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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

下面以 EspoCRM 构建企业CRM 作为一个任务,帮助用户快速入门:

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

通过运行docker ps,可以查看到 EspoCRM 运行时所有的 Container:

CONTAINER ID        IMAGE               COMMAND                  CREATED             STATUS              PORTS                                NAMES

下面仅列出 EspoCRM 本身的参数:

Path

EspoCRM 路径:  /data/wwwroot/espocrm

Port

无特殊端口

Version

控制台查看

Service

sudo docker start | stop | restart | stats espocrm

CLI

Console Commands

API

EspoCRM REST API