EspoCRM: the best CRM & Project Management tool on the market today
As a business owner, there’s a lot of elements to your company that require attention. Managing stakeholder relationships and developing a pipeline for your sales via a CRM leads onto project management so you can deliver your work in good, timely order.
Requirements may dictate that you need tools that handle each element. But in most cases, especially in small-medium sized companies, this is costly and often overkill for the level of work being done. CRM systems have developed substantially, and many now offer the main features of a CRM with the added benefit of project management plugged straight into it, but many of them restrict elements behind a paywall.
Finding a system that’s future-proof, a low cost barrier and can handle both CRM and Project Management to run your start-up business is almost impossible.
Except for one. Step forward, EspoCRM.
The best CRM choice for start-up companies
When choosing a solution to help manage your business, the software needs to be robust yet flexible enough to adapt to your company’s foundations and unique needs. Being able to rely on the system to handle the hard work means spending less time correcting errors and manually inputting data, and more time engaging with your prospects and clients.
EspoCRM prioritises accessibility, with a clean, minimalist interface layered over seriously powerful functionality.
New leads are managed through a pipeline that automates the process of converting them into contacts and opportunities once they reach that stage of your sales funnel. Within a few clicks, you have everything you need to present your offer to a client. No waste, and no need for a degree in computing to use and understand it.
It also provides a number of additional tools that present your data in ways that support better decision-making. For example, the extensive reporting tools included in the Advanced Pack summarise your data and present it visually through charts and graphs, giving a true picture of your business.
This information can show anything from the average time taken to convert leads in your sales pipeline, to the revenue generated by specific client types or industries, including the return on investment for each.
These reports can shape the way you do business by highlighting your strongest sectors and areas of performance. If you achieve the highest ROI in a particular market, EspoCRM’s reports will pinpoint it, helping you continue to target where you perform best.
All of your projects in one place
EspoCRM excels in project management. While many CRMs on the market offer basic project-tracking functionality, EspoCRM goes a step further by supporting multiple project methodologies.
For instance, if your company delivers tailored solutions for other businesses, you might run different types of project frameworks. Some projects are best handled in distinct stages, known as waterfall projects, while others that benefit from incremental updates, such as live-service products, are called agile projects.
EspoCRM comes ready to support both types of projects, and its capabilities can easily be expanded to suit your business’s evolving needs.
Whatever you throw at it, the foundations of EspoCRM are built to support it.
Manage your business, projects and workflow together with EspoCRM
Most CRMs serve as the central logbook for all communications you have with anyone you interact with, be it clients (both prospective and current), stakeholders, suppliers, and more. Whether for manufacturing, legal, administrative, or financial purposes, all communications can be managed through a CRM.
EspoCRM handles all this effortlessly while also creating an ecosystem that synchronises this information with any project that you work on. Integrations to mail services like Office 365 and Gmail bring inbox items into EspoCRM automatically, and attach to any relevant project and client so they’re in the right place at the right time. Working from a single platform has never been easier.
Then there are automations. Known in EspoCRM as workflows, these take repetitive manual processes and perform them automatically.
For example, if you have wrapped up a project with a client, EspoCRM can automate a response to thank the client and later send follow-ups to continue the relationship or market to them for new projects. EspoCRM will then track responses to measure the results and provide insights to your future pipeline. This is timesaving and effortless compared with doing it manually.
Conclusion
If you’re a business owner looking for a way to unify all operational areas of your company and facilitate growth, a CRM with great project management functionality is now essential. A good CRM can make the difference between leads converting into revenue or going to your competitors.
EspoCRM provides all the tools you need to take your business from fledgling to full flight. With extensive sales and communication features that keep you and your clients in sync, powerful reporting that helps you reach your full potential, and flexible project management tools rarely found in out-of-the-box CRMs, it’s a complete solution.
For small to medium-sized businesses, it’s a platform that can elevate your output and lay the foundations for a bright future.
It’s also very affordable. EspoCRM’s pricing is lower than you might expect and scales with your growth.
Our expert team can discuss your needs and arrange a demo tailored to your business. Book a meeting with our advisor here.
