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.
Features include:
- 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 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.
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