--- title: EspoCRM Reviews meta_title: 'EspoCRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 29 reviews by the users' company size, role or industry to find out how EspoCRM works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 29 scale: '5' date_modified: '2026-06-24' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # EspoCRM Reviews **Vendor:** EspoCRM **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 29 ## About EspoCRM Open Source CRM application that allows you 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. ## EspoCRM Pros & Cons **What users like:** - Users value the **code-free automation AI** in EspoCRM, enabling seamless customization and streamlined workflows for non-technical users. (2 reviews) - Users value the **easy customization** in EspoCRM, enabling intuitive workflow creation without coding skills required. (2 reviews) - Users value the **intuitive automation features** in EspoCRM, enabling seamless workflow customization without coding knowledge. (1 reviews) - Users value the **code-free customization** in EspoCRM, enabling intuitive and quick workflow creation for all users. (1 reviews) - Users appreciate the **ease of learning** with EspoCRM, enabling non-technical users to create custom workflows effortlessly. (1 reviews) - Ease of Use (1 reviews) - Easy Setup (1 reviews) - Users appreciate the **efficiency** of EspoCRM, benefiting from its wide functionality and various extensions for streamlined work. (1 reviews) - Users value the **wide range of functionalities** in EspoCRM, enhancing efficiency and addressing various business needs. (1 reviews) - Users value the **flexibility** of EspoCRM, praising its adaptability to various business needs and requirements. (1 reviews) **What users dislike:** - Users find it frustrating that **email issues** hinder seamless communication and require reliance on third-party tools. (1 reviews) - Users find that **expertise is required** for implementing advanced features in EspoCRM, which can be challenging for some. (1 reviews) - Users struggle with **integration issues** in EspoCRM, relying on third-party tools for essential functionalities and data management. (1 reviews) - Users find it frustrating that **SMS follow-ups and dynamic segment creation** require third-party tools, complicating lead management. (1 reviews) - Users find **missing features** in EspoCRM, complicating SMS follow-ups and segment creation for targeted promotions. (1 reviews) - Segmentation Issues (1 reviews) - SMS (1 reviews) ## EspoCRM Reviews ### 1. Tailor-Made for Data Privacy, But Lacks Advanced Analytics **Rating:** 4.0/5.0 stars **Reviewed by:** Thurston B. | Senior Web Performance & Digital Experience Specialist, Internet, Mid-Market (51-1000 emp.) **Reviewed Date:** June 08, 2026 **What do you like best about EspoCRM?** The self-hosted architecture and extensive customization are its greatest strengths for our Berlin-based internet services firm. Hosting data on our on-prem servers fully satisfies German data residency and GDPR rules, letting us manage backups, security and server resources independently alongside our existing toolchain. We fully customize fields, views and workflows to match web performance projects and support ticketing processes. Fine-grained role-based permissions restrict access to confidential client information precisely. The core system runs stably, and our technical team found base installation simple to execute. **What do you dislike about EspoCRM?** The built-in reporting features are overly simplistic. They lack cross-module data analysis, advanced filters and visual charts, so we must export raw data to external tools to analyze ticket volumes, project cycles and recurring technical issues. Integrations with dedicated web tools like Hapony and server monitoring platforms are restricted to basic APIs. We have to build and maintain custom scripts for data linking, which creates extra engineering work and unstable real-time sync. There are no official pre-built connectors to streamline cross-platform workflows. **What problems is EspoCRM solving and how is that benefiting you?** EspoCRM unifies all client profiles, project records and service tickets in one centralized system, cutting down time spent searching for scattered information and improving collaboration between engineers and client success teams. Its robust access controls and self-hosted setup also keep our operations fully aligned with local data protection laws. ### 2. Highly Customizable, But Onboarding Lags **Rating:** 3.0/5.0 stars **Reviewed by:** Michael H. | Senior Operations & Sustainability Manager, Paper & Forest Products, Mid-Market (51-1000 emp.) **Reviewed Date:** June 08, 2026 **What do you like best about EspoCRM?** What stands out most is its outstanding customizability, which we’ve fully adapted to our forest products supply chain and sustainability project workflows. The platform runs smoothly and reliably, with a well-organized data layout that lets our team pull up supplier and partner records in moments. It integrates effortlessly with our internal operational and sustainability tools, and flexible data configurations keep us compliant with EU regulations. Reliable reminders help us stay on top of supplier audits, while granular role permissions effectively secure sensitive business and compliance data. **What do you dislike about EspoCRM?