• 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

customer data

  • Home
  • News
  • customer data
  • Page 2
Four people with headsets working on laptops in a row at a long wooden table
Automation & Integrations, Industry insights and trends

B2B E-Invoicing Mandates in 2026: Getting Customer Data Ready

January 7, 2026 Krzysztof Balicki Comments Off on B2B E-Invoicing Mandates in 2026: Getting Customer Data Ready

A B2B e-invoicing mandate means invoices travel between companies as structured data instead of PDFs. So a wrong customer record no longer gives you a slightly ugly document - it gives you a rejected or misrouted invoice. A structured invoice is only as good as the customer master data behind it, which is why the […]

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

CRM and GDPR - How to Store Customer Data Legally

December 28, 2025 Krzysztof Balicki 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 […]

Trendy CRM na 2026 - czego się spodziewać
CRM best practices and tips, CRM Guides, Industry insights and trends

CRM Trends for 2026 - What to Expect

November 3, 2025 Krzysztof Balicki Comments Off on CRM Trends for 2026 - What to Expect

Every sales team knows that quiet sinking feeling: a deal gone because nobody followed up. Contacts sit in one spreadsheet. Notes live in another. And the email thread that actually mattered? Buried in someone’s inbox. Leads cool off, handoffs get fumbled, and no one’s really sure who owns what. The CRM was supposed to fix […]

Posts pagination

Previous 1 2

Search

Categories

  • Automation & Integrations (39)
  • CRM best practices and tips (61)
  • CRM Guides (47)
  • Customer Support (19)
  • Industry insights and trends (20)
  • Sales Management (59)
  • Security & Data (21)

Recent posts

  • Laptop showing a slide with a world map and three labeled points, with printed charts, notebook and tablet on a desk
    Data Breach Response Plan for Small Companies: Who Does What
  • Four people with headsets sitting in a row at laptops on a wooden desk, a woman with glasses in the foreground
    Customer Win-Back: How to Re-Engage Clients Who Stopped Buying
  • Top view of a wooden table with laptops, a tablet and phones showing blue slides, notebooks, coffee and plants
    Help Desk Ticket Categories: A Simple Scheme for Small Teams

Tags

AI analytics automation B2B business business growth Business Software checklist compliance CRM customer data Customer Engagement Customer Retention customer service customer support cybersecurity Data Management data migration data protection data quality Data Security email marketing follow-up forecasting GDPR guide help desk KPI lead generation lead management lead scoring 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