# EspoCRM Reviews **Vendor:** EspoCRM **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.6/5.0 **Total Reviews:** 26 ## 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** in EspoCRM, enabling efficient workflows and easy customization for all users. (2 reviews) - Users appreciate the **easy customization** in EspoCRM, enabling non-technical users to build tailored workflows effortlessly. (2 reviews) - Users love the **code-free automation** in EspoCRM, enabling intuitive custom workflows and efficient task management. (1 reviews) - Users value the **code-free customization** in EspoCRM, enabling intuitive workflows and personalized setups without technical skills. (1 reviews) - Users appreciate the **ease of learning** in EspoCRM, enabling quick and intuitive customization without technical skills. (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 face **email issues** with EspoCRM, requiring third-party tools for essential follow-ups and segmentations. (1 reviews) - Users find that **expertise is required** for advanced features in EspoCRM, making it challenging for non-technical users. (1 reviews) - Users face significant **integration issues** , requiring third-party tools for SMS follow-ups and dynamic segment creation. (1 reviews) - Users face difficulties with **lead management functionality** , relying on third-party tools for essential follow-ups and segmentation. (1 reviews) - Users struggle with the **lack of essential features** in EspoCRM, complicating lead follow-ups and segmentation tasks. (1 reviews) - Segmentation Issues (1 reviews) - SMS (1 reviews) ## EspoCRM Reviews ### 1. Amazing Free Tier for Personalized Lead Interactions **Rating:** 5.0/5.0 stars **Reviewed by:** Julian R. | Co-founder / Service Delivery Manager, 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. ### 2. 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. ### 3. 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. ### 4. 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 ### 5. 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. ### 6. 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. ### 7. 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. ### 8. 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. ### 9. 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. ### 10. 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. ## 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/espocrm-review-4579073?section=pricing&secure%5Bexpires_at%5D=2026-05-12+13%3A08%3A46+-0500&secure%5Bsession_id%5D=6cca7811-f4b7-4315-b2ac-8587119563ac&secure%5Btoken%5D=fab1a2fba29fd7b4d30732460c29458fb0f6d970973d63f9f16ffbd5e4265c48&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) - [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 (94 reviews) - [Odoo CRM](https://www.g2.com/products/odoo-crm/reviews) - 4.1/5.0 (176 reviews)