Epesi VS HaystackCRM

EPESI BIM (Business Information Manager) is Free and Open Source (FOSS) 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. 100% web based, cross platform, built from the start for the cloud.

HaystackCRM was designed for independent small business owners to access a CRM from a phone or tablet with full functionality. Mobile first design disrupts the typical CRM layout by providing interactive navigation to view records instead of a spreadsheet format. Native iOS and Android apps allow views of any record, including call, email or texting any contact or company. Who's Near Me is a map feature that enables getting directions or viewing other connections are nearby. Prospect from this map feature and add the company to your database. Emails are viewed within contact. Automatic integration without plugin requirement. One of many built in features is Quoting, available in both versions, so that the small business owner, freelancer or entrepreneur can have options typically unavailable in a mobile CRM. Creating a quote or proposal is possible while interacting with a client is especially helpful for professionals who rely on face-to-face interactions, like many sales teams or service providers. Further flexibility afforded in HaystackCRM includes Tagging a record with a label to create unique, searchable identifier. Add Notes or Files to each record to track conversations in addition to email exchanges. Team management allow users as account owners to assign records and track overall and individual activity.