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THE SYSTEM
What we built
Epic CRM makes sure no opportunity slips through: every meeting, quotation and follow-up is logged against the customer record.
Built forB2B sales teams
StatusDelivered to client
INSIDE THE SYSTEM
Sales dashboard
Sales performance, top products, staff activity and client interactions at a glance — with live quotation and sales graphs.
One record per customer
Company details, key contacts, documents, activities and quotations from a single centralised profile.
Quotations, tracked
Filter by date, status and salesperson; download any quotation as PDF or export the full report to Excel.