CRM

EspoCRM – open source CRM application

EspoCRM is an Open Source CRM (Customer Relationship Management) software that allows you to see, enter and evaluate all your company relationships regardless of the type. People, companies or opportunities – all in an easy and intuitive interface.

This web-based CRM solution provides you with the tools to understand your consumers’ behavior and cater your products and services specifically to their needs.

The intuitive and easy-to-navigate interface allows for a seamless integration in a variety of fields and provides you with the opportunity to review and evaluate people, companies, projects, and opportunities. By analyzing the interactions between your company and your clients, EspoCRM provides you with insights into your customers’ behaviors and offers you solutions to improve your products and services range. I

It’s a web application with a frontend designed as a single page application based on backbone.js and a REST API backend written in PHP.

Key Features

  • 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 Integration (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.
  • Customers:
    • Cases.
    • Email-to-Case.
    • Customer Portal.
    • Knowledge Base.
  • Documents:
    • Attaching document files.
    • Document Folders.
  • Telephony:
    • VoIP integration (available in extension).
    • Multiple phone numbers per record. Different types of phone numbers (Mobile, Office, Fax, etc.).

Requirements

  • PHP 7.1 or above (with pdo, json, gd, openssl, zip, imap, mbstring, curl extensions);
  • MySQL 5.5.3 or above, or MariaDB.

Website: www.espocrm.com
Support: Documentation, Forum, GitHub Code Repository
Developer: EspoCRM
License: GNU General Public License v3.0

EspoCRM

EspoCRM is written in PHP and JavaScript. Learn PHP with our recommended free books and free tutorials. Learn JavaScript with our recommended free books and free tutorials.


Related Software

Customer Relationship Management (CRM) Software
OdooA complete ERP and CRM modular system
TwentyBilled as a modern CRM
VtigerMainly for small and medium businesses
SuiteCRMEnterprise-ready fork of SugarCRM
Apache OFBizSuite of enterprise applications built on a common architecture
ERP5Mission critical software
DolibarrCompact ERP & CRM
AdempiereERP, CRM and SCM support for business process
TrytonThree-tier high-level general purpose application platform
CiviCRMConstituent relationship management solution
iDempiereBusiness solution offering ERP, CRM & SCM functionality
EspoCRMPeople, companies or opportunities – all in an easy and intuitive interface
Fat Free CRMRuby on Rails customer relationship management platform
CompiereERP & CRM solution for small and medium-sized enterprises
Axelor Open SuiteUniversal and modern platform dedicated to business applications

Read our verdict in the software roundup.


Best Free and Open Source Software Explore our comprehensive directory of recommended free and open source software. Our carefully curated collection spans every major software category.

This directory is part of our ongoing series of informative articles for Linux enthusiasts. It features hundreds of detailed reviews, along with open source alternatives to proprietary solutions from major corporations such as Google, Microsoft, Apple, Adobe, IBM, Cisco, Oracle, and Autodesk.

You’ll also find interesting projects to try, hardware coverage, free programming books and tutorials, and much more.

Discovered a useful open source Linux program that we haven’t covered yet? Let us know by completing this form.
Subscribe
Notify of
guest
0 Comments
Oldest
Newest Most Voted
Inline Feedbacks
View all comments