About

EspoCRM is an open source web application, which enables users to view, enter and analyze their organization’s relationships with customers and as well as with partners. It’s fast and highly configurable and presents users with a web-based CRM platform that simplifies and streamlines the analysis of their consumers’ actions and behavior. This allows them to make or improve their products and services to meet specific needs and demands.

Miri Infotech, one of the leading IT solutions providers is configuring EspoCRM, a web based CRM which is embedded with Ubuntu along with ready-to-launch AMI on AWS E2 that contains Apache, MySQL, Linux, PHP (LAMP).

What constitutes EspoCRM and makes it the right CRM Tool?

Document Management
Lead Management
Opportunity Management
Contact Management
Sales Collaboration
Activity Management
Campaigns
Email Integration
Sales Forecasting
Call Management
Sales Performance Management
Appointment Management
Alerts & Notifications

The software comes equipped with an intuitive and navigable interface, turning every integration into a seamless process and helping users discover more prospects as well as evaluate their companies, projects, and people. With EspoCRM on AWS, companies and organizations can see unmistakably into their consumers and derive highly actionable insights. This provides them with precious data that help them enhance products and services, build and maintain fruitful relationships, boost their revenues and drive business growth.

EspoCRM software is an ideal CRM tool for players in the e-commerce, wholesale and retail trade, education, banking and finance, travel and tourism, customer service, manufacturing, healthcare, and real estate. With great functionalities like interactive graphs and diagrams, EspoCRM is really easy to use and understand. It is also a great tool for email integration as well as for opportunity, appointment and contact management.

Why choose EspoCRM software?

EspoCRM is a feature-rich, robust, and highly powerful CRM platform.
It is extremely adaptable, easy to use, and can be configured easily.
Users have an option to deploy the software on-premise or in the cloud.

Usage / Deployment Instructions

Open the URL: http://<instance ip address>

<instance ip address>: IP address of the running EC2 instance.

Step 1: Fill the primary authentication form with the following details –

Username: Admin

Password: <instanceID>

Step 2: click on start.

Step 3: accept the agreement and click on next.

Step 4: enter the database details as below and the click on test connection and then on next.

Database Name: espocrm

Database User Name: espocrm_user

Database User Password: <instance ID>

Step 5: click on install.

Step 6: enter the admin details as you like and click next.

Step 7: click on next.

Step 8: enter the smtp details as you like and click next.

Step 9: installation is complete. Click on Go To EspoCRM.

Step 10: enter the admin details.

Step 11: enjoy espoCRM.

All your queries are important to us. Please feel free to connect.

24X7 support provided for all the customers.

We are happy to help you.

Submit your Query: http://www.miritech.com/ContactUs.aspx

Contact Numbers:

(510) 298-5936
(510) 870-8668

Contact E-mail:

support@miritech.com

Other Useful Links:

Product Demo:click here

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You can subscribe to EspoCRM, an AWS Marketplace product and launch an instance from the EspoCRM 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

1What modules can be included in CRM?

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.
2What is the difference between on-premise and cloud-based CRM?

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.
3How can I handle Analytics within CRM?

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.
4What customizations can be done to CRM?

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.

EspoCRM	php	apache	mysql
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EspoCRM

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1What modules can be included in CRM?

2What is the difference between on-premise and cloud-based CRM?

3How can I handle Analytics within CRM?

4What customizations can be done to CRM?

Highlights

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