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
Modular Architecture
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.
Data Management
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.
Sales Flow And Activity Control
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.
Communication Tools
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.
Advanced Permission System
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.
Pros And Cons of Epesi
Pros
Built-in email client
Strong audit and permission controls
Open‑source with no user limits
Cons
Requires hosting knowledge
Setup requires initial IT effort
Epesi Reviews
Total 2 reviews
3.5
All reviews are from verified customers
Rating Distribution
5
Stars0%
4
Stars50%
3
Stars50%
2
Stars0%
1
Stars0%
Share your experience
Small Business, 11-50 employees
“Great CRM choice for smaller companies”
Pros
Its eally easy to navigate with crystal-clear visuals that you can customize however you want.
Cons
The reporting capabilities are practically nonexistent. It doesn't provide useful reports for managing sales operations effectively.
Rating Distribution
Ease of use
6
Value for money
6
Customer Support
6
Functionality
5
Not Specified, 11-50 employees
“Powerful Free CRM Option”
Pros
The interface is incredibly flexible and lets administrators adapt it to fit virtually any business model we need.
Cons
Even though the flexibility is great, but the interface could still use a fresh and modern design. The mobile version is terrible basically useless for getting anything done.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
9
Functionality
8
Frequently Asked Questions
Does Epesi offer an API?
Yes. Epesi offers an API.
What types of pricing plans does Epesi offer?
Epesi price modules include CRM+ ($24/month), BIM ($49/month), and ERP ($99/month). Contact us to get a tailored Epesi cost.
What level of support does Epesi offer?
Epesi provides 24/7 support through email and phone.
Does Epesi have a mobile app?
No. Epesi does not have a mobile app.
What language does Epesi support?
Epesi supports 40 languages, including English, Arabic, Chinese, French, Spanish, and Russian.
What other apps does Epesi integrate with?
Epesi software integrates with multiple apps and platforms, MailChimp, PayPal, Skype, and many more.
Who are the typical users of Epesi?
Epesi is used by various industries and sectors, including engineering and information technology.