• 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

lead management

  • Home
  • News
  • lead management
Marketing and Sales Sharing One CRM: Where to Draw the Line
CRM best practices and tips

Marketing and Sales Sharing One CRM: Where to Draw the Line

August 24, 2026 Epic CRM Comments Off on Marketing and Sales Sharing One CRM: Where to Draw the Line

Nobody plans to end up with two customer databases. It just happens. Marketing picks a tool for campaigns and email, sales grabs something for pipeline tracking, and a year later the same customer sits in both systems under slightly different names. Both teams trust their own copy. Neither copy is complete. People usually frame the […]

Step by Step: 10 Signs Your Business Needs a CRM
CRM Guides

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 […]

I Automated My Sales Cycle for 90 Days - Here's What I Learned
Sales Management

I Automated My Sales Cycle for 90 Days - Here’s What I Learned

July 5, 2026 Epic CRM Comments Off on I Automated My Sales Cycle for 90 Days - Here’s What I Learned

Ninety days ago, my sales cycle ran on sticky notes, memory, and a spreadsheet nobody fully trusted. Leads slipped away. Promising conversations went cold, and I was spending more time babysitting records than actually talking to customers. So I ran an experiment. Automate as much of the boring stuff as I could for three months, […]

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 […]

Jak zarządzać lejkiem, by żaden lead nie przepadł
Automation & Integrations, CRM best practices and tips, Sales Management

How to Manage Your Pipeline So No Lead Slips Through

November 7, 2025 Epic CRM Comments Off on How to Manage Your Pipeline So No Lead Slips Through

Every business loses deals it never even knows about. Someone fills out a form, waits too long for a reply, and quietly buys from a competitor instead. Nobody logs it. That’s the problem - these losses never show up on a report, so they feel painless even while they drain revenue and quietly push your […]

Czym jest CRM i jak działa? Przewodnik dla początkujących
CRM Guides

What Is a CRM and How Does It Work? A Beginner’s Guide

August 12, 2025 Epic CRM Comments Off on What Is a CRM and How Does It Work? A Beginner’s Guide

What a CRM Actually Is (in Plain English) A CRM (short for customer relationship management) is the one place where every customer interaction, contact detail, and deal actually lives. No more digging through five spreadsheets, a cluttered inbox, and that sticky note peeling off your monitor. Your whole team works from one shared record instead. […]

How Does a CRM Work and Why It's Worth It: A Beginner's Guide
CRM best practices and tips

How Does a CRM Work and Why It’s Worth It: A Beginner’s Guide

January 4, 2025 Epic CRM Comments Off on How Does a CRM Work and Why It’s Worth It: A Beginner’s Guide

Every growing business hits the same wall eventually. Customer details buried in email threads, half-updated spreadsheets, and a graveyard of sticky notes stuck to someone’s monitor. A prospect calls about a quote you promised last week, and nobody remembers who was handling it. Sound familiar? That kind of scattered chaos quietly kills deals, and your […]

Search

Categories

  • Automation & Integrations (26)
  • CRM best practices and tips (47)
  • CRM Guides (34)
  • Customer Support (8)
  • Industry insights and trends (12)
  • Sales Management (31)
  • Security & Data (8)

Recent posts

  • Mobile CRM for Field Sales Teams: What Actually Gets Used
    Mobile CRM for Field Sales Teams: What Actually Gets Used
  • Marketing and Sales Sharing One CRM: Where to Draw the Line
    Marketing and Sales Sharing One CRM: Where to Draw the Line
  • Which CRM Reports Should a Sales Manager Read Every Monday?
    Which CRM Reports Should a Sales Manager Read Every Monday?

Tags

AI analytics automation business business growth Business Software business tools conversion CRM CRM Trends customer data Customer Engagement Customer Retention customer service data cleaning Data Management data migration data quality Data Security email marketing Excel forecasting GDPR guide integration KPI lead generation lead management lead scoring marketing pipeline productivity revenue Sales Sales Forecasting sales management sales metrics sales pipeline sales process sales team small business software spreadsheets support 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