EspoCRM
EspoCRM is customisable and user-friendly, designed to elevate your small to mid-sized businesses above the competition without breaking the bank.
What is EspoCRM?
EspoCRM is a Customer Relationship Management (CRM) software designed to help businesses manage relationships, sales, marketing, and customer service.
- Retain and expand your customer base with guided lead funnels and extensive customer management
- Espo does all the heavy lifting with automations and integrations
- Predict your future with detailed analytics
EspoCRM Features
Everything your sales and marketing need, but that’s only the beginning. Whatever your trade, EspoCRM has you covered.
Expand below to discover how each feature works for you.
Automation Flowcharts
Automate anything to eliminate manual work within EspoCRM using the simple but powerful flowchart system.
Turn these into full processes to maintain complete control of your teams.
Complete Reporting and Analytics Suite
EspoCRM takes all of your hard data numbers and presents full and visual reports that offer valuable insights into everything you need for more data-driven decisions.
Monitor internal performance too so you can ensure that every member of your team is accountable for the success of your business.
Customer Service and Helpdesk Case Management
Customer service and helpdesk queries all feed into an intuitive system that simplifies how you handle everything related to interactions with your customers.
This links to every contact in your CRM, so finding any case or query is never more than a few clicks away.
Warehouse & Inventory Management
Wholesalers, retailers and haulage companies can oversee their entire inventory directly in their CRM.
It even integrates with external platforms that update your data in real-time for the most up-to-date numbers.
Project Management
Manage projects from start to finish all within EspoCRMs project management system, designed to work with all facets of the CRM.
Both waterfall and agile projects are covered, and templating repeat project structures only takes a few clicks.
Quote System
Quoting has never been easier with EspoCRM’s extensive CPQ system that includes dynamic price lists and quote creation.
Beginner-friendly software
With EspoCRM, your workflow is clean and easy for even the most complex of cases.
Your customers benefit too, with built in portals that give every customer a place to access what they need.
User-Friendly
Perfect for beginners, EspoCRM's tabbed layout is easy to navigate for improved efficiency and productivity.
Real-time data
With its dynamic dashboards, users can track sales performance and key business metrics as they update in real-time.
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EspoCRM Development Services
Book an EspoCRM Demo
Whether you're looking to implement EspoCRM, or you're an existing user seeking support, fill out the form below and our team will be in touch.