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Version: 1.0

EspoCRM Getting Started

EspoCRM is an Open Source CRM (Customer Relationship Management) software that allows you to see, enter and evaluate all your company relationships regardless of the type. People, companies or opportunities – all in an easy and intuitive interface.It’s a web application with a frontend designed as a single page application based on backbone.js and a REST API backend written in PHP.

If you have installed Websoft9 EspoCRM, the following steps is for your quick start

Preparation​

  1. Get the Internet IP of your Server on Cloud
  2. Check your Inbound of Security Group Rule of Cloud Console to ensure the TCP:80 is allowed
  3. Complete Five steps for Domain if you want to use Domain for EspoCRM
  4. Get default username and password of EspoCRM

EspoCRM Initialization​

Steps for you​

  1. Using local Chrome or Firefox to visit http://domain or http://Internet IP, you will log in to EspoCRM (Getusername and password )

  2. Log in to EspoCRM dashboard

Refers to the EspoCRM Documentation to get start your EspoCRM tutorial

Having trouble?​

Below is for you to solve problem, and you can contact Websoft9 Support or refer to Troubleshoot + FAQ to get more.

EspoCRM QuickStart​

Coming soon

EspoCRM Setup​

Set Languages​

EspoCRM support more than 14+ languages,how to configure the language after installation?

  1. Administrator->Settings,change the language and save it
  2. Refresh EspoCRM

Extension Packages​

Extensions allow you to add extra functionality to EspoCRM. They can be installed by Administrator panel->Customization->Extensions

Configure SMTP​

  1. Get SMTP related parameters in the mailbox management console

  2. Log in to EspoCRM, click the menu in the upper right corner -> admin, click [Email Account] to add or edit your personal Email

  3. Settings for sending and receiving emails: Set IMAP/SMTP parameters separately

  4. After the setting is completed, please click "Send Test Email" to test

Reference sheet​

The below items and General parameter sheet is maybe useful for you manage EspoCRM

Run docker ps command, view all Containers when EspoCRM is running:

CONTAINER ID   IMAGE               COMMAND                  CREATED          STATUS          PORTS                                               NAMES
b7518429ca6d   phpmyadmin:latest   "/docker-entrypoint.…"   29 minutes ago   Up 29 minutes   0.0.0.0:9090->80/tcp, :::9090->80/tcp               phpmyadmin
764219b50614   espocrm/espocrm     "docker-daemon.sh"       30 minutes ago   Up 29 minutes   80/tcp                                              espocrm-daemon
e16a2e7fef6d   mysql:8             "docker-entrypoint.s…"   30 minutes ago   Up 30 minutes   3306/tcp, 33060/tcp                                 espocrm-db
e768059102e7   espocrm/espocrm     "docker-entrypoint.s…"   30 minutes ago   Up 30 minutes   0.0.0.0:9001->80/tcp, :::9001->80/tcp               espocrm
f7a3374937b2   espocrm/espocrm     "docker-websocket.sh"    30 minutes ago   Up 29 minutes   80/tcp, 0.0.0.0:9002->8080/tcp, :::9002->8080/tcp   espocrm-websocket

Path​

EspoCRM installation directory:  /data/apps/espocrm
EspoCRM website directory:  /data/apps/espocrm/data/espocrm

Port​

No special port

Version​

sudo docker exec -i espocrm cat /var/www/html/data/config.php|grep "'version' =>" |cut -d">" -f2

Service​

sudo docker start | stop | restart | stats espocrm
sudo docker start | stop | restart | stats espocrm-db
sudo docker start | stop | restart | stats espocrm-daemon
sudo docker start | stop | restart | stats espocrm-websocket
sudo docker start | stop | restart | stats phpmyadmin

CLI​

Console Commands

API​

EspoCRM REST API