EspoCRM is PHP based open source CRM tool.

EspoCRM Marketing Automation Software

Open Source Sales Management & Marketing Automation Software

Free customer relationship management software that makes analysis of customer’s actions and behavior simpler so they can boost product or service evolution.

EspoCRM is free marketing automation software.

EspoCRM

GitHub

Overview

EspoCRM is open source customer relationship management software that facilitates users to enter, view and evaluate their business’s relationships with customers and associates. It is fast and flexible web-based CRM system that will make analysis of customer’s behavior and actions easier and simpler. So you can improve your services or products to meet particular desires and demands. It is ultimate marketing automation software for gaming, entertainment, education, retail, banking, and manufacturing and tourism industries.

It has robust and intuitive dashboard that makes integration with your business application into a smooth process and supports user to find more prospects and assess their projects, companies and people. EspoCRM provides several sales automation features e.g. Lead generation, Opportunities assessment, Accounts Management. Its smooth email integration and automatic email archiving feature links incoming email with corresponding records. EspoCRM also has social web features e.g. Activity Stream and Follow Record.

System Requirements

EspoCRM is PHP and MySQL base customer relationship management software. It requires following software.

  • PHP 7.2+
  • MySQL 5.7+ / MariaDB 10.1+
  • Apache 2.2+ / Nigix

Features

EspoCRM is enriched with all the modern marketing and sales automation features. Main features include

  • Campaigns
  • Mass Email Marketing
  • Mass Mail Merge
  • Target Lists
  • Leads
  • Opportunities
  • Accounts
  • Contacts
  • Email Accounts
  • Outbound Emails
  • Email Templates
  • Email Folders
  • Email Signature
  • Email Filters
  • Mass Email
  • Meetings
  • Calls
  • Tasks
  • Sending invitations to attendees.
  • Google Calendar Sync
  • Outlook Calendar Sync
  • Shared Calendar
  • Activity Stream
  • Follow Button
  • Cases
  • Email-to-Case
  • Customer Portal
  • Knowledge Base

Installation

Installation using Github

First make sure you have installed all the dependencies. Then clone the latest EspoCRM repository into document root folder:

    git clone https://github.com/espocrm/espocrm
    cd espocrm

Set appropriate permissions for directories and files

    find . -type d -exec chmod 755 {} + && find . -type f -exec chmod 644 {} +;
    find data custom client/custom -type d -exec chmod 775 {} + && find data custom client/custom -type f -exec chmod 664 {} +;
    chmod 775 application/Espo/Modules client/modules;

All files should be owned and group-owned by the webserver process. It can be www-data, daemon, apache, www, etc.

    cd <PATH-TO-ESPOCRM-DIRECTORY> 
    chown -R <OWNER>:<GROUP-OWNER> .;

Now open your web browser and type the URL below to access the EspoCRM web installer wizard. http://yourdomain.com/espo

Follow the installation wizard steps. Your EspoCRM website is ready.

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