• 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

workflow

  • Home
  • News
  • workflow
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, […]

9 Pipeline Leaks That Let Hot Leads Slip Away Unnoticed
CRM best practices and tips

9 Pipeline Leaks That Let Hot Leads Slip Away Unnoticed

July 5, 2026 Epic CRM Comments Off on 9 Pipeline Leaks That Let Hot Leads Slip Away Unnoticed

A hot lead almost never dies because your product wasn’t good enough. It dies in a gap. An email nobody answered. A note that sat unread. A follow-up that just never happened. On their own these things look tiny. Add them up over a year, though, and they quietly drain real money from businesses that […]

Marketing Automation for Beginners: Where to Start Without the Overwhelm
Automation & Integrations

Marketing Automation for Beginners: Where to Start Without the Overwhelm

July 5, 2026 Epic CRM Comments Off on Marketing Automation for Beginners: Where to Start Without the Overwhelm

Every business owner knows the feeling. A promising lead slips through the cracks, the follow-up never happens, and a sale just quietly vanishes. That’s the exact gap marketing automation is built to close. In plain terms, it’s software that takes the repetitive marketing and sales grind off your plate, so your team can spend its […]

The Response Time Myth: Why Your CRM Won't Fix Slow Ticket Replies (and What Will)
Customer Support

The Response Time Myth: Why Your CRM Won’t Fix Slow Ticket Replies (and What Will)

July 5, 2026 Epic CRM Comments Off on The Response Time Myth: Why Your CRM Won’t Fix Slow Ticket Replies (and What Will)

Buy a shiny new CRM or help desk, the thinking goes, and your reply times drop overnight. It’s a comforting story. Vendors are happy to let you keep believing it. But the reality is a lot quieter. Software surfaces tickets faster and stacks them neatly in a queue, sure - it just never decides who […]

Connecting Support Tickets to Sales History Without Merging Teams
Automation & Integrations

Connecting Support Tickets to Sales History Without Merging Teams

June 23, 2026 Epic CRM Comments Off on Connecting Support Tickets to Sales History Without Merging Teams

A rep dials a customer to talk about an upgrade. Four hours earlier, that same person filed a furious ticket about a feature that stopped working. The rep has no idea. Meanwhile a support agent closes a ticket with a curt “resolved, let us know if it comes back” on an account sitting six weeks […]

Zarządzanie projektami w CRM - wszystko w jednym narzędziu
Automation & Integrations, CRM Guides, Sales Management

Project Management in a CRM - Everything in One Tool

August 2, 2025 Epic CRM Comments Off on Project Management in a CRM - Everything in One Tool

Most teams celebrate a closed deal inside their CRM, then hand the customer straight off to a spreadsheet, a chat app, and three tangled email threads. And the moment that handoff happens, information starts leaking. The salesperson knows what was promised. The delivery team is working from a half-remembered summary. Follow-ups get forgotten, the same […]

Search

Categories

  • Automation & Integrations (33)
  • CRM best practices and tips (56)
  • CRM Guides (42)
  • Customer Support (17)
  • Industry insights and trends (12)
  • Sales Management (45)
  • Security & Data (17)

Recent posts

  • Customer Journey Map for Small B2B Firms: First Call to Renewal
    Customer Journey Map for Small B2B Firms: First Call to Renewal
  • Sales Playbook for Small Teams: What to Write Down First
    Sales Playbook for Small Teams: What to Write Down First
  • Key Account Management for Small B2B Teams: Where to Start
    Key Account Management for Small B2B Teams: Where to Start

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 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 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