‌Start being organized with Epesi CRM

the most logical CRM+ functionality modules are included



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Dashboard

Default home page, which can be freely configured by the user by adding individual applets.

Watchdog

Displays new activity from your collaborators. Thanks to it "you know that he doesn't know that you already know".

Calendar

Perspective of the day, week, month and year, as well as Agenda with which you will see selected tasks or meetings.

E-mail

With Roundcube's IMAP email client, you archive emails under the contacts or companies involved.

Companies

Organize a list of companies cooperating with you - finally all necessary information in one place!

Contacts

Assigned to companies, collect history of exchanged e-mails, notes, activity history or related projects.

Meetings

Assign involved people, set their permissions, status, priority, frequency, emails, or notes.

Telephones

Schedule them for yourself or employees, set the day and time, status, addressee, priority, and who can view the record.

Tasks

Gathering the necessary description, deadline, assign responsible employee, status, priority and authority.

Notes & Files

The archiving system allows you to attach notes and files to each module, so your documentation remains transparent.

Click2Fill

Express and unique filling of contact and company forms. Scanned words become selectable buttons.

Tray

Collects and sorts requests with statuses: new, open, in progress, pending, resolved, closed.

Reports

Allows you to track working time, sales opportunities of a particular person or the entire activity of an employee.

Shoutbox

Internal mini chat. You can correspond with one person, a group or all users.

Advanced permission system

Secure access with a transparent structure of permission levels.

Quick Access

Thanks to configurable shortcuts, you can adjust the whole system (e.g. perspective or order of tools) to the user.

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