The driving force behind your business! Increase profitability through customer loyalty

An open-source web application that allows you to see, enter and evaluate all your company relationships regardless of the type. People, companies, projects or opportunities — all in an easy and intuitive interface. Open Source CRM software that allows you to see, enter and evaluate all your company relationships regardless of the type.
EspoCRM
Licensing & Deployment
  • Cloud Hosted
  • On Premises
  • Web-based
Support
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • On-Site Training

Media

EspoCRM video
EspoCRM

EspoCRM Core Features

Focus of CRM Feature
  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Custom Dashboard
  • Email Integration
  • Lead Management
  • Mobile Access
  • Reporting
  • Sales Automation
  • Workflow Automation
Focus of Contact Management Feature
  • Contact Database
  • Contact Import/Export
  • Daily Call List
  • Interaction Tracking
  • Lead Management
  • Reminders
  • Search/Filter
  • Shared Contacts
Focus of Marketing Automation Feature
  • Analytics/ROI Tracking
  • Campaign Management
  • Email Marketing
  • Lead Management
  • Sales Intelligence
  • Search Marketing
  • Social Marketing

EspoCRM Pricing

Pricing Type
  • Contact Vendor
Free Version
  • No
Free Trial
  • 30 Days Trial
Payment Frequency
  • Quote Based

EspoCRM Reviews

3
Total Reviews
5.0/5
Overall Rating
1
Recent Reviews

What Users Say

CRM that adapts to the way we work
David Carrington
David Carrington
Great CRM for Small Businesses
Will Romero
Will Romero
The service fully met our needs
Jerry Hamilton
Jerry Hamilton

What Users Like The Most

  • Among the advantages of the platform, it is worth noting a wide selection of tools, the possibility of customization, and an active community.
  • The software has great project management extension that we use to plan and organize different projects. We used to have problems with sales and delivery teams not communicating task handoffs properly. Now everything's done in EspoCRM and our project manager can see exactly what was promised during the sales process. That alone has prevented several awkward client conversations.
  • I like that EspoCRM keeps everything connected. Customer records include emails, calls, meetings, notes and related documents, so it's easy to see the full history without switching between different applications. Search is fast and saved report filters make it simple to find the information we need.

What Users Like The Least

  • Among the points that could be improved, I would suggest expanding the list of available integrations.
  • No software is perfect, but I didn't experience any major drawbacks.
  • I'd appreciate more industry-specific report templates. While I can build reports from scratch, having preconfigured examples for common use cases would save time and help new users get productive faster.

EspoCRM Reviews

David Carrington

CRM that adapts to the way we work

Our experience with EspoCRM has been very positive. It's become essential to our daily operations, replacing multiple spreadsheets and separate tools we used for managing customers, activities, and sales opportunities. We particularly value the ability to customize fields, layouts, and create workflows for automation—our business strategy and requirements change frequently, so that flexibility is critical. The reporting tools and dashboards have made it much easier to monitor sales activity and quickly identify where we need to focus our efforts.

What was the project name that you have worked with EspoCRM?

CRM Software

How long have you used EspoCRM?

2 Years

How frequently you use EspoCRM?

Daily

How do you find pricing of EspoCRM?

inexpensive

What do you like the most about EspoCRM?

I like that EspoCRM keeps everything connected. Customer records include emails, calls, meetings, notes and related documents, so it's easy to see the full history without switching between different applications. Search is fast and saved report filters make it simple to find the information we need.

What do you like the least about EspoCRM?

I'd appreciate more industry-specific report templates. While I can build reports from scratch, having preconfigured examples for common use cases would save time and help new users get productive faster.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating

Integrations

Stripe Billing
Will Romero

Great CRM for Small Businesses

We implemented EspoCRM about 3 years ago after outgrowing our spreadsheet files. The initial setup and data import didn't took long. We run a consulting business with a mix of ongoing clients and new leads and being able to customize the pipeline stages and create custom fields for opportunity types was a must for us. The day-to-day usage has been smooth. Our team of seven uses it consistently now, which honestly surprised me given how resistant they were to our previous CRM attempt.

What was the project name that you have worked with EspoCRM?

CRM Software

How long have you used EspoCRM?

3 Years

How frequently you use EspoCRM?

Daily

How do you find pricing of EspoCRM?

inexpensive

What do you like the most about EspoCRM?

The software has great project management extension that we use to plan and organize different projects. We used to have problems with sales and delivery teams not communicating task handoffs properly. Now everything's done in EspoCRM and our project manager can see exactly what was promised during the sales process. That alone has prevented several awkward client conversations.

What do you like the least about EspoCRM?

No software is perfect, but I didn't experience any major drawbacks.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating

Integrations

Stripe Billing
Jerry Hamilton

The service fully met our needs

We use the EspoCRM service for lead management and email newsletters. The platform offers a fairly wide range of functionality. There is the possibility of implementing automation and various extensions for more efficient work. Currently, EspoCRM tools fully meet our requirements.

What was the project name that you have worked with EspoCRM?

Marketing Automation Software , Contact Management Software

How long have you used EspoCRM?

1 Years

How frequently you use EspoCRM?

Daily

How do you find pricing of EspoCRM?

mid-tier

What do you like the most about EspoCRM?

Among the advantages of the platform, it is worth noting a wide selection of tools, the possibility of customization, and an active community.

What do you like the least about EspoCRM?

Among the points that could be improved, I would suggest expanding the list of available integrations.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
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