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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

Since businesses have specific business needs, it is only prudent they steer clear of seeking a one-size-fits-all, “perfect” software product. Be that as it may, it is troublesome to try to stumble on such a software solution even among branded software products. The rational thing to undertake is to take note of the varied major aspects which entail inspection including essential features, plans, skill competence of staff, company size, etc. After which, you should follow through the research through and through. Have a look at some of these EPESI evaluations and explore each of the solutions in your list in detail. Such all-encompassing product investigation makes sure you drop poorly fit software solutions and subscribe to the one that has all the function your business requires.

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 examine other subcategories of CRM Software gathered in our database of SaaS software reviews.

Every company has different requirements and needs a software that can be customized for their size, type of staff members and buyers, and the particular industry they are in. For these reasons, no software can offer perfect features out-of-the-box. When you search a software system, first be sure what you require it for. Read some EPESI CRM Software reviews and ask yourself do you desire basic functionality or do you want complex functionality? Are there any industry-specific features that you are looking for? Find the answers to these queries to assist your search. There are multiple factors that you need to consider and these include your budget, particular business wants, your organization size, integration needs etc. Take your time, try out a few free trials, and finally choose the system that presents all that you need to enhance your firm competence and productivity.

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 are aware that when you choose to get a CRM Software it’s important not only to learn how experts evaluate it in their reviews, but also to discover if the real users and businesses that use this software are actually satisfied with the product. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and EPESI reviews across a wide array of social media sites. The data is then featured in an easy to digest format indicating how many clients had positive and negative experience with EPESI. With that information at hand you will be ready to make an informed buying decision that you won’t regret.

Video

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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