What Is EspoCRM?

EspoCRM is a free open-source web application that lets you see, enter, and evaluate your company's customer and partner interactions. This web-based CRM solution is lightning quick and easy to customize, giving you the capabilities to understand your customers' behavior and tailor your products and services to their individual needs. It's simple to organize your business data, plan work activities, and close more sales with sophisticated capabilities. Customers, companies, initiatives, and prospects may all be reviewed and evaluated using the platform.

EspoCRM delivers insights into your customers' buying habits and offers solutions to better your complete range of products and services by studying interactions between your company and your clients. With the EspoCRM, you can create lasting relationships, increase revenue, and stay on top of your game. It provides the features that CRM software generally provides, allowing organizations to not only improve their services or products, but also to maintain meaningful and fruitful relationships, increase profits, and grow their operations.

EspoCRM Demo

What Do We Serve?

1. EspoCRM Application Consultation For Open Source Software.

AssistNix we provide exceptional consultation services for open source software like EspoCRM. We're enthusiastic about open-source technology, and they're an important element of our expanding company. Using open-source solutions can provide your firm with a range of advantages, including lower costs, greater flexibility, security, and accountability – which is what keeps us motivated to keep creating.

2. EspoCRM On Premises Installation And Configuration.

At AssistNix we provide on premises installation and configuration of EspoCRM services. Our team of highly skilled and experienced technicians will efficiently install it so you can smoothly use the software and your business can grow effectively. You can rely on our team for the installation of the software without any problem.

3. Issues Fixes On Self Hosted Servers.

If you are facing issues on self-hosted servers, our professionals at AssistNix will also help you to fix them. They will make sure that the servers work perfectly without any hassle. With their extensive knowledge, they will make sure to fix all the issues that your self hosted server might be having.

4. EspoCRM Application SaaS Hosting.

At AssistNix we also provide impeccable and effective EspoCRM application hosting services that are often supplied as service plans with package pricing based on a combination of the services delivered and the level of support / intervention necessary on the part of the Application Hosting Services provider.

5. User Guide For Application Use.

We understand that using applications can sometimes get difficult for you. Therefore, at AssistNix we also create EspoCRM application use guides for our customers as well. Our guide contains every information that you might need to understand the usage of the application. It will also help you in finding answers to the problems you might face in future.

Key Features Of EspoCRM

EspoCRM has all the features you need to accelerate your business growth and provide exceptional customer experiences.

List Of Key Features

· Contact Management
· Sales Forecasting
· Email Integration
· Activity Management
· Document Management
· Lead Management
· Sales Collaboration
· Opportunity Management
· Appointment Management
· Document Management
· Sales Performance Management

💡
“On average, sales and marketing costs average from 15%-35% of total corporate costs. So the effort to automate for more sales efficiency is absolutely essential. In cases reviewed, sales increases due to advanced CRM technology have ranged from 10% to more than 30%.”

EspoCRM Installation

EspoCRM requires a webserver, and Apache2 is the most widely used web server today. So, download Apache2 and install it on Ubuntu. Then you'll have to set up CentOS. EspoCRM also necessitates the use of a database server, and the CentOS database server is a good place to start. Install PHP 7.2 and Related Modules after that. Continue down to begin configuring the servers now that you've installed all of the essential packages. Then go to the EspoCRM website and download the most recent version. Finally, configure EspoCRM's Apache2 site configuration file. This file will govern how EspoCRM content is accessed by users. Finally, restart Apache2 to apply all of the previous changes.

How To Install EspoCRM Ubuntu/Debian

  1. Installing LAMP Stack Environment
 
$ sudo apt update        [On Debian/Ubuntu]

2. Once software packages updated, now you can install LAMP (Linux, Apache, MySQL & PHP) stack with all the required PHP modules as shown.

