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
See all use cases See less use cases

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
See all business priorities See less business priorities

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

Peer review evidence (same sources as the product rating summary)

"...Increase your company s profitability through building customer loyalty by using our open source sales tool. ..." EspoCRM Features
"...Review, Rate and View Demo of EspoCRM here: http://www.softaculous.com/apps/erp/EspoCRM..." Updated EspoCRM to 5.6.7
"...They can be created both manually (by regular or portal users) and automatically (through a web form, workflow or email). ..." Cases

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,

EspoCRM Customer wins, Customer success stories, Case studies

How can EspoCRM enhance your Customise Loyalty Program process?

How can EspoCRM optimize your Rating And Review Management Workflow?

How does EspoCRM address your Workflow Management Challenges?

How does EspoCRM facilitate Knowledge Management?

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.

 

One3D s.r.o. - Manufacturing - Small

Olomouc, Czech Republic

One3D s.r.o. used EspoCRM to manage customer communication and internal processes. The company needed a way to keep all customer data organized and accessible. EspoCRM provided an easy-to-use, web-ba...sed CRM that could be adapted for ERP, business documentation, and process management. Authorized users can track and update orders in real time. The system improved transparency and control for both customer service and internal collaboration.

Read more →
 

Live Healthcare Media - Media Production - Small

São Paulo, Brazil

Live Healthcare Media needed to manage complex relationships with executives and sponsors. Their old CRM was costly, hard to use, and slow to learn. They switched to EspoCRM to cut costs and simplify... data management. EspoCRM offered easy integration, a user-friendly interface, and strong customization. The team now finds it easier to handle data and expects better integration in the future.

Read more →

One3D s.r.o.

EspoCRM helps One3D s.r.o. manage all customer communication and data in one place. The open-source CRM system adapts to their needs, serving as an ERP, business documentation database, and process m...anager. Team members track and update orders easily. EspoCRM improves customer service and internal communication for One3D.

Read more →

Live Healthcare Media - Media Production

EspoCRM helped Live Healthcare Media manage complex relationships with high-level executives. The company needed to unify data from events, magazines, and websites to better understand its audience a...nd sponsors. Previous CRM software was costly and hard to use. EspoCRM offered lower costs, easy data management, and strong customization. The team found the interface friendly and the API well documented. Data integration and operational costs improved with EspoCRM.

Read more →

One3D s.r.o.

EspoCRM helped One3D s.r.o. manage customer communication and internal processes. The open-source CRM system was adapted for ERP, business documentation, and task management. Users can track and upda...te orders easily. EspoCRM improved transparency and control for customer service and company operations. The interface is user-friendly and flexible for custom needs.

Read more →

Live Healthcare Media - Media Production

EspoCRM helped Live Healthcare Media manage complex data from events, magazines, and websites. The company needed a CRM to cross-reference thousands of audience and sponsor records. Their previous CR...M was costly and hard to use. EspoCRM lowered IT costs and offered easy integration with Amazon Web Services. The team found EspoCRM easy to use and highly customizable.

Read more →
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)

EspoCRM Integrations

EspoCRM integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

4.01/5 ★

Read Reviews (58)
Data Export

3.65/5 ★

Read Reviews (34)

Aweber

4.24 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

FullContact

4.29 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Constant Contact

4.05 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Few API Integrations for EspoCRM

Trello

4.52 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Pipedrive

4.48 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Slack

4.65 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for EspoCRM

Overall Risk Meter

Low Medium High

Top Failure Risks for EspoCRM

EspoCRM News

Product

Building a custom customer portal in EspoCRM without writing a line of code

EspoCRM introduces a no-code solution for building custom customer portals. This feature allows businesses to configure portals for customer interactions, enabling users to access CRM data, manage records, and communicate efficiently. The setup involves defining portal roles, configuring settings, and adding users, enhancing customer service without coding expertise.

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Product

Meet the new Stripe Integration for EspoCRM!

EspoCRM has launched a new Stripe Integration, enhancing its CRM capabilities by allowing users to generate secure payment links directly within the platform. This integration, requiring the Sales Pack, streamlines the sales and payment process, providing real-time payment status updates and eliminating the need for manual data entry between applications.

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Partnership

Ukrainian Red Cross Develops Modern IT Solutions in Partnership with EspoCRM Ukrainian Red Cross Society

The Ukrainian Red Cross has partnered with EspoCRM to enhance its IT solutions for managing cash assistance programs and internal operations. This collaboration has improved efficiency, data protection, and security, crucial for humanitarian efforts.

Read more →
Product

EspoCRM 9.3 released

EspoCRM has released version 9.3, introducing enhancements such as OpenAPI specification generation, improved currency exchange rate handling, and PHP 8.5 support. Additional updates include new PDF template features, a decimal field type, and enhanced notification preferences.

Read more →

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