Are you looking for a powerful and flexible CRM solution for your business? Look no further than EspoCRM, the Free Open Source CRM software that helps you manage all your company relationships with ease. With EspoCRM, you can effortlessly track people, companies, and opportunities in an intuitive, easy-to-use interface. Plus, with its frontend designed as a single-page application and REST API backend written in PHP, EspoCRM is both powerful and customizable to meet your unique business needs. Discover the benefits of EspoCRM today and take your customer relationship management to the next level!
EspoCRM a web application with a frontend designed as a single page application and REST API backend written in PHP.
Requirements
- EspoCRM is available as self-hosted solution that you can install on your own server or as cloud. To install EspoCRM you need :
- PHP 7.3 and later (with pdo, json, gd, openssl, zip, imap, mbstring, curl extensions);
- MySQL 5.7 (and later), or MariaDB 10.1 (and later).
EspoCRM Features
EspoCRM is powered with tons of features to improve your business sales productivity. Some of its great features include :
Sales Automation
- Leads. Converting Lead to Opportunity/Account/Contact.
- Opportunities. Potential sales in CRM.
- Accounts. Each account is a central record in B2B model.
- Contacts. Contact can be related to multiple Accounts with specific roles of relationships.
Calendar
- Meetings
- Calls
- Tasks
- Sending invitations to attendees.
- Google Calendar Sync (available in extension)
- Outlook Calendar Sync (available in extension)
- Shared Calendar. User can see schedules of coworkers.
Emails
- Email Accounts. Automatic archiving emails from personal or group IMAP accounts. Incoming emails automatically get linked to corresponding records.
- Outbound Emails
- Email Templates
- Email Folders
- Email Signature
- Email Filters
- Mass Email
- Multiple email addresses per record.
Social
- Activity Stream. Feed where changes and new additions of followed records are shown.
- Follow Button. User can follow particular record. Records one creates or those that got assigned to one are followed automatically.
Analytics
- Reports (available in Advanced Pack). Allow users to see gathered information about business.
Workflows
- Business Process Management (available in Advanced Pack). BPM tool. Provides an ability to model and automate business processes.
- Workflows (available in Advanced Pack). Actions can be triggered if specific conditions are met. Available actions: send email, update record, create new record, create notification, assign record by specific rule.
Customer Support
Documents
Inventory Management
- Products (available in Sales Pack)
- Quotes (available in Sales Pack)
- Sales Orders (available in Sales Pack)
- Invoices (available in Sales Pack)
Telephony
- VoIP integration (available in extension)
- Multiple phone numbers per record. Different types of phone numbers (Mobile, Office, Fax, etc.).
Misc
- Maps. Displayed based on address fields.
- Dynamic forms
- Calculated fields
- Data privacy management
- Kanban boards
- Export to Excel
- Export to CSV
- Printing to PDF
- Google Contacts Integration (available in extension)
- Outlook Contacts Integration (available in extension)
Marketing Automation
- Campaigns
- Mass Email Marketing
- Mass Mail Merge
- Target Lists
- Sync Target Lists with Reports (available in Advanced Pack)
- MailChimp Integration (available in extension)
- Web-to-Lead
Customization
- Layout Manager. Change layouts for detail and list views.
- Entity Manager. Create custom entities, fields and relationships.
- Label Manager. Ability to customize application labels.
- Extensions. Ability to customize your EspoCRM with installable extensions.
Administration
- Data Import
- Users. No user limitation in on-premise version.
- Teams. Users can be organized into teams.
- Roles. Access control can be set for whole team and specific user.
- LDAP Authentication
- Currency Rates
- Themes support
In conclusion, EspoCRM is a powerful and flexible open source CRM that can help businesses of all sizes to streamline their customer relationship management processes. With its easy-to-use interface and extensive set of features, EspoCRM provides a comprehensive solution for managing customer data, sales, marketing, and support. Additionally, with the availability of a wide range of free and paid extensions, users can further extend the functionality of the platform to suit their specific needs. Whether you are a small business owner or an enterprise-level organization, EspoCRM can help you to optimize your customer relationships and grow your business. So why not give it a try and see how it can benefit your organization today?
EspoCRM is published under the GNU GPLv3 license. Cloud solution available starting from $15 per user per month, commercial extensions are available also for sale with prices ranging between $190 and $395.
More information at https://github.com/espocrm/espocrm