** The native reporting features are quite limited, so we cannot pull comprehensive analytics for supply chain performance and sustainability initiatives. There are no ready-made templates tailored to forestry partnerships or regulatory documentation. Our custom workflows are not intuitive for new hires, forcing us to build in-house training materials, which creates extra administrative work and lengthens the onboarding process. **What problems is EspoCRM solving and how is that benefiting you?** Prior to using this CRM, supplier communications and project details were scattered across different platforms. EspoCRM consolidates all partner and supply chain data into one hub, breaking down information silos. It simplifies routine follow-up work, cuts down manual tasks, and helps our team consistently adhere to EU industry rules, lowering overall operational and compliance risks. ### 3. Highly Customizable CRM Perfect for Design Workflows **Rating:** 4.0/5.0 stars **Reviewed by:** Bo L. | Brand Strategy Coordinator, Graphic Design, Mid-Market (51-1000 emp.) **Reviewed Date:** June 03, 2026 **What do you like best about EspoCRM?** I appreciate EspoCRM's highly customizable contact and field configuration that fits our graphic design agency’s unique brand strategy work perfectly. I can build fully bespoke data fields tailored to our design services, creating custom tags and fields for things like preferred brand aesthetics and selected color palettes. This customization makes cross-team collaboration smooth because our designers can quickly pull summarized survey preferences from client records. The native task and reminder tools are straightforward to set up, and I can easily schedule follow-ups. Additionally, EspoCRM’s flexible workflow builders and custom grouping capabilities deliver huge value. Its custom lead grouping and tagging system works excellently alongside our Pinpoll survey activities, allowing us to segment lead groups based on poll outcomes. The customizable pipeline stage setup aligns perfectly with our end-to-end design project cycle. Custom task templates also save us consistent admin time tied to survey-originated leads. **What do you dislike about EspoCRM?** The platform does not support multi-field bulk edits in a single operation. Instead of selecting an entire filtered group of survey leads and applying identical tag or status changes all at once, I’m forced to open each individual contact profile one after another to manually adjust details line by line. This repetitive single-record editing drains substantial administrative time whenever we prepare segmented lead lists for upcoming targeted email outreach, such as sending exclusive brand design package promotions to respondents who favored minimalist logo styles from our latest Pinpoll poll. On larger-scale quarterly survey rounds with hundreds of collected prospects, this inefficient workflow can eat up multiple working hours each campaign cycle and raises the chance of inconsistent tagging or human input errors across client records. **What problems is EspoCRM solving and how is that benefiting you?** EspoCRM consolidates client data and survey insights into one database, eliminating lost feedback and messy file tracking. It resolves our project tracking issues and ensures team alignment by providing up-to-date client data, which helps streamline our design workflows. ### 4. Amazing Free Tier for Personalized Lead Interactions **Rating:** 5.0/5.0 stars **Reviewed by:** Julian R. | Co-founder / Service Delivery Manager, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about EspoCRM?** Even though some functions are paid, the free tier is amazing and lets me create unique ways to interact with my leads. I was also able to build a more personalized connection with other software. **What do you dislike about EspoCRM?** Some basic functions should be included in the free tier rather than locked behind the paid plan. For example, the ability to automatically send an email when a lead submits a form should not require an upgrade. **What problems is EspoCRM solving and how is that benefiting you?** Currently, I’m using it for a raver and LGBTQ++ community, where we use it to connect with potential new members and send a newsletter. ### 5. Intuitive and Customizable CRM for SMBs **Rating:** 4.0/5.0 stars **Reviewed by:** Joseph W. **Reviewed Date:** February 02, 2026 **What do you like best about EspoCRM?** I love the code-free customization for every workflow in EspoCRM. It's amazing how intuitive and easy it is to create custom pipeline stages, entities, and fields without needing a developer. The ability for non-technical users to build fully custom workflows quickly is a huge advantage for us. The automated workflows and triggers are also great for eliminating repetitive tasks, which is really helpful. I appreciate being able to design role-based dashboards and views with drag-and-drop ease. The initial setup was surprisingly accessible and balanced well between immediate functionality and early customization options without needing any code. **What do you dislike about EspoCRM?