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EspoCRM Review

EspoCRM
Our score: 8.0 User satisfaction: 100%

What is EspoCRM?

EspoCRM is an open-source web application that enables users to view, enter and analyze their organization’s relationships with customers and partners alike. Blazingly fast and highly configurable, EspoCRM presents users with a web-based CRM platform that will simplifies and streamlines the analysis of their consumers’ actions and behavior so they can create or improve their products and services to meet specific needs and demands.

The software comes equipped with an intuitive and a very navigable interface, turning every integration into a seamless process and helping users discover more opportunities as well as evaluate their companies, projects, and people. With EspoCRM, companies and organizations can see clearly into their consumers and derive highly actionable insights, providing them with precious information that will help them enhance products and services range, build and maintain fruitful relationships, boost their revenues and drive business growth.

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Overview of EspoCRM Benefits

EspoCRM is a robust, feature-rich, and highly powerful CRM platform that can be implemented in various industries and by countless organizations. It is highly adaptable, easy to use, and can be configured easily so that it meets and addresses the needs of your business, even if they change from time to time.

EspoCRM is an ideal CRM tool for players in the wholesale and retail trade, e-commerce, education, travel and tourism, banking and finance, customer service, healthcare, manufacturing, and real estate to name a few.

With EspoCRM, you have the option to deploy the software on-premise or in the cloud. This flexibility gives you more than just a wiggle room you need to implement the software based on your needs and specifications.

On-premise deployment means that your CRM database is stored locally and the software runs on your own hardware. Since it is an open source program, you have free rein on modifying the software so that it meets and caters to your needs. On top of that, you don’t have to be concerned with limited database size.

If you opt to have EspoCRM running on the cloud, then you will love the fact that you don’t require additional hardware to get the software run and there is no need to worry about maintenance and update. It automatically updates and implements changes, enabling you to focus solely on your business. And if ever you need to switch to an on-premise setup, you can do so anytime.

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Overview of EspoCRM Features

  • Document Management
  • Reports
  • Sales Forecasting
  • Lead Management
  • Call Management
  • Sales Performance Management
  • Alerts & Notifications
  • Campaigns
  • Email Integration
  • Appointment Management
  • Opportunity Management
  • Contact Management
  • Sales Collaboration
  • Activity Management

What Problems Will EspoCRM Solve?

1. Owners and CEO don’t know a real situation and problems in the company.

It’s a bad idea to start to do actions when company on the verge of bankruptcy it’s much better to prevent in advance. The analytical reports is a key. The CRM system can produce sales funnel reports and show on which stage you lose a money. If you fix it you will increase a company revenue. The same with reports of employee work. To control them will give better results.

2. By automatic simple processes you spend less time and can focus on major things.

WorkFlow tool enables companies to automate routine tasks. It can be easily configure to send an email message if the status of the opportunity was changed or define any other rules like create Accounts, Meetings, Tasks, change the field value, create a relation between other entity. Don’t lose your time for routine operations, automation always saving time.

3. Angry customers is a risk to losing profits.

The loyal client is ready to make more expensive purchase . And it’s a big chance that this customer could do repeat sales. CRM system store full history of interactions and it helps to better know your client.

EspoCRM Position In Our Categories

Since businesses have particular business needs, it is reasonable that they avoid picking an all-in-one, ”best” solution. Nevertheless, it would be almost impossible to discover such application even among popular software systems. The correct thing to undertake can be to note down the numerous major aspects that demand investigation such as crucial features, price plans, skill levels of staff members, business size, etc. The second step is, you must conduct your product research through and through. Read some of these EspoCRM reviews and explore the other software programs in your shortlist more closely. Such detailed product research can make sure you circumvent mismatched applications and buy the one that includes all the benefits your company requires to be successful.

Position of EspoCRM in our main categories:

TOP 200

EspoCRM is one of the top 200 CRM Software products

If you are considering EspoCRM it may also be a good idea to investigate other subcategories of CRM Software collected in our database of SaaS software reviews.

Since each enterprise has specific business needs, it is prudent for them to refrain from searching for a one-size-fits-all perfect software application. Needless to say, it would be pointless to try to find such an app even among popular software platforms. The smart thing to do would be to jot down the various important elements that need consideration such as main features, finances, skill levels of workers, company size etc. Then, you should do your groundwork thoroughly. Read some EspoCRM CRM Software reviews and look into each of the other systems in your shortlist in detail. Such comprehensive homework can make sure you weed out ill-fitting applications and choose the system that offers all the aspects you need for business success.

