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EPESI BIM • Business Information Manager • Cloud CRM/ERP
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README.md

Epesi Logo

SourceForge

WARNING

This is an unstable branch. I am in the process of rewriting QuickForm to be compatible with PHP 7.1 Until now please use the package from SourceForge: https://sourceforge.net/projects/epesi/

Epesi BIM (Business Information Manager) is a fully functional web CRM/ERP application to store, organize, access and share business records. Manage your data precisely, flexibly and easily, simplifying internal communication and making work-flow more efficient.

Thanks to its modular design it can be easily customized by simple installation of additional modules. Custom recordsets can be created via Admin Panel using GUI tools with full support of Record Browser CRUD engine, like lazy (soft) delete, full record history, dynamic recordsets (new fields can be added on the fly), Advanced Permission access level and automatic view generation.

Included Modules

  • User Management
  • Dashboard – Control Panel
  • Admin Panel
  • Companies – Addressbook of companies
  • Contacts – Addressbook of individuals
  • Shared Calendar with alerts
  • Shared Task List – To Do
  • Phone Calls Log
  • Notes and Files (Document Management)
  • e-mail client – Roundcube IMAP
  • e-mail Archive plugin in Roundcube https://epesi.org/emailmanagement
  • Exclusive Click2Fill form filling
  • Unique Watchdog module monitoring record changes
  • Advanced permission system
  • Shoutbox – internal messenger
  • Customizable Launchpad
  • Advanced Record Browser CRUD Engine
  • Create Custom Recordsets

Free Premium Modules

Available via built-in Epesi Store:

  • Sales Opportunity
  • Projects & Tickets
  • Multiple Addresses
  • Data synchronization engine
  • Asterisk calling method and more...

For more information visit http://epe.si

Setup

  • Clone repository
  • Run composer update
  • Create a database, note user and login
  • Run Epesi from the installation url

The setup wizard will create a config.php file, a superadmin user and first Company and Contact in the CRM.

Support
User forum https://forum.epe.si/
Documentation https://epesi.org/

MIT License
Copyright © 2006-2019 by Janusz Tylek

Enjoy,
EPESI Team

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