Compare eXo vs Icertis vs EPESI CRM

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81%
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95%
42%
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79%
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62%
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eXo screenshot view 2 more Icertis screenshot view 5 more EPESI CRM screenshot view 4 more

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:

The modern, efficient way to manage enterprise contracts.

The most disruptive force in enterprise IT since ERP is not contract management, but contract intelligence. Beyond simple document management, electronic signatures, clause libraries – the Icertis Contract Management platform enables a new tier of business intelligence offering an enterprise-wide 360-degree view of all enterprise contracts, deep insights and automatic oversight in a user-centric environment that accelerates time to contract, reduces risk and improves the bottom line.

Easy
Highly configurable and flexible, the Icertis Contract Management platform is easy to deploy. Designed for the modern enterprise with an intuitive user experience that makes it easy to use. Users can configure the platform to adapt to existing business processes, allow for unique contracts and workflows, or set up specialized user interfaces for individual roles making it easy to adopt.

Intelligent
The Icertis Contract Management platform intelligently reads and analyzes documents and third-party paper to provide authorized users with detailed risk reports, automatic obligation tracking, and smart notifications. The smart, contextual interface makes it easy to understand an entire portfolio of agreements and dependent relationships at a glance.

Enterprise-wide
The Icertis platform streamlines and systemizes all types of contracts and associated documentation for your entire organization in a single solution. The Icertis Contract Management platform integrates and exchanges data with all major ERP, Sourcing, Procurement, CRM, CPQ, PLM, Project Management, Service Management, and Document Management solutions, unlocking the potential for true visibility across global enterprises.

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!

Features:

Features:

  • Project Management
  • Customer Management
  • Data Visualization
  • Notifications
  • Document Comparison
  • Third-Party Plugins/Add-Ons
  • 2-Factor Authentication
  • File Transfer
  • File Sharing
  • Contact Management
  • External Integrations
  • API
  • Scheduling
  • Calendar Management
  • Dashboard
  • Multi-User

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

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:

  • Smart Contract Initiation

  • Specialized Solutions

  • Intelligent Contract Authoring

  • Negotiations and Collaboration

  • Contract Approval and Execution

  • Contract Visibility and Search

  • Usability and Productivity

  • Risk and Compliance

  • Single Source of Truth

  • RFx 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

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:

    No FAQs associated with this application.

FAQs:

    What platforms does this service support?
  • The Icertis platform integrates with many leading applications in areas such as ERP, CRM, procurement, electronic signature and identity management. Popular integrations include those for Salesforce, Microsoft Dynamics CRM, PROS, DocuSign, Adobe Sign (formerly EchoSign) and open, standards-based integration with many identity management providers.

    Mobile Experience 

    Increase user productivity, flexibility and satisfaction with native mobile support on iOS, Android and Windows. The Icertis contract management mobile apps enable users to get push notifications on tasks, view dashboards, search and view contracts and associated information, take approval actions, update notes, take actions on commitments and perform other contract-related tasks. Touch-friendly web access is also available on tablets and other mobile devices with browser support for IE, Chrome, Safari and Firefox.

  • Does this service offer an API?
  • The Icertis platform interface itself is built fully on the Icertis API. This API-first approach allows the Icertis platform to be very open, making even complex integrations easy. With specific integration components built into the architecture, the risk of upgrades and new features is reduced and integrations are more robust and efficient.

    The Icertis contract management platform can be implemented in API-only mode with a completely custom interface or access from any line-of-business application. The Icertis platform’s user interface works on the API layer and is well suited to replacement of UI screens for specialized needs. The API can connect with any portal or enterprise system to enable Icertis functionality.

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

  • What are some applications this service is commonly used in tandem with?
  • Google Apps
    Box
    Office 365
    Microsoft Azure
    Sales Force
    Microsoft Dynamics
    Outlook
    Share Point

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

  • Does this service integrate with any other apps?
  • Pre-built third-party integrations:
    Icertis integrated with sourcing, procurement, CRM, configure-price-quote, product lifecycle management, project management, service management and document management solutions.

    The platform also provides following integrations:

    Sales Integration
    Icertis Salesforce App
    Icertis Microsoft CRM App

    Enterprise Integration
    Comprehensive at rest APIs
    Message Bus Architecture
    Standard Integrations

  • Who are the main user groups of this service?
  • We've built flexible, powerful tools and features that can help every department involved in any contracting across the enterprise.
    Procurement, legal, Finance and Compliance, Sales professionals - for both buy-side and sell-side contracting.

  • What is this service generally used for?
  • The most disruptive force in enterprise IT since ERP is not contract management, but contract intelligence. Beyond simple document management, electronic signatures, clause libraries – the Icertis Contract Management platform enables a new tier of business intelligence offering an enterprise-wide 360-degree view of all enterprise contracts, deep insights and automatic oversight in a user-centric environment that accelerates time to contract, reduces risk and improves the bottom line.

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.

Publisher:

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

Publisher:

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

Publisher:

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

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses Icertis
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
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.
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