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EspoCRM software is that it’s fully customizable. We strive to create a solution that fits different business and industry needs, without having to rely on a “one size fits all” approach or make you spend a fortune on customization.
Demo: https://www.espocrm.com/demo/
Installation: https://docs.espocrm.com/administration/installation/
Customer relationship management (CRM) software is developing every day due to ever-changing global business environment and rapid advances in digitalization of the whole sales process.
Being only a basic customer information database in the very beginning of its existence, CRM systems have evolved into something more than just sales software. Today, CRM is considered to be the entire approach to managing interaction with current and potential clients. The system fosters customer loyalty, automates the sales pipelines, streamlines business processes and provides powerful insights into sales performance.
Apache / PHP / MySQL
Features
- Leads
- Opportunities
- Accounts
- Contacts
- Meetings
- Calls
- Tasks
- Sending invitations to attendees
- Google Calendar Sync
- Outlook Calendar Sync
- Shared Calendar
- Email Accounts
- Outbound Emails
- Email Templates
- Email Folders
- Email Signature
- Email Filters
- Mass Email
- Activity Stream
- Follow Button
- Cases
- Email-to-Case
- Customer Portal
- Knowledge Base
- Attaching document files
- Document Folders
- Products
- Quotes
- VoIP integration
- Reports
- Business Process Management BPM
- Workflows
- Maps Integration
- Dynamic forms
- Calculated fields
- Data privacy management GDPR
- Kanban boards
- Export to Excel, CSV, PDF
- Printing to PDF
- Google Contacts Integration
- Outlook Contacts Integration
- Campaigns
- Mass Email Marketing
- Mass Mail Merge
- Target Lists
- Sync Target Lists with Reports
- MailChimp Integration
- Web-to-Lead
- Layout Manager
- Entity Manager
- Label Manager
- Data Import
- Users
- Teams
- Roles, Access control.
- LDAP Authentication
- Currency Rates
Project Samples
License
Affero GNU Public LicenseOther Useful Business Software
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User Reviews
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Ideal CRM for small and mid-size businesses! We’ve been using EspoCRM (self-hosted) for about 8 months in our B2B services company. It has become a central part of our operations for managing leads and accounts and tracking projects. We use it to automate lead capture from website forms and then send nurturing follow-ups automatically using workflows. It improved our sales process, as the system prevents us from forgetting about leads. It's also very customization-friendly. Entity Manager allows you to edit layouts and create custom fields and new entities to store your business information with no coding required. For more advanced use cases when you need custom integrations, we’ve used webhooks and the REST API without major issues. Overall, if you have a tech-savvy team or a developer, you can shape it into exactly what your business needs.
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An excellent tool for startups and small businesses. We use this platform to run our small event planning agency. It covers all our basic needs: client and suppliers data management, invoicing, organization of documents and contracts, tracking calls, appointments, emails, tasks and lots of other things. One of the biggest benefits of this platform over others was the fact that its truly easy to navigate and customize. Our staff learned how to use it in several days and we managed to add custom fields and entities to store additional information. We also integrated it with our website and it streamlined lead management a lot. Now, leads that enter their data into the web form are automatically captured and saved as leads in our CRM platform. It helps us not to miss a single sales opportunity.
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Excellent platform! That's the best and most performative tool for small businesses. As a user that has been using it for several years already, I'd like to admit that it's one of the most intuitive platforms I used. It has a simple, pleasing and uncluttered interface that is easy to navigate, so you don't have to spend ages learning how to actually use its features. As for the functionality, I really enjoy using its tools for sales pipeline management and marketing automation, yet I'd like to single out its BPM and workflow tools. They are really a saving time lifeline. With their help, we managed to automate the entire sequence of tasks like sending status update follow-ups, updating records, creating tasks and calls, etc.
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We use EspoCRM for one year already and I can say that it's definitely one of the most helpful apps. I recommend it to all my friends who are looking for a CRM solution. The app has an intuitive interface that is easy to navigate for users. It is also easy to customize to the needs of different industries, one can add and edit new fields, entities, and relationships. The system can be used to manage sales and marketing campaigns, track customer data and automate business processes. What I really like about the platform is its BPM tool, it helped us to automate complex workflows and saves a lot of time during the work day.
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Excellent and super-fast tool for any type of business. EspoCRM is a real value to a company that seeks a feature-rich solution that will not cost a lot of money. The interface is very user-friendly and intuitive. The software provides the ability to automate almost every aspect of your sales cycle. The thing that I like the most about it is that it is easily integrated with the telephony and Google calendar. It also has super modern workflow and BPM tools that worth its weight in gold for a company that wants to automate routine operations and save time during the workday.