How Much Does EspoCRM Cost?

EspoCRM Pricing Plans:

Free Trial

Basic

$15/user/month

Enterprise

$25/user/month

Ultimate

$150/user/month

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What are EspoCRM pricing details?

EspoCRM Pricing Plans:

Free Trial

Basic

$15/user/month

Enterprise

$25/user/month

Ultimate

$150/user/month

EspoCRM offers three SMB and enterprise pricing packages for users to choose from. Give the details a look, and choose the best plan for your business:

Basic – $15/user/month

  • Minimum of 3 Users
  • 1GB file storage per user
  • 50,000 records
  • Full feature set
  • Advanced Pack included
  • 12×5 (hours/days) email support

Enterprise – $25/user/month

  • Minimum of 5 users
  • 3GB file storage per user
  • 500,000 records
  • Full feature set
  • Advanced Pack included
  • 12×5 (hours/days) email support

Ultimate – $150/user/month

  • Minimum of 10 users
  • 250GB file storage
  • Unlimited number of records
  • Full feature set
  • Advanced Pack included
  • 12×5 (hours/days) email support

All plans include:

  • Leads
  • Opportunities
  • Accounts
  • Contacts
  • Calendar
  • Meetings
  • Calls
  • Tasks
  • Emails
  • Email Accounts
  • Email Templates
  • Email Filters
  • Mass Email
  • Cases
  • Email-to-Case
  • Documents
  • Reports
  • Business Process Management
  • Workflows
  • Products
  • Quotes
  • Invoices
  • Campaigns
  • Target Lists
  • Email Marketing
  • MailChimp Integration
  • Portal
  • Knowledge Base
  • Google Calendar Integration
  • Google Contacts Integration
  • Activity Stream
  • Follow Button
  • Custom entities
  • Custom fields
  • Customizable layouts
  • Label Manager
  • Dynamic forms
  • Calculated fields
  • Users
  • Teams
  • Roles
  • Data Import
  • Export to Excel
  • Export to CSV
  • Currency Rates
  • Themes

User Satisfaction

Positive Social Media Mentions 3
Negative Social Media Mentions 0

We are aware that when you choose to buy a CRM Software it’s crucial not only to find out how professionals rank it in their reviews, but also to discover if the real clients and companies that purchased this software are genuinely happy with the product. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and EspoCRM reviews across a wide array of social media sites. The information is then featured in a simple to understand way showing how many customers had positive and negative experience with EspoCRM. With that information available you should be prepared to make an informed business decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Linux
  • Mac
  • Web-based

Deployment

  • Cloud Hosted
  • On Premise

Language Support

  • English
  • Dutch
  • Polish
  • Turkish

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for EspoCRM?

EspoCRM integrates with the following business systems and applications:

  • Google Calendar
  • Google Contacts
  • MailChimp
  • Microsoft Azure
  • Amazon Web Services
  • Asterisk Manager Interface (AMI)
  • Twilio
  • Starface
  • Binotel
  • Google Cloud
  • Oracle Cloud
  • VoIP Systems

EspoCRM User Reviews

EspoCRM average rating:

Average score
4.8/5 (1 user reviews)
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

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More reviews from 1 actual users:

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Excellent and Powerful CRM that doesn’t break the bank

Read full review >
Clint Eschberger
5/5

Overall impression

3/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Published on: 18.05.2021 Company Size: 1-10 Employees Industry: Computer Software

PROS: The best part about ESPO is that you can make it fit your needs. Of you don't like something, you can completely change the way it works. You want a special field in your data? Easy to do! Want a special set of data not problem. Then there is the ability to have endless amounts of custom portals for customer and partners. Just a very powerful system, oh and the base system is free.

CONS: The documentation is sometimes not there and the community support is small. If you get stuck it can take a while to get an answer. If you get he Advanced Pack ($344) then you get better support.

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EspoCRM user reviews

Excellent and Powerful CRM that doesn’t break the bank

Read full review >
Clint Eschberger
5/5

Overall impression

3/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Published on: 18.05.2021 Company Size: 1-10 Employees Industry: Computer Software
Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

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