JSP-CRM™
Customers, sales and communication history
SaaS environmentOn-premises
ⓘ What do the product labels mean?
SaaS environment The solution can be installed in the customer’s own or customer-controlled cloud or SaaS environment.
On-premises The solution can be installed in the customer’s local server or virtual environment.
Managed service We can handle the solution’s maintenance, updates, and technical administration.
How the solution works
JSP-CRM™ keeps customers, contacts, sales opportunities, and communication history in one place. It gives the whole organisation a shared and up-to-date view of customer relationships.
Key benefits
Companies, contacts, leads, opportunities, meetings, calls, emails, and planned tasks remain connected to the correct customer. Sales pipelines, dashboards, and reports help teams prioritise work and follow progress.
Installation and Commissioning
JSP-CRM™ can be delivered on a agreed server environment, installed in the customer’s own server environment, or provided as a managed service. Onboarding can include EspoCRM, fields, sales stages, roles, dashboards, data imports, integrations, backups, and training.
Who the solution is for
For organisations that want shared practices for customer relationships, sales and the customer journey.
When comparing options: JSP-Helpdesk™ handles support requests, service levels, and resolutions. JSP-CRM™ brings together sales, the customer relationship, and communication history.
Discuss JSP-CRM™ implementation
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Features and technical implementation
Name: EspoCRM.
Development: The EspoCRM core is AGPLv3-licensed open-source software. See the source code and licence information on GitHub.
Info: The solution manages companies, contacts, leads, opportunities, activities, communication history, reports, and role-based views.
Content of delivery: Delivery includes the agreed server solution, installation, basic configuration, and separately agreed data imports, integrations, customisation, and training.
Price: We do not charge for the open-source core, only for server resources, onboarding, integrations, and maintenance. Some upstream extensions are licensed separately.
Integrations and scope
The customer process can be connected to JSP-Billing™, JSP-Helpdesk™, and JSP-ProjectManagement™.
