Compare eXo vs EPESI CRM vs Forecast

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Crozscore:

81%
what is this?
95%
42%
interest rising

Crozscore:

60%
what is this?
39%
interest falling

Crozscore:

93%
what is this?
96%
32%
interest rising
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Software Description:

eXo Platform is an out-of-the-box social intranet solution. Rich collaboration features such as wikis, forums, calendars and documents are smartly integrated around activity streams, social networking and workspaces. It is carefully designed to instantly engage users. It runs within the trusted security of an enterprise platform and is highly customizable to adapt when your needs evolve.

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:

Forecast is a cloud-based Project Portfolio Management solution, which makes you able to plan, budget and run projects predictably, and profitably.

We use machine-learning capabilities to predict, and estimate the unknown values you deal with on a daily basis as a project manager. Reports are generated automatically in real-time, and are available on both project-, and business level.

This should all make you able to execute better, and more intelligent business decisions for your organization.

Features:

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:

  • Forecasting
  • Data Visualization
  • Data Import
  • API
  • External Integrations
  • Expense Tracking
  • Budgeting
  • Data Export
  • Notifications
  • Project Management
  • Multi-User
  • Scheduling
  • Dashboard
  • Customer Management
  • Payroll
  • Calendar Management

Summary:

  • Documents: Upload files easily, preview them, share them and edit them remotely via WEBDAV. Advanced document management capabilities are available such as versioning, metadata, advanced search and digital asset management.

  • Wikis: Wikis are the most unconstrained way to create content for everybody. Build documentation, a knowledge base or procedures super easily with a powerful enterprise wiki that has templates, WYSIWYG, search, cross-linking and more.

  • Activity Streams: Follow what your connections are sharing, such as links to documents or just moods. Follow team activities. All built-in apps are nicely integrated to update the activity streams of important things like events, changes to documents, new posts, etc...

  • User Profiles: Profiles let users personalize their avatar picture, their job title, contact details, skills and background. All profiles are searchable through a centralized directory of people.

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:

  • Project Portfolio Management with machine-learning capabilities

  • Cloud-based software running directly in your browser

  • Real-time automatically generated reports on both project-, and business level

  • Predictable, and profitable agile / scrum and waterfall projects

  • Easy to use

  • Live chat support

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).

Free

Free
Included in plan:
  • Up to 2 open projects
  • Plan & run projects
  • Track time
  • Basic insights
  • Basic apps

Professional

$19.00
per user/month (annual plan)
Included in plan:
  • Unlimited projects
  • Plan & run projects
  • Track time
  • Basic insights
  • Basic apps
  • Clients & rates
  • Budget
  • Schedule people (coming soon)
  • AI assistant (coming soon)
  • Customizable insights
  • Phone, chat & email support

Enterprise

$0.00
Call us for pricing
Included in plan:
  • Unlimited projects
  • Plan & run projects
  • Track time
  • Basic insights
  • Basic apps
  • Clients & rates
  • Budget
  • Schedule people (coming soon)
  • AI assistant (coming soon)
  • Customizable insights
  • Phone, chat & email support
  • Premium apps
  • Advanced insights
  • Single sign on (SSO)
  • Uptime SLA
  • Launch success program

FAQs:

    No FAQs associated with this application.

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 offer guides, tutorials and or customer support?
  • There is a full-featured support guide available on the website, and a live chat support ready to help with any questions you might have.

  • Does this service offer an API?
  • Yes.

  • What is this service generally used for?
  • Planning, estimating, and running agile / scrum and waterfall projects. Full-featured with work-breakdown, backlog, storyboard, taskboard and real-time reports. Scheduling, employee utilization, etc. is also nicely integrated and included in the software.

  • What platforms does this service support?
  • Web-app, running directly in your browser.

  • Who are the main user groups of this service?
  • The biggest segment consists of IT, and technology companies that need a project management solution to better predict, budget and report on running agile and waterfall projects. Though, we do also see other types of businesses joining in, incl. organizations and universities.

  • Does this service offer multi-user capability (e.g. teams)?
  • Project managers, and team members are all welcome.

  • Does this service integrate with any other apps?
  • Yes

Publisher:

Founded:
2003
Based in:
Paris
Employees:
51-200
Likes:
Followers:

Publisher:

Founded:
2006
Based in:
-
Employees:
2-10
Likes:
Followers:
64

Publisher:

Founded:
-
Based in:
Copenhagen K
Employees:
11-50
Likes:
Followers:

Other:

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 Forecast
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Danish, Polish, Spanish
Regional Restrictions:
No restrictions.
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