Leads management
Track and support
leads
Leads from your website forms go straight into the CRM. Move them through the pipeline and see which deals are closest to closing.
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Effortless lead addition
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Leads from website forms
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Comprehensive lead overview
Key benefits
Every feature you need,
all in a single system
EpicCRM combines customer, sales, project and ticket management in one system.
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Integrations with the tools you use
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Make informed, strategic decisions
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Streamline your processes and workflows
To start on the Free plan
Of data stored in the EU
Ready-made integrations
Simple pricing plans
Task boards that work like Trello Pro
Plan your team's work on multiple boards, assign any task to a teammate, and keep everyone on track - right inside your CRM.
Multiple boards
Organize projects, teams and workflows on separate Kanban boards. Free includes 1 board; paid plans scale up to unlimited.
Assign to teammates
Give any task an owner and it lands straight in their personal To-Do list, so nothing slips through the cracks.
Never miss a deadline
Assignees get an email reminder before a task is due - plus in-app and Slack notifications.
Get started
Ready to supercharge your business?
Create a free account and see how EpicCRM organises your team's work.
