Overview

Web CRM application to store, organize and manage business records

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EPESI is a CRM web application for managing business information: store, organize, process, link and share records between people within a single company or organization.

The standard features include CRM modules like shared calendar, tasks and address book, an integrated e-mail client Roundcube and unique solutions like advanced permission system, easy form filling (Click2Fill), record change tracking (Watchdog) and full record history.

EPESI CRM is built on top of a high level PHP/Ajax framework with modular design that can be easily customized and modified to match your processes and workflow. The EPESI framework allows rapid development of custom modules and extending functionality of the basic CRM package into full ERP application.

Examples of modules created with EPESI CRM:
List Manager
Campaign Manager
Inventory Management System
e-commerce
Project Tracking for Construction Industry
Medical Records Management System
Scheduling and Attendance Tracking for school

Features

  • EPESI (a.k.a epesiBIM) • FREE • Open Source CRM
  • Multiuser, multilanguage with UTF-8 support
  • Shared contacts, calendar, tasks, phone calls
  • 100% web based
  • Unlimited notes and file attachments
  • Advanced record history
  • Unique Click2Fill data entry
  • Unique Watchdog module to monitor modified records
  • RoundCube mail client
  • epesi PHP/AJAX framework included
  • Custom fields
  • Modular design
  • Advanced Recordset Permissions system
  • EPESI Store - browse, install extensions with few clicks
  • Small, lightweight, fast
  • Intuitive user interface

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Reviews (49)

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loniu74
1 of 5 2 of 5 3 of 5 4 of 5 5 of 5

I have been using Epesi CRM for a while already. Before I chose the CRM system I tested several of open source projects like Suger or Vitiger. I have also experience from using SalesForce.com and MS Dynamix. For the CRM I had several requirements that the system needed to meet. First there is nothing worse than the system that is too complicated from the user experience perspective. Sales folks are always complaining about spending time with CRM – it needs to be intuitive and comfortable. Epesi is just brilliant here. I did not have to spend much time to get it up and running (I am not an IT guy), same for my sales guys, they just started to use it on the fly. Second it needs to be flexible to be able to get out form it exactly what I need. CRM should not be used only for collecting data but for using them. Epesi gives you a lot of flexibility with configuration and by using custom fields you can create. Third it should help us with keeping our customers up to date with our communication, offering, educational brochures we produce. Epesi has those premium modules that you can use in a very easy way investing few bucks. I have just installed e-mail campaign manager and get it up and running – it works perfectly Finally (and this is the reason why I decided to write this review) it is the level of support. With open source projects it is sometimes very hard to get help. Here with Epesi I experienced a great level of support and engaged people. I recommend Epesi as a great CRM system. Guys thank you for creating this project.

Posted 11/05/2014
cezarc
1 of 5 2 of 5 3 of 5 4 of 5 5 of 5

Powerfull, but easy to use - great job done folks! :)

Posted 09/19/2013
thumbnail
1 of 5 2 of 5 3 of 5 4 of 5 5 of 5

Great, maybe not the fastest, but easy to use yet powerful CRM system. Ready to use right away after installation. Also customizing it is not so hard - all you need to is just take a look on default installed modules and write your own.

Posted 09/19/2013
pmaxx
1 of 5 2 of 5 3 of 5 4 of 5 5 of 5

Great software! It does what I need, and it is easy to use. The devs have managed to make lots of features accessible from a simple to use interface. One thing I look at with FOSS is how long the project has been active. Epesi has been actively developed for a long time. The devs are in it for the long haul. Epesi is rock solid, and so are the people behind it!

Posted 09/19/2013
scrfix2
1 of 5 2 of 5 3 of 5 4 of 5 5 of 5

This is the absolute best CRM out there. I have used Sugar and VTiger. All of those are extremely difficult to program. This software is extremely user-friendly. If you are looking for a CRM, look no further because this is it! As with any new development there is a bug here are there but nothing compared to the limitations and hacking that has to go on in other CRM's to get them to work. Biggest downfall on this is lack of support however the software is sooooooooooo easy to use that I didn't need support to set it up, correct any modsec issues on the server, install addons, or to begin using this actively within my business. Most of the addons are free. The others that people worked extremely hard on you have to pay for but nothing compared to what you pay on other CRM's. (I am guessing the 1 star reviews are bots. nobody in their right mind would give this software 1 star!)

Posted 09/19/2013
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