Epesi

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Epesi Evaluation Snapshot

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User RatingNot rated yet
Starting PricePer Feature
Free TrialNot specified
Free VersionYes
APINot specified
DeploymentCloud Hosted, Deployment Type
HeadquartersUnited States
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Product Overview

Epesi Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Epesi

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.
Company Epesi
Founded NA
Headquarters United States
Employees NA

Support

Email Phone Knowledge Base FAQs/Forum

Training

In-person Live Online Documentation Videos

Licensing & Deployment

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

Typical Customers

Self-Employed Small-Business Midsize-Business
Languages Supported 1 language available
English
Industries Served 1 industry available
Education Management
Category-Based Capabilities

Epesi Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Business Management Software 28 selected features Open category ↗
Performance Metrics Inventory Management Purchasing & Receiving Calendar Management Quotes/Estimates Contact Management Customizable Fields Employee Management Training Management Workflow Management Accounting Financial Management Marketing Automation Task Management Client Management Project Management Billing & Invoicing Third Party Integrations Access Controls/Permissions CRM Point of Sale (POS) Document Management Email Management Purchase Order Management Order Management Time & Expense Tracking Invoice Management Client Portal
Enterprise Resource Planning (ERP) Software 23 selected features Open category ↗
Enterprise Asset Management Purchase Order Management Integrated Business Operations Accounting Order Management Inventory Management Bills of Material Time & Expense Tracking HR Management Distribution Management Task Management Financial Analysis Billing & Invoicing Forecasting Project Management Workflow Management Multi-Location Customer Database Reporting/Analytics Supply Chain Management CRM Document Management Payroll Management
Collaboration Software 25 selected features Open category ↗
Project Management Screen Sharing Drag & Drop @mentions Communication Management Discussions/Forums Commenting/Notes File Sharing Real Time Notifications Calendar Management Video Conferencing Chat/Messaging Version Control Task Management Contact Management Document Management Task Progress Tracking Content Management Collaboration Tools Alerts/Notifications Task Scheduling To-Do List Prioritization Tagging Assignment Management
Low Code Development Platform Software 14 selected features Open category ↗
Requirements Management Drag & Drop Workflow Management Performance Monitoring Data Aggregation and Publishing Business Process Automation Templates Iteration Management Collaborative Development Web/Mobile App Development Visual Modeling Deployment Management Integrations Management AI-assisted Development
Remote Work Software 18 selected features Open category ↗
Softphone Video Conferencing Meeting Management Remote Support Communication Management Time Zone Tracking Third-Party Integrations Electronic Signature Live Chat Video Chat Task Management Workflow Management Collaboration Tools Access Controls/Permissions Progress Tracking Employee Activity Monitoring Reporting & Statistics Document Management
CRM Software 28 selected features Open category ↗
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export
Pricing Information

Epesi Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per Feature
Preferred Currency USD ($)
Free Trial NA
Free Version Yes
Payment Frequency NA
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Frequently Asked Questions

Epesi FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

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
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