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About Epoda CRM

Epoda CRM is a  specialised  CRM /Assessment software that we have developed for Housing Associations. Although this software could be used/adapted for use in many other sectors. This software is mainly used by Housing Associations and in the Energy Efficiency market, but more people from other areas are beginning to realize how Epoda CRM can help them in a variety of other disciplines.

Specification

Deployment

  • Web

    web-based

Operating system

  • W

    Windows

Best suitable for

Size :

1-10

11-15

16-200

201-500

501-1000

1001-5000

5000+

Organization type :

SMEs

Mid Market

Enterprise

Govt

PSUs

Startups

Agencies

Industries :

  • All Industries

About Epoda Software

Epoda is a software solutions company providing Energy Assessment Solutions for both the commercial and domestic marketplaces. Epoda software aims to provide you with the easiest access to your clients and to help you to realize your full potential. Epoda run their software on systems that they believe are the best web hosting servers in the country. Epoda provides bready-made and bespoke solutions.
view more products by Epoda Software

Client References

base London

base London

CEA

CEA

Fitgas

Fitgas

WinAcc

WinAcc

Power Ni

Power Ni

Features

For managing corporate social responsibility in Housing Associations and automating client and office tasks

Bespoke light weight solutions for Housing associations to meet their Corporate Social responsibilities. The below version was developed as a light weight version that is mainly for managing the client assessments, and tracking referrals from those assessments.

Assessors can start their assessments by creating their own assessment and selecting the address from the post code lookup. Otherwise they can choose the assessment that appears in their appointment list, or an incomplete assessment. The assessor collects the client details working through bite sized chunks covering information about the client, where they can make recommendations for referrals (and upload photos relating to those referrals).

Plans and Pricing

Web-based

CRM

PRICE ON REQUEST

  • Task Management
  • Document Management
  • Lead Management
  • Analytics & Reporting
  • CRM

Videos

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