** I find it challenging that a US B2B service team can’t trigger an SMS follow-up for a lead booking a discovery call directly within EspoCRM. We have to use a third-party tool like Twilio and then manually log the SMS in EspoCRM. Also, for a D2C brand, creating a dynamic segment for something like 'US East Coast customers who purchased in the last 30 days' to run a regional promotion is impossible without exporting a CSV from EspoCRM and uploading it to a third-party email tool. **What problems is EspoCRM solving and how is that benefiting you?** EspoCRM customizes our sales processes without coding, solving rigid pipeline issues and manual updates. It automates tasks, manages quotes, and tracks performance, unifying customer data to eliminate silos across teams. ### 6. High customization Open Source in a very complete CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Yostyn C. | Recruitment Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** April 16, 2026 **What do you like best about EspoCRM?** its high customization capability combined with its open-source nature (Open Source) **What do you dislike about EspoCRM?** Although the core of the CRM is very comprehensive, many tools that other platforms include by default require purchasing "Extension Packs." **What problems is EspoCRM solving and how is that benefiting you?** Allows you to see all calls, emails, and notes related to a person on a single screen. If someone else on the team needs to attend to the client, they have all the context instantly. ### 7. Free and Flexible Once You Learn the System **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about EspoCRM?** Aside from the fact that it’s free (which is why I would recommend it to small businesses), once someone learns the system there is a great degree of maneuverability within the system. **What do you dislike about EspoCRM?** They have begun adding layers of payment which have reduced the ability to customize the software. **What problems is EspoCRM solving and how is that benefiting you?** When you just need a simple CRM, espo is the answer ### 8. I have hands-on experience customizing and working with EspoCRM to meet specific business needs. **Rating:** 5.0/5.0 stars **Reviewed by:** Ali R. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 05, 2025 **What do you like best about EspoCRM?** What I like best about EspoCRM is its flexibility and customizability. **What do you dislike about EspoCRM?** What I dislike about EspoCRM is that some advanced features require technical knowledge to implement effectively. **What problems is EspoCRM solving and how is that benefiting you?** EspoCRM solves the problem of fragmented customer and partner data by centralizing everything in one place—leads, companies, deals, tasks, and communication history. ### 9. Helps our marketing team stay organized **Rating:** 5.0/5.0 stars **Reviewed by:** Jerry H. | Marketing Manager, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2025 **What do you like best about EspoCRM?** The platform provides a wide range of functionality that can solve many business problems. There are extensions and add-ons for more efficient work. There is a free trial period. **What do you dislike about EspoCRM?** It makes sense to add even more integrations. **What problems is EspoCRM solving and how is that benefiting you?** With the help of EspoCRM tools, our marketing department implements outreach. We collect and store data, manage leads, and implement email campaigns. This service allows us to perform all these operations in a single interface, which significantly increases the productivity of our efforts. ### 10. Attractive Customer Data Centralization **Rating:** 5.0/5.0 stars **Reviewed by:** Raul H. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2023 **What do you like best about EspoCRM?** Maintaining track of customer interactions at this business is simple because all customer information is kept in one location. They have solutions that automate processes to save time and effort. They may examine sales data to identify areas for improvement and see how customers are interacting thanks to their reporting and analytics services **What do you dislike about EspoCRM?** It has a scaling problem. Large data quantities may be complicated for Espo CRM to handle, which can be problematic for expanding enterprises. This is a challenging and complex thing I found in the EspoCRM. **What problems is EspoCRM solving and how is that benefiting you?** We can now easily track and evaluate client interactions thanks to the centralization and management of a variety of customer information with EspoCRM. The workflow and automation technologies have significantly increased the productivity of our team. EspoCRM's user-friendly interface and rich feature set have greatly enhanced our sales and customer service efforts. ### 11. Simple Crm Software **Rating:** 4.5/5.0 stars **Reviewed by:** Nirbhay R. