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2021.12.15 22:39






















For example we are using the calendar for meeting room bookings for our clients on the CRM; and of course you can add your logo and customise the colours etc. Support has been first class too, even though we don't have a hosted version. Well done guys in Ukraine. Good job! The past two-years have been totally problem-free.


It is simple to update via SSH command-line and the system has never crashed or hung on me. It just works You simply can't go wrong with this system. The EspoCRM is one of the best and flexible business software you can get no matter the budget. Awesome work from the guys from Ukraine! Rundan Patre.


Easy to install, rasy to upgrade, reasonable price for plug-inns, very stable platform , really value for money! One of a kind! I highly reccomend this software. Auf Mist wurde verzichtet. Sehr intelligent durchdacht! Sehr gut programmiert! Weiter so! Thought I'd write an updated review. After 1. The software is rock solid. It does everything we ask of it and more. I couldn't be more satisfied. The advanced pack add-ons make this crm sizzle! Great software, great community, great support.


A very good product, I really recommend, I have tested many others and this one is really better, good job espocrm, keep it up! No procedure for backup and restore in windows. Upgrading is problematic when upgrade has new columns for existing tables, software looks for the new columns in existing version and stops with error when not found instead of creating them.


Finding paid support for this is difficult. Trying to import a large data set back into espocrm creates problems with phpmyadmin, and mysql workbench does not play nice with this database throwing all kinds of errors and warnings. Can't do a simple export import with workbench without having to solve incompatibility errors. Bottom line, probably best to stick to Linux on an implementation with this one, and skip it if you plan to use Windows.


Simon Pearce. What a fantastic product, flexible, lightweight and what a CRM should be. Well done ESPO. Just started 'playing' with Espo having looked at lots of different CRMs over the last year. What's great about it, apart from it being very fast to load, is that it is not weighed down with lots of unnecessary bits and pieces that you get on other systems, bit they are there to purchase as add-ons if you want.


When starting out with CRM you want it nice and simple - Espo delivers this really well and it works really well. Half the features offered by others you just don't need. Espo is just perfect. Very intuitive and user friendly. Ruben Errex. Its simple, straightforward, customization friendly and with loads of configuration options. I am very excited to see where this company goes. Congratulation on such a fine work! I have been developing with proprietary CRM's for a number of years now, and have recently delved into the open-source space.


I am very impressed with the quality of this CRM and plan to use this in a number of projects going forward. However, as comparing to other CRMS available on the market, this seems still needs more work and maturity when it comes to in-built modules and integrations. I hope the dashboards, dashlets and report would be more intuitive and pleasantly appealing. Bulk Email should be open to more integration aside from mailchimp such as sendgrid, elasticemail with the ability to monitor and track bounce and read emails.


Overall, this has a lot of potential but for it succeed in the CRM space, it has to catch up with common and above basic functionalities. Festline Mush. Thanawat Laohadtanaphorn. I have adopted EspoCRM into my company for 3 years now. It has become one of the core application in my company since then. My IT team loves working with it. Cons - Some bugs here and there but nothing major. Donato Vimini. In a similar vein, you need to get a paid plan to get access to more detailed, useful lead assignment modules.


Learn More: Insightly. They dish out their starter version free of charge for up to three users. It integrates with CRM, project supervision, invoicing, and every other app in the Apptivo universe, meaning all pertinent information is always available to team members. The free version of Apptivo has no marketing tools and does not support third-party integrations, limiting is usefulness.


Learn More: Apptivo. SuiteCRM offers a free, open source solution that covers sales, service, support, and marketing functions. It has a relatively low learning curve and short set-up time, making it one of the most popular pieces of open source software on the market. If you have an IT department or.. The ability to customize, and the large number of add-ons available on the web, allow SuiteCRM to deal with applications at pretty much all complexity levels.


It also works on basically any OS imaginable, i. Helpdesk support comes from the SuiteCRM community, which can make getting answers somewhat slow. As one might expect, the free version is limited in some respects: integrations and features are less robust than in the paid versions of the product. Customer ticketing for support teams offers feedback forms, helpdesk, knowledge database, and everything else you need to keep churn down and boost the customer experience.


