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Epesi Reviews

& Product Details

What is Epesi?

Epesi is a comprehensive Customer Relationship Management (CRM) software designed to streamline and enhance the operational efficiency of businesses. This powerful tool is engineered to facilitate the management of business information, integrating features such as shared calendars, task management, and advanced customer data management.

By amalgamating various facets of business processes, Epesi simplifies workflows, making it easier for businesses to organize, analyze, and act on the data efficiently.

The core benefits of using Epesi include improved coordination among team members, thanks to its shared calendars and task management functionalities. This ensures that everyone in the team is on the same page, leading to enhanced productivity and reduced chances of missed opportunities.

Additionally, its sophisticated customer data management capability enables businesses to keep detailed records of interactions, transactions, and preferences, fostering better customer relationships and personalized service delivery.

Ideal for small to medium-sized enterprises, Epesi serves a broad spectrum of industries, offering a versatile and user-friendly platform to manage day-to-day business operations effectively.

Found in these Categories

Best For

Free and Open Source Cloud CRM and custom web ERP Kickstart
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name


  • Located In

    United States

  • Website

Starting from:


Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

Epesi offers a core CRM package for free, which includes contact management, task management, and other essential business tools, available through their website. They also provide a variety of over 50 ERP modules, some free and others at affordable rates, covering diverse business needs like warehouse management and email campaigns. For specific pricing on these modules and customized solutions, it encourages direct engagement through their platform.

  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • API
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Internal Chat Integration
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Quotes/Estimates
  • Real-Time Reporting
  • Referral Tracking
  • Reporting & Statistics
  • Sales Pipeline Management
  • Sales Reports
  • Task Management
  • Workflow Management

Additional Features

  • Reminders
  • Third-Party Integrations


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