EspoCRM
EspoCRM Reviews
& Product DetailsWhat is EspoCRM?
EspoCRM is a versatile open-source cloud-based solution designed to enhance business relationships and drive growth. It empowers businesses of all sizes to efficiently manage stakeholder interactions, providing an intuitive interface for viewing, updating, and evaluating relationships.
The platform enables integration with third-party applications to streamline processes and uncover growth opportunities. With its interactive interface, marketing professionals and administrators can monitor customer activities, optimize products and services, and establish effective client relationships.
EspoCRM’s comprehensive features span from sales automation and analytics to inventory management and marketing automation. It offers customization options and extensions to cater to unique business needs.
EspoCRM is free for both personal and commercial use, making it a valuable tool for businesses seeking to enhance client engagement, improve processes, and boost revenue.
Found in these Categories
Best For
- StartUps
- Freelancers
- Small Business
- Medium Business
- Large Enterprise
- Non-profit Organization
- Personal
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
- Desktop - Mac
- Desktop - Windows
- Desktop - Linux
- Desktop - Chromebook
- On-Premise - Windows
- On-Premise - Linux
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Company Name
EspoCRM Inc.
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Located In
Ukraine
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Website
espocrm.com
Starting from:
FREE
Pricing Model: Subscription
- Free Trial
- Free Version
Pricing Details:
EspoCRM offers both self-hosted and cloud-hosted options. The self-hosted version is free and offers local storage, complete customization, and open-source flexibility. The cloud-hosted plans include Basic ($15/user/month), Enterprise ($25/user/month), and Ultimate ($69/user/month), with features like SSL encryption, advanced pack, and unlimited records. Additional file storage can be purchased by adding CRM user licenses. Extensions are available separately: Advanced Pack ($395), Sales Pack ($260), Outlook Integration ($240), Google Integration ($190), VoIP Integration ($388), and MailChimp Integration ($190). Prices are per-instance and may vary based on location's tax rules.
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Calendar/Reminder System
- Contact Management
- Document Storage
- Email Management
- Email Marketing
- Internal Chat Integration
- Lead Management
- Marketing Automation
- Quotes/Estimates
- Reporting & Statistics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Workflow Management
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MailChimp
Marketing Automation Software
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Google Calendar
Scheduling Software
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Flexibility and Customization
Users appreciate EspoCRM for its flexibility and the ability to customize almost every aspect of the software to meet specific business needs.
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Ease of Use
Many find the software intuitive and simple, praising its user-friendly interface and ease of navigation.
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Comprehensive Features
It’s packed with features essential for small to medium-sized enterprises, covering a wide range of CRM functionalities.
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Self-Hosting Option
The option to download and self-host the software is particularly valued by those who prefer or require control over their data and infrastructure.
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Community and Documentation
The presence of documentation and a supportive community forum is frequently mentioned as helpful for learning and troubleshooting.
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Complexity for Newcomers
The software can be challenging for beginners due to its complexity and depth, with some users suggesting that more language options for documentation could make it more accessible.
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Updates and Paid Packages
There are comments about less frequent updates and the necessity to purchase separate paid packages for additional functionalities.
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PDF Customization
Customizing PDF templates can be difficult as they rely on an older library, which could limit flexibility in report generation.
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Lookup Feature
The “lookup” feature has been critiqued for its heavy reliance on the enum field for each entity, making it cumbersome for users who require the same lookup across different entities.
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Documentation and Examples
More extensive and clearer documentation, especially including examples for formulas and technical architecture, would be beneficial for users aiming to extend or customize the system further.
Disclaimer
Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.
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