Edward Moton

Edward Moton

Co-founder and CEO
EspoCRM

What's great

project management (1)meeting scheduler (1)reporting (1)workflow and bpm (1)

We use EspoCRM as the central app for client- and project-related data. It stores our contacts, deals, project tasks, notes, invoices, and custom records. My team logs meetings and activities there, workflows handle routine updates and reminders, and managers run reports straight in the system. Because we self-host, we control backups, security rules, and where the data lives which was a big deciding factor for us.

The system offers deep customization and intuitive, simple interface. The community and support are very responsive and practical; when we ran into questions, people on the forum are genuinely trying to help and suggest a solution

What needs improvement

We haven't experienced any major issues or problems with the software. Since EspoCRM is so customizable and there're so many tools for that, it can take a bit of time to configure every part of the platform for your needs.

vs Alternatives

I needed a CRM that would be customizable to our needs and easy to integrated with other tools we use. After comparing it with other solutions, we decided it was the best option for us.

Ratings
Ease of use
Reliability
Value for money
Customization