EspoCRM
Last Updated
Overview
EspoCRM delivers open-source customer relationship management (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 9 users reviews
4.9
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
$15.00
per user per month
EspoCRM Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is EspoCRM?
EspoCRM is an open-source CRM platform that keeps a company's customer information in one place. Businesses can install it on their own servers or use the vendor's cloud service. A sales team starts by creating a record for the customer company and the people who work there. The team then adds the deal it is working on and sets its stage.
While the sale is in progress, EspoCRM saves the customer's emails on the contact page. Staff can also record their calls and meetings on that page. After the sale, support teams handle the customer's questions as cases. Marketing teams can then select contacts from these records for email campaigns.
What Is EspoCRM Best For?
The software stands out for its customization options, which are available through the 'Entity Manager' in the administration area. Administrators can create custom entities, fields, and relationships through the interface without writing code. The Layout Manager lets them modify details, edit, list, and search layouts, while the Label Manager allows them to rename labels. These tools help businesses adapt the CRM to their own terminology and record structures.
How Much Does EspoCRM Cost?
EspoCRM pricing starts at $15.00/user/month under the Basic plan with a minimum of three users. A 30-day free trial is also available. The vendor offers the following pricing plans as well:
- Enterprise – $25/user/month (Minimum 5 Users)
- Ultimate – $69/user/month (Minimum 10 Users)
Teams that install EspoCRM on their own servers pay separately for the official extensions:
- Advanced Pack – $395 for reports, workflows, and business process management
- Sales Pack – $260 for products, pricing, quotation, invoicing, and purchases
- Project Management – $230 for projects, tasks, milestones, boards, and Gantt charts
- Meeting Scheduler – $195 for online booking pages and round-robin scheduling
- Intelligence – $129 for AI summaries, intelligent paste, and an AI email composer
- Paid Support – $50-$100/hour for problem fixes, maintenance, and process guidance
Reviewers find the entry pricing fair for small teams and often mention the free tier. Some buyers note that several standard tools require a paid extension pack. A few reviewers also call the advanced pack expensive for a small company.
Disclaimer: The pricing is subject to change.
EspoCRM Integrations
The software connects with the various third-party software, including:
- Mailchimp software
- Zoom
- Stripe
- Google Calendar
- Microsoft Outlook
- Twilio software
How Does EspoCRM Work?
Here are the steps a company follows to set up and run EspoCRM:
- Log in to EspoCRM with the administrator account
- Add a user account for every employee who needs the CRM
- Import existing contacts and leads from CSV files
- Connect the company mailbox so EspoCRM links new emails to matching records
- Create extra record types and fields when the standard ones do not fit
- Move each lead and deal across the sales stages on the drag-and-drop board
- Set automation rules that send an email when a record meets a condition
- Open a dashboard to check the sales numbers
Who Is EspoCRM For?
The software serves companies across the following industries:
- Retail and wholesale trade
- E-commerce
- Banking
- Call centers
- Manufacturing
- Education
EspoCRM Use Cases
Based on our evaluation of EspoCRM's features and the industries the vendor serves, we have determined common ways that real estate agencies, wholesale and retail traders, online shops and call centers use the platform to capture more enquiries, cut repeat data entry and keep customer history in one system:
1. Real Estate Agencies Chasing Leads From Several Channels At Once
Enquiries reach an agency from its website, from calls, from email, and from meetings at events. EspoCRM turns each enquiry into a lead and passes it to the right team of agents. Agents pick up that lead and enter what the buyer wants. EspoCRM then lists the properties that fit and emails them to the buyer. Agents follow those emails with viewings, so they open the same contacts and calendar away from the office, and EspoCRM syncs both with Google and Outlook. The match depends on the entry, so loose property details and vague buyer requirements return the wrong properties.
2. Wholesale And Retail Traders Losing Selling Time To Paperwork
Why do sales staff in trade spend so long on documents? Every order turns into a quote, a sales order, and an invoice, and each one repeats the same product lines and prices. EspoCRM holds those lines in one catalog with prices, discounts, tax rates and categories, so staff filter a long list, pick an item and add it to any of the three documents. Templates fill the rest of each document, and managers follow deal progress as it changes. The catalogue work comes first, so traders that price and group their goods once spend less time on every order that follows.
3. E-Commerce Shops Losing Orders Between Payment And Delivery
Imagine an online shop where nobody meets the customer face to face. The record holds what the shop has about that customer instead: contact details, preferences, past purchases, message history, and whatever a visitor types into the contact form on the site. Staff work from that record to move each sales order through its stages and check its current status, so no order sits unnoticed. Those orders build up as the shop trades, and managers turn them into reports on best and worst selling products. Marketing teams work from the same purchase history, segment the customers, send discounts, and remind shoppers who left a purchase unfinished. Shops therefore read their sales figures and their stock figures from one set of records.
4. Call Centers Handling More Calls Than Agents
Call center teams take sales and support calls all day. Before an agent answers, caller identification names the caller and shows the earlier calls with that person, so customers skip repeating their details. After the call ends, EspoCRM logs it as an inbound or outbound call with its length and result. Managers read those logs as figures on call volume, call type, and average duration. Calls that nobody answers stay in the system too, since EspoCRM schedules an outbound call automatically when agents miss calls from clients, and customers leave a voicemail that agents answer later.
Is EspoCRM Right For You?
EspoCRM is a practical choice for sales, marketing and support teams that want to run customer records, deals, email, and cases from one system. Administrators build the record types, fields, and layouts through the interface without writing any code.
