EPIQCRM & Sales
- Companies, contacts, residential customers, suppliers and partners
- Sales pipeline and lead generation with B2B lead data
- Company map, meetings and communication history
- Calendar, tasks and notes
- Contract and service date tracking
Features
Everything in one platform
EPIQ Hub brings CRM, accounting, telephony, support, IT management, property management and industry-specific tools into one multi-company platform. Every module, menu item and permission can be shaped to the way a business works, and partners can run it under their own brand.
Accounting & Billing
- Quotes, invoices and repeating invoices
- Call and message breakdowns on telecoms invoices: PDF with charts or a plain CSV, inside the invoice or attached
- Bills, expenses, travel claims and commission
- Bank feeds and reconciliation
- Profit and loss, balance sheet, cash summary and VAT return
- HMRC Making Tax Digital VAT submission
- Direct debit collection and card payments
- Online shop, subscriptions, wallet and coupons
- Services billing that follows licence and usage changes
- Lock dates and fiscal year history
Connect Phone System
- Connect, our cloud phone system, with a visual call flow editor
- Numbers, number porting and caller ID
- Inbound routes, voicemail, recordings and call logs
- Call groups (hunt groups): ring a team together or one by one, with voicemail or another group behind
- SMS, SMS groups and fax
- Web dialer and live receptionist console
- SMS, voice and email broadcast
- A2P 10DLC and toll-free SMS registration
- Device provisioning and SIP trunking
- Call analytics and rate packages
Support & Service Desk
- Tickets with SLA reporting and support hours
- Supplier tickets
- Feature requests
- Documentation and knowledge base for staff and customers
- Live chat inbox with a chat widget for each of your websites
- Work orders
IT Management
- Endpoint management with a desktop agent for Windows, macOS and Linux
- Remote terminal, script library and self-service apps
- Patch and software management
- Network, WiFi and port inventory per device
- Microsoft 365 and Google Workspace tenant management and alerts
- Backup and security product management
- Inventory and uptime monitoring (Pulse)
Time & Projects
- WorkTime time tracking with billing rules and prepaid hours
- Productivity reports
- Projects with templates
- Staff working hours, call hours, leave and office closures (HR)
Documents & Security
- eSign for documents
- Company drive with cloud storage
- Password vault with encrypted records
- Mailbox
- Audio editor, form builder and compare tools
Security & Platform
- Single sign-on with Microsoft and Google
- Multi-factor authentication with trusted devices
- Audit logs and device action transcripts
- Firewall and abuse protection
- Push notifications
- Reports hub across every module
- Usage analytics: which modules your team and your clients use, and seats nobody uses
For businesses
Run your company from one place
- Replace a stack of separate tools with one login
- Turn on only the modules you need
- Your own roles, permissions and menu for every team
For partners
Run it as your own platform
- Whitelabel on your own domain with your branding
- Manage every client company from one partner account
- Bill clients for services, licences and usage automatically
- Choose which integrations your clients can use
- Live chat on your own websites, with a separate widget for each site
Integrations
Fully integrated providers
Accounting & Finance
- Plaid
- Stripe
- HMRC VAT
Backup & Security
Cloud Infrastructure
Productivity
- Google Workspace
Proven in daily use since 2017
EPIQ Hub brings CRM, accounting, telephony, support, IT management, property management and industry-specific tools into one multi-company platform. Every module, menu item and permission can be shaped to the way a business works, and partners can run it under their own brand.