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 19, 2023 **What do you like best about EspoCRM?** It provides different extensions and plugins to customize the layout and modify the field and align the workflow properly. It provides an integration plugin to integrate with the existing software stack. It provides an account management system for the customer. **What do you dislike about EspoCRM?** Initial integration is a little complex. **What problems is EspoCRM solving and how is that benefiting you?** It provides a tool for lead management and tracking which helps the sales team to prioritize the progress through the salespeople more effectively. It Provides a centralized system to manage the contacts of customers which helps in a 360 view of custom,mer which helps in better understanding which helps in increasing customer engagement. ### 12. EspoCRM review **Rating:** 5.0/5.0 stars **Reviewed by:** Anagha z. | Project Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2023 **What do you like best about EspoCRM?** The most helpful feature of Espo CRM is its ability to manage and improve customer relationships. It provides a centralized location to store and manage customer information, which can improve the ability to track and manage customer interactions and relationships. Additionally, its sales management tools can help businesses increase sales by providing a clear view of the sales pipeline and customer interactions, which can help identify sales opportunities and close deals more efficiently. Its customer service tools can also help businesses improve customer service by providing a clear view of customer interactions and issues, which can help resolve customer issues more efficiently. The automation and workflow capabilities can help businesses increase efficiency by automating repetitive tasks and streamlining processes. The collaboration features can help businesses improve collaboration by providing a centralized location for team members to share information and collaborate on customer interactions. The reporting and analytics features can help businesses improve data analysis by providing a clear view of customer interactions and sales data, which can help identify trends and areas for improvement. And finally, the marketing automation features can help businesses improve customer engagement by automating communication and providing a personalized experience. **What do you dislike about EspoCRM?** Limited scalability: Espo CRM is not be able to handle large amounts of data, which can be a problem for growing businesses. Limited integrations: Espo CRM is not integrate with all third-party software and tools, which can be a problem for businesses that rely on specific software or tools. Limited customization options: Espo CRM is not offer as many customization options as other CRM software, which can be a problem for businesses that need to tailor the software to their specific needs. Limited reporting and analytics: Espo CRM is not offer as many reporting and analytics options as other CRM software, which can be a problem for businesses that need detailed reporting and analysis. **What problems is EspoCRM solving and how is that benefiting you?** Improved customer management: Espo CRM provides a centralized location to store and manage customer information, which can improve the ability to track and manage customer interactions and relationships. Increased sales: Espo CRM's sales management tools can help businesses increase sales by providing a clear view of the sales pipeline and customer interactions, which can help identify sales opportunities and close deals more efficiently. Improved customer service: Espo CRM's customer service tools can help businesses improve customer service by providing a clear view of customer interactions and issues, which can help resolve customer issues more efficiently. Increased efficiency: Espo CRM's automation and workflow capabilities can help businesses increase efficiency by automating repetitive tasks and streamlining processes. Improved collaboration: Espo CRM's collaboration features can help businesses improve collaboration by providing a centralized location for team members to share information and collaborate on customer interactions. Increased productivity: Espo CRM's automation and workflow capabilities can help businesses increase productivity by reducing the time spent on repetitive tasks and streamlining processes. ### 13. Great Assistance **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2023 **What do you like best about EspoCRM?** I use espocrm selfhosted on my own hosting with plesk, I'm owner of a small web agency and I like how to create easily proposal and connect payment method **What do you dislike about EspoCRM?** I suggest to add a sign contract who respect european law **What problems is EspoCRM solving and how is that benefiting you?** Send proposal and reminder to confirm. ### 14. Easy to use and flexible to customize **Rating:** 5.0/5.0 stars **Reviewed by:** Tomas P. | Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2022 **What do you like best about EspoCRM?