Last Updated
Overview
Epesi delivers a free, open-source CRM framework with modular ERP capabilities, empowering businesses to customize workflows and data management. Despite its dated interface and limited native reporting, Epesi CRM's extensibility, no-code tools, and low-cost cloud hosting make it a cost-effective and scalable choice for growing teams.
Overall Rating
Based on 2 users reviews
3.5
Rating Distribution
Positive
50%
Neutral
50%
Negative
0%
Starting Price
Custom
Epesi Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is Epesi?
Epesi is open-source software with extensive CRM features, helping businesses organize and store customer data to improve sales and communication. Its modular design allows for rapid application development that enables small to medium-sized businesses. It creates custom modules without requiring deep programming knowledge. This flexibility addresses the need for scalable software that adapts to operational requirements. The platform enables users to customize systems, solve unique problems, and enhance organizational independence and adaptability.
Epesi Pricing
Epesi offers flexible deployment options that directly influence the overall Epesi pricing structure. These plans are:
- CRM+: $24/month
- BIM: $49/month
- ERP: $99/month
Disclaimer: The pricing is subject to change.
Epesi Integrations
The software supports integration with multiple systems and platforms, such as:
- Skype
- MailChimp
- PayPal
Who Is Epesi For?
Epesi is ideal for a wide range of industries and sectors, including information technology and engineering.
Is Epesi Right For You?
Looking for a customizable, open-source CRM solution built for small teams and developers? Epesi offers strong modular customization and quick deployment, all without expensive licensing costs. It addresses common issues like centralized data management, task coordination, and form automation. The platform features enterprise-grade security, permissions, audit logs, and can easily scale to support hundreds of users.
Still doubtful if Epesi is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Epesi Features
Epesi features a flexible, modular design that allows for extensive customization. Users can easily create tailored modules without requiring programming skills, thereby adapting the system to their unique business processes. This rapid application development capability ensures that the Epesi software evolves precisely in response to specific operational needs.
This solution centralizes crucial business information, including contacts, companies, tasks, and calendar events. It enables precise data organization, processing, and secure storage, ensuring that all records are accessible and shareable across an unlimited number of users. Full history tracking and advanced permissions to maintain data integrity.
Epesi empowers teams to effectively manage their sales pipeline and activities. It offers tools for controlling sales flow, tracking individual performance, and setting reminders for contacts. The platform helps sales professionals focus on the right clients and optimize their daily tasks for improved efficiency.
The platform features an integrated email client and supports external communication apps, such as Telegram. This promotes organized internal communication and simplifies client interactions directly within the CRM. It also offers strong email archiving capabilities for thorough record-keeping and easy access.
Epesi provides a sophisticated permission system that allows granular control over data access. This ensures that business-critical information is secure and only visible to authorized personnel, down to the individual field level. Coupled with full record auditing, it offers robust control and accountability.
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