A CRM built around your sales. Not your sales built around a CRM.
First we understand how you sell. Then we set up the CRM accordingly — right inside the Microsoft 365 you already have and pay for. EP365 is not another one-size-fits-all CRM you have to bend your sales process to fit.
Deals as a board by stage, an overview of expected revenue, contact and company details with a timeline, and a register of conferences and events — in one app on Microsoft 365. Click the demo to enlarge it.
See it in action
A recorded walkthrough, 15 min — no meeting needed.
A CRM doesn't start with software
Maybe you already have a CRM. Maybe you are choosing one right now.
But before you start comparing the features of different systems, you need to answer far more important questions.
- Who do you consider a lead?
- When does a sales opportunity arise?
- What stages does your sales process have?
- What must a customer do to move to the next stage?
- Do you have different sales processes for different products or customers?
- Who is responsible for each step?
- What data does a salesperson need, and what does management need?
- What do you do with a customer after the first purchase?
If the company has no shared answer to them, a new CRM won't solve the problem.
It will only move today's chaos into a new system.
That is why we approach an EP365 implementation the other way round.
Your sales first.Then our CRM.
Show us how you sell
We don't start by clicking through a demo CRM. First we want to understand your sales: customers, products and services, sales lines, the customer journey, the individual sales stages, responsibilities and the information you need to manage it. If you have all of this defined, we can move straight on.
No sales process? We will help you build it
Not every company arrives with a finished sales process — and a CRM can't be implemented properly from a list of required features alone. Together we define how your sales system should work: from the first contact through lead qualification and the sales opportunity to the customer and their further development.
We set up EP365 around it
Only once we know how your sales should work do we turn that logic into the CRM. The CRM supports your sales process. It doesn't dictate it.
We teach your people to work with it
An implementation doesn't end when the app goes live. People need to understand not just where to click, but why they record information, when a customer moves on and what the system expects from them. That is why the implementation includes onboarding by role and by the way each team works.
A CRM is not a contact database.It is a tool for managing sales.
A good CRM shouldn't just tell you who is in your database. You need to know who is where, why they are there, what should happen next, who should do it — and what sales potential lies ahead of you.
That is why EP365 works with the whole customer journey.
A contact is not a lead
Having someone's e-mail or business card doesn't yet make them a potential customer.
A lead is not a sales opportunity
A customer moves to the next stage only once the defined qualification conditions are met.
Each sales line can have its own path
A different product, service or type of customer may need a different sales process. The CRM has to be able to adapt to that.
Management sees the real state of sales
Pipeline, expected revenue, individual stages and sales potential are not just reporting after the fact. They are the basis for deciding what the company should do next.
What EP365 gives you
A sales process the whole company understands
Marketing, sales and management work with the same customer-journey logic and the same definitions.
Clear rules for moving a customer forward
You know what each stage means and what must happen for a customer to move on.
A pipeline you can trust
It doesn't hold every contact who might buy something one day, but real sales opportunities based on rules defined in advance.
Data for managing, not for record-keeping
Management gets the information it needs to manage sales performance, capacity and expected revenue.
A CRM that matches the way you sell
The system adapts to the principle of your sales process — you don't have to squeeze your sales into preset fields.
And it all runsin Microsoft 365.
EP365 uses the environment your company already knows and uses. You don't create another separate data island, and people work in a familiar ecosystem.
Data in your Microsoft 365
Contacts, sales figures and revenue stay in your own tenant, under your identity and permissions. No extra data island.
People sign in with their work account
No new passwords. When a salesperson leaves, IT handles it in one step — blocking the account also removes access to the sales data.
Connected to Outlook
Tasks with a due date land in your Outlook calendar and e-mails to clients go out directly, in your name.
Czech specifics included
Company details from the ARES register by registration number in one click, invoices from deals and an ISDOC e-invoice export.
Priced per company, not per user
From CZK 4,900 a month, based on the total number of internal users in your Microsoft 365. You can let sales, marketing, accounting and management into the CRM.
Mailchimp integration
Optional add-on: contacts with consent go to your Mailchimp, unsubscribes and invalid addresses come back to the CRM.
What EP365 looks like in practice
Features that sales and management use every day — and what you get from them. The full list is further down in the details.
You see where the real sales opportunities are and what revenue to expect from them
A pipeline as a kanban, a list and a forecast. You move a deal to the next stage by dragging it and see the weighted value against the closing date. Funnel stages and customer status are derived automatically from your sales matrix.
Deals scattered across e-mail and people's heads one view of who is where and what is coming up
You know what will really come in over the next months
Recurring contracts, subscriptions and weighted deals add up to one monthly outlook — split into certain and at stake, with cash within 30/60/90 days.