Debian/Ubuntu

 
$ sudo apt install apache2 apache2-utils libapache2-mod-php php php-common php-curl php-xml php-json php-mysql php-mbstring php-zip php-imap libpcre3 libpcre3-dev zlib1g zlib1g-dev mariadb-server

For PHP 7

 
# sudo apt install software-properties-common
# sudo add-apt-repository ppa:ondrej/php
# sudo apt update
# sudo apt install -y php7.4
# sudo apt install php7.4-mysql php7.4-curl php7.4-json php7.4-cgi php7.4-xsl

3. Once LAMP stack has been installed, start the Apache and MariaDB service and enable it to start automatically at system boot.

Debian/Ubuntu

 
# sudo systemctl start apache mysql
# sudo systemctl enable apache mariadb

4. Now secure and harden database server installation by running the script below

 
$ sudo mysql_secure_installation
OR
# mysql_secure_installation

After running the security script above, you will be asked to enter the root password, simply press [Enter] without providing it:

Enter current password for root (enter for none):

 
Set root password? [Y/n] y 
Remove anonymous users? [Y/n] y 
Disallow root login remotely? [Y/n] y 
Remove test database and access to it? [Y/n] y 
Reload privilege tables now? [Y/n] y

5. Now you need to configure PHP to allow files of at least 20MB to be uploaded. Open your PHP configuration file (/etc/php.ini or /etc/php5/apache2/php.ini) with your choice of editor, search for the upload_max_filesize and set it like so.

 
Set root password? [Y/n] y 
Remove anonymous users? [Y/n] y 
Disallow root login remotely? [Y/n] y 
Remove test database and access to it? [Y/n] y 
Reload privilege tables now? [Y/n] y
 
upload_max_filesize = 20M

Save the file and close it, then restart the HTTP server.

 
$ sudo systemctl restart apache   [On Debian/Ubuntu]
# systemctl restart httpd         [On CentOS/RHEL]

EspoCRM Installation Procedure

Open the PHP configuration file and edit the following changes. Save and exit the file.

 
ubuntu-# vim /etc/php/7.4/fpm/php.ini
centos-# vim /etc/php.ini
 
date.timezone = Asia/Kolkata
memory_limit = 128M         #Change the value to at least 256M
upload_max_filesize = 2M    #Change the value to at least 50M
post_max_size = 8M          #Change the value to at least 50M
max_execution_time = 30     #Change the value to at least 180
max_input_time = 180        #Change the value to at least 180

Download the package

Debian/Ubuntu/CentOS/RHEL/Fedora

 
# wget https://www.espocrm.com/downloads/EspoCRM-4.8.2.zip
# unzip EspoCRM-4.8.2.zip -d /var/www/html/
# cd /var/www/html/
# chown -R apache:apache /var/www/html/
# chmod 777 /var/www/html/

Open the Apache configuration file using vim editor and make the following chnages in the system. Save and exit the file.

Debian/Ubuntu

 
# vim /etc/apache2/sites-available/000-default.conf

ServerName 192.168.7.165

Directoryindex  index.html index.php

AllowOverride All

 
# systemctl restart apache2

Switch over to the browser and enter http://192.168.7.165/Espodirectory. The installation wizard of EspoCRM appears on the screen. Choose the required language.

Accept the license agreement and click next option.

Next enter the MySQL database details and click next option.

This window shows the list of PHP recommended settings and MySQL configuration and click install option.

The installation is complete and now create the admin credentials for EspoCRM.

Enter the system settings for the EspoCRM as shown below.

Enter the admin credentials to login to EspoCRM.

The EspoCRM' s dashboard is now shown below.

EspoCRM CentOS/RHEL/Fedora

Installing LAMP Stack Environment

  1. First update the system software packages to the latest version
$ sudo yum update        [On CentOS/RHEL]

2. Once software packages updated, now you can install LAMP (Linux, Apache, MySQL & PHP) stack with all the required PHP modules as shown.