** User-friendly modern interface with personalization capabilities. **What do you dislike about EspoCRM?** Lack of accounting capabilities in free and paid version **What problems is EspoCRM solving and how is that benefiting you?** All data is in one place, so business becomes manageable. ### 15. Best Budget-Friendly CRM **Rating:** 4.5/5.0 stars **Reviewed by:** mohsin s. | Marketing Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2021 **What do you like best about EspoCRM?** The Sales and Marketing Automation templates helped our team become more productive. The different extension packs help increase our ability to Integrate third-party tools. The forum is a great place to ask questions and solve our doubts **What do you dislike about EspoCRM?** The Installation process is tedious. The customer support is not available on time. The file backup system needs more improvement. **Recommendations to others considering EspoCRM:** If you are looking for a CRM that takes care of all your sales data, then EspoCRM is a good choice. **What problems is EspoCRM solving and how is that benefiting you?** Getting all our sales data in one place was a big challenge. EspoCRM helped us organize and track the data. ### 16. Open Source CRM Software. **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah W. | Software Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** June 04, 2021 **What do you like best about EspoCRM?** It is designed to meet the requirements of small and mid-sized businesses. It provides customization options and enables you to configure and personalize the CRM system to meet the requirements of the company. It enables you to create custom entities, change layouts, and personalize message templates. It enables companies to automate the operations and processes of their business. It provides workflow and BPM toolsets and enables you to design and execute the sales process with just a click. It enables companies to organize consumer emails within one system. it provides email functionality that helps in personalizing email templates. **What do you dislike about EspoCRM?** One major drawback is that it has a steep learning curve. The documentation is not good at all due to which it becomes hard to learn about how everything works. It lacks some reports and workflows. **What problems is EspoCRM solving and how is that benefiting you?** It specifies the actions such as the creation of entities, changing field values, etc., and reduces the time and effort that you spend on routine operations. It provides useful security features and enables you to protect the data of consumers. It provides powerful reports and analytics tools that help you monitor sales and marketing performance. The powerful reporting tools enable you to turn data into insights so that you can easily track sales performance and progress at various stages. It has made it easier to forecast and measure future sales. The dashboard is easy to use and provides access to routinely used data and features related to sales activities. It provides a configured calendar that helps to organize appointments, schedule meetings, and track the progress of team members. It enables companies to organize consumer emails within one system. ### 17. EspoCRM an open-source CRM for daily use **Rating:** 4.0/5.0 stars **Reviewed by:** Praveen Kumar M. | DevOps, Mid-Market (51-1000 emp.) **Reviewed Date:** July 03, 2021 **What do you like best about EspoCRM?** Open-source and easy to integrate with other tools like Jira and messaging apps like Slack. It provides addional features **What do you dislike about EspoCRM?** Some customers around the world face latency issues while accessing the website. While using the software, sometimes it lags. **Recommendations to others considering EspoCRM:** EspoCRM will help in all the needs to interact with the customers and track their issues. It also helps in email communication with the clients. **What problems is EspoCRM solving and how is that benefiting you?** We are contacting our customers thorugh this EspoCRM tool and takes their requests related to the product issues and also tracking them for future reference. It provides a common platform to interact with the customers. It provides benifts to interact with the customers and taking feedback from the people. We initiate emails for the new products as well through the tool. ### 18. EspoCRM Review **Rating:** 4.5/5.0 stars **Reviewed by:** BK S. | Assistant Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 02, 2021 ### 19. A CRM with a quality price ration better than many others **Rating:** 4.5/5.0 stars **Reviewed by:** Vincent S. | General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2021 **What do you like best about EspoCRM?** You can attach any contact to several accounts. A lot of functionalities at low price. Easy to use and to manage (administration tools). **What do you dislike about EspoCRM?** Not easy to create a hierarchy between contacts or accounts. **What problems is EspoCRM solving and how is that benefiting you?