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EspoCRM Features
What are the features of EspoCRM?
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
Marketing Automation
- Campaign Management
- Lead Management
Customer Support
- Case Management
Reporting & Analytics
- Dashboards
Top Rated EspoCRM Alternatives
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EspoCRM Categories on G2
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Platform
Customization | Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | Not enough data | |
Workflow Capability | Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
Document & Content Mgmt. | Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. | Not enough data | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | Not enough data |
Sales Force Automation
Contact & Account Management | As reported in 12 EspoCRM reviews. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 89% (Based on 12 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 12 EspoCRM reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 85% (Based on 12 reviews) | |
Task / Activity Management | Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. 12 reviewers of EspoCRM have provided feedback on this feature. | 90% (Based on 12 reviews) | |
Quote & Order Management | Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | Not enough data |
Marketing Automation
Email Marketing | Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | Not enough data | |
Campaign Management | As reported in 10 EspoCRM reviews. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 78% (Based on 10 reviews) | |
Lead Management | As reported in 11 EspoCRM reviews. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 94% (Based on 11 reviews) | |
Marketing ROI Analytics | Enables analysis of effectiveness of an organizations various marketing activities | Not enough data |
Customer Support
Case Management | See feature definition | Tracks issues/help requests reported by customers through the resolution process. 10 reviewers of EspoCRM have provided feedback on this feature. | 83% (Based on 10 reviews) |
Call Center Features | Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | Not enough data |
Integration
Data Import & Export Tools | Ability to input, modify and extract data from the application in bulk through a structured file. | Not enough data | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | Not enough data | |
Data Import & Export Tools | Tools for importing/exporting data to/from the platform to support campaign setup and reporting. | Not enough data | |
Integration APIs | Supports extensibility through APIs to build and manage integrations with third-party tools. | Not enough data | |
Breadth of Partner Applications | "Offers a wide range of plug-and-play integrations with third-party applications.
" | Not enough data | |
CRM Integration | Integrates with CRM software, which can help provide context to your mailing lists. | Not enough data | |
Social Media Integration | Integrates with Social Media platforms, which can help expand your reach. | Not enough data | |
E-Commerce Integration | Integrates with e-commerce platforms, which can link directly to your online store. | Not enough data |
Mobile & Social
Social Collaboration Features | Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | Not enough data | |
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. | Not enough data |
Reporting & Analytics
Reporting | Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | Not enough data | |
Dashboards | An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance 11 reviewers of EspoCRM have provided feedback on this feature. | 91% (Based on 11 reviews) | |
Forecasting | Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | Not enough data | |
A/B Testing | Run A/B tests on subject lines, areas of content (both images and text), from names, or send dates. | Not enough data | |
Basic Reporting | Basic campaign performance reporting such as delivery, open, click, and unsubscribe rates. | Not enough data |
Email Marketing
Email and Mobile Preview | Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues. | Not enough data | |
Manage Email Lists | List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences. | Not enough data | |
High-Volume Sending | Ability to send thousands of unique, personalized emails per second. | Not enough data | |
Building and Personalizing Emails | Tools for designing, editing, and personalizing email content for recipients. | Not enough data | |
Sending Outbound Emails | Supports the ability to send outbound email campaigns to external recipients. | Not enough data | |
Manage Email Deliverability | Maximizes inbox placement by managing spam compliance and sender reputation. | Not enough data | |
Automated Email Responses | Automatically respond to user actions or triggers with predefined email messages. | Not enough data | |
Multi-user Account | Enables multiple users to login to the same account to maintain a single account for your entire marketing team. | Not enough data | |
Surveys | Ability to send secure and personalized survey invites to your contact list. | Not enough data |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data |
Agentic AI - CRM
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Email Marketing
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data |
