Features

Accounts - Calendar - Calls - Campaigns - Cases - Contacts - Customer Portal - Customization - Data Import - Documents - Email Campaigns - Email Templates - Email-to-Case - Knowledge Base - Leads - Meetings - Opportunities - Target Lists - Tasks - Teams - SEE BELOW: the full list of modules included in the free, basic, and extended versions of EspoCRM

Leads

Keep track of status, source, and conversion.  No more searching.  Enter and assign Leads on your phone.

Case Portal

Create a Portal your customers can log into and post questions and feedback

Target List

Create lists of Leads and Customers based on your upcoming marketing plan.  Reuse and glean lists as needed.

Knowledge Base

Store lessons learned and key information for your customers to access as needed.  Separately, the Documents module holds internal information.

Team

Use the Teams module to assign Leads, Customers, or Organizations

Ready for More?

Add-on modules for when your business grows such as Invoices, Products, Invoicing, Purchase Orders, Warehousing, and Project Management.

EspoCRM Highlight Video

Feature Highlights

EspoCRM Details & Options

EspoCRM is flexible and has many options to mold to your business needs. In addition, if you need assistance, we can customize EspoCRM to fit your processes. Book a free walkthrough below.

EspoCRM – Self Hosted Free

EspoCRM application has a free self-hosted option.  You can download and install it on your computer and use for either personal or commercial, business use.  Click the next tab BASIC CRM for a list of features.

EspoCRM – Cloud Paid $45/month 3 users

EspoCRM application also has a cloud-hosted option.  Upgrades and maintenance are included in the paid Cloud option.  Click the next tab BASIC CRM for a list of features.

Extensions – Free

Real Estate Modules

Turns EspoCRM into a powerful application for real estate agencies.

  • Properties
  • Requests

Extensions – Paid

A number of extensions are available to assist you as your business grows and requires more functionality.  Click the CRM Extensions tab for more information.  Extensions can be purchased for either the Free or Cloud versions.

About

EspoCRM is a web application that allows users 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.

Breach Revelation

Since 2012, we have been helping tiny and small business customize CRM’s to fit their business model.  One example is an after-school program which we updated Espo to provide a CRM for student, mentor, and lesson data.

We can do the same for you!

EspoCRM is used in

  • 50,000+ companies using EspoCRM
  • 163 countries of the world
  • 10 years since first release

Got 30 Minutes?

Let’s run through a demo on the included features in the base $45/month for 3 users package:  Leads, Customers, Accounts, Opportunities, Knowledge Base, Cases, Calls, Meetings, Tasks, & Documents.  We can also review how easy it is to self-configure basic needs like a new field or add options to a drop down or move / hide fields.

Reserve Time