Practical systems for work that has outgrown spreadsheets.
EPT helps growing businesses choose the right next step: Nano CRM for customer work, custom browser-based apps from existing spreadsheets, or separate automation for repetitive processes.
Three separate pieces. One practical starting point.
No oversized promise. Start with the problem that is costing time now, then keep the work scoped and useful.
Three focused offers
Nano CRM
A simple cloud CRM for teams managing customers, follow-ups, documents, products, and daily customer work in spreadsheets or scattered messages.
- Customer records and contacts
- Assignments and follow-ups
- Documents, products, and imports
Spreadsheet to internal app
Turn an existing spreadsheet process into a small browser-based internal app with cleaner data, shared access, and a workflow that matches how the team works.
- Shared records instead of file versions
- Cleaner inputs and controlled access
- Search, imports, and workflow views
Automation and integrations
Connect existing systems and remove repetitive admin with scoped workflows, integrations, reminders, and data handoffs.
- System-to-system data handoffs
- Reminders, approvals, and alerts
- Copy-and-paste work cleanup
One shared place for customer work
Nano CRM is available now. It is a practical browser-based system for customer records, assignments, follow-ups, visit notes, documents, product history, imports, and data cleanup.
It is best when the customer workflow already exists, but the team is still trying to manage it through spreadsheets, phones, inboxes, or paper.
Good fit when you need to manage
Turn a working spreadsheet into a proper app
Some spreadsheets are not just files anymore. They are the way a team tracks work, makes decisions, and hands tasks between people.
EPT can take that existing spreadsheet and turn it into a focused internal app with shared records, controlled access, cleaner inputs, search, imports, and views that suit the workflow.
Useful when you have
- A spreadsheet multiple people update
- Repeated mistakes from manual data entry
- No clear owner for each record
- Documents or notes stored separately
- A process that needs simple browser access
Connect the work that falls between systems
Automation is separate from Nano CRM and separate from custom app builds. It focuses on the tasks and data handoffs that happen between tools, people, and recurring processes.
This is useful when you already have systems in place, but too much work still depends on copying, pasting, checking, reminding, or retyping.
Typical starting points
- Spreadsheet-heavy operations
- Repeated copy-and-paste admin
- Customer work split across teams
- Disconnected systems that should share data
- Manual approvals, reminders, and handoffs
Start with the real operational pain
If the pain is customer work, start with Nano CRM. If the pain is a spreadsheet that has become a shared business process, build a custom internal app. If the pain is repeated handoffs between tools, start with automation.
Current promise
EPT will keep each offer scoped to what exists and what can be delivered now: CRM, spreadsheet-to-app work, and separate automation.
Pick the right first piece
Start with Nano CRM, a spreadsheet-to-app discussion, or an automation review depending on where the manual work is costing the most time.