EspoCRM

Brand : Espocrm

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T&C
Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:
- the GSTIN of the user associated with their registered business, and
- the specified Entity Name for their business.
It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.
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EspoCRM Software Pricing, Features & Reviews

What is EspoCRM?

EspoCRM is a comprehensive CRM software that enables you to view, record, as well as analyze the relationships that your business has with both clients and business partners. With its lightning-fast performance and simple customization options, this CRM solution enables you to transform your sales strategy to boost your sales and enhance customer experience.

This platform assists you in managing interactions with all your current and potential clients. Apart from that, it assists in automating your sales & marketing process, and management of emails, calendars, social media, inventory, telephony, reporting, and other miscellaneous activities.

Benefits of EspoCRM

Assists in sales automation to convert leads into opportunities while helping in the management of multiple contacts, opportunities, and accounts.
Allows you to schedule meetings, tasks, calls, etc. to connect with prospects and clients.
Offers Google calendar as well as Outlook calendar sync and shared calendar option to let users see the schedules of their co-workers.
Enables you to manage email accounts by offering you email templates, email filters, email folders, email signatures, etc.
Using this platform, you can engage and be social with your prospects.
Enables you to offer strong customer support and maintain a record of cases, handle email-to-case, and offer a knowledge base.
Enables you to keep track of your inventory, products, sales orders, etc., and helps you to prepare quotes and sales orders.
Offers VoIP integration and helps you manage records of multiple phone numbers of your clients.
Helps in business process management and helps you to model as well as automate business processes.
Offers customizable layouts, entities, application labels, installable extensions, etc.
Enables you to generate reports and export them into different formats like Excel, CSV, PDF, etc.

Pricing of EspoCRM

EspoCRM pricing details are available on request at techjockey.com.

EspoCRM price in India may vary based on factors like customization, additional features required, number of users, and the deployment type. Please request a call back for subscription-related details and to avail offers on premium packages.

EspoCRM Features

Marketing Automation

Email Marketing Design and send personalized email campaigns, track opens, clicks, and conversions.
Campaign Management Plan, execute, and monitor marketing campaigns across channels and touchpoints.
Lead Nurturing Engage and educate leads over time with targeted content to move them toward conversion.
Customer Journey Tracking Monitor and analyze the customer journey from awareness to purchase.
Customer Segmentation Group customers based on behavior, demographics, or preferences for tailored campaigns.
Event-Triggered Workflows Automate responses and actions based on customer behaviors (e.g., email opens, site visits).
Automated Campaigns Automatically trigger campaigns based on customer behavior, interests, or milestones.

Data Sourcing / Integrations

Data Import/Export Easily import/export customer and business data in bulk or via integration with other systems.
Social Media Integration Manage social media accounts and track customer engagement directly within the CRM.
Calendar Integration Sync CRM with calendars to schedule and manage appointments and follow-ups.
Email Marketing Tools Integration Connect CRM with email platforms like Mailchimp or SendGrid for seamless campaigns.
Marketing Tools Integration Integrate with marketing platforms (e.g., Google Ads, HubSpot) to enhance campaign effectiveness.
Third Party Integrations Connect CRM with a variety of third-party tools and services to enhance functionality.
API Access Customizable API for integrating with other business applications or extending CRM capabilities.
eCommerce Integrations Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.
Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.

Reporting & Analytics

Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
Real Time Analytics Monitor and analyze real-time data to make timely, informed decisions.
Sales Performance Reports Track individual and team sales metrics, including revenue, win rates, and pipeline health.
Customer Insights Analyze customer behavior and interactions to gain actionable insights for better engagement.
Campaign Performance Measure the effectiveness of marketing campaigns, including ROI, reach, and conversion rates.
Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.
Performance Tracking Monitor team performance across various functions, tracking progress against KPIs.

