Erpisto Discount - Up to 30% off

It is a web-based CRM solution designed for large businesses. Features include telemarketing, asset management & quotation management.

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Category

CRM

What is Erpisto?


Erpisto is a comprehensive enterprise resource planning (ERP) and customer relationship management (CRM) software solution designed to automate and streamline business processes. It offers a 360-degree view of business activities, enhancing operational efficiency. Key features include accounting, business intelligence, campaign management, contact management, document storage, email marketing, financial management, forecasting, interaction tracking, inventory management, lead management, marketing automation, quotes/estimates, referral tracking, sales management, segmentation, supply chain management, task management, territory management, and warehouse management. These features collectively support businesses in managing sales, marketing, customer service, and inventory operations effectively.

  1. 360-degree business visibility and process automation
  2. Full-featured CRM for all businesses
  3. Cloud-based access, including mobile devices
  4. Customizable, interactive, easy-to-use dashboard
  5. Advanced sales tools: leads, opportunities, forecasting
  6. Workflow automation and team collaboration tools

Eligibility


Number of Seats/Users: Erpisto offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows Erpisto that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from Erpisto. Erpisto reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: Erpisto offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from Erpisto. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: Erpisto often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

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Erpisto - Up to 30% off

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Reviews


Here at Spendbase our internal data shows that Erpisto is perceived very positively, especially by finance and sales-focused teams that need a clear view of customers and numbers.

Overall sentiment and fit
– Spendbase clients consistently highlight Erpisto as:
– Easy to learn and operate
– Visually pleasant and “modern enough” for daily use
– Strong for CRM and financial visibility in one place
– It tends to fit:
– Banking and financial services
– Small and mid-sized businesses looking for an all‑in‑one CRM + ERP combo

Key strengths noticed by Spendbase clients
– User experience
– Intuitive interface with minimal learning curve
– Customizable dashboards that surface KPIs, quotas, pipelines, and team performance
– Clear navigation with logical tabs (contacts, leads, opportunities, campaigns, forecasts, etc.)

  • CRM & sales capabilities
  • Solid contact and lead management
  • Opportunity and pipeline tracking with forecasting
  • Workflow automation and collaboration tools that help standardize sales processes
  • Cloud-based access, including mobile, for “anywhere” usage

  • Operational visibility

  • 360-degree view of customer and business activity
  • Helpful for management to quickly assess performance and pipeline health

Areas clients say could be better (and good negotiation levers)
Our internal feedback flags only light concerns, mostly around “nice to have” improvements rather than dealbreakers:
– Desire for continuous upgrades and feature evolution
– Occasional mentions that potential bugs should be proactively handled
– Advanced users sometimes want deeper analytics and more flexibility out of the box

These points are useful for procurement conversations, for example:
– Asking for roadmap transparency and SLAs around bug fixes
– Bundling in extra support, admin training, or customization hours
– Negotiating price or terms in exchange for being an early adopter of upcoming enhancements

Adoption and change management insights
– Because of the straightforward UI and dashboard-focused design, clients report smoother onboarding than with heavier ERPs.
– Sales reps and bankers in particular adapt quickly, which reduces training costs and speeds up time-to-value.

From a Spendbase discount perspective, Erpisto’s strong satisfaction on usability and CRM depth, combined with mild requests for ongoing enhancement, gives you room to push for better commercial terms while still choosing a tool your teams are likely to actually enjoy using.

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Beyond discounts, you may qualify for up to $100K in AWS credits.

FAQ


1. What types of discounts does Erpisto offer?

Erpisto provides manual discounts, price lists, and loyalty programs to cater to various customer needs.

2. How can I apply a manual discount to an item?

After adding an item to the cart, click the % icon on the item line to apply a percent or flat discount.

3. Can I apply a manual discount to an item already on promotion?

Yes, manual discounts can be applied to items that are already on promotion.

4. How do I create a price list in Erpisto?

Go to Items > Price Lists, select '+ New Price List', enter details, and save to create a new price list.

5. Does Erpisto support loyalty programs?

Yes, Erpisto offers loyalty programs that reward customers with points for purchases, which can be redeemed for rewards.

6. Can I assign different price lists to different customers?

Yes, you can assign specific price lists to customers, ensuring they receive tailored pricing.

7. Is it possible to apply a discount to an entire receipt?

Yes, click the Discount button to apply a percent or flat discount to the entire receipt.

8. How can I view items that have been discounted?

Sales reports in the back office provide net discounts by dollar amount and percentage for each item.

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