EspoCRM
Description
Overview
EspoCRM on OneCloudPlanet — a CRM without per-manager fees: leads, pipelines, tasks and email campaigns on your server. Your client base is your asset, not a plan hostage.
What is EspoCRM?
A light, fast open source CRM: sales pipelines, BPM automation, email integration, reports. Flexible entity customization without code.
Why on OneCloudPlanet?
Economics: 10 managers on cloud CRMs — $150+/mo; here — an instance from $6.
Recommended configuration: 2 vCPU / 4 GB. See pricing.
Client base in your jurisdiction.
Mail nearby: Mailcow from Marketplace for a complete sales loop.
How to launch
1) Sign in at console.ocplanet.cloud
2) Open Marketplace and choose EspoCRM
3) Pick a configuration and location
4) Wait for deploy
5) Change the default credentials
Post-deploy checklist
• Create the admin and users
• Configure the pipeline and fields
• Connect mail (IMAP/SMTP)
• Daily database backups
FAQ
EspoCRM or Odoo? Sales and clients only — EspoCRM; inventory/invoicing/ERP — Odoo (in Marketplace).
Migrating from another CRM? CSV import out of the box.