Who Uses This Software?

USA, Saudi Arabia,Turkey


Average Ratings

2 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Free Version
    Yes
  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Live Online
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Erpisto
  • www.erpisto.com/
  • Founded 2007
  • Australia

About This Software

Erpisto, established in 2007, is a software development and technology services company with strategic vision to provide our clients with quality systems to stimulate their growth in existing competitive markets. Erpisto ERP software provides financial reporting, CRM & Enterprise software solutions with 360 degree view of your business activity to automate Business Processes.


Erpisto CRM Features

  • Call Logging
  • Campaign Management
  • Contact Management
  • Customer Support
  • Document Management
  • Email Marketing
  • Interaction Tracking
  • Lead Management
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Forecasting
  • Sales Pipeline Management
  • Territory Management

Erpisto CRM Reviews

Excellent Team and Great Support

Jun 24, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I like the features and ease of use in interface

Steve John

Jun 24, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Erpisto CRM is a full-featured CRM software for all types of businesses. With Erpisto CRM Small Business Solutions, you can take advantage of all the capabilities Erpisto CRM has to offer with select packages designed for small businesses.
As an all-in-one software, Erpisto CRM offers everything you need to find and keep customers, close sales and grow your business. Features include contact management, lead generation, opportunity management, sales forecasting, workflow automation, collaboration tools and many more ¿ all in one, easy-to-use platform. Erpisto CRM is also a cloud-based CRM software, which gives you anytime, anywhere access to your data, even from mobile devices.
Ease of use
Many companies claim that their CRM software products are simple to use. When we spoke with a Erpisto CRM sales rep, we were told that the software offers an easy-to-use interface that doesn't require much of a learning curve. To test this, we demoed the software ourselves.
One thing we immediately liked about Erpisto CRM is its customizable dashboard. When you log in, the dashboard greets you with a wide range of report widgets that give you a bird's-eye view of how your business is performing. Sales reps can also see real-time summaries of their own numbers and customer data. You can customize the dashboard to show you everything from quotas and pipelines to key opportunities, leaderboards, team summaries, sales numbers and many other types of data.
We also liked how easy it was to navigate the software. There is a simple navigation bar at the top of the window. Each tab is separated into the categories, such as Home, Contacts, Accounts, Leads, Campaigns, Opportunities, Forecasts Files and more. This layout made it very easy to get to where we wanted to go. We didn't have to search around for what we needed ¿ something we did have to do on several other CRM software products. As part of the dashboard's customizability, you can also reorganize each tab or add your own to cater navigation to your preferences.
Furthermore, we were impressed by how organized each tab was. All data is displayed in a simple list, with links to each contact, account, lead, campaign, etc. The right-hand column also includes a Shortcut widget and Recent Items widget, so you can quickly get to your most recently opened items.