** I was able to have the complete management of my customer activities, including emails and mass emails. It saves me a lot of time. ### 20. EspoCRM is best for improving sales productivity via email **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2021 **What do you like best about EspoCRM?** I like the follow button that allows you to follow particular record and VoIP integration is available **What do you dislike about EspoCRM?** Documentation is not clear so learning becomes a bit difficult. **Recommendations to others considering EspoCRM:** Highly recommended to others who are looking for sales automation **What problems is EspoCRM solving and how is that benefiting you?** I am using it for sales automation and the main benefit that i realised is multiple email address per record that saves much time. ### 21. great crm software **Rating:** 4.5/5.0 stars **Reviewed by:** Nilesh J. | sales manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2021 **What do you like best about EspoCRM?** it has various features which help small business in managing their customers, it also is easy to use and understand **What do you dislike about EspoCRM?** the software can sometimes lag and crash **Recommendations to others considering EspoCRM:** it is great software for crm and email marketing **What problems is EspoCRM solving and how is that benefiting you?** customer relationships, ### 22. A good and complete CMR for you! **Rating:** 4.0/5.0 stars **Reviewed by:** Jader A. | Bilingual Customer Success Manager , Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2020 **What do you like best about EspoCRM?** I most like can see every my routine and projects. For whom works as me whit a big wallet of customer looks like a great and complete tool. I'm in trial, but, I can perceive that i'ts a good CRM tool. **What do you dislike about EspoCRM?** I'm searching for a health score, but I cannot find this, For me is very important to have a tool that I can use also tool that will be able to mensure the customers health. If possible to implement this functionality will add so much! **Recommendations to others considering EspoCRM:** If you want a tool complete, easy and cheap I recommend you trial and see how complete and professional is this. **What problems is EspoCRM solving and how is that benefiting you?** In this moment on I didn't had problems, I'm just searching for implement on my company. This tool looks like very well, and I'll have a lot of benefits using it. ### 23. Excellence in all dimensions **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Civil Engineering | Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2020 **What do you like best about EspoCRM?** The fact that we can have everything organized and it's very easy to locate the required information **What do you dislike about EspoCRM?** Thank you, Yuri... wonderful. Just for info, just after the upgrade, the version is old. "Nothing serious." **Recommendations to others considering EspoCRM:** Nothing just exploring. **What problems is EspoCRM solving and how is that benefiting you?** Contacts: Supporting autocomplete for account role Layout Manager: Confirmation dialog on exit if layout is not saved ### 24. Great opensource CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Michael Alexander G. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2019 **What do you like best about EspoCRM?** Fast AND esasy to setup on your webserver. **What do you dislike about EspoCRM?** It should hace a basic sales module free of charge **What problems is EspoCRM solving and how is that benefiting you?** Client Accounts Task Callendar Ticketing ### 25. Cloud based Espo CRM review. **Rating:** 3.5/5.0 stars **Reviewed by:** Eduardo A. | Owner - VP, Management Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2018 **What do you like best about EspoCRM?** Nice CRM. Full of features. Easy of Use. Young in the market. **What do you dislike about EspoCRM?** Lack of workflow and reports. There is an advanced pack, but it is very expensive. **Recommendations to others considering EspoCRM:** Consider it for your implementation in a small and medium size company. Keep in mind that the reports and workflow functionalities have to be paid apart. **What problems is EspoCRM solving and how is that benefiting you?** People relationship management in government office. ### 26. Better than other CRM out there in my opinion. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Mid-Market (51-1000 emp.) **Reviewed Date:** February 02, 2018 **What do you like best about EspoCRM?** Simple, easy to use, customize and manage for both technicals and non-technicals. **What do you dislike about EspoCRM?** Incomplete in some area. You won't notice it until you use it fully for quite a while. Most of them are non-critical. **What problems is EspoCRM solving and how is that benefiting you?** CRM for Call Center and BPM for Operation and Accounting teams. ### 27. Solid, open source CRM for small business. **Rating:** 5.0/5.0 stars **Reviewed by:** Jose C. | Consultant, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2016 **What do you like best about EspoCRM?