• 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

Test on your own

Edit Content

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

Login – [email protected]
Password – demo

Close

Log In or Register

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

News

Discover a wealth of insightful materials meticulously crafted to provide you with a comprehensive understanding of the latest trends.

  • Home
  • News

News

Discover a wealth of insightful materials meticulously crafted to provide you with a comprehensive understanding of the latest trends.

  • Home
  • News
CRM best practices and tips, CRM Guides

CRM vs ERP: 5 Key Differences Every Business Owner Must Know

July 5, 2026 Epic CRM Comments Off on CRM vs ERP: 5 Key Differences Every Business Owner Must Know

Picture a growing business where every morning kicks off with a scramble. A sales rep digging through spreadsheets to find one client’s phone number. Two follow-up emails landing in the same lead’s inbox. An order lost because nobody bothered to log the call. Then the team grows, and the mess grows with it. Two kinds […]

CRM Guides, General

Step by Step: 10 Signs Your Business Needs a CRM

July 5, 2026 Epic CRM Comments Off on Step by Step: 10 Signs Your Business Needs a CRM

Here’s how it usually goes. A good lead reaches out, genuinely interested, wallet basically open. A rep says they’ll send pricing “by tomorrow.” Then the week gets busy, that note gets buried, the follow-up never happens, and three weeks later the same prospect signs with somebody else. Nobody torpedoed the deal on purpose. It’s just […]

CRM best practices and tips, CRM Guides

The Myth of Free CRM Implementation: What It Really Costs in 2026

July 5, 2026 Epic CRM Comments Off on The Myth of Free CRM Implementation: What It Really Costs in 2026

A “free CRM” looks like an easy win when you’re watching every zloty, but that $0 sticker rarely reflects what you’ll actually spend to get value out of the thing. The license fee is one line in a much longer ledger. Getting a CRM to genuinely support your sales team means importing data, bending the […]

CRM Guides, Sales Management

Excel vs CRM: Which One Wins as Your Business Scales?

July 5, 2026 Epic CRM Comments Off on Excel vs CRM: Which One Wins as Your Business Scales?

Almost every company starts tracking customers the exact same way. A blank spreadsheet, a few columns, done. It costs nothing beyond software you already own, everybody knows how to use it, and you can spin up a new sheet in seconds. When you’ve got twenty contacts and one person closing deals? That setup honestly works […]

CRM best practices and tips, General

I Tested 30 CRM Terms in Real Life – Here’s My Verdict

July 5, 2026 Epic CRM Comments Off on I Tested 30 CRM Terms in Real Life – Here’s My Verdict

Every CRM out there promises to transform your business. But the language around these tools usually seems built to confuse you, not help you. A sales rep or a small business owner opens the dashboard and gets hit with terms like “pipeline velocity” and “lead nurturing,” with no real clue what actually deserves their attention. […]

CRM best practices and tips, CRM Guides

Which CRM Type Fits You: Operational, Analytical, or Collaborative?

July 5, 2026 Epic CRM Comments Off on Which CRM Type Fits You: Operational, Analytical, or Collaborative?

Most business owners shop for a CRM the same way: brands lined up side by side, monthly prices in one column, features counted on a spreadsheet. And the one question that actually matters never gets asked. Which kind of CRM does my business actually need? Because customer relationship management tools break down into three strategic […]

CRM best practices and tips, CRM Guides

10 CRM Setup Steps Nobody Warns You About Beforehand

July 5, 2026 Epic CRM Comments Off on 10 CRM Setup Steps Nobody Warns You About Beforehand

Buying a CRM feels like progress. But the software is only a container, and what you pour into it decides whether it becomes a growth engine or an expensive contact list. Most teams treat setup like an install job when it’s really a decision about how you sell and serve customers. That gap – between […]

CRM best practices and tips, CRM Guides

How to Pick the Right Small Business CRM: 7 Criteria That Actually Matter

July 5, 2026 Epic CRM Comments Off on How to Pick the Right Small Business CRM: 7 Criteria That Actually Matter

Picture a normal Tuesday. A promising lead’s phone number is buried in one person’s inbox. The follow-up date? Scrawled on a sticky note. And the pricing history sits in a spreadsheet nobody has opened in weeks. Meanwhile deals quietly slip away, because no one actually remembers who was supposed to call whom. Pick the wrong […]

CRM best practices and tips, CRM Guides

Migrating to a New CRM? You’re About to Lose Data – Unless You Read This

July 5, 2026 Epic CRM Comments Off on Migrating to a New CRM? You’re About to Lose Data – Unless You Read This

You picked the new platform, hammered out the contract, and put the switch on the calendar. Then, a few weeks later, a rep walks over and asks where a client’s entire conversation history disappeared to. I’ve seen this happen more times than I can count, and it almost never comes down to buggy software. Here’s […]

CRM Guides, General

Excel-Based CRM vs Dedicated Tool: Which Wins Team Adoption?

July 5, 2026 Epic CRM Comments Off on Excel-Based CRM vs Dedicated Tool: Which Wins Team Adoption?

Picture a sales team running everything off one shared spreadsheet. It started as a simple list of names and phone numbers – easy to open, impossible to argue with. Then someone added a column. Then another. More people needed access, and the file that once felt effortless quietly turned into the thing everyone tiptoes around. […]

Posts pagination

1 2 … 10 Next

Search

Categories

  • Automation & Integrations (36)
  • CRM best practices and tips (59)
  • CRM Guides (64)
  • Customer Support (8)
  • General (88)
  • Industry insights and trends (13)
  • Sales Management (33)
  • Security & Data (6)

Recent posts

  • CRM vs ERP: 5 Key Differences Every Business Owner Must Know
  • Step by Step: 10 Signs Your Business Needs a CRM
  • Excel vs CRM: Which One Wins as Your Business Scales?

Tags

AI analytics automation B2B business business growth Business Software business tools CRM CRM Trends customer data Customer Engagement customer management customer relationship management Customer Retention customer service Data Management data migration data quality Data Security email marketing Excel forecasting GDPR guide implementation integration lead generation lead management lead scoring marketing Personalization pipeline poradnik productivity revenue ROI Sales sales pipeline sales process segmentation small business software spreadsheets workflow

Do you want to receive news and updates?


    Epic CRM

    Power your business growth and see immediate results today.

    Resources
    • Features
    • Pricing
    • News
    • FAQ
    • Terms of Service
    • Privacy Policy
    • Cookie Policy
    • DPA
    • Features
    • Pricing
    • News
    • FAQ
    • Terms of Service
    • Privacy Policy
    • Cookie Policy
    • DPA
    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