EspoCRM

What is EspoCRM?

EspoCRM is an open source CRM web application for teams that want to track people, companies, projects and opportunities, with the option to self-host or use the vendor's cloud. The vendor reports more than 50,000 companies in 163 countries.

Key features of EspoCRM

• Sales and opportunity tracking: manage accounts, contacts and deals.
• Marketing: campaigns and lead management.
• Customer experience: service workflows tied to customer records.
• AI assistant: manage the CRM by asking an assistant.
• Open source code: source code is public on GitHub.
• Extensions: paid and free add-ons extend the core system.
• Flexible hosting: Docker installs on Windows, macOS and Linux, or managed cloud.

How EspoCRM works

Teams install EspoCRM on their own server, or use the cloud service, and configure entities, fields and workflows for their process. Users manage accounts, contacts and opportunities in one interface, and extensions add functions.

Who uses EspoCRM?

EspoCRM suits small and mid-size businesses and developers who want control over their CRM data and customization, including organizations that need self-hosting.

EspoCRM pricing

EspoCRM Cloud plans are priced per user per month in dollars: Basic at $15 with a 3-user minimum, Enterprise at $25 with a 5-user minimum, and Ultimate at $69 with a 10-user minimum. The page does not name a currency code. Basic and Enterprise bill for 6 months or 1 year, and include a 30-day free trial. The self-hosted version is free to install, with paid extensions.

EspoCRM integrations

The vendor's site does not list named integrations on its homepage; the CRM is available on Google Cloud, AWS and Microsoft Azure marketplaces.

EspoCRM alternatives

Breakcold is a modern relationship-focused CRM for sales teams. 4Degrees centers on relationship intelligence for investors and advisors. Introhive targets professional services firms with relationship data capture.