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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

Because companies have special business-related needs, it is only sensible that they abstain from going for an all-encompassing, “perfect” solution. Just the same, it is almost impossible to chance on such an app even among recognizable software systems. The correct thing to undertake is to write down the different important functions that demand analysis including major features, price terms, skill ability of staff, business size, etc. After which, you should double down on your product research exhaustively. Have a look at some of these EPESI evaluations and explore the other software solutions in your list in detail. Such detailed product research ascertain you take out unfit apps and pay for the one that has all the tools you require company 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 might also be a good idea to examine other subcategories of CRM Software collected in our database of SaaS software reviews.

There are well-liked and widely used solutions in each software group. But are they essentially the best fit for your company’s unique requirements? A market-leading software product may have thousands of subscribers, but does it present what you need? For this reason, do not blindly spend on popular systems. Read at least a few EPESI CRM Software reviews and consider the factors that you desire in the software such as the fees, main functionality, available integrations etc. Then, choose a few apps that fit your wants. Check out the free trials of these products, read online comments, get explanations from the vendor, and do your homework systematically. This profound groundwork is certain to assist you select the most excellent software platform for your organization’s special requirements.

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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