EP365 CRM your whole sales operation in your Microsoft 365
Companies, contacts, deals and pipeline, recurring revenue and a cash-flow outlook — all inside the Microsoft 365 you already have and pay for. No extra CRM cloud, no data migrated out, no new passwords.
Sound familiar?
This is what sales teams tell us before they deploy EP365 CRM. Not because people work badly — but because Excel, email and a sales rep's memory were never built to run a whole sales operation and a revenue outlook.
“Our sales live in three spreadsheets and in people's heads.”
Contacts in one table, deals in another, contracts buried in email. When a sales rep leaves, the overview walks out with them — nobody knows who's a hot lead or what's about to close.
“We don't really know what's coming in next month.”
Recurring contracts, subscriptions and weighted deals never get added up together. The revenue outlook is a rough guess, and cash flow gets planned blind.
“Client data in someone else's cloud? Not a chance here.”
A classic CRM moves your company contacts and sales figures into a third-party cloud — and management and GDPR both ask why. Migrating out and back again is then a headache.
What EP365 CRM does about it
Five things that get your sales under control fastest. The complete feature list is below in the details.
A pipeline you can finally see — kanban, list and forecast
Move a deal a stage forward by dragging it across the kanban, sort by closing month, or switch to the forecast. On a contact you pick a sales line and a status — the funnel stage and customer status are derived automatically from your sales matrix.
Deals scattered across email and people's heads one overview of who's where and what's about to close
A revenue outlook, not a guess
The Expected revenue module adds up recurring contracts, subscriptions and probability-weighted deals into a single monthly outlook. It splits it into certain vs. bet, shows cash within 30/60/90 days and a year-on-year comparison.
Forecast by gut feel, cash flow blind real numbers months ahead
Engagement and risk scoring
Two independent axes, not a single number: how hot a lead is and how safe a payer a company is. A badge — a flame or a shield — right in the list, so you spend your time where it pays off.
Company details in one click
Enter the company registration number and the app fills in the name, address and VAT number from the Czech business register (ARES). No re-typing from the register, no typos in the company name.
Tasks drop straight into Outlook
Create a follow-up with a due date on a deal and send it to your Outlook calendar with a single tick. Emails to clients go out directly, in your name.
The fastest route: 30 minutes at a screen.
No company slideshow. We share a screen and click through the app on sample company data — you'll see exactly what your sales reps and your director would see.
„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 met for a two-hour workshop.
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.
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 and user (plus a read-only guest) — everyone sees only what belongs to them. 18 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.
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 read-only guest — access is governed by your company identity. Other people's data is technically out of reach, even if someone knew the direct link.
The only connection out is the licence
Our side verifies only the validity of your licence (company identifier and expiry date). 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 users in your Microsoft 365 — the full scope of the app within that size band.
On-site implementation
Installation, environment preparation, a two-hour workshop for the sales team, theming to match your brand, configuration of code lists, the sales matrix and scoring, and optionally an import of your existing companies and contacts.
The exact price depends on company size and the scope of the initial data import. We'll send a precise quote after a short call.
Support pricing
Consultations, environment adjustments, custom reports or onboarding new sales reps.
Support is billed per started 15 minutes of work. We always tell you the expected scope in advance.
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 quickly can we deploy it?
Does the app track email opens and clicks?
Does it work on mobile?
Can we customise the stages, code lists and colours?
Often paired with the CRM
Further reading on the blog
Need help putting your SharePoint in order first? Explore our audit, governance and care services
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.