Top EspoCRM Alternatives and Overview

Customer relationship management software is responsible for managing a company's engagement with its customers. It must intelligently take note of changing customer actions, opinions, and help the company to plan. EspoCRM is a free cloud-hosted CRM tool that allows businesses to formulate marketing strategies and skyrocket sales by delivering better customer experience.

Automate sales and conversions

It helps to increase sales by converting leads to sales and opportunities and user account creations. Every opportunity is presented as a sale in the CRM. There can be contacts that can be related to multiple accounts with specific relationship roles.

Every account is considered as a central record in a business-to-business model, which means that they are essential in determining the sales figures. They are companies, organizations, or departments with which another company has business deals. Every account can have one or more business contacts – in a B2B model company sells services to other companies, not to end-users.

Plan meetings and Events

The calendar feature enables companies to plan meetings, chalk out dates for relevant business decisions, and set aside time for performing internal tasks. It allows them color-code activities for each date according to the category they belong to. Schedule calls, meetings, and send invitations to attendees. The invitation sending feature allows embedding event information along with the date, time, and venue and essential links for reference.

The calendar event planner has custom templates from which the users can choose while inviting the attendees. Users can see the schedules of co-workers. Extensions and plugins are available, which enables Google Calendar Sync and Outlook Calendar Sync features.

Email management

EspoCRM can automatically archive emails from different sources, like personal or group IMAP accounts. The incoming emails are linked to corresponding records. It has custom email templates that are used for sending standard responses and marketing campaigns.

It also has autoresponders to provide quick replies to emails without a specific issue highlighted. The mass emailing feature helps companies to send bulk emails to their target customers with tracking links to analyze the performance of email marketing campaigns.

Create workflows and manage them

Business process management is an advanced feature available in EspoCRM, which helps in modeling and automating business processes. It can handle operations like approving the lead, assigning leads by rule, and processing the lead by having it checked by the sales manager.

Based on these parameters, specific workflows can be triggered if actions are met. Available actions include sending emails, creation, and updating of records and assign the record to particular rules.

Company Name: EspoCRM Inc.

Founded in: 2014