EPESI CRM PDF

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The framework includes the Epesi CRM customer relationship management multiuser application. It requires PHP 5. Between and , Teknaspan Corporation, a small IT consulting company run by Janusz Tylek, was providing computer-related services in the Greater Philadelphia metropolitan area. Many of its customers - mostly small, local companies - were looking to share easily information especially in remote offices.

Setup based on Microsoft's Exchange Server, Outlook and Sharepoint was too expensive and difficult to set up and manage and did not meet with a good response. Teknaspan started offering open source solutions to its customers, among them SugarCRM. This application was difficult to set up, upgrade and most of all - difficult to extend its functionality.

After experimenting with a number of other solutions like dotproject, mantis, and many other open source solutions, it became clear that there is a need for a modern framework with a set of reusable components upon which an application can be developed. At the beginning of , Teknaspan Corporation was acquired by another IT consulting company.

Janusz Tylek left Teknaspan and formed Telaxus LLC , a small software startup company focusing on development of web-based applications. In the summer of , the work on the framework started after a meeting of Tylek jasiek and Pawel Bukowski shacky , who designed the first set of modules.

By the end of , the first commercial application was released - a warehouse management system. In May , the core of Epesi framework was released as open source software and published on SourceForge. From November, Epesi can be installed with Softaculous Autoinstaller [2]. Dashboard [7] Calendar [8] Record browser [9]. The framework allows development of new modules, especially when utilizing Record Browser - a module that automatically generates views, limits queries, stores historical data, etc.

The dashboard approach allows every user customize his or her workspace using applets - mini view of data stored in the module. For example, an applet may show only phone calls to be returned today.

A distinct feature is the Watchdog utility, which allows a user to subscribe to a record or category of records and have the system monitor it for you. This way a user receives a notification Subscriptions applet when a record was changed by another user - a meeting was canceled, a phone number or an address was updated, a project status changed from Completed to Billed or even when a note was attached to a record.

When a user receives an e-mail it can be archived into epesi system. An e-mail message is extracted from e-mail client and stored in the database in e-mails table.

Attachments are stored as files with reference links. Then a link to this e-mail or e-mail with attachments is created under history of two contacts: a sender and a recipient. This way the e-mail becomes a public note for all users to see.

This reduces e-mail traffic - instead of forwarding coworkers an e-mail with attachment resulting in wasted space a single instance of this e-mail is sufficient. Additionally, reference links can be created in as many modules as needed for example, a meeting or a task can have reference links to this e-mail.

EPESI is available as open source application and distributed free of charge. The base version includes the Epesi framework and set of modules providing CRM functionality:. The functionality of Epesi can be extended with Custom modules created by end-users for example or by installing additional Premium modules.

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Partners are not obligated but encouraged to register and participate actively on Epesi support forum. Participation in the program is free of charge for qualified individuals or companies and does not require any signup or periodic membership fees. In order to access it Epesi CRM installation must be registered. For more info see: epesi store. Each additional module purchased or obtained for free from Epesi Store receives its own unique Module License Key which is bound to the main Master Key.

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EPESI - Business Information Manager

GitHub is home to over 50 million developers working together to host and review code, manage projects, and build software together. If nothing happens, download GitHub Desktop and try again. Go back. If nothing happens, download Xcode and try again. If nothing happens, download the GitHub extension for Visual Studio and try again. SourceForge Repository. Manage your data precisely, flexibly and easily, simplifying internal communication and making work-flow more efficient.

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You seem to have CSS turned off. Please don't fill out this field. Manage your data precisely, flexibly and easily, simplifying internal communication and making work-flow more efficient. I have been using Epesi CRM for a while already. I have also experience from using SalesForce.

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