Customer data everywhere
Replace separate spreadsheets, inbox searches, and phone notes with shared customer and contact records.
EPT helps growing businesses replace spreadsheets and manual processes with practical software employees can use every day. Start with nano CRM, add Billing when needed, or talk to us about a workflow unique to your organization.
15 days · Full organization admin access · No per-user feeGive your team one clear place to find customer information, see responsibility, and keep work moving.
Replace separate spreadsheets, inbox searches, and phone notes with shared customer and contact records.
Assign customers, record visits, set reminders, and give each person a useful view of their work.
Keep documents, products, quotes, invoices, and customer history connected instead of capturing the same details again.
A practical replacement for customer spreadsheets and scattered manual administration.
Create and manage operational quotes and invoices using the same customer records as CRM.
No tiers, no per-user fees, and no extra ongoing fee for completed and accepted private modules.
See everything includedEPT can design and build a private nano module for a validated workflow that standard software does not handle well. Discovery, development, migration, and acceptance are scoped and quoted separately.
Once the agreed module is completed and accepted, it becomes part of the same flat monthly organization subscription. It stays inside nano, using the same sign-in, users, roles, permissions, audit logs, notifications, files, and secure organization separation.
How private modules workMap the problem and how the team works today.
Use CRM, Billing, configuration, or a scoped private build.
Configure access and import useful existing data.
Let real users check the workflow and information.
Move the team into a secure shared workspace.
Choose useful sample CRM data or a clean workspace. Billing can be enabled when you want to try it.