David Carrington
Posted 4 weeks ago
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.




