All EspoCRM Reviews

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Steve

Internet, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2021

The most flexible CRM that I've always used and still use now

The most important thing is the option to download and selfhost the software. From state as a webhoster, I want to be as flexible as I can. Another thing is that even in the basic version, it is packed with all the important elements that are needed for small to medium-sized companies. For large companies or users with higher requirements, this CRM is a real paradise. All modules, down to the smallest components, can be flexibly tailored to your own requirements. New modules are quickly created and integrated into the system. The documentation and a forum are a great help here. I have been using EspoCRM since shortly after their launch and have never reached any limit. For people without their own server, there is also the cloud version hosted by EspoCRM, which is just as flexible.

PROS

All aspects of being flexible with all elements inside the software.

CONS

It can be challenging for newcomers or beginners at first, as it is quite complex under the hood. Documentation in different languages would be quite helpful here.

Reason for choosing EspoCRM

Flexibility, features which are implemented from the start and there is a German translation.

Reasons for switching to EspoCRM

There are many more. The reason why I used as much as I can is, that I want to know which is the best for me. So I looked every year for a better solution and tried sometime 2 or 3 beside of each other.

Peter

Insurance, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed August 2022

EspoCRM in a Nutshell

Excellent and very easy to customize CRM platform

PROS

Using EspoCRM since the very early stages of this project. The code is well written and easy to customize. Learning curve is no so bad especially for end users. So far is my everyday productivity tool. Shout out to Yuri and all the EspoCRM development team

CONS

Since Ver. 7.0 the updates are less frequent and Paid Packages now are sold pretty much separate . PDF templates are difficult to customize since they use an old PDF library.

Reasons for switching to EspoCRM

Not enough options

Anonymous

2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2023

Good Software , however

PROS

It is an easy and simple software which allow to develop lot of features, being able to work with workflows and basic binary functions, it’s good

CONS

However, it is limited and you have to buy every extension or develop it , i m aware it is a free self hosted crm, but needs alot of things to be upgraded to be more user friendly and more easier to develop modules

Reasons for switching to EspoCRM

Not a user friendly Buying each extension needed

User Profile

Nurul Salimah

Verified reviewer

Financial Services, 10,000+ employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed May 2022

Well done to EspoCRM

Its feature applicable to almost any one the business type. I love the all the features and very satisfied with almost everything that comes with it.

PROS

All the way down to the tiniest of its components. Creating new modules and their incorporation into the system happens quite fast. The presence of documentation and a forum is of tremendous assistance in this regard. Since I started using EspoCRM not long after they first released it, I have never come close to hitting any of its limits. The cloud version, which is administered by EspoCRM and offers the same degree of flexibility, is also available for those who do not have their own infrastructure.

CONS

The documentation, particularly in the majority of places, is very condensed. There is a significant need for documentation about the technological architecture. Because the documentation is so thorough, concerns have been raised about the self-maintenance of the code. To put it more simply, the documentation lacks any clear examples, particularly when it comes to formulas and comprehending the structure. I looked everywhere, but I couldn't find a Wireframe.

Murugappan

Hospital & Health Care, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2022

The best open source CRM tool based on PHP

We have been using EspoCRM since 2018 and never had a moment of regret. Our CRM System handles 30,000 cases, 1.5 million emails over the years. We were able to integrate our transaction processing system with these instances and deliver customer needs quickly.

PROS

Its usually very difficult to state all the good things about this software. Anyway, It has everything that a small to medium scale enterprise needs Has the ability to start simple and grow . The beautiful part of this software is that we have set up numerous instances serving different puposes. E.g. CRM, Document Management, Pharmacy Management, System Software Configuration, Autism Management, Covid Management, etc.

CONS

The sad part of the software is the "lookup" feature. Its relied heavily on the enum field for each entity and this is pain when we need the same lookup in different entities. The solution suggested is code based and that is not good. The need to improve the system to have external lookup tables.

Reason for choosing EspoCRM

The others were - not easily customizable, UI failures, lack of workflow management, effective support and some were too complex.

Claude

Internet, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed August 2023

Best Open Source CRM I have seen

Best as of yet. I have moved from SugarCRM, SuiteCRM, and Vtiger.

PROS

A comprehensive and very powerful operations database with customer relations as a main goal can be easily customized to handle almost any type of data.

