Last Updated
Overview
EspoCRM delivers open-source customer relationship (CRM) capabilities for managing sales, marketing, and support in one platform. Although dashboard views could be more consolidated, its strong reporting and workflow automation ensure teams stay organized and efficient across processes and daily operations.
Overall Rating
Based on 6 users reviews
4.8
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
EspoCRM Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is EspoCRM?
EspoCRM is an open-source, cloud-based and on-premises software designed for businesses to manage their relationships effectively. It serves as a comprehensive CRM solution, helping users streamline operations related to people, companies, projects, and opportunities. This software offers features such as sales automation, marketing management, customer service tools, and analytics.
By centralizing vital data and processes, EspoCRM empowers organizations to boost sales, enhance marketing strategies, and significantly improve customer experience and loyalty.
EspoCRM Pricing
The software offers the following pricing plans:
- Basic Plan - $15/user/month (minimum 3 users)
- Enterprise Plan - $25/user/month (minimum 5 users)
- Ultimate Plan - $69/user/month (minimum 10 users)
Disclaimer: The pricing is subject to change.
EspoCRM Integrations
EspoCRM integrates with the following third-party software, such as:
- VoIP
- MailChimp software
- Google Contacts
- Outlook Contacts
- Zoom
Who Is EspoCRM For?
EspoCRM software serves a wide range of industries and sectors, including:
- Retail
- E-commerce
- Banking
- Manufacturing
- Education
- Real Estate
- Healthcare
Is EspoCRM Right For You?
Are you looking for a CRM that automates workflows and maintains compliance effortlessly? EspoCRM streamlines your operations while ensuring regulatory standards are met. It resolves inefficiencies by automating triggers and workflow actions, freeing up your team to focus on strategic tasks.
EspoCRM is compliant with the General Data Protection Regulation (GDPR), supporting data viewing, erasure, and opt‑out controls. The platform offers strong security and scalability, with features like 2FA, regular updates, and the ability to scale with a growing user base.
Still not sure if EspoCRM is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.
EspoCRM Features
Sales Automation
EspoCRM includes robust sales automation capabilities to manage leads, opportunities, and pipelines efficiently. Users can track prospects through each stage of the sales cycle, forecast revenue, and streamline processes to accelerate deal closure and improve conversion rates.
Marketing Management
The platform supports marketing activities by allowing teams to build target lists, design campaigns, and manage mass email communications. This functionality helps organizations nurture relationships, engage audiences effectively, and monitor campaign performance across multiple channels.
Reports
EspoCRM features ‘Reports’ that empowers users to build detailed lists and grid reports with simple tools. Results can be visualized as charts, exported to Excel, printed as PDFs, and even synced with target lists or scheduled for automated delivery.
Workflows
The software includes workflows and business process management tools that automate complex operations. Users can define triggers based on specific conditions to send emails, update or create records, assign tasks automatically, and generate notifications. These capabilities improve consistency, reduce manual effort, and streamline routine processes.
Project Management
EspoCRM equips teams with tools to oversee projects from planning to completion. It offers milestones, task tracking, Gantt charts, and visual boards to monitor progress. This structure helps organize work, assign responsibilities, and ensure timely delivery of project objectives.
Pros And Cons of EspoCRM
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
EspoCRM Reviews
Total 6 reviews
4.8
All reviews are from verified customers
Rating Distribution
5
Stars83%
4
Stars17%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
PulseCo., 1-10 employees
More than a year
“Simple CRM for small and medium-size cimpanies”
Pros
We're a B2B company with a fairly unique sales cycle and EspoCRM let us build out custom fields and entities that actually match our process. For example, we needed to track multiple decision-makers at each client company with different roles and setting that up was easy. The interface is clean enough that our less tech-savvy team members actually use it, our previous CRM was empty because people found it too complicated. Cost-wise, it's been great for our budget. We're paying hosting costs and that's essentially it. And the workflow automation handles our routine follow-up emails, which probably saves us 4-5 hours weekly.
Cons
Some advanced features require a bit of technical knowledge, especially when setting up automation or integrations. It’s not difficult, but new users will need to spend some time figuring things out.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Smith & Coo., 1-10 employees
More than a year
“Simple and easy to customize CRM ”
Pros
We use EspoCRM to track our client data and manage sales order fulfillment. complicated. From the beginning, we were able to set it up to fit our specific workflows. The interface is clean and easy to navigate, which helped with quick adoption across our team. We also like workflows and BPM tools, they saved us a lot of manual effort, and the reporting capabilities help us to track team and sales performance in real time.
Cons
We haven't experienced any downsides with the software so far.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Not Specified, 500+ employees
“Straightforward CRM with Slight Modifications”
Pros
The different extensions and plugins really help me customize layouts and modify fields to align my workflow perfectly. I appreciate the integration plugin that connects with my existing software stack. The account management system for customers is also quite helpful.
Cons
Setting it up initially was pretty tricky for me and took longer than expected.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
7
Functionality
7
Frequently Asked Questions
Does EspoCRM have a mobile app?
No, EspoCRM does not have a mobile app.
What other apps does EspoCRM integrate with?
EspoCRM integrates with platforms like VoIP systems, MailChimp, Google Contacts, Outlook Contacts, and Zoom.
What language does EspoCRM support?
EspoCRM supports the English language.
What level of support does EspoCRM offer?
EspoCRM provides support via phone, form, and knowledge base.
Who are the typical users of EspoCRM?
EspoCRM serves industries including retail, e-commerce, banking, manufacturing, education, real estate, and healthcare.
Does EspoCRM offer an API?
Yes, EspoCRM provides REST API access for custom integrations and extensions.
What types of pricing plans does EspoCRM offer?
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.