EspoCRM Overview

EspoCRM features sales automation including converting leads to opportunities, accounts, and contacts. Opportunities track potential sales, accounts serve as central B2B records, and contacts link to multiple accounts.

Use Cases

Customers recommend Customise Loyalty Program, Rating And Review Management, Workflow Management, as the business use cases that they have been most satisfied with while using EspoCRM.

Other use cases:

  • Helpdesk Management
  • Knowledge Management
  • Sending & Publishing Communications
  • Relationship Management
  • Social Media Analytics
  • Lead Management
  • Contact List Management
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Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using EspoCRM.

Other priorities:

  • Increase Sales & Revenue
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EspoCRM Use-Cases and Business Priorities: Customer Satisfaction Data

EspoCRM works with different mediums / channels such as E-Mail. and Phone Calls.

EspoCRM's features include Recording, Alerts: Popups & Notifications, and Personalization. and EspoCRM support capabilities include Email Support, Chat Support, Phone Support, etc. also EspoCRM analytics capabilities include Custom Reports, and Analytics.

Reviews

"...Keep in mind that the reports and workflow functionalities have to be paid apart...." Peer review by Eduardo A, Owner - VP, Management Consulting

EspoCRM, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for EspoCRM

Top Industries

  • Information Technology and Services
  • Management Consulting
  • Marketing and Advertising

Popular in

  • Small Business
  • Mid Market

EspoCRM is popular in Information Technology And Services, Management Consulting, and Marketing And Advertising and is widely used by Small Business, and Mid Market,

Comprehensive Insights on EspoCRM Use Cases

How can EspoCRM optimize your Customise Loyalty Program Workflow?

What Are the key features of EspoCRM for Rating And Review Management?

How can EspoCRM enhance your Workflow Management process?

How does EspoCRM address your Knowledge Management Challenges?

12+ more Business Use Cases

102 buyers and buying teams have used Cuspera to assess how well EspoCRM solved their CRM needs. Cuspera uses 382 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Case Studies

Media Production

CASE STUDY Live Healthcare Media

EspoCRM helped Live Healthcare Media manage complex relationships with executives and sponsors. The company needed a CRM to unify data from events, magazines, and websites. Their previous CRM was cos...tly and hard to use. EspoCRM offered lower costs, easy data management, and a user-friendly interface. The team found the software reliable and flexible for their needs. Integration challenges remain, but EspoCRM meets their expectations so far.

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Manufacturing

CASE STUDY One 3D

"By Implementing Espocrm, One 3D Improved Their Efficiency By 70% And Reduced Their Customer Response Time By 50%.";

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Manufacturing

CASE STUDY One 3D

"By Implementing Espocrm, One 3D Improved Their Efficiency By 70% And Reduced Their Customer Response Time By 50%.";

Read more →
Manufacturing

CASE STUDY One 3D

"By Implementing Espocrm, One 3D Improved Their Efficiency By 70% And Reduced Their Customer Response Time By 50%.";

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CASE STUDY One3D s.r.o.

EspoCRM helped One3D s.r.o. manage all customer communication data in one place. The company used EspoCRM as a CRM system and adapted it for ERP, business documentation, and process task management. ...The open-source, web-based software allowed for custom changes to fit One3D's needs. Authorized users can track and update order status and move orders through steps. EspoCRM made customer service and internal communication clear and easy for One3D.

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Manufacturing

CASE STUDY One 3D

"By Implementing Espocrm, One 3D Improved Their Efficiency By 70% And Reduced Their Customer Response Time By 50%.";

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lightning

Peers used EspoCRM for customise loyalty program and rating and review management

EspoCRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.04/5 ★

Read Reviews (50)
Analytics

3.93/5 ★

Read Reviews (7)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.04/5 ★

Read Reviews (50)
Analytics

3.93/5 ★

Read Reviews (7)

Software Failure Risk Guidance

?

for EspoCRM

Overall Risk Meter

Low Medium High

Top Failure Risks for EspoCRM

EspoCRM News

Product

Introducing EspoCRMs New Meeting Scheduler Extension

EspoCRM has launched a new Meeting Scheduler Extension to simplify and streamline the process of scheduling meetings, addressing issues like scheduling conflicts and time zone differences. The tool allows for personalized online booking pages and helps prevent meeting overload.

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Product

EspoCRM 9.0 released

EspoCRM 9.0 has been released, featuring new tools like Collaborators for shared record access, Reactions for engaging with posts, scheduled email sending, and Web-to-Lead forms for lead capture.

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EspoCRM 8.3 released

EspoCRM v8.3 is released. The new version introduces five new essential features and a bunch of improvements. See below.

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CRM API | REST API Integration

Common Mistakes to Avoid in Conventional Integration Practices Understanding how EspoCRM’s API can help your business Types of CRM Entities to Sync Using API What is a CRM API? What is CRM Integration? Types of CRM API integrations CRM API…

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EspoCRM Profile

Company Name

EspoCRM

Company Website

//espocrm.com

HQ Location

Rivnenska, 5A, office 404, Chernivtsi, Ukraine, 58013

Employees

NA

Social

Facebook Linkedin Twitter

Financials

NA