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Epesi

Epesi offers a complimentary, open-source CRM framework that comes with modular ERP features, allowing organizations to tailor workflows and manage data effecti...

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Epesi offers a complimentary, open-source CRM framework that comes with modular ERP features, allowing organizations to tailor workflows and manage data effecti...

Product Overview

Epesi offers a complimentary, open-source CRM framework that comes with modular ERP features, allowing organizations to tailor workflows and manage data effectively. Although its interface may seem outdated and it has restricted built-in reporting options, the extensibility of Epesi CRM, along with its no-code tools and affordable cloud hosting solutions, positions it as an economical and scalable option for expanding teams.

Product Details

What Is Epesi?

Epesi is a versatile open-source software that boasts a comprehensive set of CRM functionalities, designed to assist businesses in organizing and managing customer information effectively. This platform's modular architecture facilitates swift application development, making it an excellent choice for small to medium enterprises. Users can create tailored modules without needing extensive programming skills. This adaptability meets the demand for scalable solutions that evolve with operational needs. The system empowers users to personalize their frameworks, tackle specific challenges, and improve their organizational flexibility and autonomy.

Epesi Pricing

Epesi provides various deployment options that significantly impact the overall pricing structure. The available plans include:

  • CRM+: $24/month

  • BIM: $49/month

  • ERP: $99/month

Request a customized pricing quote for your business today!

Note: Pricing may vary.

Epesi Integrations

The software is capable of integrating with various systems and platforms, including:

  • Skype

  • MailChimp

  • PayPal

Check out the Epesi demo to discover more about its integration capabilities.

Who Is Epesi For?

Epesi caters to a diverse array of industries and sectors, particularly in information technology and engineering.

Is Epesi Right For You?

If you are searching for a customizable, open-source CRM solution tailored for small teams and developers, Epesi is an excellent option. It features robust modular customization and quick setup, all while avoiding costly licensing fees. It effectively resolves common challenges such as centralized data management, task coordination, and form automation. Additionally, the platform offers enterprise-level security measures, access permissions, audit trails, and can readily scale to accommodate hundreds of users.

Still unsure if Epesi is the best choice for you? Reach out to our customer support team at info@softwareseekers.com for more assistance.

CRM Software Features

security
training
dashboard
invoicing
reporting
timeclock
mobile app
mobile crm
purchasing
online help
ai analytics
audit trails
chatgpt said
integrations
lead routing
sales orders
client portal
hr compliance
insurance crm
time tracking
crm for retail
healthcare crm
mobile crm app
sales pipeline
sales tracking
tax management
budget tracking
case management
crm for coaches
crm for outlook
crm integration
deployment type
email marketing
lead generation
lead management
market position
task management
accounts payable
crm for facebook
crm for startups
customer support
distribution crm
donor management
event management
expense tracking
fundraising tool
grant management
sales automation
activity tracking
budget management
crm for b2b sales
crm for education
crm for marketing
donation tracking
email integration
fundraising tools
project templates
sales forecasting
vendor management
activity dashboard
contact management
content management
crm for healthcare
crm for nonprofits
financial tracking
hotel crm software
invoice management
payment processing
payroll processing
project scheduling
route optimization
accounts receivable
alertsnotifications
analytics reporting
automated workflows
bank reconciliation
campaign management
collaboration tools
contract management
crm for consultants
crm for contractors
crm for field sales
crm for freelancers
crm for hospitality
crm for real estate
crm for restaurants
crm for sales teams
crm for wholesalers
customer management
document management
employee management
employee onboarding
financial reporting
marketing campaigns
mobile crm software
online crm software
reporting analytics
resource allocation
workflow automation
android crm software
banking crm software
crm for associations
crm for distributors
higher education crm
inventory management
it ticketing systems
marketing automation
merchandise transfer
multichannel support
performance tracking
quotation management
volunteer management
warehouse management
compliance management
crm for loan officers
customer segmentation
membership management
mortgage crm software
multi channel support
productivity tracking
safety and compliance
crm for digital agency
crm for small business
ecommerce crm software
financial crm software
guest intelligence crm
multi currency support
opportunity management
performance management
sales enablement tools
analytics and reporting
consulting crm software
crm for media companies
customer servicesupport
customizable dashboards
enterprise crm software
recipe menu engineering
registration management
reporting and analytics
sales pipeline tracking
sales tracking software
social media management
alerts and notifications
communication management
crm for event management
crm for insurance agents
crm for marketing agency
crm for mortgage brokers
crm for rental companies
customer service support
deal pipeline management
multi channel management
omnichannel crm software
social media integration
task activity management
training and development
automated purchase orders
budgeting and forecasting
crm for equipment dealers
crm for insurance brokers
crm for service providers
customer service software
customizable hr workflows
email integration implied
mobile crm mobile crm app
sales pipeline management
ai integrated crm solution
crm for content management
crm for financial advisors
crm for financial services
crm for logistics industry
crm for outside sales reps
crm for project management
crm for real estate agents
customer support ticketing
sales engagement platforms
account management software
channel management software
contact management software
crm for political campaigns
crm for training management
crm for workflow management
email marketing integration
sales acceleration software
small business crm software
auto dealership crm software
crm for construction company
customer engagement platform
employee database management
task and activity management
task assignment and tracking
time and attendance tracking
crm for professional services
customer feedback and surveys
investorcustomer segmentation
crm for manufacturing business
crm for social media marketing
crm for health insurance agents
crm for real estate wholesalers
customer communication tracking
employee information management
project planning and scheduling
sales force automation software
sales forecasting via analytics
appointment managementscheduling
crm for digital marketing agency
crm for membership organizations
delivery planning and scheduling
integration with marketing tools
integration with thirdparty apps
mobile crm implied mobile access
crm software for accounting firms
email integration email marketing
integration with third party apps
cloud based crm for small business
mobile crm analytics and reporting
recruitment and applicant tracking
task management alertsnotifications
customer relationship management crm
opportunity deal pipeline management
workflow automationautomated workflows
sales pipeline deal pipeline management
workflow automation automated workflows
social media integration via integration
sales forecasting pipeline value tracking
crm for offices and public administrations
multi channel support email sms whatsapp chat
analytics and reportingreporting and analytics
analytics and reporting reporting and analytics
casesupport ticketing customer support ticketing
deal pipeline management sales pipeline tracking
social media integration lead capture from social channels

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

Price

Professional

Custom

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Yes. Epesi offers an API.

Epesi price modules include CRM+ ($24/month), BIM ($49/month), and ERP ($99/month). Contact us to get a tailored Epesi cost.

Epesi provides 24/7 support through email and phone.

No. Epesi does not have a mobile app.

Epesi supports 40 languages, including English, Arabic, Chinese, French, Spanish, and Russian.

Epesi software integrates with multiple apps and platforms, MailChimp, PayPal, Skype, and many more.

Epesi is used by various industries and sectors, including engineering and information technology.