EspoCRM Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What I like best about EspoCRM is its flexibility and customizability. Review collected by and hosted on G2.com.

What I dislike about EspoCRM is that some advanced features require technical knowledge to implement effectively. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

It makes sense to add even more integrations. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Initial integration is a little complex. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

I suggest to add a sign contract who respect european law Review collected by and hosted on G2.com.

User-friendly modern interface with personalization capabilities. Review collected by and hosted on G2.com.

Lack of accounting capabilities in free and paid version Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

The Installation process is tedious. The customer support is not available on time. The file backup system needs more improvement. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.