Compare EPESI CRM vs Salesflare vs Capsule

Capsule

CRM
 (45)
More Information More Information More Information

Crozscore:

60%
what is this?
39%
interest falling

Crozscore:

84%
what is this?
95%
39%
interest rising

Crozscore:

89%
what is this?
89%
50%
interest rising
EPESI CRM screenshot view 4 more Salesflare screenshot view 3 more Capsule screenshot view 5 more

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:

Salesflare is an intelligent sales CRM that fills out itself so its users don’t have to. It thinks for you so you can think for your customers.

No more manually inputting data. From the start, Salesflare automatically collects everything about the people you’re in contact with (from stuff like social media, email signatures, company databases) and will keep track of all their interactions with you (phone, email, calendar). You just have to write the emails, make the calls and have the coffee.

Salesflare will make sure you’ll never miss a follow-up again. It automatically converts complexity into clear to-do lists from the data it gathers on customer activities and interactions towards you. It will tell you which leads are 'hot' and what to do about it. One quick glance at the pipeline-interface shows you all your opportunities and the stages they’re in.

Salesflare integrates with email clients such as Gmail & Outlook. It works everywhere you work: desktop, mobile and tablet devices. Or straight from your Gmail or Outlook inbox, where it can sit right next to your emails. 400+ other apps such as MailChimp, Slack and Trello can be connected via Zapier. For the techies it has a friendly yet powerful API to go nuts on.

Software Description:

Capsule is an easy-to use CRM system suitable for small to medium-sized businesses, particularly those using Google Apps.
Used by thousands of businesses globally, it is competitively priced and it provides a feature set that will allow its users to efficiently manage a large database, identify business opportunities, track communications and manage a sales pipeline with relative ease.

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:

  • Project Management
  • Third-Party Plugins/Add-Ons
  • Task Scheduling/Tracking
  • Click-to-Dial
  • Call Tracking
  • Marketing Automation
  • Contact Sharing
  • 2-Factor Authentication
  • Multi-User
  • Dashboard
  • Scheduling
  • Calendar Management
  • Customer Management
  • Lead Management
  • Lead Scoring
  • Data Visualization
  • Forecasting
  • Data Import
  • File Transfer
  • Data Export
  • Email Integration
  • API
  • Notifications
  • Google Apps Integration
  • Contact Management
  • External Integrations
  • File Sharing

Features:

  • Calendar Management
  • Multi-Currency
  • Click-to-Dial
  • Dashboard
  • Customer Management
  • Lead Management
  • Task Scheduling/Tracking
  • Multi-User
  • Third-Party Plugins/Add-Ons
  • Google Apps Integration
  • Notifications
  • API
  • Email Integration
  • Data Export
  • Data Import
  • Forecasting
  • 2-Factor Authentication
  • Contact Management

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:

    No key features associated with this application.

Summary:

  • Manage your contacts all in one place and share the same view of a contact with your team. Track all communication with a contact and attach files and notes to a contact record.

  • Tasks and Calendar Create tasks for appointments, meetings, phone calls, submission deadlines and more. See who’s doing what and share tasks with co-workers.

  • Tracks Create Tracks to make sure the same set of tasks are followed for each sales opportunity or case.

  • Sales PipelineGet a complete summary of your opportunities with our sales dashboard, including potential values, where they are in your pipeline, and what needs to be done next.

  • Customize Capsule Create custom fields to capture information unique to your business and create custom tags to group contacts how you want them to be categorised

  • Capsule Mobile Use the Capsule mobile app and stay in the loop wherever you are.

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).

Pricing:

  • Starting from: $15.00/month
  • Credit card required: Yes
  • Free: Up to 2 users; 10MB storage; 250 contacts
    Professional: $15/month, per user. 30 day free trial; 2GB storage per user; 50,000 contacts.

Free

Free
Included in plan:
  • 2 Users
  • 250 Contacts
  • Unlimited Opportunities
  • Unlimited Cases
  • 10MB of Storage

Professional

$15.00
1 user(s) / month
Included in plan:
  • 2GB storage per user
  • 50,000 contacts
  • Unlimited opportunities
  • Unlimited cases
  • Premium integrations such as GSuite, Xero, FreshBooks, Mailchimp, Wufoo

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:

    Does this service integrate with any other apps?
  • Salesflare seamlessly integrates with Gmail, Google Drive and Google Apps. It's also very friendly with Zapier, enabling it to integrate with 400+ productivity apps such as MailChimp, Trello, Slack and many more.

  • Does this service offer an API?
  • REST API for the win!

  • What are some applications this service is commonly used in tandem with?
  • Salesflare will be best friends with your Gmail or Outlook inbox; from there on out, it can be connected to a lot of other great apps to help your workflow via Zapier. Some common examples include MailChimp, Trello and Slack.

  • What is this service generally used for?
  • Salesflare is used for sales flow automation and sales pipeline management.

  • What platforms does this service support?
  • Salesflare works everywhere you work: desktop, mobile and tablet devices (native iOS and Android apps).

  • Does this service offer guides, tutorials and or customer support?
  • Online support, phone support and whatever way you want to get in touch with us. Tutorials, FAQs and how-to-videos in the making.

  • Does this service offer multi-user capability (e.g. teams)?
  • Salesflare is all about teamwork.

  • Who are the main user groups of this service?
  • Ambitious sales teams in startups and small-to medium-sized businesses.

FAQs:

    Does this service integrate with any other apps?
  • Capsule integrates with: G Suite; invoicing and accounting apps such as Xero, email marketing apps, website forms, contract and proposal apps, helpdesk support, telephone, VoIP and web chat services and more.

  • Does this service offer guides, tutorials and or customer support?
  • There is email support Monday to Friday and an extensive set of support documentation as well as getting started guides.

  • What are some applications this service is commonly used in tandem with?
  • It is most commonly used with G Suite, Xero, FreshBooks, MailChimp, Zendesk, Wufoo Forms, Zapier and lots of other services.

  • Does this service offer an API?
  • The Capsule API allows developers to create applications that can retrieve or update data in Capsule account. There's a link to the API docs on the website.

  • Who are the main user groups of this service?
  • Main users of this service are small and medium-sized companies.

  • What is this service generally used for?
  • It is used for customer relationship management, and contacts and pipeline management.

  • What platforms does this service support?
  • This service is web-based, works on Linux, Mac, Windows, Android, and iPhone.

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

Publisher:

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

Publisher:

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

Publisher:

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

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 Salesflare
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Capsule
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
Back to top