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EspoCRM

EspoCRM offers an open-source solution for customer relationship management (CRM), integrating functionalities for sales, marketing, and support within a single...

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EspoCRM offers an open-source solution for customer relationship management (CRM), integrating functionalities for sales, marketing, and support within a single...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

EspoCRM offers an open-source solution for customer relationship management (CRM), integrating functionalities for sales, marketing, and support within a single platform. While the dashboard could benefit from improved consolidation, its robust reporting features and workflow automation help teams maintain organization and efficiency throughout their processes and daily tasks.

Product Details

What Is EspoCRM?

EspoCRM is a versatile software solution available as both open-source and cloud-based, as well as on-premises options. It is specifically designed to assist businesses in effectively managing their relationships. This all-encompassing CRM platform enables users to optimize their operations concerning individuals, organizations, projects, and opportunities. Among its key features are sales automation, marketing management, customer service tools, and robust analytics.

By consolidating essential data and workflows, EspoCRM allows businesses to enhance sales performance, refine marketing tactics, and significantly elevate customer satisfaction and loyalty.

EspoCRM Pricing

The software provides the following pricing tiers:

  • Basic Plan - $15/user/month (minimum 3 users)

  • Enterprise Plan - $25/user/month (minimum 5 users)

  • Ultimate Plan - $69/user/month (minimum 10 users)

With customizable pricing structures, EspoCRM aims to meet the needs of various organizations. Additionally, a free trial of up to one month is available. For tailored pricing options for your organization, you can request a custom quote.

Please note that pricing may vary.

EspoCRM Integrations

EspoCRM seamlessly integrates with several third-party applications including:

  • VoIP

  • MailChimp

  • Google Contacts

  • Outlook Contacts

  • Zoom

If you're interested in seeing these integrations in action, consider watching a free demo of EspoCRM.

Who Is EspoCRM For?

This software caters to a diverse array of industries and sectors, such as:

  • Retail

  • E-commerce

  • Banking

  • Manufacturing

  • Education

  • Real Estate

  • Healthcare

Is EspoCRM Right For You?

If you are in search of a CRM that effortlessly automates workflows while ensuring compliance, EspoCRM could be your solution. It enhances your business processes while adhering to regulatory standards. By automating triggers and workflow actions, it helps eliminate inefficiencies and allows your team to concentrate on more strategic initiatives.

EspoCRM complies with the General Data Protection Regulation (GDPR), providing features for data access, deletion, and opt-out controls. The platform is built with strong security measures and scalability in mind, incorporating features like two-factor authentication (2FA), regular updates, and the flexibility to grow alongside your user base.

If you still have questions about whether EspoCRM is suitable for your needs, reach out to our customer support team at info@softwareseekers.com for assistance in making the right choice.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✘ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✘ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✔ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✘ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✔ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✔ opportunity management
✘ performance management
✘ sales enablement tools
✔ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✔ customer servicesupport
✘ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Simple, responsive design with clear navigation menus
  • ✔ Quick status updates streamline opportunity management
  • ✔ Very easy to customize and extend functionality

Cons

  • ✘ Design customization involves editing multiple template files
  • ✘ Dashboard views could be more consolidated visually

Price

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Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

No, EspoCRM does not have a mobile app.

EspoCRM integrates with platforms like VoIP systems, MailChimp, Google Contacts, Outlook Contacts, and Zoom.

EspoCRM supports the English language.

EspoCRM provides support via phone, form, and knowledge base.

EspoCRM serves industries including retail, e-commerce, banking, manufacturing, education, real estate, and healthcare.

Yes, EspoCRM provides REST API access for custom integrations and extensions.

EspoCRM pricing starts at $15 per user per month for the Basic plan (minimum 3 users), $25 per user per month for the Enterprise plan (minimum 5 users), and $69 per user per month for the Ultimate plan (minimum 10 users). Request a custom EspoCRM price quotation.