EPESI
vsMethod:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
Free Modules (already included)
- Dashboard – control panel
- Companies – address book of companies
- Contacts – address book of individuals
- Shared Calendar with alerts
- Shared Task List – To Do
- Phone Calls Log
- Notes and Files (Document Management)
- E-mail client – Roundcube IMAP
- Exclusive Click2Fill form filling
- Unique Watchdog module monitoring record changes
- Advanced permission system
- Shoutbox – internal messenger
- Customizable shortcuts – quick access
Free Premium Modules
- Sales Opportunity
- Projects & Tickets
- Multiple Addresses
- Data synchronization engine
- Asterisk calling method
Commercial Premium Modules
- List Manager
- Inventory Management
- eCommerce
- Data Import
- Campaign Manager
- Custom Print Templates
- Accounting Bundle
- White Label
- Knowledge Base
- Expenses
- Payments processing
- Timesheets
- Freeconet dialer
- Contacts Skills
- Invoices
- Assets
- Vehicles
- Contracts
- Employees Vacation Management
Pricing Info
Pricing Info
EPESI offers the following plans for users to choose from. An enterprise edition with advanced tools and features plus premium technical support is also available. Promotions are also offered. Contact EPESI to know more of the enterprise pricing details and other product information.
EPESI Cloud Plan
- 1 Month – $30
- Quarterly Plan (3 Months) – $90
- Semiannual Plan (6 Months) – $180
- Annual Plan (12 Months) – $360
Integrations
Integrations
EPESI integrates with the following business systems and applications:
- IMAP e-mail client
- Telegram messenger integration for notifications
- Drupal
- MS Dynamics
- CDN Optima
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
EPESI BIM/CRM/ERP is a open source web application that allows organizing and storing information in every business. It helps to manage data, organize internal communication and work more efficiently.
Company Email
Company's Address
Media, Pennsylvania
EPESI Comparisons
Popular EPESI Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Keep real-time activity history
- Unlimited contacts per record
- Customer service tickets
- Automatic “lead status only”
- Share opportunities
- Share calendars
- Share documents with assigned roles
- Method Integration Engine
- Real-time sync for invoices, time track entries, and customer data
- Access CRM via web browser anywhere
- QuickBooks lists syncing
- QuickBooks transaction syncing
- View all QuickBooks transactions in one place
- Invoice customization
- Drag-and-drop tools
- Custom fields and tables
- Custom screens
- Custom buttons and actions
- Custom reports, charts and graphs
- Customer payment portal to view and pay invoices
- Payment gateways: Intuit Merchant Services; PSi Gate; Authorize.Net
- Accepts PayPal
Pricing Info
Method:CRM has two enterprise pricing options that are both cost-effective. We outlined the details below to help you determine which one suits your needs best:
Contact Management – $28/user/month or $25/user/month/annual billing
- Real-time QuickBooks Synchronization
- Customer and Vendor Management
- Lead Management
- Contact Records and Communication History
- Self-service Portals
- Emails and Activities
- Calendar
- Workflow Automation
- Custom Reports
- Activities Reports
- Customization
- Integrations
- User Permissions Control
- Google and Intuit SSO
- Data Import and Export
- Free One Hour Customization Consultation
- Email, Live Chat, and Phone Support
CRM Pro – $49/user/month or $44/user/month/annual billing
- All Contact Management Features
- Estimates
- Sales Orders
- Invoices and Sales Receipts
- Payment Processing
- Payment Acceptance through Contact Portals
- Opportunity Stages
- Sales Opportunities
- Web to Lead Forms
- Sales Opportunities Reports
CRM Enterprise – $85/user/month or $74/user/month/annual billing
- All CRM Pro features
- Purchase Orders management
- Bills management
- Customer support cases management
- Support cases in portals
- Email marketing campaigns
Available for a fee are add-ons that can further enhance whichever plan you select.
Integrations
Method:CRM integrates with the following platforms:
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Gmail
- Google Calendar
- Outlook
- MailChimp
- Zapier
- PayPal
It also has APIs to help you connect with your favorite solutions.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
HME Mobility & Accessibility, GTM Landscaping, Dean Markley,
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A one-of-a-kind CRM that seamlessly integrates with QuickBooks for accurate estimates and a faster sales process. Equipped with customer service tools, opportunity management features, invoicing options, as well as real-time reporting functionalities, this allows you to keep a better eye on your leads and respond to them swiftly.
Company Email
method@method.me
Contact No.
Company's Address
Method:CRM
410 Adelaide St. West
3rd Floor
Toronto, Ontario M5V 1S8
Canada
Method:CRM Comparisons
Popular Method:CRM Alternatives
Almost as essential as features and customer support responsiveness are pricing options provided by EPESI and Method:CRM. Although price should not be a deciding factor it’s without a doubt a significant thing to think about. You should try to find a flexible pricing package that can be matched with your team size and easily scaled up if your business grows. You should be certain you don’t opt for packages that have additional features that you won’t find a use for and always make an effort to get in touch with the vendor directly because enterprises can often benefit from special pricing. You should also try out a free trial or demo of each app to spend at least some time on actual work with the system. It’s a valuable experience that doesn’t require you to invest any money and gives you a practical overview of what it feels like to work with EPESI and Method:CRM.
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