EspoCRM

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About

EspoCRM is a free and open-source Customer Relationship Management (CRM) software. It’s used to evaluate and manage all the company relationships with other companies, people, projects and so on. It is a web application that allows users to see, enter and evaluate all your company relationships regardless of the type. People, companies, projects or opportunities — all in an easy and intuitive interface.

Key Features

  1. Customizable Interface: EspoCRM provides a flexible user interface that can be customized to fit the specific needs of your business. Users can modify layouts, views, and dashboards according to their preferences.
  2. Modules and Entities: The system includes core modules such as Accounts, Contacts, Leads, Opportunities, Cases, and Activities. You can also create custom modules and entities to tailor the CRM to your business processes.
  3. Sales Management: Track and manage sales pipelines, deals, and opportunities. EspoCRM allows for detailed reporting on sales performance and customer interactions.
  4. Marketing Automation: Features for managing email campaigns, tracking responses, and automating marketing tasks are available, though they may require additional configuration or integration with other tools.
  5. Customer Support: Manage customer support tickets, track issues, and provide service through the Cases module. This helps in maintaining high customer satisfaction levels.
  6. Reporting and Analytics: Generate reports and dashboards to gain insights into sales performance, customer interactions, and other key metrics. Custom reports can also be created to suit specific business needs.
  7. Workflow Automation: Automate repetitive tasks and business processes using workflows. This can help in streamlining operations and ensuring consistency across various functions.
  8. Integration: EspoCRM supports integration with various third-party applications and services, including email systems, social media platforms, and other business tools. It also has an API for custom integrations.
  9. Mobile Access: The system is accessible from mobile devices, allowing users to manage customer data and interact with the CRM while on the go.
  10. User Roles and Permissions: Define user roles and permissions to control access to different features and data within the CRM. This helps in maintaining security and ensuring that users have access only to the information they need.

You can subscribe to Wagtail, an AWS Marketplace product and launch an instance from the product’s AMI using the Amazon EC2 launch wizard.

To launch an instance from the AWS Marketplace using the launch wizard

  • Open the Amazon EC2 console at https://console.aws.amazon.com/ec2/
  • From the Amazon EC2 dashboard, choose Launch Instance. On the Choose an Amazon Machine Image (AMI) page, choose the AWS Marketplace category on the left. Find a suitable AMI by browsing the categories, or using the search functionality. Choose Select to choose your product.
  • A dialog displays an overview of the product you’ve selected. You can view the pricing information, as well as any other information that the vendor has provided. When you’re ready, choose Continue.
  • On the Choose an Instance Type page, select the hardware configuration and size of the instance to launch. When you’re done, choose Next: Configure Instance Details.
  • On the next pages of the wizard, you can configure your instance, add storage, and add tags. For more information about the different options you can configure, see Launching an Instance. Choose Next until you reach the Configure Security Group page.
  • The wizard creates a new security group according to the vendor’s specifications for the product. The security group may include rules that allow all IP addresses (0.0.0.0/0) access on SSH (port 22) on Linux or RDP (port 3389) on Windows. We recommend that you adjust these rules to allow only a specific address or range of addresses to access your instance over those ports
  • When you are ready, choose Review and Launch.
  • On the Review Instance Launch page, check the details of the AMI from which you’re about to launch the instance, as well as the other configuration details you set up in the wizard. When you’re ready, choose Launch to select or create a key pair, and launch your instance.
  • Depending on the product you’ve subscribed to, the instance may take a few minutes or more to launch. You are first subscribed to the product before your instance can launch. If there are any problems with your credit card details, you will be asked to update your account details. When the launch confirmation page displays.

Usage / Deployment  Instructions:

Step 1: SSH into your instance with username ubuntu and key pair to start the application.

Username : ubuntu

ssh -i ssh_key.pem ubuntu@instance-IP

 


Step 2:  Navigate to the http://instance-ip/. Welcome to Espo CRM.

Click on Start to proceed with the installation.


Step 3: Check on the Accept the License Agreement and click on Next button


Step 4: Enter the configuration and click on the Next button

Host Name : localhost

Database Name : espocrm

Database Username : admin

Database Password : Miri@123


Step 5: Click on next button for final installation process.

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24X7 support provided for all the customers.

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    It doesn’t really matter what web framework to choose for developing a CRM system: ASP.NET, Spring, AngularJS, Express, Symfony, Django or Ruby on Rails. All of them have enough capabilities to make your solution work stable, process data quickly and provide scalability opportunity if necessary. If you would like your CRM application to display geographical data and maps, we recommend you to go with Djangoframework. It hosts GeoDjango module that connects to PostGIS, which is PostgreSQL’s spatial objects module. Moreover, GDALfor spatial data and PIL for images are rich enough to cover all the needs of geo data displaying. Since JavaScript is becoming more powerful, we highly recommend to consider using MEAN (Mongo, Express, Angular, Node) stack for programming a CRM app. By using Angular’s Twitter bootstrap plugin, you can create good-looking UI. Node with its multiple modules can manage server part at every step from authentication up to encryption.

    The most popular modules are Sales, Marketing, and Service, however, these can be modified or go under other names, for example: Client Management, Order Management, Invoice Management, Events and Tasks Management, System Dashboard, etc.

    On-premise CRM is run on computers within the premises of an organization. In this case all the data and information is stored inside the premises of the company, too. Cloud-based CRM software implies that the software and all relevant data, is accessible through the Internet and is displayed in a web browser. According to Gartner, by 2018, large organizations in mature markets will shorten the CRM replacement cycle by two years by moving to Software-as-a-Service model. Nowadays, everything is going into a cloud, and we would recommend not to stand against this. Heroku and Amazon Web Services are proving to have really good system administration and hosting capabilities. Heroku is a bit pricey, but once you subscribe, you can forget about server maintenance at all. Amazon AWS, namely S3 service, will ensure that all your data can be accessible worldwide and with download lightning speed, no matter how many people are calling your CRM server at the same time. Not every company needs to have both applications. However, the combination allows large companies to mix the vital data from each system and get a comprehensive business outlook.

    Normally, analytics section in CRM is represented by reports and dashboards helping you to collect and visualise your customer data, engagement levels, sales reps productivity, won/lost opportunities ratio, to name a few. Integration with external analytical services such as Google Analytics, or Talend is also available.

    To keep your data safe and sound just follow these basics: Let the specialist conduct security health check before CRM deployment to find vulnerabilities and prevent possible hacker attacks. Define access levels within your organization: set up the basic access to all the records for everyone in the system and impose restrictions on access to specific records, functionality, and workflows depending on the roles and human resource hierarchy. Keep track of user logins based on  IP, API, or browser. Set up password defaults to make CRM users create a complex password and change it every 3-6 months. Regularly audit the system against the security regulations.

    Depending on the type of CRM, there are several options available: Custom modules (sections) and fields. You can create a new section in CRM or remove default unnecessary ones and pick the fields to feature the module. Custom fields. You can create fields of any type (textbox, email, checkbox…) Custom UI/UX design. You can add or reorder the sections and fields on each layout, set up the navigation, add quicklinks. Custom workflow. You can map your processes across the CRM ecosystem, set alerts, data compliance checks, verifications, etc.

    Highlights

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      Sales automation to improve productivity.

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      Email account management.

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      Social networks integration.

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      Customer support.

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      Inventory management.

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      Process workflow management.

    Application Installed

    • icon EspoCRM
    • icon php
    • icon apache
    • icon mysql
    • icon linux