• 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

small business

  • Home
  • News
  • small business
  • Page 4
Agent wearing headphones serves a customer at a computer in a bright office with large windows
Automation & Integrations, Customer Support, Industry insights and trends

Voicebots and AI in Customer Service

March 7, 2025 Krzysztof Balicki Comments Off on Voicebots and AI in Customer Service

Voicebots are AI phone assistants that understand spoken requests and answer routine calls, so a small team can focus on complex work. Opening hours, order status, “hey, did you get my email?” And while all that’s happening, a real sales inquiry sits in an inbox for three days and quietly dies. That’s the daily grind […]

Four people with headsets working on laptops at white desks in an office, seen from above
CRM best practices and tips, CRM Guides

CRM Naming Conventions: Keeping Company and Deal Names Clean

February 10, 2025 Krzysztof Balicki Comments Off on CRM Naming Conventions: Keeping Company and Deal Names Clean

CRM naming conventions are a short written rulebook. It says how every company, person, deal, project and tag gets named, so search, filters and reports give you one clear answer instead of five partial ones. Adopt the rules below and a small team can stop guessing which record is the right one. Why CRM naming […]

Laptop with charts and a pie chart on screen next to an open lined notebook and a pen on a white desk
Sales Management

Sales Quotas for Small Teams: Setting Targets Reps Can Hit

January 17, 2025 Krzysztof Balicki Comments Off on Sales Quotas for Small Teams: Setting Targets Reps Can Hit

A fair sales quota for a small team comes from your own won deals, your current pipeline and what each rep can realistically handle. Then you split it into monthly targets, person by person. Been handing two to six salespeople one big yearly revenue number? The start of a new year is a good moment […]

CRM dla jednoosobowych firm - czy ma sens?
Automation & Integrations, CRM Guides, Sales Management

CRM for Solo Entrepreneurs - Does It Make Sense?

January 16, 2025 Krzysztof Balicki Comments Off on CRM for Solo Entrepreneurs - Does It Make Sense?

For a business run by one person, a CRM for solo entrepreneurs makes sense once customer information scatters across messages, email and notebooks. A phone number lives in your messages, a project detail sits buried somewhere in an email thread, and a verbal promise hides in a paper notebook on your desk. Each fragment looks […]

Sheet of printed charts and graphs on a wooden desk with a magnifying glass, two pencils and a spiral notebook
Customer Support

Holiday Season Customer Support: Preparing for Black Friday 2024

November 25, 2024 Krzysztof Balicki Comments Off on Holiday Season Customer Support: Preparing for Black Friday 2024

Holiday season customer support works for a two-person team on three conditions: the predictable questions are answered before they arrive, the deadlines are published, and the rota and priorities are fixed before 29 November. Black Friday falls on 29 November 2024, Cyber Monday on 2 December 2024. Then come the Christmas orders and a run […]

Top view of a handshake over a desk with charts, a tablet, calculator, glasses and a person writing in a notebook
Industry insights and trends, Security & Data

NIS2 Deadline: What Small Businesses and Suppliers Should Know

October 2, 2024 Krzysztof Balicki Comments Off on NIS2 Deadline: What Small Businesses and Suppliers Should Know

Short answer to the NIS2 small business question? The directive probably doesn’t cover your company directly. But it will reach you anyway, through the larger clients it does cover. According to the Commission’s NIS2 overview, Member States had until 17 October 2024 to transpose the directive into national law, and many missed that deadline. And […]

Two people shaking hands over a desk with a laptop, a clipboard with documents and a stack of folders
Sales Management

Q4 Sales Planning: Using CRM Data to Finish 2024 Strong

September 27, 2024 Krzysztof Balicki Comments Off on Q4 Sales Planning: Using CRM Data to Finish 2024 Strong

Q4 sales planning comes down to two things: measuring the gap between your year target and what you have actually closed, then checking how much of the open pipeline can realistically land by December. That’s it. This guide was written at the end of September 2024 for the last quarter of that year. Three months […]

Man in a striped shirt sitting with a tablet and stylus, pointing at colorful charts on the screen
CRM best practices and tips, Security & Data

Business Continuity Plan for Small Business After the July Outage

July 25, 2024 Krzysztof Balicki Comments Off on Business Continuity Plan for Small Business After the July Outage

A business continuity plan for small business is one page. That’s it. It names your critical tools, a manual fallback for serving clients, who calls whom, and where the offline copy of essentials lives. Below we build that page step by step, so your team knows how to get through a day without laptops or […]

Posts pagination

Previous 1 … 3 4

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 (20)

Recent posts

  • 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
  • Two men and a woman with headsets around their necks looking at a laptop, with sticky notes on a board behind
    Customer Journey Map for Small B2B Firms: First Call to Renewal

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 helpdesk 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