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 5 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
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.
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.
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.
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.
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.
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