EspoCRM

EspoCRM

By: EspoCRM Inc.

EspoCRM is incredibly easy to use Customer Relationship Management software, which helps companies to increase leads by automating the sales funnel. It successfully converts leads received into opportunity and contact. With features like activity stream, calendar, and linking all your business email accounts in one single software – EspoCRM tries to eliminate the problem of lack of revenue.

Based on 4 Votes
Top EspoCRM Alternatives
  • Salesforce
  • Act
  • Close
  • PipelineDeals
  • Womply
  • Creatio
  • PipeRun
  • Base CRM
  • Sage CRM
  • Cosential
  • FranConnect
  • Nimble CRM
  • Close.io
  • SumaCRM
  • Yetiforce
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Top EspoCRM Alternatives and Overview

1

Salesforce

Salesforce provides CRM cloud and cloud computing software that helps your business to grow sales faster.

By: salesforce.com, inc From USA
Based on 843 Votes
2

Act

Act provides affordable and easy-to-use contact management and email marketing software for small business.

By: Swiftpage ACT! LLC From USA
3

Close

Close is a Customer Relationship Management software for small and medium-sized businesses to improve their sales.

By: Close
Based on 14 Votes
4

PipelineDeals

PipelineDeals is perhaps the most widely adopted cloud-based software for small and medium-sized enterprises, encouraging sales force across a diverse range of companies to make connections that change the game.

By: PipelineDeals
Based on 54 Votes
5

Womply

Womply is an online customer reviews management software that manages your online reviews and customers from a single place and saves time every day.

By: Womply
Based on 9 Votes
6

Creatio

By: Creatio
Based on 26 Votes
7

PipeRun

PipeRun was ranked among the top three CRM systems in Brazil in 2018...

By: ODIG - Soluções Digitais
8

Base CRM

It features lead tracking, sales pipeline management, customer management, mobile sales management, automatic dialer, email...

By: Base CRM From USA
9

Sage CRM

It features sales opportunity tracking, targeted marketing campaign, mobile CRM, email marketing, social CRM, Sage...

By: Sage Technologies Limited From Ireland
Based on 10 Votes
10

Cosential

It helps increase ROI while reducing the cost of venturing and acquiring the leading position...

By: Cosential
Based on 11 Votes
11

FranConnect

Easily manage all your franchises, connect and share progress, and evaluate performance using the data...

By: Franconnect
Based on 2 Votes
12

Nimble CRM

It features contact management, unified inbox, contact insight, activity management, responsive social listening system, sales...

By: Nimble Software, LLC From USA
13

Close.io

It features one-click calls, no data entry, auto-logging calls and activities, 2-way email integration, API...

By: Elastic Inc From USA
14

SumaCRM

It offers sales and activity reports as well as displays overall activities and schedules...

By: TASKER CRM
15

Yetiforce

It has 40 modules and 50 user panels to help individuals create CRM according to...

By: YetiForce
Based on 10 Votes

EspoCRM Review and Overview

Customer relationship management software is responsible for managing a company's engagement with its customers. It must intelligently take note of changing customer actions, opinions, and help the company to plan. EspoCRM is a free cloud-hosted CRM tool that allows businesses to formulate marketing strategies and skyrocket sales by delivering better customer experience.

Automate sales and conversions

It helps to increase sales by converting leads to sales and opportunities and user account creations. Every opportunity is presented as a sale in the CRM. There can be contacts that can be related to multiple accounts with specific relationship roles.

Every account is considered as a central record in a business-to-business model, which means that they are essential in determining the sales figures. They are companies, organizations, or departments with which another company has business deals. Every account can have one or more business contacts – in a B2B model company sells services to other companies, not to end-users.

Plan meetings and Events

The calendar feature enables companies to plan meetings, chalk out dates for relevant business decisions, and set aside time for performing internal tasks. It allows them color-code activities for each date according to the category they belong to. Schedule calls, meetings, and send invitations to attendees. The invitation sending feature allows embedding event information along with the date, time, and venue and essential links for reference.

The calendar event planner has custom templates from which the users can choose while inviting the attendees. Users can see the schedules of co-workers. Extensions and plugins are available, which enables Google Calendar Sync and Outlook Calendar Sync features.

Email management

EspoCRM can automatically archive emails from different sources, like personal or group IMAP accounts. The incoming emails are linked to corresponding records. It has custom email templates that are used for sending standard responses and marketing campaigns.

It also has autoresponders to provide quick replies to emails without a specific issue highlighted. The mass emailing feature helps companies to send bulk emails to their target customers with tracking links to analyze the performance of email marketing campaigns.

Create workflows and manage them

Business process management is an advanced feature available in EspoCRM, which helps in modeling and automating business processes. It can handle operations like approving the lead, assigning leads by rule, and processing the lead by having it checked by the sales manager.

Based on these parameters, specific workflows can be triggered if actions are met. Available actions include sending emails, creation, and updating of records and assign the record to particular rules.

Company Information

Company Name: EspoCRM Inc.

Founded in: 2014