This CRM Review examines EPESI CRM.

In-Depth CRM Review

EPESI CRM

EPESI Project

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Web: http://sourceforge.net/projects/epesi/

CRM Category: Field Sales Support – Cloud
Sub-Category: Contact Manager
Seats: Small/Medium Business

About the Company:

EPESI is a CRM web application for managing business information: store, organize, process, link and share records between people within a single company or organization.

The standard features include CRM modules like shared calendar, tasks and address book, an integrated e-mail client Roundcube and unique solutions like advanced permission system, easy form filling (Click2Fill), record change tracking (Watchdog) and full record history.

EPESI CRM is built on top of a high level PHP/Ajax framework with modular design that can be easily customized and modified to match your processes and workflow. The EPESI framework allows rapid development of custom modules and extending functionality of the basic CRM package into full ERP application.

Examples of modules created with EPESI CRM:

List Manager
Campaign Manager
Inventory Management System
e-commerce
Project Tracking for Construction Industry

About the Product:

Features

EPESI (a.k.a epesiBIM) • FREE • Open Source CRM
Multiuser, multilanguage with UTF-8 support
Shared contacts, calendar, tasks, phone calls
100% web based
Unlimited notes and file attachments
Advanced record history
Unique Click2Fill data entry
Unique Watchdog module to monitor modified records
RoundCube mail client
epesi PHP/AJAX framework included
Custom fields
Modular design
Advanced Recordset Permissions system
EPESI Store – browse, install extensions with few clicks
Small, lightweight, fast
Intuitive user interface

Price:

EPESI CRM is a free, open source solution.

For a proper demo of this CRM solution:

For a proper demo of this CRM solution, please contact the company directly.

Rich’s View of EPESI CRM:

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http://sourceforge.net/projects/epesi/reviews?source=navbar