Version : 8.2.4

Votes : 48


EspoCRM is a web application that allows you to see, enter and evaluate all your company relationships regardless of the type. People, companies, projects or opportunities all in an easy and intuitive interface.

  • Space Required : 103.79 MB
  • Release Date : 08-05-2024
  • Get Support : Visit Support Site
  • Reviews : 5
    • Sales Automation
      • Leads Converting Lead to Opportunity/Account/Contact.
      • Opportunities Potential sales in CRM.
      • Accounts Each account is a central record in B2B model.
      • Contacts Contact can be related to multiple Accounts with specific roles of relationships.

    • Calendar
      • Meetings.
      • Calls.
      • Tasks.
      • Send Invitations to attendees.
      • Google Calendar Integration (TBD).

    • Emails
      • Inbound Emails Archiving emails from group email box. Email-to-Case.
      • Email Accounts Automatic archiving emails from personal email box.
      • Compose Email Sending emails from EspoCRM.
      • Email Templates.
      • Multiple email addresses per record.

    • Social
      • Activity Stream Feed where changes and new additions of followed records are shown.
      • Follow Button User can follow particular record. Records he/she creates or those that got assigned to him/her are followed automatically.

    • Customer Support
      • Cases Email-to-Case.
      • Customer Portal (TBD).

    • Documents
      • Attaching Documents.
      • Google Drive Integration (TBD).
      • DropBox Integration (TBD).

    • Inventory Management
      • Products (TBD).
      • Quotes and Invoicing (TBD).

    • Analytics
      • Reports (TBD).

    • Web Forms
      • Web-to-Lead forms (TBD).

    • Marketing Automation
      • Campaigns (TBD).
      • Target Lists (TBD).
      • Mass Email (TBD).
      • MailChimp Integration (TBD).

    • Telephony
      • Asterisk integration (TBD).
      • Multiple phone numbers per record. Different types of phone number (Mobile, Office, Fax, etc.).

    • Administration
      • Data Import.
      • Users No user limitation.
      • Teams.
      • Roles Access control.
      • LDAP Authentication.
      • SAML Authentication (TBD).
      • Currency Rates.

    • Workflows
      • Workflow Management (TBD) Conditions, Actions.

    • Customization
      • Layout Manager Change layouts for detail and list views.
      • Field Manager Create new fields or modify existing ones.
Ratings Total User Guest
42 0 42
1 0 1
0 0 0
2 0 2
3 0 3
Average Ratings 4.60 0.00 4.60

Very good software for an enterprise. A lot of options are available and customisation is straight forward.

⚊ a Guest - a41527091(March 7, 2021, 7:19 am)

I thank you so so much, simple to install and user-friendly. I love this so much!!!!

⚊ a Guest - epiz_22120337(May 28, 2018, 10:35 pm)

The flexibility and adaptability of EspoCRM is great. A lot of CRM systems are set up for the way they think you will use them. But EspoCRM lets you customize things to fit what you need it to do. It may be a bit more work to set things up, but the end result is worth it.

⚊ a Guest - Guest(March 8, 2018, 12:28 am)

it is an extremely functional and intuitive product. In dummy mode you can make many changes to suit your biz. You can tweak it further behind the scenes and you're simply limited by your abilities! Oh yeah...well thought out and granular level of security!

⚊ a Guest - flourxo2(October 26, 2017, 11:26 am)

It's amazing CRM product, handy tool for my business.

⚊ a Guest - Den(November 18, 2015, 7:33 am)
  • screenshot-EspoCRM
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