Zoho CRM by Zoho
Zoho CRM helps teams in crm software by giving them one practical place to keep work moving. It is most useful when ownership, handoffs, and deadlines are already defined, so decis...
CRM Software
EspoCRM reviews and summary
EspoCRM is an open-source Customer Relationship Management software that provides a versatile platform for viewing, entering, and evaluating all company relationships, regardless of their type—be it with customers, partners, suppliers, or media contacts. It offers a comprehensive set of tools for managing contacts, accounts, sales opportunities, marketing campaigns, and customer support cases. As an open-source solution, it grants organizations the freedom to self-host, customize, and extend the software to fit their specific operational models and integration requirements, promoting data ownership and flexibility. This open-source CRM is suitable for businesses of various sizes that want full control over their CRM data and application. It is partic...
Best for
This open-source CRM is suitable for businesses of various sizes that want full control over their CRM data and application. It is particularly appealing to small and medium-sized businesses, non-profits, and IT departments looking for a cost-effective, customizable platform to manage diverse business relationships without SaaS subscription fees.
Category
CRM Software
Vendor
EspoCRM
Key takeaways
Our verdict
EspoCRM is a capable and flexible open-source CRM that offers strong foundational features for relationship management across the board. Its open-source model provides significant advantages in terms of cost, customization, and data control. For organizations comfortable with or seeking a self-hosted solution, EspoCRM is a reliable and adaptable choice.
Quick facts
EspoCRM at a glance
Ratings
EspoCRM ratings
Ratings in this section summarize available rating data. Software reviews are shown separately when users submit reviews.
Decision notes
EspoCRM pros and cons
Potential strengths
- Clear buyer-fit positioning is available in the profile data.
Points to verify
- Confirm current pricing, contract terms, and included plan details with the vendor.
- Confirm product-specific availability for category-level features before buying.
- There are no written reviews for this software yet.
- Published pricing is not available in this profile data.
Buyer fit
Who uses EspoCRM?
This open-source CRM is suitable for businesses of various sizes that want full control over their CRM data and application. It is particularly appealing to small and medium-sized businesses, non-profits, and IT departments looking for a cost-effective, customizable platform to manage diverse business relationships without SaaS subscription fees.
Feature research
EspoCRM features
These are common features buyers compare in CRM Software. Product-specific availability should be confirmed with the vendor.
Calendar/Reminder System
Helps teams coordinate dates, availability, assignments, and follow-up without moving scheduling work into a separate system.
Document Storage
Keeps important files and records close to the workflow, with easier search, review, and handoff between teams.
Email Marketing
Helps the right people get updates, respond to requests, and keep communication attached to the underlying record.
Internal Chat Integration
Helps the right people get updates, respond to requests, and keep communication attached to the underlying record.
Lead Generation
Connects audience, outreach, and result tracking so teams can understand which activity deserves follow-up.
Lead Qualification
Connects audience, outreach, and result tracking so teams can understand which activity deserves follow-up.
Marketing Automation
Connects audience, outreach, and result tracking so teams can understand which activity deserves follow-up.
Mobile Access
Helps buyers evaluate how access, control, and evidence are handled for sensitive or regulated work.
Quotes/Estimates
Connects money-related work with the rest of the crm process so charges, approvals, and records are easier to review.
Segmentation
Connects audience, outreach, and result tracking so teams can understand which activity deserves follow-up.
Social Media Integration
Helps the right people get updates, respond to requests, and keep communication attached to the underlying record.
Task Management
Makes handoffs and approvals easier to follow, especially when several people need to move work from request to resolution.
Compare
EspoCRM alternatives
Compare EspoCRM with other CRM Software tools that buyers often evaluate.
Dynamics 365 by Microsoft
Dynamics 365 helps teams in crm software by giving them one practical place to keep work moving. It is most useful when ownership, handoffs, and deadlines are already defined, so d...
Pipedrive by Pipedrive
Pipedrive helps teams in crm software by giving them one practical place to keep work moving. It is most useful when ownership, handoffs, and deadlines are already defined, so deci...
Nimble by Nimble
Nimble helps teams in crm software by giving them one practical place to keep work moving. It is most useful when ownership, handoffs, and deadlines are already defined, so decisio...
Airtable by Airtable
Airtable helps teams in crm software by giving them one practical place to keep work moving. It is most useful when ownership, handoffs, and deadlines are already defined, so decis...
mHelpDesk by mHelpDesk
mHelpDesk is aimed at teams that need clear helpdesk flow without a steep administration burden. If your support model is mostly people, not software, this platform may be useful f...
Pipeline by Pipeline
Pipeline is worth a look for mid-market sales teams that need a clearer view of contacts, deals, tasks, and pipeline movement without turning CRM work into a separate reporting cho...
Act! by Act!
Act! is a CRM for small and midsize teams that want flexibility in contact, sales, and campaign workflows. It supports customization-heavy organizations, but you should check learn...
Software reviews
EspoCRM software reviews
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FAQ
EspoCRM FAQs
EspoCRM is an open-source Customer Relationship Management software that provides a versatile platform for viewing, entering, and evaluating all company relationships, regardless of their type—be it with customers, partners, suppliers, or media contacts. It offers a comprehensive set of tools for managing contacts, accounts, sales opportunities, marketing campaigns, and customer support cases. As an open-source solution, it grants organizations the freedom to self-host, customize, and extend the software to fit their specific operational models and integration requirements, promoting data ownership and flexibility.
This open-source CRM is suitable for businesses of various sizes that want full control over their CRM data and application. It is particularly appealing to small and medium-sized businesses, non-profits, and IT departments looking for a cost-effective, customizable platform to manage diverse business relationships without SaaS subscription fees.
EspoCRM is listed in CRM Software.
EspoCRM is listed with EspoCRM as the vendor.
Buyers often compare EspoCRM with other CRM Software tools such as Zoho CRM, Dynamics 365, Pipedrive, Nimble. Review ratings, pricing, and fit before choosing.
Yes. Use the Write a review button on this page to submit a software review for EspoCRM.
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