ESPO CRM is a comprehensive customer relationship management software designed to help businesses of all sizes manage and optimize their interactions with clients and prospects. This flexible and user-friendly platform offers a wide range of tools to streamline various business processes, including sales, marketing, and customer service. With ESPO CRM, businesses can efficiently track leads, manage customer information, and improve communication between teams and clients.

One of the key features of ESPO CRM is its ability to manage and nurture leads through the sales pipeline, ensuring that potential customers are followed up with in a timely and personalized manner. The platform also enables businesses to automate workflows, saving time and reducing the chance of human error. It supports integration with various communication channels such as email, phone, and social media, ensuring that all interactions are captured and tracked.

In addition to contact and lead management, ESPO CRM offers advanced reporting and analytics tools that allow businesses to gain insights into their sales performance, customer behavior, and marketing effectiveness. Users can create customizable dashboards and reports to monitor key performance indicators (KPIs), helping them make informed decisions based on real-time data.

Customization is another standout feature of ESPO CRM. Businesses can tailor the platform to suit their specific needs by adding custom fields, modules, and workflows. This makes it suitable for a wide range of industries, from small startups to large enterprises. ESPO CRM is available in both on-premises and cloud-based deployments, giving businesses the flexibility to choose the option that best fits their infrastructure and security requirements.

To subscribe to this product from Azure Marketplace and initiate an instance using the Azure compute service, follow these steps:

1. Navigate to Azure Marketplace and subscribe to the desired product.
2. Search for “virtual machines” and select “Virtual machines” under Services.
3. Click on “Add” in the Virtual machines page, which will lead you to the Create a virtual machine page.
4. In the Basics tab:

• • Ensure the correct subscription is chosen under Project details.
  • Opt for creating a new resource group by selecting “Create new resource group” and name it as “myResourceGroup.”

5. Under Instance details:

• • Enter “myVM” as the Virtual machine name.
  • Choose “East US” as the Region.
  • Select “Ubuntu 18.04 LTS” as the Image.
  • Leave other settings as default.

6. For Administrator account:

• • Pick “SSH public key.”
  • Provide your user name and paste your public key, ensuring no leading or trailing white spaces.

7. Under Inbound port rules > Public inbound ports:

• • Choose “Allow selected ports.”
  • Select “SSH (22)” and “HTTP (80)” from the drop-down.

8. Keep the remaining settings at their defaults and click on “Review + create” at the bottom of the page.
9. The “Create a virtual machine” page will display the details of the VM you’re about to create. Once ready, click on “Create.”
10. The deployment process will take a few minutes. Once it’s finished, proceed to the next section.

To connect to the virtual machine:

1. Access the overview page of your VM and click on “Connect.”
2. On the “Connect to virtual machine” page:

• • Keep the default options for connecting via IP address over port 22.
  • A connection command for logging in will be displayed. Click the button to copy the command. Here’s an example of what the SSH connection command looks like:
    “`
    ssh [email protected]
    “`

3. Using the same bash shell that you used to generate your SSH key pair, you can either reopen the Cloud Shell by selecting >_ again

or going to https://shell.azure.com/bash.
4. Paste the SSH connection command into the shell to initiate an SSH session.

Usage/Deployment Instructions

Anarion Technologies – ESPO CRM 

Note: Search product on Azure marketplace and click on “Get it now”

Click on Continue

Click on Create

Creating a Virtual Machine, enter or select appropriate values for zone, machine type, resource group and so on as per your choice.

After Process of Create Virtual Machine. You have got an Option Go to Resource Group 

Click Go to Resource Group

Copy the Public IP Address

Now, open your browser and browse to the server domain name, followed by install. Finally, you should see the Espo CRM setup wizard is complete. Please follow the wizard carefully.

http://”instant IP address”

Then, follow the on-screen instructions. From here, you should confirm all required packages are installed.

In the next screen, read the license agreement statements and check ‘I accept the agreement” checkbox and hit on next button to move to the next step.

In the next screen, setup the MySQL database connection information configured for EspoCRM application. After completing all required database fields, hit on Next button to move to the next step.

Database Creds:

DB Name: espocrm

Username: espocrmuser

DB password: Admin@123

In this screen, EspoCRM will check your server environment configurations in order to determine if all recommended MySQL variables and PHP modules and settings are properly configured. If all configurations are passed, hit for start the EspoCRM next process.

Here, adds an administrator account for EspoCRM and set up a strong password for this admin account. When you finish, hit on next button to continue further. 

Next, setup EspoCRM system settings by selecting your appropriate Date Format and Time Format. Also choose your application appropriate Time Zone setting by selecting your nearest Continent/City from the provided time zone list. Setup the first day of the week and the system language. When all above settings are configured, hit on Next button to continue with next process.

On the next step, configure the EspoCRM outgoing mail settings. Add a “From Name” email header and the email contact address of the admin account. This address will be used for sending emails to outside clients. Also, make sure you add the email server address, the port number of the mail server and check Auth checkbox and supply server authentication credentials and the security level, if that’s the case. When you finish completing this step, hit on next button to complete the process.

After the database structure has been imported and all platform settings are written to the application configuration file, the process will complete and display a note about EspoCRM scheduled job you need to add into your server crontab file.

If everything is entered correctly, you should log in into  EspoCRM backend panel, as shown in the below screenshot.

Welcome to the default EspoCRM Dashboard contain no data so far. A preview on WspoCRM initial dashborad is illustrated in the below screenshot. 

In order to further configure EspoCRM platform settings, hit on top right icon with three horizontals lines and hit on Administration link from the top-down menu, as shown in the below image.

ThankYou!!