This review was last updated
This CRM Review examines EPESI CRM.
In-Depth CRM Review
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
- Project Tracking for Construction Industry
About the Product:
- 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
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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If you are considering this program, you should also look at these other CRM solutions:
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