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CRM Tips, Product Updates & Industry Insights

The most significant enhancement in this release is the OAuth 2.0 server. It enables API access to EspoCRM on behalf of regular or administrator users, making it particularly useful for MCP clients.

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EspoCRM offers 60+ customization and configuration options covering both simple admin-level adjustments and code-level changes that allow companies to adapt the system to fit their business processes, security requirements, data structures, integration needs, and user experience preferences. Almost every CRM…

We released an official MCP server for EspoCRM. It is installed in EspoCRM as a regular extension, so there is no need to run a separate server.

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New features and improvements.

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Businesses often assume they have only two ways to add AI to their CRM software: either by migrating to a new platform with built-in AI tools or by sending their information to a third-party AI API. Both paths come with…

One of the less visible aspects of humanitarian work is information management. Every volunteer relationship, donor contribution, and request for support generates a growing amount of data daily. Keeping all of it organized is often essential to coordinating programs and…

EspoCRM version 10.0 is out! It’s a major release, bringing a number of new features and improvements.

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Elestio is a managed deployment platform designed to simplify the installation, hosting, and management of open-source tools across cloud providers, VPS platforms, and infrastructure setups. It automates installation, updates, backups, and reduces the technical complexities of infrastructure management. The service…

In customer service, customer satisfaction often correlates with how little effort a customer has to expend to get help or an update. Ideally, both should be available quickly, automatically, and without the customer feeling like they are bothering anyone. But…

How to build a custom CRM

Building a custom CRM usually follows one of two distinct paths. The first assumes that you are starting everything from a blank page, either by learning to code and set up databases or launching a massive months-long project with hired…