A forecast by guesswork numbers you can plan with
Each sales line follows its own path
On a contact you pick the line and the status — stage and customer status are derived from the rules you have set.
You spend time where it pays off
An interest score for companies and contacts and a risk score for companies, right in the list — you see who is hot and who is a risky payer.
Everything about the customer in one place
Company and contact details with a timeline — deals, activities, tasks, e-mails and the events they attended.
„For the first time we have our whole sales operation on one screen — and we know what will really come in next month. And the data never left our company.“
IT services provider · 60 employees · 5 sales reps in one pipeline
Deployment was done in half a day, with no IT involvement. The app filled in company details from the Czech business register by registration number, and the sales team went through an introductory workshop.
Two companies. Two different paths to a CRM.
Your sales process is already defined
You know your sales lines, stages, qualification criteria, customer statuses and the data you need to track? Excellent.
We go through your inputs together, check that they are ready for implementation, and we can start configuring EP365.
You don't have a defined sales process
No problem. First we set up a Customer Lifecycle System together — a system that describes the customer journey from the first contact through the sales process to customer care.
Only then do we turn its agreed logic into the CRM.
Ing. Markéta Karman
Author and guarantor of the EP365 CRM sales methodology
marketakarman.czThe sales logic of EP365 is based on Markéta Karman's B2B Customer Lifecycle System methodology.
Markéta combines experience from B2B sales and marketing and helps companies set up a system that lets them manage the whole customer journey — from winning the customer through the sale to further development.
Within EP365 she is responsible for the methodological logic of the sales process and for translating it correctly into the CRM. EP365 provides the technology, the implementation and the further development of the app in Microsoft 365.
“A CRM should not be a database that salespeople fill in because they have to. It should be the single source of truth, where the whole company can see its customers, its sales and how the business is running.”
More about Markéta Karman
Markéta has spent more than 20 years in B2B marketing and sales. She works with technical, technology and manufacturing companies as well as firms that provide B2B services, from consulting to training. She helps them connect marketing, sales and customer communication into one working system.
At EP365 CRM she is responsible for making sure the app is built around the needs of small and mid-sized companies. She makes sure the CRM is not used by salespeople alone, but that marketing, accounting and management find their work in it too. She judges every new feature by whether it saves the company time or brings in business.
First, show us your sales.
We don't want to show you dozens of features in the first half hour and leave you to decide which ones you need. First we want to understand what the CRM should solve in your company. If we find that EP365 makes sense for you, we will show you the solution in the context of your own sales, not just a sample company.
For those who want to know more
Everything that matters in one place — features, a comparison with the alternatives, security, pricing and answers to common questions.
Companies and contacts in one place
A central register of companies and people — table and tiles, category chips, full-text search, sortable columns and bulk editing of a single field across selected records. A detail in a side panel with an overview (contacts / deals / monthly revenue), notes, tags and custom fields. A safeguard against duplicates based on the company registration number.
Sales lines and the sales matrix
On a contact you choose a sales line (which route we're taking) and a status (what's happening right now) — an editable matrix derives the funnel stage (Contact → Approached → MQL → HQL → SQL → SQO → deal) and the customer status automatically. Status and line bubble up from contacts to the company, and time-in-stage is tracked.
Deals and pipeline
Three views: kanban (by stage or by closing month), list and forecast. A deal detail with line items from the catalogue (quantity, price, discount, VAT), payment milestones, activities and attachments. For licence resale you also enter the purchase price — only the margin goes into the outlook.
Expected revenue (outlook)
A forward monthly outlook that combines recurring revenue (contracts, subscriptions) with probability-weighted deals. A This year / Next year toggle, certain vs. bet, cash within 30/60/90 days, a year-on-year comparison, a monthly chart with a target line and a company × month overview.
Engagement × risk scoring
Scoring of leads and companies along two independent axes — not a single number. Engagement for a contact and a company, risk for a company (payment discipline, VAT-payer reliability). A fixed catalogue of factors, time decay and adjustable bands. A flame / shield badge in lists and in the detail with a per-factor breakdown.
Contracts, subscriptions and monthly revenue
Flat-rate service contracts (a monthly retainer or hourly, renewals with reminders) and recurring product subscriptions. Both feed the company's monthly revenue (MRR) and the outlook. Monthly revenue is recalculated automatically from active contracts and subscriptions after every change.
Change history and audit
A record of changes to key fields (sales line, status, stage, customer status) on contacts and companies — who, when, from what to what. History right in the record detail and in a separate overview for administrators with a filter by entity. Plus an automatic log of record creation and edits.