CONS

Upgrades are sometimes hard to perform, requiring line command

Nick

Marketing and Advertising, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2019

Finally, a CRM Done Right

EspoCRM has been the perfect CRM to manage my leads, accounts, contacts, and campaigns. It was very intelligently designed to be flexible for many scenarios. Its genius is that it is so powerful yet simple.

PROS

Open source, simple, modular, and intuitive. Incredible flexibility and customization.

CONS

There's no native mobile app, but the web version works great on mobile.

User Profile

Raúl

Verified reviewer

Marketing and Advertising, 51-200 employees

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed July 2022

An accessible CRM for all audiences

PROS

It stands out for its simplicity and all the functionalities available even with the free version.

CONS

Better documentation of features and support in several languages ​​would be good, since this can limit you in some moments of doubt.

James

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2016

One of the best opensource CRM's

Spent moths and years playing and testing CRM's, I was very impressed with ESPOCRM from day one and now it is just so much more powerful. Depending on what features you want, you might need to buy the extensions. Only thing I don't like about this CRM is the lack of information, to explain things or provide information on how to deal with the most common bugs, they do offer forums and documentations but I think more can be done to organize and display the correct information when users are looking for it.

PROS

Easy to use, easy to setup and it is very configurable, if you think about it you can make it work with espocrm.

CONS

More needs to be done to provide more information to users, specifically the common bugs users face. Some of the cool features are paid, they are well worth the price but would have been nice if some are included by default.

Vendor Response

We are working to improve our service. Thank you for feedback!

Replied December 2016

Thomas

Information Technology and Services, 1 employee

Used monthly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2017

After using sugarCRM for some time this one was a revelation! Easy and versatile.

Smart CRM applications for various customers

PROS

Very easily customizable. Adding new fields, forms and reports is like a game (for a developer, customers had some difficulty). The standard design theme is good and responsive(!)

CONS

Customizing the design is a bit tedious for there are too many files to edit. Exporting functions could be better and integration with other systems is not easy (but neither is for other CRM systems)

Andreas

Automotive, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed May 2021

Viel verglichen und EspoCRM bietet extrem viele Funktionen

Wir verwalten allen Interessenten, Kunden und Firmendaten, sowie ALLE Geschäftsvorfälle von einfachen eMailanfragen, über Bestellungen und auch Reklamationen über Espo. Selbst unser QM-Management haben wir hierüber perfekt lösen können und können alles sehr übersichtlich für den Innendienst und den Aussendienst verknüpfen. Auch super sind die Portalzugänge für Kunden, womit wir unseren Downloadbereich als Wissendatenbank ebenfalls perfekt umsetzen konnten.

PROS

Sehr einfach installiert und nach dem ersten Einrichten auch sehr einfach anzupassen und mit neuen Datenfeldern und Verknüpfungen zu erweitern.

CONS

Der eMail-Filter ist nicht perfekt gelöst. Jedoch gibt es hierzu sehr günstige Tools als externe Lösung unter www.eblasoft.com.tr

Reason for choosing EspoCRM

EspoCRM bietet mehr Möglichkeiten und man kann jede Ansicht zu 100 selbst gestalten und auch ganz unkompliziert ein neues Datenfeld einpflegen.

Reasons for switching to EspoCRM

EspoCRM bietet mehr Möglichkeiten und man kann jede Ansicht zu 100 selbst gestalten und auch ganz unkompliziert ein neues Datenfeld einpflegen.

Nawar

Information Technology and Services, 11-50 employees

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

FUNCTIONALITY

4

Reviewed February 2020

Espo CRM Trial Review

Espo CRM is very light and easy to use, it has most of the CRM needed features even the process flowcharts are available. And it is FREE

PROS

Espo CRM is simple CRM tool, the menu is very simple and straight forward. It is easy to change the opportunities from one status to another

CONS

I couldn't find the dashboard view in the Espo CRM, there are a lot of reports where you can get a graphical view of them but not all combined in a single dashboard

Mario

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed December 2016

Great Value

Setup is easy to implement. Has a ton of features that are up to date and useful. The system is on par with the enterprise class systems on the market at a higher price today.

Vendor Response

Thanks, we are glad to hear this. Awards are good, happy clients are better :)

Replied December 2016

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