CentOS/RHEL/Fedora

# yum install httpd php php-common php-curl php-xml php-json php-mysql php-mbstring php-zip php-imap pcre pcre-devel zlib-devel mariadb-server

For php 7

# yum install https://dl.fedoraproject.org/pub/epel/epel-release-latest-7.noarch.rpm
# yum install http://rpms.remirepo.net/enterprise/remi-release-7.rpm
# yum install yum-utils
# yum-config-manager --enable remi-php70   [Install PHP 7.0]
# yum install php php-mcrypt php-cli php-gd php-curl php-mysql php-ldap php-zip php-fileinfo

3. Once LAMP stack has been installed, start the Apache and MariaDB service and enable it to start automatically at system boot.

CentOS/RHEL/Fedora

# systemctl start httpd mysql
# systemctl enable httpd mariadb

4. Now secure and harden database server installation by running the script below.

$ sudo mysql_secure_installation
OR
# mysql_secure_installation

After running the security script above, you will be asked to enter the root password, simply press [Enter] without providing it:

Enter current password for root (enter for none):

Set root password? [Y/n] y
Remove anonymous users? [Y/n] y
Disallow root login remotely? [Y/n] y
Remove test database and access to it? [Y/n] y
Reload privilege tables now? [Y/n] y

5. Now you need to configure PHP to allow files of at least 20MB to be uploaded. Open your PHP configuration file (/etc/php.ini or /etc/php5/apache2/php.ini) with your choice of editor, search for the upload_max_filesize and set it like so.

upload_max_filesize = 20M

Save the file and close it, then restart the HTTP server.

$ sudo systemctl restart apache   [On Debian/Ubuntu]
# systemctl restart httpd         [On CentOS/RHEL]

Installation Procedure

Open the PHP configuration file and edit the following changes. Save and exit the file.

ubuntu-# vim /etc/php/7.4/fpm/php.ini
centos-# vim /etc/php.ini 
date.timezone = Asia/Kolkata
memory_limit = 128M            #Change the value to at least 256M
upload_max_filesize = 2M       #Change the value to at least 50M
post_max_size = 8M             #Change the value to at least 50M
max_execution_time = 30        #Change the value to at least 180
max_input_time = 180           #Change the value to at least 180 

Download the package

Debian/Ubuntu/CentOS/RHEL/Fedora

# wget https://www.espocrm.com/downloads/EspoCRM-4.8.2.zip
# unzip EspoCRM-4.8.2.zip -d /var/www/html/
# cd /var/www/html/
# chown -R apache:apache /var/www/html/
# chmod 777 /var/www/html/

Open the Apache configuration file using vim editor and make the following chnages in the system. Save and exit the file.

CentOS/RHEL/Fedora

# vim /etc/httpd/conf/httpd.conf

ServerName 192.168.7.165

Directoryindex  index.html index.php

AllowOverride All

# systemctl restart httpd

Switch over to the browser and enter http://192.168.7.165/Espodirectory. The installation wizard of EspoCRM appears on the screen. Choose the required language.

Accept the license agreement and click next option.

Next enter the MySQL database details and click next option.

This window shows the list of PHP recommended settings and MySQL configuration and click install option.

The installation is complete and now create the admin credentials for EspoCRM.

Enter the system settings for the EspoCRM as shown below.

Enter the admin credentials to login to EspoCRM.

The EspoCRM' s dashboard is now shown below.

FAQs For EspoCRM Application

1. What kind of services does Assistnix provide?

At AssistNix we provide a variety of services which includes consultation services for open source software like EspoCRM and on premises installation and configuration of EspoCRM services. If you are having issues with self hosted servers then we will also fix all such issues. Besides, we provide application hosting services and create application user guides as well. We provide a great variety of services for our customers. All of our services are 100% guaranteed. You can get all these services at very affordable rates. At AssistNix our experienced team strives to provide you services that go beyond your expectations.

2. Are there Assistnix demos or trial versions available?

Yes, there are trial versions available on our website. You can easily get access to it. This trial version is created to make sure that before opting for the whole project you get an idea of how our services work. You can use these demos and trial versions to better understand how we work and what our working strategies are. It will also help you understand whether our strategies will work for you or not.

