Epesi Salesify

Sell faster sell smarter

The salsify platform is a platform that contains components that aid in the sales funnel. From recording of leads to documentation when closing a deal. It is a one stop shop for sales and marketers who would like to manage their sales funnels.


Lead Creation

Create a lead. The application has various input options in the way you structure data that the customer gives you. You are then able to record and view all activities based on the lead. You are able to disqualify a lead hence letting you better prioritise your clients.



Record payments, method of payments and balances. You are also able to allow your customers make payments in instalments then record every-time a payment is made.


Assign and re-assign leads

Give your team work on a lead using the application. Re-assign and collect notes on the activities that are involved with interacting with the lead. There is an option to make comments when you reassign a lead that assists in reducing conflict within the organization.


360° view of your leads

With the platform you get to view all of your sales pipeline activities in one screen. This includes leads, conversions, meetings, appointments, payments and many more.



Get to plan meetings, assign the attendees of the meetings and view the whole report on the meetings that have taken place in a certain period. The report includes meetings planned, meetings attended, the attendees of the meeting and cancelled meetings.



You also have a section that your team members can request for their commissions from. This would work for you especially if you are dealing with employees who are paid on commission.


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

One page reports

Get to manage and visualize all your sales data in a visually appealing dashboard. Get to set and view parameters of the dashboard analytics. This includes appointments schedule, conversion rates and clients view. This enable you have a better picture of your sales process while at the same time let you know who to appraise as you are able to view the best performers in your business by just one click.

Sales data interdependence's

Create interdependencies on various data sets in your sales pipeline to enable best management of resources from your end. This reduces redundancies and increases efficiency while at the same time enabling you seal loopholes that let critical resources go to waste. Getting to understand where in your sales pipeline you are loosing resources may increase your profitability and hence when you have salsify you are in good technology hands.

Easy accessibility

Imagine having your sales manager set a lead in real time, assign a team member to follow up the lead, the team member follows up on the lead reports on it and you are able to quantify the lead. Guess what has done all this a mobile phone. Not through a free application but through an application that you have acquired for your firm for this purpose. The process that would have taken a long and tedious trend is reduced to just a couple of clicks. Your manager is probably using a desktop, your team member in the field, a phone and your client a desktop. This system interlinks all of this technologies just for the purpose of sales management.


Never miss that important or slightly important meeting just because you couldn’t know about it from your mess of a communication strategy. With salsify you are able to utilize your computer better in your sales funnel that you are able to prioritize your meetings and follow ups. Assign resources required to actualize the sale, get feedback while at the same time getting reminded about the feedback received. You may need to get another application in our suite to actualize your feedback but this application lets you manage that whole process.


Create and manage your critical documents using the application. When you have salsify you will need to offer, minimal training on your company documents as you only just need to preset them and give them to your team members to use. Documents that are critical to the sales funnel such as service level agreements, contracts, non-disclosure agreements can all be preset in the platform. What your team members just need to do is set the scenario that they are in and the preset document loads up.

Manage sales processes

Every organization prides itself in creating unique processes such as production, labelling and sales process. With this application create a sales process and follow up on it. What’s more if you already have a tried and tested sales process you are able to collect data on it so that you can make minor changes to it. If you would like to try new sales processes use this application to see where the strategies set work and where they do not work. Collect data to create a sales process that will ensure that your business will always have the doors open.

Pricing: $20 per User per Month

Use case

The salsify platform can be used in almost all the businesses. Here are some examples of how it can be used in this specific sectors.



Insurance firms sell policies. This can be treated as products even if they are documents. This application can be used exclusively by the insurance sector in its sales process as the insurance sector incorporates agents, images and documents. Salesify lets you manage all this, for instance if you have a standard policy document for fire insurance you can preset it on the application so that when your team makes a sale they do not have to go back to your premises to get it. They just preset the clients details and the document is ready.


Real estate

When in the business of selling houses, time and company documents are of the essence. You may get a client who will buy a house impulsively, you may get a client who has a million questions. Instead of stressing your sales people when they find themselves in such a scenario. Get an application that makes this to minimize on mistakes that are brought about by human error.


Car dealerships

Some deals that involve large volumes of vehicle’s take place at the buyer’s premise. Having an application that your tram members can carry to go and try to convince a buyer take up a couple of cars is an added advantage. It portrays professionalism and class; this makes the buyer want to be interested in your services. You can also involve the buyer in the process by getting them to download the client side of the app where you can manage your communication.

Get Started

Manage your Salesify Company using this bewildering system.


Request And Create Account

Send a request from our website, You will be provided with unique login credentials.


Set Up Account

You can now access the account and configure you setups, and assign roles.


Start Using Account

Get started with the system and enjoy the modern features

Frequently Asked Questions

Feel free to contact us for any questions

  • Why should I consider using this application?

    Smart question Onesmus; Salesify makes work easier by aiding you manage your sales firm’s details effectively.

  • 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.