How it works
Four steps. No IT project.
Epic One goes to work on your existing systems the day it connects. Here is the whole arrangement, in plain English.
- Epicor Kinetic
- E2 JobBoss²
- NetSuite
- Salesforce
- HubSpot
- Instant answers
- Drafted quotes
- POs & RFQs, gated
- Monday-morning report
Writes wait for a human yes
- 1
Connect the systems you already run
Epic One plugs into your ERP and CRM. Epicor Kinetic, E2 JobBoss², NetSuite, Salesforce, HubSpot, and more. No rip-and-replace, no migration project. Your systems stay exactly where they are.
- 2
Ask anything from day one
The moment it connects, every job, quote, PO, and customer record becomes askable in plain English. Each person sees only what their own ERP or CRM login already lets them see. No new permissions to design.
- 3
Teach it your tasks
Show it how you quote, how you chase late POs, how you build the Monday report. Explain it once in chat, hand it a document, or let it watch a screen recording. It remembers, and the whole company benefits.
- 4
Approve every change
Epic One never writes to your ERP on its own. It shows you exactly what it wants to change, waits for a person to approve, then executes, verifies, and logs it. Reads are instant; writes wait for you.
Your IT lead will want the specifics on isolation, encryption, and the approval gate. We wrote them a page: Security & data isolation.
See it on your own data
Try the interactive demo first, or request your company's private instance. We call to confirm ERP safety details before anything goes live.