** Clean UI. Entity/table creation and relation. 100% Open Source. Regular improvements. Fast, good performance. Simple admin panel and option. Easy to implement. **What do you dislike about EspoCRM?** More options would be cool, but at this point, is fine as is. **Recommendations to others considering EspoCRM:** Despite its lack of documentation, EspoCRM is pretty straight forward to use and implement. **What problems is EspoCRM solving and how is that benefiting you?** For small business, like real estate firms, this does the job (and well). There are thousands (if not millions) of SMB's who still use spread sheets or local database apps, but are still lacking a centralized tool for their company. EspoCRM fits perfectly in this niche. ### 28. One of the best PHP product I have seen so far **Rating:** 4.5/5.0 stars **Reviewed by:** Hugo C. | Développeur Full Stack et Propriétaire, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2015 **What do you like best about EspoCRM?** EspoCRM is really polyvalent. Directly in the ui and also in the code, the framework is awesome. I would say that even if this product is an a early age, it is really promising. Of course, you will not find lots of the functionalities that are coming with typical open source CRM, but this is what I wanted. I needed something where you can build upon and fast, not something that you need to disable a lots of annoying or imperfect modules and mostly not something where you need to review a lot your settings. Also, it is so simple of use, doesn't took so much time to explain and train my colleagues, on how to use it... and this is wonderful! **What do you dislike about EspoCRM?** Lack of documentation. There is still some tutorial and big lines are exposed, but you will find it difficult to get to know how everything works (under the hood) without asking directly in the forum. Fortunately, the forum is very active and the authors are always responding with complete answer, it is really helpful. The authors already told me they haven't sufficient time for now for making a comprehensive documentation, they are certainly putting their time in the product itself which is understandable. **Recommendations to others considering EspoCRM:** Take your time ;) **What problems is EspoCRM solving and how is that benefiting you?** It is a CRM, it can be use to gain incredible gain on managing data about customers, sales, relations between those and others kind of data. You need to be specific with your organization, it is the right choice because it's main purpose is to be really adaptable... it's fast, convenient and the ui is clean and useful. ### 29. Great and quick personal support! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Motion Pictures and Film | Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2015 **What do you like best about EspoCRM?** Ik like the great and quick support, helping mee personal with solving my problems. **What do you dislike about EspoCRM?** A specific user guide would be nice. so i don's need to contact the support for every little problem. **What problems is EspoCRM solving and how is that benefiting you?** Great for managing contacts leads and contract. Also great for working with collega's ## EspoCRM Discussions - [What is self hosted CRM?](https://www.g2.com/discussions/what-is-self-hosted-crm) - 1 comment - [How do I set up EspoCRM?](https://www.g2.com/discussions/how-do-i-set-up-espocrm) - 1 comment - [View EspoCRM pricing details and edition comparison](https://www.g2.com/products/espocrm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-24+12%3A30%3A57+-0500&secure%5Bsession_id%5D=7235f9a2-4dae-453a-bbcc-fdc3323756dd&secure%5Btoken%5D=e27109777685f0f98d25607da82e0c125cde94421c93efa0d7ebfa01af2edc99&format=llm_user) ## EspoCRM Integrations - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [WordPress.org](https://www.g2.com/products/wordpress-org/reviews) ## EspoCRM Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Quote & Order Management **Email Marketing** - Email and Mobile Preview - Manage Email Lists - High-Volume Sending - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses - Multi-user Account - Surveys **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Case Management - Call Center Features **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Document & Content Mgmt. - Performance and Reliability **Reporting & Analytics** - A/B Testing - Basic Reporting **Integration** - Data Import & Export Tools - Integration APIs **Generative AI** - AI Text Generation **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Email Marketing** - Autonomous Task Execution - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Cross-system Integration **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - CRM Integration - Social Media Integration - E-Commerce Integration ## Top EspoCRM Alternatives - [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) - 4.3/5.0 (389 reviews) - [SuiteCRM](https://www.g2.com/products/suitecrm/reviews) - 4.2/5.0 (98 reviews) - [Odoo CRM](https://www.g2.com/products/odoo-crm/reviews) - 4.1/5.0 (186 reviews)