Integrations with RingCentral and Twilio enhance the built-in telephony features of Agile CRM, ensuring conversation tracking, call recording, and deal-making over the phone lines is organized and super effective.


You can automate upcoming voice calls and follow-ups by putting your appointment calendar online. You can also attach documents in-app within the deal process, company and contact profiles, and emails. This feels somewhat unfair, and it creates a notable financial obstacle for using the platform as your business scales. Customization options are limited.


A non-traditional, lightweight CRM with a very on-point design aesthetic and breezy ease of use. You can put 1, records in each base, with each base having an attachment data cap of 2 GB. Importing and exporting data from. CSV is a cinch. Probably the main reason people love Airtable is the fact its software puts a premium on creativity and personalization. The drag-and-drop dashboard allows you to generate custom fields, and populate them with everything from attachments, run-on long-form text notes, checkboxes, links to records in other tables, and yes, even barcodes.


This makes it a viable choice for teams that require a mix of analytic, organizational, and communications features. This shows in its overall lightweight CRM features.


More complicated work processes and task management will probably be too much for the platform to handle. Flowlu is a cloud-based collaborative CRM with best project management software and knowledge base features. The free version of the product, capped at 2 users, gives you 1 TB of storage data.


Build and store knowledge bases, keep track of project expenses and revenue, and handle finance and records management. With Flowlu, you can quickly put together personalized invoices, auto-inserting CRM data into them and then sending them out in-app. You can do quotation estimates too, and generate leads with custom web forms and invite customers to upcoming events and surveys. The free version includes an Agile Scrum component that allows you to implement scrum strategies like sprints on a visual task management board.


Keep on top of issues and bug reports, track and prioritize product requirements, and streamline your workflows with flexible project tools.


Financial reporting features are likewise somewhat lightweight and might not be robust enough for companies with more complex business processes. In the end, CRM makes running several different departments of a growing business easier, faster, and possibly more fun. So long as one never forgets the ultimate aim is to have better engagements with customers, both prospects and paying. Those customers are people after all, not mere datasets.


Of course, metrics are good too: insights based on data help you act with the best information possible, rather than just following gut instinct alone. Business intelligence, machine learning, AI, and advanced automation are all becoming increasingly more cheap, user-friendly, and useful.


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CRM They are after all… free! Comprehensive and smart solution to discover leads, and boost engagement. View site. Easy to implement CRM tool that helps focus on activities that close deals.


Less Annoying CRM. All-in-one work app including CRM for teams to collaborate, organize, and grow. One-time cost CRM with many add-ons, known for powerful Outlook sync. How small businesses can benefit from free CRM? Manage your contacts efficiently Zoho CRM's free tool helps you create, manage, and organize data in a way that drives sales and revenue. Deal Management Make the most out of every business opportunity, sign deals on the fly and drive revenue with ease. Account Management List all contacts and deals associated with one organization and manage them faster.


Increase in conversion rates when a CRM is implemented. Email marketing done smarter Zoho CRM makes email marketing more convenient, efficient, and personalized. Learn more 40X. Increase in conversion rates when a CRM Source:. Find Leads Online For small businesses, a good website can serve as a goldmine for new and repeat business opportunities.


Track visitors with SalesIQ Track how the audience interacts with the content website, chat with them live, and improve conversions! Automate your sales process Zoho CRM's workflow automation helps you be more productive by handling routine tasks for you. Measure and Analyse what you do Design beautiful charts You can only manage what you can measure.


Create detailed reports Manage the way your business is run with intelligent reporting that breaks down key metrics, and share them with just a click. Measure and Analyse what you do Charts. It's all on the cloud. Data Storage You can store up to 5, records in all modules, which can be populated manually or imported from a spreadsheet or another CRM vendor. File Storage Zoho also offers free cloud storage to run your business online.


Enter the Zoho Ecosystem Zoho is best used with Zoho. Zoho Mail. Zoho SalesIQ. Zoho Campaigns. Zoho Survey. Zoho Analytics. Zoho Projects. Zoho Desk. Zoho Forms. Highly rated by both critics and users.