Dashboard
The main CRM dashboard showing activity stream and upcoming tasks.
EspoCRM
CRM platform for tracking leads, pipelines and customer relationships.
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Accounts
Account list with company records showing name, industry, and contact details.
Contacts
Contact directory for managing customer and prospect relationships.
Leads
Lead pipeline tracking potential customers before they become contacts.
Opportunities Pipeline
Sales pipeline kanban board showing deals across stages from prospecting to closed.
Calendar
Weekly calendar view for scheduling meetings, calls, and tasks.
Account Detail
Detailed account record showing contact, activity history, and related opportunities.
Cases
Customer support case management for tracking issues and resolutions.
About this app
EspoCRM is a customer relationship management platform for tracking leads, contacts, accounts and sales pipelines, with a flexible entity framework for customising fields and workflows, role-based access control, and a REST API for integrations. People who choose EspoCRM tend to point to two things. One is no per-seat subscription fee to add as the team grows, since most CRMs charge monthly per user. The other is the ability to reshape the entity framework, fields and workflows around an existing process, instead of the other way round. Reviewers also mention a simpler interface than the CRM they moved away from, in cases where the old one had gone largely unused because people found it too complicated. Workflow automation, custom reports and BPMN-based process automation are part of the paid Advanced Pack. Quotes, invoicing and inventory come with the separate Sales Pack. Project management and VoIP call integration are their own paid extensions. Everything else, including the core CRM, custom fields and REST API, is free to self-host.
- Authentication:API KeysLDAP / ADMFAOIDC SSOPassword Auth
- Access Control:RBACTeamsUnlimited Users
- Data:Data Export
- Integrations:REST APIWebhooks
- UI:Dark Mode
- Infrastructure:
- CRM:Contact & Company ManagementCustom Objects & FieldsEmail IntegrationLead & Case ManagementSales Pipeline & OpportunitiesReportingWorkflow AutomationBusiness Process ManagementProject ManagementQuotes, Invoicing & InventoryVoIP Integration
GitHub
espocrm/espocrm3.2k stars
903 forks
LicenseAGPL-3.0Organisation typeCompanyCountry of origin🇺🇦 UkraineHeadquarters🇺🇸 United StatesIncorporated in🇺🇸 United States
Technology stack
- PHP
- Smarty
- JavaScript
- CSS
- HTML
- Less
- Go Template
- TypeScript
License
AGPL-3.0
GNU Affero General Public License v3.0
Permissions of this strongest copyleft license are conditioned on making available complete source code of licensed works and modifications, which include larger works using a licensed work, under the same license. Copyright and license notices must be preserved. Contributors provide an express grant of patent rights. When a modified version is used to provide a service over a network, the complete source code of the modified version must be made available.
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