• For whom
    • Small and medium businesses
    • Sales teams
    • Marketing departments
    • Customer service departments
    • For startups
  • Features & Benefits
    • Summary
    • Contact management
    • Process Automation
    • Analytics and Reporting
    • Project management
    • Data security
  • Pricing
  • News
  • Contact
  • English
    • Polski

Try it yourself

Edit Content

Log in to our demo account
and test the capabilities of Epic CRM.

Login - [email protected]
Password - demo

Close

Log in or sign up

Edit Content

Please login to your account

Forgot Password?

Sign In
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Close

Epic CRM

  • Home
  • Author Image
  • Epic CRM
  • Page 6
Lead Scoring That a Two-Person Sales Team Can Actually Maintain
Sales Management

Lead Scoring That a Two-Person Sales Team Can Actually Maintain

February 12, 2026 Epic CRM Comments Off on Lead Scoring That a Two-Person Sales Team Can Actually Maintain

Every sales team hits the same wall: the pipeline holds more names than anyone can call in a week. The obvious fix is lead scoring. The obvious trap is building a model that quietly assumes someone will maintain it. When your entire commercial operation is two people who also run demos, chase contracts, and handle […]

Automatyzacja biznesu - 15 zadań, które zrobi za ciebie CRM
Automation & Integrations, Sales Management

Business Automation - 15 Tasks Your CRM Can Do for You

February 7, 2026 Epic CRM Comments Off on Business Automation - 15 Tasks Your CRM Can Do for You

Your sales reps were hired to sell. Yet most of them burn through the week wrestling with spreadsheets, copying contact details by hand, and digging around to figure out where a deal actually stands. That hidden labor adds up fast. Every hour spent updating records by hand is an hour not spent talking to a […]

Integracja CRM z pocztą i kalendarzem - praktyczny przewodnik
CRM best practices and tips, CRM Guides

Integrating Your CRM with Email and Calendar - A Practical Guide

January 18, 2026 Epic CRM Comments Off on Integrating Your CRM with Email and Calendar - A Practical Guide

Why CRM, Email, and Calendar Belong Together Customer info scatters, and the moment it does, sales teams lose their footing. A reply sits buried in someone’s inbox. A meeting note ends up on a sticky pad. And the actual deal record? Shows none of it. When your conversations, appointments, and records live in separate worlds, […]

Migrating From Spreadsheets to a CRM Without Losing a Quarter
CRM Guides

Migrating From Spreadsheets to a CRM Without Losing a Quarter

January 5, 2026 Epic CRM Comments Off on Migrating From Spreadsheets to a CRM Without Losing a Quarter

Two reps call the same lead on the same afternoon. A renewal date lives in one person’s head, and that person is in Croatia for two weeks. The file emailed Tuesday is already wrong by Thursday, but three people are still working from it. Sound familiar? Then your spreadsheet stopped being a tool somewhere around […]

CRM i RODO - jak legalnie przechowywać dane klientów
Automation & Integrations, CRM best practices and tips, CRM Guides

CRM and GDPR - How to Store Customer Data Legally

December 28, 2025 Epic CRM Comments Off on CRM and GDPR - How to Store Customer Data Legally

Every contact card, every email log, every “called back, not interested” scribble sitting in your CRM counts as personal data under GDPR. That catches a lot of business owners off guard. They assume the rules only go after tech giants hoovering up millions of records. Nope. The regulation kicks in the moment you store information […]

12 metryk sprzedażowych (KPI) wartych śledzenia w CRM
Sales Management

12 Sales Metrics (KPIs) Worth Tracking in Your CRM

December 21, 2025 Epic CRM Comments Off on 12 Sales Metrics (KPIs) Worth Tracking in Your CRM

Most sales teams already have the data they need to grow. It’s just scattered everywhere. Deal notes live in one inbox, contact details in some spreadsheet, and follow-up reminders on a sticky note nobody ever looks at. When everything’s spread out like that, the patterns that actually move revenue stay invisible. And the fix isn’t […]

Słownik CRM - 30 pojęć, które musisz znać
CRM best practices and tips, CRM Guides, Customer Support

The CRM Glossary - 30 Terms You Need to Know

December 19, 2025 Epic CRM Comments Off on The CRM Glossary - 30 Terms You Need to Know

