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Your operation in one place,
updated on its own.

A view open to the C-suite, pulled straight from your CRM and project management tool. No more monthly report that arrives already out of date.

Command Center

Decide with today's data,
not last month's.

Your operation's information exists, but it is scattered: part in the CRM, part in the project tool, part in someone's spreadsheet. The people who decide log into none of them and depend on a monthly report that is out of date the day it arrives. The cost is deciding late and discovering the problem in the meeting instead of before it.

Who it is forB2B companies whose revenue operation already produces more data than a spreadsheet can track, and whose C-suite needs answers without waiting for someone to build them.
Command Center
03
What you get
  • One screen per account, showing what is in progress, late and delivered, without opening the source tools.
  • Metrics that update themselves, pulled straight from the CRM and the project tool.
  • Contracts and billing in view, with what is open and what has been paid.
  • Operating documentation in the same place, searchable.
  • Corporate login, with role-based permissions: the C-suite sees the dashboard, operators see the detail.
How it works

EPIC connects the sources you already own: the CRM, the project management tool and your contract data. Initial setup takes a few weeks and happens once. After that, what changes at the source shows up on the dashboard.

Why EPIC

Command Center is not a generic dashboard plugged into your database. It is built on the structure of your operation by the same team that designed that structure. EPIC runs its own client management, contracts and billing on this product.

Implementation

From your sources to a live dashboard.

Step 1

Structure

How your operation is organized today, so the dashboard reflects your structure and not a generic one.

Step 2

Connection

Continuous reading from the CRM, the project tool and your contract data.

Step 3

Access

Roles defined, corporate login in place and the dashboard open to decision makers.

Before you start

What we need from you.

01

Read access

To the CRM and the project management tool.

02

Someone who knows the operation

A person who can explain how the operation is organized today.

03

Who sees what

The definition of access roles.

Frequently asked questions

No. Command Center reads from those tools and keeps depending on them.

No. The dashboard records contracts and billing; tax and financial execution stay in your process.

When the CRM is not organized. The dashboard shows what exists; if the source is a mess, it shows the mess in high definition.

No. Statistical modeling and forecasting belong to EPIC's data and attribution services.

Next step

The dashboard your C-suite
opens without asking for a report.

Tell us which tools your operation uses today. The conversation shows what Command Center can read and how long it takes to go live.


Start with the form