What is EspoCRM?
What do you like best about EspoCRM?
The Sales and Marketing Automation templates helped our team become more productive. The different extension packs help increase our ability to Integrate third-party tools. The forum is a great place to ask questions and solve our doubts
It is designed to meet the requirements of small and mid-sized businesses. It provides customization options and enables you to configure and personalize the CRM system to meet the requirements of the company. It enables you to create custom entities, change layouts, and personalize message templates. It enables companies to automate the operations and processes of their business. It provides workflow and BPM toolsets and enables you to design and execute the sales process with just a click. It enables companies to organize consumer emails within one system. it provides email functionality that helps in personalizing email templates.
Open-source and easy to integrate with other tools like Jira and messaging apps like Slack. It provides addional features
You can attach any contact to several accounts.
A lot of functionalities at low price.
Easy to use and to manage (administration tools).
What do you dislike about EspoCRM?
Not easy to create a hierarchy between contacts or accounts.
Some customers around the world face latency issues while accessing the website. While using the software, sometimes it lags.
One major drawback is that it has a steep learning curve. The documentation is not good at all due to which it becomes hard to learn about how everything works. It lacks some reports and workflows.
The Installation process is tedious. The customer support is not available on time. The file backup system needs more improvement.
Documentation is not clear so learning becomes a bit difficult.
What problems is EspoCRM solving and how is that benefiting you?
I am using it for sales automation and the main benefit that i realised is multiple email address per record that saves much time.
I was able to have the complete management of my customer activities, including emails and mass emails. It saves me a lot of time.
We are contacting our customers thorugh this EspoCRM tool and takes their requests related to the product issues and also tracking them for future reference. It provides a common platform to interact with the customers. It provides benifts to interact with the customers and taking feedback from the people. We initiate emails for the new products as well through the tool.
It specifies the actions such as the creation of entities, changing field values, etc., and reduces the time and effort that you spend on routine operations. It provides useful security features and enables you to protect the data of consumers. It provides powerful reports and analytics tools that help you monitor sales and marketing performance. The powerful reporting tools enable you to turn data into insights so that you can easily track sales performance and progress at various stages. It has made it easier to forecast and measure future sales. The dashboard is easy to use and provides access to routinely used data and features related to sales activities. It provides a configured calendar that helps to organize appointments, schedule meetings, and track the progress of team members. It enables companies to organize consumer emails within one system.
Getting all our sales data in one place was a big challenge. EspoCRM helped us organize and track the data.
Features
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Activity Dashboard
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Pros
Cons
| VoIP Integration |
$388.001
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Asterisk server through Asterisk, Manager Interface (AMI), Twilio service, Starface server, Binotel service
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| Advanced Pack |
$344.001
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Reports, Workflows, Google Calendar Sync, MailChimp Integration, Products, Quotes and Invoices
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