Start being organized with Epesi CRM
the most logical CRM+ functionality modules are included
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.
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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