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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.

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.

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 distinct business needs, it is only logical that they abstain from settling on a one-size-fits-all, ideal software product. Be that as it may, it would be futile to try to come across such a software product even among sought-after software solutions.
The best thing to do is to note down the varied vital factors which demand consideration including major features, budget, technical skill aptitude of staff, organizational size, etc. Then, you should follow through the product research exhaustively. Browse over some EPESI review articles and scrutinize the other software options in your list more closely. Such well-rounded product investigation can make sure you drop unfit applications and buy the one that includes all the benefits you require business requires.

Position of EPESI in our main categories:

TOP 500

EPESI is one of the top 500 CRM Software products

If you are interested in EPESI it could also be sensible to analyze other subcategories of CRM Software listed in our database of SaaS software reviews.

Since each organization has unique business requirements, it is advisable for them to refrain from looking for a one-size-fits-all perfect software solution. Needless to say, it would be pointless to try to find such an app even among widely used software applications. The clever thing to do would be to catalog the various important aspects that require consideration such as main features, budget, skill levels of employees, company size etc. Then, you should do your homework thoroughly. Read some EPESI CRM Software reviews and check out each of the other solutions in your shortlist in detail. Such exhaustive research can ensure you reject ill-fitting platforms and zero in on the app that provides all the features you require for business success.

How Much Does EPESI Cost?

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 buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and EPESI reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with EPESI. With that information at hand you should be equipped 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

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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

 

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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Reviewed By Jenny Chang
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