Got questions? This way.
Answers to the most common questions about EpicCRM. Can't find yours? Write to us.
General infornation:
EpicCRM is a browser-based CRM for small and medium businesses. It brings together contacts and contractors, a sales pipeline, tasks and Kanban boards, a calendar, contracts and customer ticket handling.
Freelancers, startups and small and medium businesses: sales, marketing and customer service teams that want customers and work in one place.
Yes. EpicCRM runs in your browser, there is nothing to install. Data is stored on servers in the European Union.
Contact and contractor management, a deal pipeline, tasks and Kanban boards, a calendar, contracts, a help desk with tickets from e-mail, a lead inbox for website forms, reports, and integrations with Fakturownia, Mailcraft, Trello, Google Calendar and Slack.
Yes. The interface is simple and the first steps take minutes. You can also try the demo first without creating an account.
Yes. Set your own pipeline stages and task boards, tags, user roles and notifications.
Yes. The Free plan is free forever and needs no credit card. You can also explore the demo with sample data.
E-mail us at [email protected] or use the form on the Contact page. The Business plan includes dedicated support and onboarding.
Connections are encrypted, backups run automatically and data is stored on servers in the EU. We are GDPR compliant.
Yes: with Fakturownia, Mailcraft, Trello, Google Calendar and Slack. Connect other systems through the REST API.
Pricing and plans:
There are three plans: Free (EUR 0), Starter (from EUR 29 per month excl. VAT, 3 seats included) and Business (from EUR 99 per month excl. VAT, 10 seats included). See the pricing page for details.
No. You pay the plan's base price, any extra seats and VAT where it applies. There are no setup fees.
Yes, change your plan anytime from the billing page.
Paid plans are billed monthly. You can cancel your subscription at any time.
Cancel with one click on the billing page and your account goes back to the Free plan. There is no notice period.
No. You create your account yourself and start working right away.
Yes. Add extra seats anytime: +EUR 9 on Starter and +EUR 7 on Business per person per month, excl. VAT.
Write to us and we will prepare an offer for your organisation.
Prices are net. We add 23% Polish VAT; EU businesses outside Poland with a valid VAT number pay net under the reverse charge. You get a VAT invoice by e-mail after every payment.
Payment cards, processed securely by Stripe.
Features and functionality:
Contacts and contractors, a deal pipeline, tasks and Kanban boards, a calendar, contracts, a help desk, a lead inbox, reports and integrations.
Yes. Each project or team can have its own task board. The number of boards depends on the plan: 1 on Free, up to 10 on Starter and unlimited on Business.
Yes. EpicCRM works in the browser on phones and tablets, with nothing to install.
Yes. Reports show pipeline value, won deals, ticket handling and team results.
Yes. Reminders and notifications (e-mail, in-app, Slack), website form leads and e-mail tickets reach the CRM automatically.
The built-in help desk collects tickets, including from e-mail. Each ticket has a status, a priority and an owner.
Yes. Move leads and deals through pipeline stages, assign them to reps and track deal values.
Yes. Tickets from a chosen mailbox go to the help desk, and contacts can be added to a Mailcraft mailing list automatically.
Yes. Assign tasks, comment, mention teammates and get notified about changes.
Yes. Import contractors from Fakturownia and handle invoices without retyping data.
Implementation and onboarding:
Usually minutes: create an account, import your contractors and invite your team. You can start working the same day.
Yes. The Business plan includes dedicated support and onboarding. On other plans we help by e-mail.
Import contractors from a CSV or XLSX file or straight from Fakturownia, and move task boards over from Trello.
Yes, if you can export it to CSV or XLSX. For larger migrations, write to us and we will suggest the best route.
Yes. The demo shows the system with sample data, no registration needed.
In settings you define pipeline stages, boards, tags, user roles and notifications.
Enter your colleagues' e-mail addresses in the team settings and they receive an invitation to your organisation.
Yes. The Free plan needs no card. You only enter one when you choose a paid plan.
Create a free account on the Free plan or try the demo.
Import your contractors, set up your pipeline stages and invite your team. Add the rest as you go.
Technical support and security:
We help by e-mail at [email protected] and through the contact form. The Business plan includes dedicated support.
Regularly. We ship new features and fixes continuously, with no downtime and no extra charge.
Yes. Backups run automatically every hour, day, week and month.
Connections are encrypted (HTTPS), data is stored in the EU and user roles control access.
Yes. Roles (admin, manager, user) and task visibility decide who can see and edit what.
In this FAQ and in the API documentation. If you cannot find an answer, write to us.
E-mail [email protected] or use the form on the Contact page. Describe the problem and we will get back to you.
We deploy updates without interrupting your work. Planned maintenance is announced in advance.
No. EpicCRM is a cloud service, so you need an internet connection.
Data is stored in the EU and our data processing agreement is available on our website.