Compare Cubeplan vs EPESI CRM vs Klipfolio

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72%
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37%
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Crozscore:

63%
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39%
interest falling

Crozscore:

92%
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97%
48%
interest rising
Cubeplan screenshot view 5 more EPESI CRM screenshot view 4 more Klipfolio screenshot view 1 more

Software Description:

Cubeplan is a graphical decision-support tool that integrates knowledge and data of your entire company in a single platform. Cubeplan is built with Lumina's acclaimed Analytica software, and runs the Analytica Decision Engine (ADE).

Our solution takes the best of the currently used technologies, namely the flexibility and analyst-ownership of spreadsheets, while adding the following important characteristics:

  • Clarity to understand the underlying logic of your business planning.You always know what calculations are made in every step and where in the model they are located.
  • Integration. The entire company, no matter the size or complexity fits into a single model.
  • Scalability. Native multidimensional variable support. You can easily add complexity to the model logic as your business knowledge evolves without checking thousand of formulas,
  • Using a single tool to create and present the model speeds up decision-making, since any formula, value or policy can be traced, checked, explained or corrected in real-time during a meeting or presentation.
  • Create scenarios and “what ifs” in real time with a few clicks,or you save as many milestone scenarios as you need to use in more traditional long-term planning processes.

Software Description:

EPESI CRM is an open source application for any company. It is a tool with multiple features that allows organizing, processing and storing information in every business. It helps you to manage your data precisely, flexibly and easily, simplifying internal communication and making workflow more efficient.

Advantages of EPESI CRM:
1. Web-based application
2. Easy to use and configure
3. Intuitive interface
4. Modular structure
5. Organized internal communication
6. Multilingual handling
7. OS platform independent
8. Enterprise support

Thanks to its modular design EPESI serves also as a base for extensions - it is prepared for additional modules to be attached to it, like building blocks. You can get these modules from our store, create them yourself or ask some third party to do so.

Our CRM (Customer Relationship Management) system has many advantages that are desired by companies. It allows storing data on servers in a very simple and accessible way, allowing you to use the safety and security of advanced computer technologies. It makes data sharing very easy and fast, allowing you to share all kinds of calendar events, client data and internal information.

With EPESI all company employees (unlimited number of users) can access data from anywhere - all the requirements are an Internet connection and a web browser. EPESI also records a full history of changes and other user activities and allows controlling the data access down to individual fields.

The recommended option (fast and easy, no IT knowledge required) to start using EPESI is choosing Cloud edition.
We will host your data in a secure computer center, with redundant disks, backups and fast and reliable Internet connection.

Try now 30-day EPESI Cloud for free and then run your business efficiently!

Software Description:

Klipfolio dashboards enable real-time visibility into the data and insights that matter most to your business, fuelling data-driven decision making and continual optimization.

With Klipfolio you can:

Connect to hundreds of data sources online and on premise, including web apps like Google Analytics, Salesforce and Quickbooks, cloud and on premise databases, FTP servers, files stored on hard drives, and more. Leverage a robust library of pre-built connectors and data visualizations, or build your own, from scratch.

Combine and manipulate data sources in an editor, writing formulas with Excel-like functions, math operations and statistics to build metrics that matter to your business.

Customize the design and configuration of data visualizations and dashboards, and deploy them via public or private links, or as images and pdfs, to share the story behind the numbers, internally or with the public.

Plans start at just $24/month for 5 users, and you can try it for free at Klipfolio.com.

Features:

  • Data Export
  • Multi-User
  • Dashboard
  • Analytics
  • Forecasting
  • Data Import
  • Data Visualization
  • External Integrations

Features:

  • Data Visualization
  • External Integrations
  • Data Export
  • Expense Tracking
  • Supplier Management
  • Notifications
  • Project Management
  • Dashboard
  • Calendar Management
  • Scheduling
  • Multi-Currency
  • Inventory Tracking
  • Multi-User
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Customer Management
  • Lead Management
  • Task Scheduling/Tracking
  • Email Integration
  • File Transfer
  • Data Import
  • Contact Sharing
  • Contact Management
  • File Sharing

Features:

  • Dashboard
  • Data Visualization

Summary:

  • Influence Diagram • A graphical environment let you view the big picture and drill down to the individual numbers at any time. An intuitive interface lets you navigate the business logic to better understand the results of calculations in real time.

  • Dynamic slicing and dicing • Cubeplan handles multidimensional data cubes allowing you create large scale models under compact formulations.This let you make changes in the model on the fly, add new dimensions to variables (such as products, regions, Business Units, etc.) and see how they propagate to financial statements.

