Epesi Overview

Epesi is a versatile customer relationship management (CRM) software designed to help businesses manage and nurture their customer relationships effectively. With its intuitive interface, users can easily track customer interactions, manage leads, and monitor sales pipelines. Epesi offers customizable features such as task management, email integration, and reporting tools, enabling organizations to streamline their sales processes and improve customer engagement. The software also includes collaboration features, allowing teams to work together seamlessly, share information, and coordinate efforts for better results. Epesi's robust analytics and reporting capabilities provide valuable insights into customer behavior and sales performance, empowering businesses to make informed decisions. Whether you're a small business or a larger enterprise, Epesi is tailored to meet your unique CRM needs, helping you build lasting relationships and drive growth.

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Epesi Screenshot & Video

Contact Details

  • Vendor Name Epesi
  • Founded
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Open Source Open Source
  • Cloud Hosted Cloud Hosted
  • On-Premise On-Premise
  • Web-Based Web-Based
  • Windows Windows
  • Linux Linux

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Education Management

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Epesi Features

  • Arrow Icon Performance Metrics
  • Arrow Icon Inventory Management
  • Arrow Icon Purchasing & Receiving
  • Arrow Icon Calendar Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Contact Management
  • Arrow Icon Customizable Fields
  • Arrow Icon Employee Management
  • Arrow Icon Training Management
  • Arrow Icon Workflow Management
  • Arrow Icon Accounting
  • Arrow Icon Financial Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Client Management
  • Arrow Icon Project Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Third Party Integrations
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon CRM
  • Arrow Icon Point of Sale (POS)
  • Arrow Icon Document Management
  • Arrow Icon Email Management
  • Arrow Icon Purchase Order Management
  • Arrow Icon Order Management
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Invoice Management
  • Arrow Icon Client Portal
  • Arrow Icon Enterprise Asset Management
  • Arrow Icon Purchase Order Management
  • Arrow Icon Integrated Business Operations
  • Arrow Icon Accounting
  • Arrow Icon Order Management
  • Arrow Icon Inventory Management
  • Arrow Icon Bills of Material
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon HR Management
  • Arrow Icon Distribution Management
  • Arrow Icon Task Management
  • Arrow Icon Financial Analysis
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Forecasting
  • Arrow Icon Project Management
  • Arrow Icon Workflow Management
  • Arrow Icon Multi-Location
  • Arrow Icon Customer Database
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Supply Chain Management
  • Arrow Icon CRM
  • Arrow Icon Document Management
  • Arrow Icon Payroll Management
  • Arrow Icon Project Management
  • Arrow Icon Screen Sharing
  • Arrow Icon Drag & Drop
  • Arrow Icon @mentions
  • Arrow Icon Communication Management
  • Arrow Icon Discussions/Forums
  • Arrow Icon Commenting/Notes
  • Arrow Icon File Sharing
  • Arrow Icon Real Time Notifications
  • Arrow Icon Calendar Management
  • Arrow Icon Video Conferencing
  • Arrow Icon Chat/Messaging
  • Arrow Icon Version Control
  • Arrow Icon Task Management
  • Arrow Icon Contact Management
  • Arrow Icon Document Management
  • Arrow Icon Task Progress Tracking
  • Arrow Icon Content Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Task Scheduling
  • Arrow Icon To-Do List
  • Arrow Icon Prioritization
  • Arrow Icon Tagging
  • Arrow Icon Assignment Management
  • Arrow Icon Requirements Management
  • Arrow Icon Drag & Drop
  • Arrow Icon Workflow Management
  • Arrow Icon Performance Monitoring
  • Arrow Icon Data Aggregation and Publishing
  • Arrow Icon Business Process Automation
  • Arrow Icon Templates
  • Arrow Icon Iteration Management
  • Arrow Icon Collaborative Development
  • Arrow Icon Web/Mobile App Development
  • Arrow Icon Visual Modeling
  • Arrow Icon Deployment Management
  • Arrow Icon Integrations Management
  • Arrow Icon AI-assisted Development
  • Arrow Icon Softphone
  • Arrow Icon Video Conferencing
  • Arrow Icon Meeting Management
  • Arrow Icon Remote Support
  • Arrow Icon Communication Management
  • Arrow Icon Time Zone Tracking
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Electronic Signature
  • Arrow Icon Live Chat
  • Arrow Icon Video Chat
  • Arrow Icon Task Management
  • Arrow Icon Workflow Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Progress Tracking
  • Arrow Icon Employee Activity Monitoring
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Document Management
  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export

Epesi Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • Yes Yes

Payment Frequency

  • NA

Epesi FAQs

Epesi is a versatile customer relationship management (CRM) software designed to help businesses manage and nurture their customer relationships effectively. With its intuitive interface, users can easily track customer interactions, manage leads, and monitor sales pipelines. Epesi offers customizable features such as task management, email integration, and reporting tools, enabling organizations to streamline their sales processes and improve customer engagement. The software also includes collaboration features, allowing teams to work together seamlessly, share information, and coordinate efforts for better results. Epesi's robust analytics and reporting capabilities provide valuable insights into customer behavior and sales performance, empowering businesses to make informed decisions. Whether you're a small business or a larger enterprise, Epesi is tailored to meet your unique CRM needs, helping you build lasting relationships and drive growth.

  • Yes, Epesi offers a free version.

  • Yes, Epesi offers a free trial.

  • No, Credit Card details are not required for the Epesi trial.

  • No, Epesi does not offer an API.

  • Epesi offers support with the following options:
    • Email , Phone , Knowledge Base , FAQs/Forum

  • Epesi offers training with the following options:
    • In-person , Live Online , Documentation , Videos

  • Epesi supports the following languages:
    • English

  • Following are the typical users of the Epesi:
    • Self-Employed , Small-Business , Midsize-Business

  • Epesi supports the following deployment:
    • Cloud Hosted , On-Premise

  • Epesi supports the following devices and operating systems:
    • Web-Based , Windows , Linux