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About EspoCRM
What is EspoCRM?
EspoCRM is an open source customer relationship management (CRM) web application that helps businesses see, enter, and evaluate all company relationships — from people and companies to projects and opportunities. With a clean, intuitive interface, it centralizes customer data and streamlines sales, marketing, and support processes.
Who is it for?
EspoCRM is best for small to mid-sized businesses in wholesale, e-commerce, banking, manufacturing, education, real estate, healthcare, travel, and insurance. It offers cloud-hosted and on-premise deployment options, making it suitable for teams that need cost-effective CRM without vendor lock-in. It may be too technical for non-technical users who prefer a fully managed, no-code experience without customization.
Key features at a glance
Features include contact and account management, lead and opportunity tracking, sales pipelines with drag-and-drop Kanban views, customizable dashboards, business process automation (BPMN 2.0), workflows, scheduled workflows, webhooks, and report charts. All core features and extensions are included in every cloud plan.
Real-world use cases
Wholesale distributors track inventory-linked opportunities and account histories. Retail teams manage customer inquiries and follow-ups via integrated tasks and calls. Call-centers use activity logs and workflows to automate lead assignment. Real estate agents manage property inquiries and client interactions in one place.
Key features
- Accounts & Contacts — Centralized records for organizations and individuals, linked to opportunities, activities, and more.
- Leads & Opportunities — Capture and convert leads; track deals with stages, probability, and revenue forecasts.
- Sales Pipelines & Kanban — Visualize and drag-and-drop deals across customizable stages.
- Automation (BPMN 2.0, Workflows, Webhooks) — Automate processes, trigger actions, and send real-time notifications.
- Reports & Dashboards — Bar, line, and pie charts on customizable dashboards and within records.
- Activity Stream & Task Management — Collaborate via feed updates; assign and track tasks with due dates and priorities.
- 2000+ Integrations — Connect via open API and webhooks for external services.
SaaSpartout Score
7.5
/10
Editorial score from our review methodology — not user ratings.
EspoCRM Pricing
EspoCRM pricing: from €12.90/user/mo.
Basic — €12.90/user/month (min 3 users)
- 3GB file storage per user
- 100,000 records
- SSL Encryption (256-bit, TLS 1.3)
- Full feature set including all extensions
- External access API & 2000+ integrations
- 12x5 support (hours/days)
Enterprise — €22.00/user/month (min 5 users)
- 10GB file storage per user
- 10,000,000 records (extendable for a fee)
- SSL Encryption (256-bit, TLS 1.3)
- Full feature set, all extensions
- External access API & 2000+ integrations
- 12x5 support
Ultimate — €59.00/user/month (min 10 users)
- 400GB file storage per user
- Unlimited records
- SSL Encryption (256-bit, TLS 1.3)
- Full feature set, all extensions
- Dedicated IP, private server, own domain name
- US or Germany server locations
- External access API & 2000+ integrations
- 12x5 support
Free 30-day trial available for all plans.
Frequently asked questions
Is EspoCRM free?
EspoCRM offers a free, self-hosted open source version. Cloud plans start at €12.90/user/month and include a 30-day free trial.
How much does EspoCRM cost?
Cloud pricing: Basic €12.90/user/month (min 3 users), Enterprise €22.00/user/month (min 5 users), Ultimate €59.00/user/month (min 10 users). A free self-hosted option is also available.
Who is EspoCRM best for?
EspoCRM is ideal for small to mid-sized businesses in retail, e-commerce, banking, manufacturing, education, real estate, healthcare, and insurance that need an affordable, open source CRM with cloud or on-premise flexibility.
What are the main features of EspoCRM?
Core features include account and contact management, lead and opportunity tracking, sales pipelines with Kanban view, BPMN 2.0 automation, workflows, webhooks, dashboards, reports, task management, and 2000+ integrations via API.
Does EspoCRM have a free trial?
Yes, all cloud plans offer a 30-day free trial with no credit card required.
EspoCRM vs alternatives — what is a key limitation?
EspoCRM lacks native built-in email marketing campaigns and advanced AI features found in tools like HubSpot or Salesforce. It also requires a minimum number of users for cloud plans (3 for Basic, 5 for Enterprise, 10 for Ultimate).
