Everything included, from the first import to the monthly report
EBIS-Pro combines a CRM, a sales pipeline, email and direct mail campaigns, and reporting in one Windows app. Every feature comes with every license.
Your business at a glance
Open EBIS-Pro to a live snapshot: total businesses, open opportunities, pipeline value and weighted pipeline, plus a feed of recent CRM activity.
- KPI cards for pipeline value and weighted pipeline
- Recent activity across every business
- At-risk (past close date) and stalled (no recent update) opportunities, each tagged with the reason
Find any business in seconds
Search, filter and act on your whole list. Filter by category, CRM status, business status, city, province and more.
- Select many rows for Bulk Edit or Send Bulk Email
- Export results or just your selection to CSV or Excel
- Every export confirms the record count and where the file was saved
The whole story of every customer
Each business gets a tabbed profile with contact details, address and lead information, and a timeline of everything that's happened.
- Notes, follow-ups with due dates and assignees, and a full timeline
- Attach documents with descriptions and categories, then search them
- Social profiles: LinkedIn, Facebook, Instagram, X, YouTube, TikTok, WhatsApp, WeChat and Threads
- Each business's opportunities in one place
Bring your existing list with you
Import businesses from a spreadsheet or CSV. Map columns, catch duplicates and validate everything before a single record is saved.
- Column mapping with reusable templates
- Duplicate detection within the file and against your existing data
- Validation before commit, so bad rows don't slip in
See every deal move
A board of all open opportunities grouped by stage. Move deals between stages as they progress and keep an eye on probability.
- Stages at a glance with deal values
- Colour-coded probability badges
- Opportunity editor with value, probability, owner and expected close date
Campaigns that come from you, on your schedule
Send personalized bulk email through your own email account, with no per-contact or per-send fees. Send it now, or schedule it for the moment it's most likely to be read.
- Schedule a campaign for any date and time, then reschedule or cancel it from History
- Merge fields such as business name, city and phone
- HTML body editor with live preview
- Open tracking that syncs every 10 minutes, and campaign history
- Suppression list for opt-outs and bounces
Pick a date and time and EBIS-Pro sends the campaign for you, so it lands in the morning, not at midnight when you finished writing it. Reschedule or cancel any time from the campaign history.
Target exactly the right businesses
Build saved segments with AND/OR rule groups across any business field, or keep the lists you run all the time as Smart Lists.
- Rule groups with AND/OR logic
- Pin favourite Smart Lists; they appear in the command palette (Ctrl+K)
- Export any segment to CSV or Excel
Print campaigns, handled
Filter businesses into a mailing list, preview recipients, and print mailing labels on your label sheet format.
- Filter by province, city, status, industry and category
- Avoid mailing the same business twice
- Campaign history with re-export and reprint
Nine reports, ready when you are
Pipeline Velocity, Sales Rep Performance, Won/Lost Monthly Trend, Campaign Performance, Rep Productivity, Follow-up Compliance, Stale Businesses, Data Completeness, and Source & Channel Breakdown.
- Date range filters on every report
- Export to CSV or Excel
- Auto-send any report by email on a daily, weekly or monthly schedule
- Recent Sends log confirms what went out and to whom
The details that save you time
Data Export
Export businesses, opportunities or activities, with a record count preview first.
Backup & Restore
One-click database backup, or a Full Backup that includes documents and settings.
Sign-ins & roles
Separate Admin and Rep sign-ins on the same PC, with a login history.
Three themes
Light, Dark and EndorseOn Blue. Add your own company logo to the header.
Built for speed
Command palette (Ctrl+K) and keyboard shortcuts for every workspace.
Follow-ups
Scheduled tasks with types, due dates and assignees, tracked in compliance reports.
Easy PC moves
Move your license to a new computer yourself, right from Settings.
Update alerts
A banner lets you know when a new version is ready to download.
What you need
| Operating system | Windows 10 or Windows 11, 64-bit |
|---|---|
| Installation | Per-user install, no administrator rights needed |
| Internet | Needed to activate, for periodic license checks, and to send email |
| Email sending | An email account that supports SMTP with a password or app password |
| License | One computer per license, with several sign-ins on that computer |
Honest limits
- EBIS-Pro is a Windows desktop app. There's no Mac or web version.
- Data is stored on one computer; it doesn't sync live between several PCs.
- Email is sent through your own account, so your provider's sending limits apply.
- Scheduled campaigns send only while EBIS-Pro is running on your PC at the scheduled time.
Own your CRM. Keep your data. Pay once.
EBIS-Pro is US$199, one time, with a 30-day money-back guarantee.