Picture a small sales team drowning in spreadsheets, sticky notes curling off the edge of a monitor, and a pile of “I’ll call them back tomorrow” promises that never happen. Deals slip away. Not because the product is weak, but because nobody can find the right information when they actually need it. I’ve watched it […]

Jak wdrożyć CRM krok po kroku - gotowa do użycia lista kontrolna
Automation & Integrations, CRM best practices and tips, CRM Guides

How to Implement a CRM Step by Step - A Ready-to-Use Checklist

December 13, 2025 Epic CRM Comments Off on How to Implement a CRM Step by Step - A Ready-to-Use Checklist

Rolling out a CRM is supposed to give you cleaner data, fewer dropped deals, and a lot less manual grunt work. And yet? A shocking number of these projects stall out, annoy everyone involved, or just quietly die in a corner. Here’s the thing I’ve learned after years of watching this happen: success almost never […]

Jak sprawić, by zespół naprawdę używał CRM (rozwiązanie problemu adopcji)
CRM best practices and tips, CRM Guides

How to Get Your Team to Actually Use the CRM (Solving the Adoption Problem)

December 9, 2025 Epic CRM Comments Off on How to Get Your Team to Actually Use the CRM (Solving the Adoption Problem)

Picture this. Your company buys a shiny new CRM, runs a big kickoff meeting, and three months later the sales team is still tracking deals in spreadsheets and sticky notes. The license is paid for. Nobody logs in. This is the adoption problem, and I’ve watched it sink more CRM projects than any technical flaw […]

Najlepsze systemy CRM w 2026 - porównanie
Automation & Integrations, CRM Guides, Sales Management

The Best CRM Systems in 2026 - A Comparison

November 15, 2025 Epic CRM Comments Off on The Best CRM Systems in 2026 - A Comparison

Customer notes scattered across sticky pads, inboxes, and three different spreadsheets. A promising deal that quietly went cold because nobody followed up. And every week, hours gone to copying the same details from one place to another. Sound familiar? Then you already get why a CRM matters. The real question in 2026 isn’t which system […]

Posts pagination

Previous 1 … 5 6 7 … 10 Next

Search

Categories

  • Automation & Integrations (29)
  • CRM best practices and tips (53)
  • CRM Guides (38)
  • Customer Support (13)
  • Industry insights and trends (12)
  • Sales Management (40)
  • Security & Data (13)

Recent posts

  • Key Account Management for Small B2B Teams: Where to Start
    Key Account Management for Small B2B Teams: Where to Start
  • How to Run a CRM Pilot With One Team Before a Company-Wide Rollout
    How to Run a CRM Pilot With One Team Before a Company-Wide Rollout
  • Custom Fields vs Tags in a CRM: When to Use Which
    Custom Fields vs Tags in a CRM: When to Use Which

Tags

AI analytics automation B2B business business growth Business Software checklist compliance CRM CRM Trends customer data Customer Engagement Customer Retention customer service customer support Data Management data migration data quality Data Security email marketing follow-up forecasting GDPR guide help desk KPI lead generation lead management lead scoring marketing pipeline productivity revenue Sales Sales Forecasting sales management sales pipeline sales process sales team small business software spreadsheets ticketing workflow

Do you want to receive news and updates?


    Epic CRM

    CRM for small and medium businesses: sales, tasks, contracts and customer service in one place.

    Resources
    • Features
    • Pricing
    • News
    • FAQ
    • Terms of Service
    • Privacy Policy
    • Cookie Policy
    • DPA
    • Cookie settings
    • Features
    • Pricing
    • News
    • FAQ
    • Terms of Service
    • Privacy Policy
    • Cookie Policy
    • DPA
    • Cookie settings
    Partners
    • Botino: AI voicebots
    • Web Systems Łódź
    • Sellaro: eCommerce integrations
    • MailCraft: email marketing
    • Inteleo: AI assistants
    • Botino: AI voicebots
    • Web Systems Łódź
    • Sellaro: eCommerce integrations
    • MailCraft: email marketing
    • Inteleo: AI assistants

    All rights reserved 2024 - 2026 ©EpicCRM

    • Developed by Web Systems