ARES auto-fill and Outlook integration
In the company editor, a “Load from ARES” button fills in the name, address and VAT number from the Czech business register by registration number — straight from the browser. Tasks sync as all-day events into your Outlook calendar; emails and follow-ups go out in your name.
Events, webinars and follow-up
Event series → events → attendance (Registered → Attended → No-show), webinars with a show-up rate and an export of attendees to CSV. Send a follow-up email with merged variables to those who attended — and new leads land straight in the CRM.
Email marketing with Mailchimp (add-on)
A connection to your own Mailchimp account: the CRM sends it the contacts who may receive marketing messages, with selected fields and tags — and takes back unsubscribes, invalid addresses and new subscribers from forms. An unsubscribe always wins. Optionally it shows campaign opens and clicks on the contact and counts them towards the score.
Item catalogue and payment milestones
A reusable price list of products and services for assembling deals quickly, payment milestones on deals for spreading revenue over time, and custom fields on contacts, companies and deals — without touching the SharePoint structure.
Everything clearly in one window
The light interface of a single app; records open in side panels (both detail and editing), and linked records layer on top of one another. Quick search across the whole app (⌘K / Ctrl+K) and a link to every view and record to share with a colleague.
Roles and code lists under control
Administrator, user and custom roles with configurable permissions — everyone sees only what belongs to them. More than 20 code lists are fully configurable (labels, colours, order), and on deal stages you also set a probability for the weighted outlook.
Data stays with you
Company contacts, sales figures and revenue are stored exclusively in your Microsoft 365 environment, under your company identity and permissions. No export to a third-party cloud, no data migrated out — except for the optional Mailchimp add-on, which sends selected contacts to your Mailchimp account at your request.
No new passwords
People sign in with their company Microsoft account. When a sales rep leaves, IT handles it in one step — blocking the account also removes access to the sales data.
Everyone sees only their own
Administrator, user and custom roles, while guests only see the help pages — access is governed by your company identity. Other people's data is technically out of reach, even if someone knew the direct link.
Out only for the app and the licence
The app loads from our CDN, which also verifies the validity of your licence (company identifier and expiry date) and offers the what's-new overview. No sales data flows through it — and you can re-run the check whenever you like.
ARES with no middleman
Filling in company details by registration number runs straight from the browser against the public ARES register. No server of ours in between, and the register receives none of your data.
Verifiable history and IT-free deployment
Who changed what and when is traceable in the record history and in the Microsoft 365 audit. You deploy the app as a single package — the required lists and groups are created automatically, with no manual scripts.
Price by company size
You pay per company, not per sales rep. The price is based on the total number of internal users in your Microsoft 365 — the full scope of the app within that size band.
Email marketing — Mailchimp integration
One price regardless of company size. Contacts with consent go to Mailchimp, unsubscribes and invalid addresses come back to the CRM, optionally campaign opens and clicks too. You pay your own Mailchimp account and plan directly to Mailchimp.
Implementation in two packages
Installation into your Microsoft 365, roles and permissions, a theme in your brand colours.
Everything in Start, plus an import of your existing companies, contacts and deals from Excel or another CRM with checks and matching, a Word quote template in your design, and invoicing details with a number series.
Start suits you when you begin with a CRM from scratch. Plus when you move from Excel or another CRM and want to work with your own data and documents straight away. Anything beyond the package is billed as extended support.
Role-based training
The rollout is led by Ing. Markéta Karman, author and guarantor of the EP365 CRM sales methodology.
How your process looks in the CRM, what each status means and who is responsible for what.
Your own working scenarios, not a generic “how a CRM works”.
The team works live on its own sales cases.
Over real cases, by role.
If relevant — overviews, revenue outlook and the funnel.
Then we don't start by configuring the CRM. First we find out together what needs work — start with the readiness check.
Support pricing
Consultations, environment changes, custom reports or training new salespeople.
Support is billed for every started 15 minutes of work. We always let you know the expected scope in advance.
Do we need to have our sales process worked out in advance?
Does that mean we need a big strategy project before the CRM?
Can we take a look at EP365 first?
Can you adapt EP365 to our process?
What do we need for EP365?
How much does EP365 cost?
Where is our sales data stored?
Do we need Power Automate or Azure?
How do the sales line and status → stage and customer status work?
How long does the rollout take?
Does the app track email opens and clicks?
Does it work on mobile?
Can we customise the stages, code lists and colours?
How do app updates work?
A CRM should support your sales. Not dictate them.
Don't start by choosing features. Let's start with how you want to manage your sales.
Often paired with the CRM
Further reading on the blog
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What exactly do you want to discuss?
Pick what's burning most right now. We'll get back to you, walk through your situation and propose next steps, including an indicative price.