EspoCRM

4.7/5

What is EspoCRM and how does it function? EspoCRM is a CRM platform that provides users with a user-friendly interface to access, input, and view various business opportunities, connections, projects, and clients. It aids in boosting sales, adapting marketing strategies, and delivering exceptional customer experiences. Espo allows customization and adjustments to align the CRM system with the specific needs and expectations of a company. Through features like the Template Manager, Label Manager, and Layout Manager, users can edit application labels and message templates, modify view layouts and fields, and create new entities or relationships. It also enables the assignment of security roles to support and sales managers and their teams, defining field and scope level permissions, and ensuring that each client can access only relevant information based on their position within the organization. EspoCRM’s reporting and analytics tools facilitate monitoring of sales and marketing performance. By utilizing a wide range of indicators, the platform’s report tools transform data into insightful analytics, allowing users to track sales success across various stages. Additionally, Espo CRM integrates with Google calendars to enhance collaboration.

EspoCRM Pricing Model

Free Trial , Open-source , Subscription

EspoCRM Screenshots

Features

CRM Features, Quotes (Proposals), List Management, Customer Support, Marketing Automation, Project Management, Call Logging, Contact Management, Referral Tracking, Lead Scoring, Product Catalog

Technical Details

  • SupportOnline
  • Customer TypeLarge Enterprises Medium Business Small Business
  • API
  • Location / Phone NumberChernivtsi
  • Ukraine / +380 (66) 459 36 33
  • DeploymentSaaS/Web/Cloud
  • Official Website https://www.espocrm.com/
  • CategoryCRM Software

Author

David Bond

David Bond

Senior editor

David is a well-known advocate for the implementation of cloud-based solutions and automation tools for small businesses. He strongly believes that this technology solutions for small businesses and startups are the thing that provide true edge on the market. He writes primarily about project management and sales software.

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