--- title: EPESI CRM Reviews meta_title: 'EPESI CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how EPESI CRM works for a business like yours. aggregate_rating: rating_value: 4.0 review_count: 2 scale: '5' date_modified: '2025-10-31' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # EPESI CRM Reviews **Vendor:** Telaxus **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.0/5.0 **Total Reviews:** 2 ## About EPESI CRM Epesi is a reliable groupware, a reflection of company's processes. It allows calendars, tasks, telephones, meetings, contacts and companies database sharing, as well as e-mail clients (additionally designed to be a great e-mail archiving solution). Due to direct information flow, epesi optimises business processes and maximises work efficiency. Epesi BIM (Business Information Manager) distributed as complete, ready to use application with default set of modules giving the end user CRM like functionality. On top of this Epesi BIM starter kit ERP level applications can be easily built with very little effort and at a very low cost compared with commercial packages. It’s stable handling millions of records. You can easily generate reports, monitor work results, handle internal invoicing, expense tracking, timesheet monitoring and many more. With sophisticated permission system and full record audit you will be in control of business critical information. Thanks to its amazing flexibility, modularity and scalability- epesi allows you to develop a system for your specific needs. Epesi also enables rapid prototyping- providing you with RAD (Rapid Application Development) tools. Without any programming skills- just by ”clicking”- you can easily create customized modules. EPESI BIM is a result of many years of experience working with SMB businesses. It is a completely web based application designed for small and medium-sized enterprises trying to optimize business processes, simplify office work and reduce administrative costs. It does not require any client to be installed - any modern browser on any operating system will work - drastically reducing the deployment cost. Our software can make your organization more efficient, better organized and more competitive. We can help you simplify and automate internal procedures with management of important business information. It has a very intuitive, beginner friendly application. Move your business to the cloud with the 30-day trial plan: https://epesi.cloud/cart.php or download ready to run package from https://sourceforge.net/projects/epesi/ ## EPESI CRM Reviews ### 1. Good CRM for small business **Rating:** 3.5/5.0 stars **Reviewed by:** Panu H. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2019 **What do you like best about EPESI CRM?** Very easy to use and graphically clear views, that are fully adjustable. **What do you dislike about EPESI CRM?** Reporting features are almost non-existing. Does not give good reporting for Sales Management purposes **Recommendations to others considering EPESI CRM:** If you are looking for cost-effective CRM for smaller company, that does not need a lot of management reporting tools, Epesi is a good choice. **What problems is EPESI CRM solving and how is that benefiting you?** Controlling the sales flow and sales peoples activities, reminders for contacts help to focus on right clients ## EPESI CRM Discussions - [What is EPESI used for?](https://www.g2.com/discussions/what-is-epesi-used-for) - [View EPESI CRM pricing details and edition comparison](https://www.g2.com/products/epesi-crm/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+03%3A01%3A54+-0500&secure%5Bsession_id%5D=f5907c70-e060-46f0-a2ee-87ae96e2366b&secure%5Btoken%5D=6b0e969db4ef64fc68bd355d018d83a4a3e788491d72a1a9709bfb2ccb39ffe9&format=llm_user) ## EPESI CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top EPESI CRM Alternatives - [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) - 3.8/5.0 (718 reviews) - [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) - 4.3/5.0 (389 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,690 reviews)