EspoCRM

About EspoCRM

EspoCRM is a CRM platform that enables users to assess, enter, and see all types of business opportunities, connections, projects, and clients via a simple and straightforward interface. It helps you increase sales, alter your marketing approach, and provide an excellent customer experience. With Espo, you can configure and modify your CRM system to match your company's unique needs and expectations. With EspoCRM's Template Manager, Label Manager, and Layout Manager, you can edit application labels and message templates, change view layouts, fields, and create new entities or relationships. You can assign security roles to support and sales managers and their teams, define field and scope level permissions, and guarantee that every client has access to just the information that is relevant to their position in the organization. With Espo’s reporting and analytics, you can keep track of your sales and marketing success. The platform’s report tools transform your data into thoughtful insights using a wide range of indicators so you can follow your sales success at various stages. Furthermore, Espo CRM offers integrations with Google calendars for enhanced collaboration.

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Pricing

Free Trial Available
Starts at $15.00. Offers Free-forever plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

99%
Reviews

80%
Momentum

67%
Popularity

79%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Online

EspoCRM Features

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CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

99%

Unique Features

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

Customization

Helps to customize the system for use in industry-specific use cases

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

EspoCRM Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Open-source / Subscription )

Pricing Plans

Basic $15.00 $15.00 per user / month

Minimum of 3 users

Features

3GB file storage per user
100,000 records
SSL Encryption (HTTPS Support)
Full feature set
Advanced Pack included
12×5 (hours/days) email support

Enterprise $25.00 $25.00 per user / month

Minimum of 5 users

Features

7GB file storage per user
1,000,000 records
SSL Encryption (HTTPS Support)
Full feature set
Advanced Pack included
12×5 (hours/days) email support

Ultimate $69.00 $69.00 per user / month

Minimum of 10 users

Features

400GB file storage
Unlimited number of records
SSL Encryption (HTTPS Support)
Full feature set
Advanced Pack included
12×5 (hours/days) email support

Self-Hosted Free

Install the software and have all the data stored on own server. All the server maintenance, as well as data security.

Features

Sales Automation
Calendar
Emails
Social
Customer Support
Documents
Inventory Management
Telephony
Analytics
Workflows
Misc
Marketing Automation
Customization
Administration

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Disclaimer: The pricing details were last updated on 08/02/2023 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about EspoCRM Pricing