Customer Data Management (CDM)

Contact Management Store, organize, and access customer contact details for easy retrieval and updates.
Account Management Track and manage business relationships with key accounts and clients.
Customer Profiles Build comprehensive profiles with data on preferences, interactions, and purchase history.
Contact Segmentation Group contacts based on behavior, demographics, or interests for personalized engagement.
Activity History Record and review all past customer interactions, including calls, emails, and meetings.

Sales Management

Quote Management Generate accurate, branded quotes and proposals to accelerate sales processes.
Workflow Automation and Management Automate repetitive tasks and workflows to improve sales team efficiency.
Order Management Track and manage orders from customers to ensure timely fulfillment and accurate billing.
Opportunity & Pipeline Management Visualize and track deals through stages from lead generation to closing.
Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.
Sales Forecasting Predict future sales and revenue using historical data and current opportunities.
Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.
Lead Management Capture, track, and nurture leads across different stages of the sales cycle.
Deal Management Organize, prioritize, and manage deals, ensuring timely follow-up and closure.
Sales Automation Automate tasks like follow-up emails, lead assignment, and reminder notifications.

Collaboration Tools

Task / Activity Management Assign, track, and manage tasks and activities to ensure team productivity and accountability.
Team Communication Enable real-time internal communication between teams with built-in messaging or chat features.
Document Sharing & File Storage Store and share important files, documents, and customer resources easily.
Omnichannel Support Provide consistent customer support across multiple channels, including email, chat, and social media.

Security & Compliance

Role-Based Access Control (RBAC) Control user access based on their roles, limiting access to sensitive data.
Data Encryption Encrypt data both at rest and in transit to safeguard customer information.
Audit Trails Maintain a log of all user actions for accountability and security auditing.
Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans.
GDPR & Data Privacy Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy.

AI & Machine Learning

Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
Lead Scoring Use AI to score leads based on their likelihood to convert, helping prioritize sales efforts.
Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Alerts & Notifications

Event-Triggered Notifications Automatically notify users of key events, such as new leads, meetings, or customer actions.
Custom Workflow Alerts Create custom alerts for specific workflows or actions, ensuring nothing gets missed.
System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution.
Customer Interaction Alerts Get notified when customers engage with emails, forms, or other touchpoints.
Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met.
SLA Violations Receive notifications when service level agreements are breached or approaching deadlines.
Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase).

Others

Quotes/Estimates Enables you to create quotes/estimates, print them into PDF format, and send them to your clients as an attachment via email.
Calendar/Reminder Schedule calls/meetings and send reminders/invitations along with offering a calendar sync for Google & Outlook.

EspoCRM Review

Have recommended this product

Overall Score

5/5

Based on 1 Review

Features 5/5

Value for Money 5/5

Ease of Use 5/5

Customer Support 5/5

Review this product

Your valuable feedback helps others like you make a better decision.

Mary

Verified reviewer:

Founder, Retail

2-100 Employees

Reviewed on: Dec 4, 2023

5/5

“It is a Game Changer! Really Affordable Solution for Startups, Small and Mid Sized Businesses”

I adopted EspoCRM for my business more than 2 years ago, and I must say it has exceeded all my expectations. As a small business owner, finding a reliable and efficient CRM solution was crucial for managing my customer relationships effectively. EspoCRM turned out to be the solution I was looking for. The system has an intuitive and straightforward interface making it easy for my team to adapt quickly. It also offers an impressive level of customization. I was able to tailor the system to fit the unique requirements of my business seamlessly. The feature set of the platform is extensive and covers all the essentials needed for effective customer relationship management. The ability to manage contacts, leads, opportunities, and customer interactions in one centralized platform has greatly streamlined my workflow. Additionally, the reporting and analytics tools provide valuable insights into my business performance.

Pros : Great sales and marketing tools and has a User-friendly interface. we can make Customization aswell.

Cons : None

Reason to switch : It's a cost-effective solution for businesses of all sizes, especially for small and medium enterprises looking to enhance their customer relationships.

Features

5/5

Value for Money

5/5

Customer Support

5/5

Ease of Use

5/5