The setup starts with the data a company already has, and the platform supports a move from another CRM, including the import of existing records from a spreadsheet file, with field mapping and a check for entries that already exist. Once those records are in, its rules apply to every record that matches, so routine updates and emails continue without daily input, and its reports display the results on a dashboard.
Across the data, EspoCRM uses SSL encryption with 256-bit keys and TLS 1.3, role-based and field-level permissions, and GDPR tools for data requests and erasure, which can be relevant for companies holding data on EU customers.
Still unsure whether EspoCRM software is the right fit? Contact us at (661) 384-7070 for further guidance regarding its functionality.
EspoCRM Features
Sales Automation
EspoCRM lets sales staff save each new lead along with its source and current status. Once a customer shows genuine interest, staff can convert the lead into a deal. From there, the platform allows managers to drag each deal across sales stages on a board. Every deal stores a close date and win probability, which managers can use to forecast revenue.
Marketing Management
The platform lets marketing staff group contacts, leads, or accounts into a single list for a campaign. To populate that list without manual data entry, EspoCRM collects new leads through a web form. Once the list is ready, the system sends an email to everyone on it through a single campaign record. After sending, EspoCRM logs opt-outs, failed emails, and link clicks for the team to review.
Analytics
The Advanced Pack lets managers build list and table reports from stored records. Before a report runs, filters narrow the results to a specific team, time period, or sales stage. EspoCRM then displays the data as a bar, line, or pie chart. The system places the chart on a dashboard or within an individual customer record.
Workflows
EspoCRM allows administrators to set rules that run when a record meets a chosen condition. Depending on the setup, a rule can send an email, change a field, or create a new record. For recurring tasks without a specific trigger, the system can run the same actions daily or weekly. When a process requires several steps in sequence, administrators can map them as a flowchart using the Business Process Management tool.
Project Management
The project management extension lets teams create projects with assigned staff, activities, and tasks. Within a project, staff can assign an owner and due date to each task and link it to a preceding task. As work progresses, EspoCRM allows staff to drag project tasks between stages on a board. A Gantt chart also displays the project timeline, helping managers plan work and track progress.
Pros And Cons of EspoCRM
Pros
Users say the clean interface helps less technical team members start work quickly
Reviewers value the full record of calls, emails, notes and tasks on each contact
Search filters help teams find a specific group of contacts without manual checking
Small teams keep all files and contracts in one place instead of separate folders
Reviewers use the reports to track sales results and team performance
Cons
Users report that the first setup takes time and needs careful planning
Reviewers note that automation and integration setup asks for technical knowledge
Buyers mention slow handling once the database holds large amounts of data
EspoCRM Pricing
Basic | Enterprise | Ultimate |
|---|---|---|
$15 per user per month | $25 per user per month | $69 per user per month |
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Disclaimer: The pricing details were last updated on Oct 12, 2026 from the vendor's website. Please contact us for a tailored pricing list.
EspoCRM Reviews
Total 9 reviews
4.9
All reviews are from verified customers
Rating Distribution
5
Stars89%
4
Stars11%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Education, 11-50 employees
Less than a year
“Great value for small teams”
Pros
We use EspoCRM more as a relationship management system than a traditional sales CRM. Our team works with students, parents, schools, instructors, and external organizations, so having these relationships recorded in one place is important. The record relationships work well for our use case. We can keep contact information, notes, emails, meetings, calls, and tasks connected to the right person or organization. Search filters make it easy to find specific groups of contacts.
Cons
We needed to spend time defining our entities, fields, and user roles because it isn't education-specific software.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Human Resources, 1-10 employees
Less than a year
“Great tool for small startup teams”
Pros
We are a small consulting team and the free tier covers everything we actually use day to day: contact management, a deal pipeline, campaigns and email tracking tied to client communications. Every call, inbound/outbound email, task, and note is logged chronologically right on the contact record, so our sales team has immediate visibility into historical customer touchpoints without asking others for updates. We also like document management since all files and contracts are finally centralized and easy to find. Overall, it's a good solution when you are just starting out and need to organize your data and processes.
Cons
It's not a human-resource-specific CRM out of the box, so you'll probably spend some time customising it to your needs.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Construction, 11-50 employees
Less than a year
“CRM that can grow with your business”
Pros
We use EspoCRM to manage enquiries, active projects, contractors and customer communication. The ability to customise entities and fields has been the biggest advantage because we could adapt the CRM to match our construction processes instead of using generic sales stages. We also created dashboards to track project progress, upcoming site visits and overdue follow-ups. Having emails, documents and activity history linked to each customer has made it much easier to track info.
Cons
The initial setup took some time since we wanted to customise everything to fit our processes. There are plenty of configuration options, which is great in the long run, but it does require some planning.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does EspoCRM have a mobile app?
No, it does not offer a dedicated mobile app and can be accessed via the web.
What other apps does EspoCRM integrate with?
The platform integrates with various third-party apps and systems including Mailchimp, Zoom, Stripe, Google Calendar, Microsoft Outlook, and Twilio.
Does EspoCRM offer an API?
Yes, EspoCRM provides an API.
What level of support does EspoCRM offer?
The vendor offers support through email, a customer portal, paid voice and web assistance, and a free community forum.
What languages does EspoCRM support?
EspoCRM offers support in various languages including English, German, Spanish, French, Chinese, and Russian.
Who are the typical users of EspoCRM?
EspoCRM features are widely used by businesses such as retail and wholesale traders, e-commerce sellers, banks, call centers, manufacturers, and schools.
What types of pricing plans does EspoCRM offer?
EspoCRM price starts at $15/user/month for Basic plan; Enterprise plan costs $25/user/month; while Ultimate plan costs $69/user/month. A 30-day free trial is also available. Request a tailored EspoCRM cost estimate based on team size.