  • User friendly formulation • Faster Time-to-Answer, Faster Time-to-Decision: Your analysts will be able to provide fast answers to your most complex business questions

  • Customizable Dashboards • Cubeplan lets you create formulas in plain language, making models easier to understand, explain, and audit. It allows you to collaborate on models with colleagues without the risks associated with spreadsheet modeling.

  • Geographic Information • Visualization An automated data import feature (ETL - Extracting,Transforming and loading) avoids manual data loading. Models can be fed by data coming from different sources and structures: text files, spreadsheets, database, HTML files, etc.

Summary:

  • An integrated e-mail client

  • Tasks and address book

  • Shared calendar

  • Unique solutions:- Advanced permission system- Easy form filling (Click2Fill)- Record change tracking (Watchdog)- Full record history

Summary:

  • Access to 400+ data sources: Connect to over 400+ data sources with our pre-built connectors or our open Web Accessible Resource connector.

  • Mashups: Ability to combine data from multiple data-sources into a single visualization.

  • Math: Dozens of functions and calculations to use on your data - from simple math to statistical functions.

  • 100+ pre-built visualizations: Get started in minutes by using our gallery of 100+ pre-built visualizations for 30+ cloud applications.

  • Freedom to Customize: Add your own logo; Customize the look, feel and functionality of visualizations and dashboards.

  • Easy Sharing: Share single visualizations or complete dashboards via PDFs, scheduled emails or private dashboard links.

  • Affordable Solution: Klipfolio is an affordable alternative to high priced BI tools. You won’t believe what you can build for just $20/user/month.

  • TV Mode: Rotate one or more dashboards on office TVs to keep your team on the same page.

  • Themes: Switch easily from white to black backgrounds, or create your own custom theme to suit your needs, preferences and brand.

Pricing:

  • Starting from: $29.00/month
  • Credit card required: No
  • Free if you have your own server (hosting) and implement by yourself.
    Monthly fee if you want use EPESI CRM on our cloud (hosting).

FAQs:

FAQs:

    What platforms does this service support?
  • Web based - needed only internet browser and internet connection. Platform and system independent.

  • Does this service offer an API?
  • There is no need.

  • What is this service generally used for?
  • Manage clients, create and plan sales opportunities (assignments), plan projects with tickets, contact internally,

  • What are some applications this service is commonly used in tandem with?
  • Works e.g. with Roundcube, Telegram app.

  • Does this service offer guides, tutorials and or customer support?
  • Yes. http://www.epesi.org/Main_Page, Free help on dedicated Forum - http://forum.epesibim.com/, Social media, Paid Premium Technical Support (hour packages - credits).

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes. System can be operated by unlimited amount of users (groups, permissions, credentials).

  • Who are the main user groups of this service?
  • All kinds of businesses (production, sales, services etc.).

  • Does this service integrate with any other apps?
  • Yes, e.g. Telegram app.

FAQs:

    What are some applications this service is commonly used in tandem with?
  • You can connect your Klipfolio dashboard to 100s of popular web services including Google Analytics and Adwords, Salesforce, Twitter, Facebook, LinkedIn, Moz, Bitly, New Relic, Optimizely, Swrve, Stripe, Xero, Zoho and many more. See our integrations page for more details: http://klipfolio.com/integrations

  • What is this service generally used for?
  • Building and monitoring business dashboards in real-time.

  • Does this service offer an API?
  • Yes

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes

  • Does this service offer guides, tutorials and or customer support?
  • Yes

  • Does this service integrate with any other apps?
  • You can connect your Klipfolio dashboard to 100s of popular web services including Google Analytics and Adwords, Salesforce, Twitter, Facebook, LinkedIn, Moz, Bitly, New Relic, Optimizely, Swrve, Stripe, Xero, Zoho and many more. See our integrations page for more details: http://klipfolio.com/integrations

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Publisher:

Founded:
2006
Based in:
-
Employees:
2-10
Likes:
Followers:

Publisher:

Founded:
2001
Based in:
Ottawa
Employees:
51-200
Likes:
25.8k
Followers:
5.09k

Other:

Who uses Cubeplan
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses EPESI CRM
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
Arabic, Bulgarian, Czech, German, Greek, English, Estonian, Persian, Finnish, French, Hebrew, Indonesian, Italian, Lithuanian, Dutch, Norwegian, Polish, Portuguese, Romanian, Russian, Slovenian, Spanish, Swedish, Turkish, Vietnamese, Chinese, Croatian, Danish, Hungarian, Japanese, Korean, Serbian, Slovak, Thai
Regional Restrictions:
No restrictions.

Other:

Who uses Klipfolio
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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