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EPESI Review

EPESI
Our score: 8.0 User satisfaction: 100%

What is EPESI?

EPESI is a comprehensive web-based CRM/ERP application designed to help businesses store, organize, access and share business information, records, and other important data. The software enables users to achieve total control over the management of their data, making their processes more precise, flexible, and much easier.

It is an open source platform that is built on the PHP/Ajax framework, which means users can access and make the necessary modifications to help further enhance their workflows and increase their efficiencies. With its modular design, EPESI’s functionality can be extended and scaled based on prevailing needs, which translates to total flexibility whenever requirements change and new needs arise.

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Overview of EPESI Benefits

EPESI gives you an integrated CRM/ERP platform that grants you total control over your business processes, make your operations more seamless and efficient. Built with a modular design, EPESI BIM provides you with the flexibility and the versatility you need to easily adapt to your ever-changing business needs and requirements.

EPESI lets you purchase additional module from their store, build your own modules from the ground up, or even let a third party developer create the modules you need to further extend EPESI’s functionality.

Its CRM (Customer Relationship Management) system offers a ton of advantages companies look for in a completely functional CRM. It enables you to put all your data on servers easily and then access the information whenever and wherever.

This setup allows you to take full advantage of the safety and security of advanced computer technologies. Data sharing is much easier and faster, enabling you to share all sorts information such as calendar events, client data and internal information to your colleagues, partners, stockholders, etc. Access to information by all authorized parties is a breeze. All you need is an internet connection and a web browser and you are good to go.

EPESI automatically documents all the changes entered into the system as well as other user activities, making it easy to track and create an audit trail when required.

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Overview of EPESI Features

Free Modules (already included)
  • Dashboard – control panel
  • Companies – address book of companies
  • Contacts – address book of individuals
  • Shared Calendar with alerts
  • Shared Task List – To Do
  • Phone Calls Log
  • Notes and Files (Document Management)
  • E-mail client – Roundcube IMAP
  • Exclusive Click2Fill form filling
  • Unique Watchdog module monitoring record changes
  • Advanced permission system
  • Shoutbox – internal messenger
  • Customizable shortcuts – quick access
Free Premium Modules
  • Sales Opportunity
  • Projects & Tickets
  • Multiple Addresses
  • Data synchronization engine
  • Asterisk calling method
Commercial Premium Modules
  • List Manager
  • Inventory Management
  • eCommerce
  • Data Import
  • Campaign Manager
  • Custom Print Templates
  • Accounting Bundle
  • White Label
  • Knowledge Base
  • Expenses
  • Payments processing
  • Timesheets
  • Freeconet dialer
  • Contacts Skills
  • Invoices
  • Assets
  • Vehicles
  • Contracts
  • Employees Vacation Management

What Problems Will EPESI Solve?

EPESI CRM simplifies the organization of basic company information like vendors, suppliers, customers and related information: documents, notes, e-mails. Unique Watchdog monitors for changes made by other users and notifies you when you need to know what you need to know. No need to send internal e-mails.

EPESI is written in a very popular PHP language and has a modular architecture. New modules can be obtained for free or purchased from integrated EPESI Store or custom written.

Awards & Quality Certificates

This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.
An award given to products that have recently entered the market but are already becoming very popular

EPESI Position In Our Categories

Keeping in mind companies have special business demands, it is only practical that they avoid buying a one-size-fits-all, ”best” software system. Be that as it may, it would be difficult to try to pinpoint such an app even among recognizable software solutions. The efficient step to undertake is to narrow down the varied major factors that call for a examination like important features, pricing, technical skill ability of the users, business size, etc. Next, you should perform the research to a full extent. Read these EPESI evaluations and scrutinize each of the solutions in your shortlist more closely. Such all-encompassing product investigation can make sure you avoid mismatched apps and buy the one that has all the function your company requires for success.

Position of EPESI in our main categories:

TOP 500

EPESI is one of the top 500 CRM Software products

If you are considering EPESI it could also be a good idea to analyze other subcategories of CRM Software listed in our base of SaaS software reviews.

Every business is different, and can need a particular type of CRM Software solution that will be fit for their company size, type of clients and employees and even individual niche they cater to. We advise you don't count on getting a perfect app that is going to be suitable for every business no matter what their background is. It may be a good idea to read a few EPESI CRM Software reviews first and even then you should pay attention to what the service is supposed to do for your company and your staff. Do you need a simple and straightforward service with only essential functions? Will you really make use of the complex tools required by pros and large enterprises? Are there any specific features that are especially useful for the industry you work in? If you ask yourself these questions it is going to be much easier to find a solid software that will match your budget.

How Much Does EPESI Cost?

EPESI Pricing Plans:

Free Trial

EPESI Cloud Plan

$30/month

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What are EPESI pricing details?

EPESI Pricing Plans:

Free Trial

EPESI Cloud Plan

$30/month

EPESI offers the following plans for users to choose from.  An enterprise edition with advanced tools and features plus premium technical support is also available. Promotions are also offered. Contact EPESI to know more of the enterprise pricing details and other product information.

EPESI Cloud Plan

  • 1 Month – $30
  • Quarterly Plan (3 Months) – $90
  • Semiannual Plan (6 Months) – $180
  • Annual Plan (12 Months) – $360

 

User Satisfaction

Positive Social Media Mentions 31
Negative Social Media Mentions 0

We realize that when you make a decision to get a CRM Software it’s important not only to find out how professionals evaluate it in their reviews, but also to discover whether the real clients and businesses that purchased it are actually happy with the service. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and EPESI reviews across a broad array of social media sites. The data is then presented in an easy to understand way showing how many customers had positive and negative experience with EPESI. With that information at hand you should be ready to make an informed business decision that you won’t regret.

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Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted
  • Open API

Language Support

  • English

Pricing Model

  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for EPESI?

EPESI integrates with the following business systems and applications:

  • IMAP e-mail client
  • Telegram messenger integration for notifications
  • Drupal
  • MS Dynamics
  • CDN Optima
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Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

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