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General infornation:
Epic CRM is a customer relationship management software designed to help businesses manage their customer interactions, sales processes, and support services efficiently.
Epic CRM is beneficial for businesses of all sizes, including small businesses, medium enterprises, and large corporations, across various industries.
Yes, Epic CRM is a cloud-based solution, which means you can access it from anywhere with an internet connection.
Epic CRM offers features such as contact management, project management, invoicing, support tickets, and reporting.
Yes, Epic CRM is designed with a user-friendly interface that makes it easy for users to navigate and utilize its features.
Yes, Epic CRM offers customization options to tailor the software to your specific business requirements.
Yes, Epic CRM offers a free trial period so you can explore its features and determine if it meets your needs before purchasing.
Epic CRM provides customer support through various channels, including email, live chat, and phone support.
Epic CRM employs robust security measures, including data encryption and regular backups, to ensure your data is safe and secure.
Yes, Epic CRM can integrate with a variety of other software applications, including email services, accounting software, and more.
Pricing and plans:
Epic CRM offers multiple pricing plans tailored to different business sizes and needs. Specific details can be found on the pricing page.
No, Epic CRM does not have any hidden fees. All costs are clearly outlined in the pricing plans.
Yes, you can upgrade or downgrade your plan at any time based on your business needs.
Yes, Epic CRM offers discounts for annual subscriptions, providing savings compared to monthly billing.
Yes, Epic CRM provides a money-back guarantee within a certain period if you are not satisfied with the service.
No, there are no setup fees for Epic CRM. The cost is included in your subscription plan.
Yes, you can add additional users to your plan at any time, and the cost will be adjusted accordingly.
Yes, Epic CRM offers special rates for non-profits and educational institutions. Contact sales for more information.
Billing is handled automatically based on your subscription plan, and you will receive an invoice each billing cycle.
Epic CRM accepts various payment methods, including credit cards, debit cards, and online payment services.
Features and functionality:
Key features include contact management, project management, invoicing, support ticketing, and detailed reporting.
Yes, Epic CRM is designed to handle multiple projects simultaneously, making it ideal for busy teams.
Yes, Epic CRM can be accessed via mobile devices, ensuring you stay connected on the go.
Yes, Epic CRM includes comprehensive reporting tools to help you analyze your business data effectively.
Yes, Epic CRM allows for task automation, helping you save time and streamline your processes.
Epic CRM includes a support ticketing system to manage and track customer inquiries and issues.
Yes, Epic CRM offers tools to manage your sales pipeline, track leads, and close deals efficiently.
Yes, Epic CRM integrates with popular email services to streamline communication with your contacts.
Yes, Epic CRM includes collaboration tools that allow team members to work together on projects and tasks.
Yes, Epic CRM provides features to track time and expenses, making project management more efficient.
Implementation and onboarding:
Implementation time varies based on your business size and requirements, but typically it can be set up within a few days.
Yes, Epic CRM offers training sessions to help your team get acquainted with the software and its features.
Dedicated support is available during onboarding to assist with setup and answer any questions you may have.
Yes, data migration services are available to help you transfer your data from your current CRM to Epic CRM.
Yes, Epic CRM provides a range of self-training resources, including video tutorials, documentation, and FAQs.
Customization options are available within the settings to tailor the software to your business needs.
Yes, Epic CRM includes a setup wizard to guide new users through the initial configuration process.
Yes, you can request a demo to see how Epic CRM works and how it can benefit your business.
The first step is to sign up for a free trial or contact sales to choose the best plan for your business.
Yes, best practices are provided in the onboarding materials to ensure a smooth and successful implementation.
Technical support and security:
Epic CRM offers various technical support options, including email support, live chat, and phone support.
Epic CRM is regularly updated with new features, improvements, and security patches to ensure optimal performance.
Yes, regular backups are performed to protect your data and ensure it can be restored if needed.
Epic CRM employs advanced security measures, including data encryption, to protect your information.
Yes, you can set different access levels for users to control who can see and edit specific data.
Yes, Epic CRM provides a knowledge base with articles and guides to help troubleshoot common issues.
Technical issues can be reported through the support section in the application or by contacting customer support directly.
Yes, scheduled maintenance windows are communicated in advance to minimize any disruption to your service.
No, as a cloud-based solution, an internet connection is required to access Epic CRM.
Epic CRM is designed to comply with GDPR regulations, and tools are provided to help you manage your data accordingly.