--- title: "Epesi Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Epesi Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/164369/EPESI-BIM/" page_type: "product" language: "en" --- # Epesi Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Epesi ## What is Epesi? Open Source EPESI BIM is enterprise proven web application with CRM, ERP and RAD functionality. Epesi groupware allows collaborating, organising, managing, and monitoring company workflow in every business. It helps you to manage data precisely, flexibly and easily, simplifying internal communication and making work efficient. The most useful modules processing and storing very detailed data are: Projects&Tickets, Timesheets, Accounting, Warehouse, Watchdog, Mailing, Calling and CRM modules. ## What is Epesi used for? [Enterprise Resource Planning](https://www.capterra.com/enterprise-resource-planning-software/)[Low Code Development Platform](https://www.capterra.com/low-code-development-platform-software/)[Business Management](https://www.capterra.com/business-management-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Epesi?[Manage this product listing](https://www.g2.com/products/epesi-crm/claim_requests/new?auto=true) ## Epesi Overview Updated August 2026 AI summary Epesi offers businesses a CRM and business management platform that supports contact and lead management, sales pipeline tracking, workflow automation, and calendar and task organization. With integrations for communication, marketing, and payments, it suits teams of all sizes seeking centralized customer records, customizable reporting, and flexible deployment across web and desktop environments, including cloud and SaaS options. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Epesi 4.0 (1) VS. [4.6 (6,112)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price Contact vendor Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.5 (6,063) Value For Money 5.0 (1) Value For Money 4.3 (4,680) Customer Service 4.0 (1) Customer Service 4.4 (4,473) ## Epesi alternatives [4.6 (1,483)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.5 (3,548)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars Highest Rated [4.7 (529)](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.4 (243)](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars ## FAQs about Epesi Overview ### What company size and specific industries is Epesi built for? Epesi is designed for small and medium businesses, as well as business owners, startups, individuals, and developers across any industry. It fits organizations that need a CRM and ERP solution without being tied to a specific sector, making it suitable for a broad range of general business use cases. Features and Usability ### What are the key features of Epesi? Epesi offers accounting, CRM, and monitoring features, plus contact management, lead management, and sales pipeline management. It also includes calendar management and calendar sync, task management, email management, reporting and analytics, customizable reports, data import/export, document storage, and workflow management. Integrations ### Which third-party tools and platforms does Epesi integrate with? Epesi integrates with 5 third-party tools for communication, email marketing, and payments, including Asterisk, Twilio, Mailchimp, PayPal, and authorize.net. These catalog integrations cover calling and messaging, campaign management, and online payment processing. Getting Started and Support ### What training and onboarding options does Epesi offer? Epesi provides in-person training, live online sessions, documentation, and videos to help teams get started. In-person and live online sessions support guided setup, while documentation offers written reference material and videos provide self-paced learning for reviewing features and steps as needed. Getting Started and Support ### What customer support options does Epesi offer? Epesi provides Email/Help Desk, FAQ/Forum, Knowledge Base, and Phone Support. With no reviewer feedback about support available, the support experience cannot be assessed here. The listed channels suggest multiple ways to seek help, but no evidence is available on response times, helpfulness, or common issues. ## Features AI summary Based on 14,838 CRM reviews According to Capterra reviewers, these are the CRM features buyers prioritize most when evaluating a solution: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Epesi includes other CRM capabilities that reviewers also consider important, such as **Contact Database** (**47%**) and **Contact Management** (**44%**). Together, these features give teams a central place to store contact details, organize customer information, track interactions, and maintain more consistent relationship records, helping businesses manage day-to-day sales and communication work more effectively. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Calendar Management Track and manage schedules and meetings via an integrated calendar Epesi 40 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.0 (1) 4.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) ### Starting price Free trial not available Value for money 5.0 (1) 5.0 Based on 1 reviews ## Integrations [ PayPal](https://www.capterra.com/p/207944/PayPal/)[ Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)[ authorize.net](https://www.capterra.com/p/221412/authorizenet/)[ Asterisk](https://www.capterra.com/p/60249/Asterisk/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.0 (1) 4.0 Based on 1 reviews ## User reviews Overall rating 4.0 Based on 1 reviews Filter by rating 5(0) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AN Anonymous User Group CEO, Senior Consultant Education Management ### "New version of BIM" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 November 25, 2018 Epesi has been in our use for almost 5 years now now after we used Sugar and vTiger. In my previous life I have used also Sales Force and Microsoft tools, but for me this is easiest to implement for sales people. Pros Epesi makes it extremely easy for no-IT skilled people to modify the features and there are several low priced modules you cab purchase to add new features Cons Some reporting tools are not available for sales management compared to some others Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.