EpesiBIM
Encyclopedia
epesiBIM is an open source, web based Customer Relationship Management (CRM
) multiuser application. BIM stands for 'epesi Business Information Manager' with the goal of providing functionality beyond the typical CRM. It is based on epesi framework and it's designed to work on any operating system with http server with php 5.x
and MySQL
or PostgreSQL
database server
.
framework and published on Sourceforge
. During the next twelve months the application was expanded with CRM
functionality and this package is now available as epesiBIM.
Since the first release published on Sourceforge
, epesi was downloaded over 18,000 times (as of January 2011).
Epesi is one of the top 12 open source CRM software by "Cost Effective Software Reviews"
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.
One of the most advanced and powerful feature is a 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.
Every record can have an unlimited number of notes or attachments in any possible format.
epesiBIM incorporates Roundcube
IMAP e-mail client and provides true single instance message archiving. 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 receipient. 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 megabytes or gigabytes of wasted space a single instance of this e-mail is sufficient. Additionally any number of 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) and there is almost no overhead.
Open source version is a base, with basic CRM
and bugtracker functionality. Premium version includes additional, commercial modules that automate business processes.
Customer relationship management
Customer relationship management is a widely implemented strategy for managing a company’s interactions with customers, clients and sales prospects. It involves using technology to organize, automate, and synchronize business processes—principally sales activities, but also those for marketing,...
) multiuser application. BIM stands for 'epesi Business Information Manager' with the goal of providing functionality beyond the typical CRM. It is based on epesi framework and it's designed to work on any operating system with http server with php 5.x
PHP
PHP is a general-purpose server-side scripting language originally designed for web development to produce dynamic web pages. For this purpose, PHP code is embedded into the HTML source document and interpreted by a web server with a PHP processor module, which generates the web page document...
and MySQL
MySQL
MySQL officially, but also commonly "My Sequel") is a relational database management system that runs as a server providing multi-user access to a number of databases. It is named after developer Michael Widenius' daughter, My...
or PostgreSQL
PostgreSQL
PostgreSQL, often simply Postgres, is an object-relational database management system available for many platforms including Linux, FreeBSD, Solaris, MS Windows and Mac OS X. It is released under the PostgreSQL License, which is an MIT-style license, and is thus free and open source software...
database server
Database
A database is an organized collection of data for one or more purposes, usually in digital form. The data are typically organized to model relevant aspects of reality , in a way that supports processes requiring this information...
.
History
In the middle of 2006 company Telaxus LLC has started a project named TCMS (Time and Customer Management System). By the end of year 2006 first commercial application based on this product was released. By may, 2007 TCMS was renamed to epesi and core of this product was released as open sourceOpen source
The term open source describes practices in production and development that promote access to the end product's source materials. Some consider open source a philosophy, others consider it a pragmatic methodology...
framework and published on Sourceforge
SourceForge
SourceForge Enterprise Edition is a collaborative revision control and software development management system. It provides a front-end to a range of software development lifecycle services and integrates with a number of free software / open source software applications .While originally itself...
. During the next twelve months the application was expanded with CRM
Customer relationship management
Customer relationship management is a widely implemented strategy for managing a company’s interactions with customers, clients and sales prospects. It involves using technology to organize, automate, and synchronize business processes—principally sales activities, but also those for marketing,...
functionality and this package is now available as epesiBIM.
Since the first release published on Sourceforge
SourceForge
SourceForge Enterprise Edition is a collaborative revision control and software development management system. It provides a front-end to a range of software development lifecycle services and integrates with a number of free software / open source software applications .While originally itself...
, epesi was downloaded over 18,000 times (as of January 2011).
Epesi is one of the top 12 open source CRM software by "Cost Effective Software Reviews"
Unique Features
epesiBIM is based on epesi framework, which includes some third party libraries like database driver ADOdb or phpGACL permission system. Included framework allows rapid development of new modules, especially when utilizing Record Browser - an advanced 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.
One of the most advanced and powerful feature is a 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.
Every record can have an unlimited number of notes or attachments in any possible format.
epesiBIM incorporates Roundcube
RoundCube
Roundcube is a web-based IMAP email client written in the PHP programming language. Roundcube's most prominent feature is the pervasive use of Ajax technology to present a more fluid and responsive user interface than that of traditional webmail clients...
IMAP e-mail client and provides true single instance message archiving. 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 receipient. 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 megabytes or gigabytes of wasted space a single instance of this e-mail is sufficient. Additionally any number of 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) and there is almost no overhead.
Versions
epesiBIM is available in two versions:- epesiBIM open source
- epesiBIM premium
Open source version is a base, with basic CRM
Customer relationship management
Customer relationship management is a widely implemented strategy for managing a company’s interactions with customers, clients and sales prospects. It involves using technology to organize, automate, and synchronize business processes—principally sales activities, but also those for marketing,...
and bugtracker functionality. Premium version includes additional, commercial modules that automate business processes.
See also
- SugarCRMSugarCRMSugarCRM is a software company based in Cupertino, California. They produce the web application Sugar, also known as SugarCRM, which is a customer relationship management system that is available in both open source and Commercial open source applications.Sugar's functionality includes sales-force...
- CiviCRMCiviCRMCiviCRM is a web-based, internationalized suite of computer software for constituency relationship management, that falls under the broad rubric of customer relationship management...
- Web applicationWeb applicationA web application is an application that is accessed over a network such as the Internet or an intranet. The term may also mean a computer software application that is coded in a browser-supported language and reliant on a common web browser to render the application executable.Web applications are...
- SplendidCRMSplendidCRMSplendidCRM produces open source Customer Relationship Management software developed in C# for the ASP.NET framework. The product is available in two editions - Open Source and Professional - the main difference between the two products is the inclusion of stored procedures and source code for a...
, an implementation on the Microsoft technology stack (Windows, C#, ASP.NET, SQL Server).