Customer Management (CRM)

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Sell faster sell smarter

Streamline your sales process and boost your conversion rate by organizing your database, quickly responding to enquiries, and tracking key performance indicators of each agent and the overall business.

Our platform can help efficiently manage your field sales team, automate marketing activities, legal documentation workflow, finances tracking & after sales process management. Implement our platform to increase salesforce productivity, grow sales deals, automate operations, automate communication run drip campaigns & overall projects management.

Platform Modules


360 Degree View of Leads

Create leads from numerous sources, including emails, phone calls, interactions on social media and websites. This module enables sales agents to create and manage client data in a centralized place giving them a better understanding their preferences, previous interactions, and their current position in the sales pipeline.

Quick Follow-ups

Automate and streamline the process of quickly contacting leads and customers. Our system automatically alerts sales representatives or customer support agents to follow up when a new lead is created or an existing lead makes an enquiry.

Marketing Module

Effectively plan and manage targeted marketing campaigns and increase engagement throughout the customer journey. This module makes it simple to send drip campaigns, such as emails, newsletters, and SMS, to effectively nurture your leads.

Calender View Module

Gain a visual representation of the tasks, appointments, and events you have planned. This module enables sales representatives, managers, and other team members to effectively plan their workdays, set reminders for crucial tasks, and prevent scheduling conflicts.

Performance Management

Track and manage the performance of each sales agent. Our system includes key performance indicators (KPIs) that measure various aspects of sales performance, such as the number of leads generated, conversion rates, revenue generated, customer satisfaction levels, and average deal size.

Real-time Executive Reports

EpesiCloud CRM can provide detailed analytics and reports that can help executives make more informed decisions. Real-time data allows executives to have a better understanding of trends, current progress, and opportunities. This data can be used to identify potential improvements, measure performance, and forecast expected ROI.

Platform Benefits

The platform is a plus for a sales or marketing expert. Some of the benefits they enjoy with the platform are.

Quick Follow-ups
Our system automates the process of following up with leads, ensuring that no m sales opportunities slip through the cracks. Automated follow-ups can be initiated in accordance with predetermined rules, such as a set amount of time after the initial contact or a particular event.
Personalized Marketing
The platform allows you to gain a profound understanding of your customer's preferences, needs, and behaviors. This deeper understanding enables agents to personalize their communications, recommendations, and follow-ups to align with each client's specific interests and requirements.
Automated Workflows
Users can set up automated email campaigns, follow-up reminders, and task assignments based on predefined workflows. This saves time, ensures consistency, and enables agents to focus on high-value activities, such as building client relationships.
Effectively Manage Your Team
The system enables you to monitor and analyze the key performance indicators (KPIs) of each sales agent such as the number of leads contacted, meetings scheduled, transactions closed, and income generated
Better Lead Quality & Higher Conversion Rate
Our CRM enables businesses to focus their time, resources, and efforts on potential customers who are more likely to convert. This feature evaluates and ranks leads based on a variety of criteria like their needs and preferences providing businesses with valuable insights into prioritizing and nurturing the most promising prospects.
Real-time Reporting & Analytics
EpesiCloud CRM platform has reporting and analytics capabilities, providing insights into key performance metrics, sales trends, and users productivity. Organizations can generate customized reports to evaluate the effectiveness of marketing campaigns, measure conversion rates, and make data-driven business decisions.

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EpesiCloud suite


What our clients say

Frequently Asked Questions

Feel free to contact us for any questions

Why should I consider using this application?
EpesiCloud platform offers significant benefits in terms of efficiency, lead management, customer relationships, collaboration, data-driven decision making, scalability, and integration. It empowers real estate professionals to streamline operations, optimize sales processes, and ultimately achieve greater success in the competitive real estate market.
Is my information safe while in this system?
Yes. All your information is confidential to you only since you are the custodian of the system the password to login.
How do I get my existing data on salesify
You don't have to be a tech expert to get up and running with smart finance. We offer a number of helpful resources created specifically for data integration. We’ll work with you to build a complete solution that addresses all your business needs. Plus, we ensure a level of scalability that promotes continuous innovation.