3. How can I receive Assistnix support?

At AssistNix there are a lot of options available to provide you support. You can call us, email us or fill our online portal. No matter what way you use you will get immediate support from our team. They will contact you immediately and make sure to help you the way you want. Besides being professional our team is friendly as well. You can openly talk to them and they will assist you with all the problems you are having with your open-source software.

4. Do you offer discounts for multiple licenses?

Don't worry if you're seeking for discounts on several licenses. You can get that at AssistNix. If you purchase several licenses, you will receive a discount. The discount rates may differ based on how many licenses you intend to purchase. Please contact us if you are interested in purchasing multiple licenses. Our experts will walk you through the entire process and answer any of your questions. Our team is highly courteous and will make certain that there are no misunderstandings and that your difficulties are resolved. Please contact us if you require a discount for numerous licenses.

5. Can I install a paid extension on a test (dev) server?

Yes, you can install two copies of a premium extension on the same server, one for production and one for development. At AssistNix, we strive to deliver the best possible service to our customers. As a result, we also allow you to install a paid extension. It is simple to set up and will not cause any issues. Contact AssistNix's expert staff, and they'll assist you in getting a paid extension installed on a test server.

6. What should I do if I want to resell extensions?

At AssistNix there is no extension resell policy. However, if each copy of the extension was purchased from our website, we will allow you to do so. A unique ID is assigned to each extension. Installing a single license of the extension for numerous customers or providing any SaaS solutions is strictly prohibited. If you contact us, we may be able to offer you a discount on future licenses. You must contact our staff and discuss each and every detail so that an appropriate solution may be provided. However, there is no such problem; instead, you can use other methods.

7. Do I need to buy a new extension when installing it to different companies/clients?

If you wish to install it in various firms or clients, you'll need a new extension, which you can easily purchase from AssistNix. Each new company/client necessitates the purchase of a new extension. The license only permits you to use the software for one client or company. You can't use the same extension for different businesses or clients. As a result, if you wish to install it to a different firm, be sure to purchase a new extension.

8. Do I have to purchase a new license every year?

We don't have a policy like this at AssistNix. As a result, you should not purchase a new license every year. However, if you want to receive updates and bug patches, you must pay an annual subscription fee. It's entirely up to you. We are not imposing anything on you. If you do not wish to purchase a new license every year, you can be confident that you will not be forced to do so by us. However, if you desire more sophisticated services, you can upgrade to AssistNix's annual subscription plan.

9. How can I update an extension?

You gain access to the customer portal when you purchase an extension. You can just download the most recent version from the customer site and install it. At AssistNix, we build a comprehensive user guide for you that contains all of this information. So, no matter what kind of issue you're facing, you can consult our user guide or contact our support team at any moment.

10. Do I have to buy a new extension if I want to move the system to another server?

The extension's license can only be used on one production server. You can transfer the license from one server to another, but you must delete it from the server you are no longer using. As a result, when you switch systems, you won't need to buy a new extension. Simply transfer the extension to the new system. At AssistNix, we strive to make things as simple as possible for you. We make every effort to ensure that our customers do not have to go through lengthy and exhausting procedures when purchasing additional extensions.

11. Are there any demos or trial versions available?

At AssistNix customer experience is most important for us. We make sure that our customers face no problem and have a smooth experience while working with us. And to make your experience more better we have made the trial versions available. We understand that purchasing software for business should be a serious and balanced decision. Therefore, we provide our customers with the ability to test drive our paid solutions either by using our live demo or by registering a free trial.

12. Can I get a refund if the software doesn’t fit my needs?

If you have problems with our product after purchasing it online, you can contact our support team or post a question on our community forum. We are always delighted to assist our customers with their initial setup. If it doesn't work, we'll return your money if you bought the software less than 30 days ago. At AssistNix, we make sure that if you have an issue, it is fixed, and if we are still unable to meet your requirements, we will provide you with a refund policy.

13. Where can I find a copy of the license agreement?

At AssistNix you can get a copy of the license agreement from our website. If you face any problem while getting a copy then contact AssistNix team for free consulatation. And they will help you out. Otherwise, you can easily get it on our website.

EspoCRM - Assistnix
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