EspoCRM

EspoCRM

EspoCRM is an open source CRM application designed for small and medium sized businesses. It features modules for contacts, accounts, leads, opportunities, activities, calendars, emails, documents, campaigns, and more.
EspoCRM  image
open-source contacts accounts leads opportunities activities calendars emails documents campaigns

EspoCRM: Open Source CRM for Small & Medium Businesses

An open source CRM application designed for small and medium sized businesses featuring contact, account, lead, opportunity management, activity tracking, calendar integration, email management, document storage, campaign execution, and more.

What is EspoCRM ?

EspoCRM is an open source customer relationship management (CRM) application designed for small and medium sized businesses. It allows companies to organize, track, and manage interactions with leads and customers across sales, marketing, customer service, and other business processes.

Key features of EspoCRM include:

  • Contact Management - Store names, companies, emails, addresses, notes, activities, documents for your contacts and leads.
  • Account Management - Track companies and related contacts in one place.
  • Opportunity Tracking - Manage your sales pipeline by tracking opportunities from lead to close.
  • Lead Management - Assign, qualify, and convert leads to gauge sales readiness.
  • Calendars & Activities - Schedule meetings, calls, tasks and view them by contact or user.
  • Email Integration - Sync emails from your email server into each contact, lead or account.
  • Reporting & Dashboards - Generate reports to analyze your pipeline, activities, contacts and more.
  • Custom Fields - Tailor EspoCRM to your sales process by adding custom fields.
  • Access Control - Manage access and permissions across teams and roles.
  • Open Source - EspoCRM is open-source and free to use, modify and distribute.

With its flexible and customizable CRM feature set tailored for SMBs, EspoCRM aims to provide sales, marketing and service teams with visibility and management capabilities for better customer interactions and strategic decision making.

EspoCRM Features

Features

  1. Contact Management
  2. Lead Management
  3. Opportunity Management
  4. Email Integration
  5. Calendar Management
  6. Reporting and Dashboards
  7. Custom Fields and Layouts
  8. Role-based Access Control
  9. Third-party Integrations

Pricing

  • Open Source
  • Freemium
  • Subscription-Based

Pros

Open source and free

Easy to use interface

Modular and customizable

Active development community

Available on-premise or cloud

Cons

Limited native mobile apps

Steep learning curve for admin/setup

Less features than larger CRM suites

Lacks some marketing automation features


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Client Book CRM

Client Book CRM is a customer relationship management (CRM) solution designed for small businesses, freelancers, agencies and consultants to organize their client data and streamline their sales and marketing processes. It provides an all-in-one platform to manage contacts, track deal pipelines, send proposals and invoices, manage tasks, communicate with clients,...
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Gobot

Gobot is an open source robotics and Internet of Things (IoT) framework written in the Go programming language. It allows you to control connected devices like robots, drones, toys and more using idiomatic Go language constructs.Some key features of Gobot include:Cross-platform support for various hardware like Arduino, Raspberry Pi, Intel...
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Carrrot

Carrrot is a user-friendly habit and goal tracking app designed to help users cultivate healthy routines, achieve goals and break bad habits. It enables users to choose habits and goals they want to track, set reminders and record progress on a daily or weekly basis.Key features of Carrrot include:Simple and...
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Ivyleads

Ivyleads is a comprehensive marketing automation and lead generation platform designed to help small and medium-sized businesses with their online marketing efforts. It provides various tools to attract, engage, and nurture potential customers throughout the sales funnel.Key features of Ivyleads include:Intuitive drag-and-drop landing page builder to quickly create high-converting web...
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You Don’t Need a CRM!

You Don't Need a CRM! makes the case that most small businesses do not require a full-fledged customer relationship management (CRM) system. These platforms can be complex and expensive overkill.Instead, the book guides readers on how to leverage easy-to-use, affordable everyday tools to organize customer information and interactions. It focuses...
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Icomplete CRM

iComplete CRM is a cloud-based customer relationship management (CRM) platform aimed at small and medium-sized businesses. It provides a suite of tools to organize contacts, track sales opportunities, manage tasks and activities, and gain insights through reports and dashboards.Key features of iComplete CRM include:Contact Management: Organize customer and prospect details...
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Big Boss

Big Boss is an open-source IT asset and inventory management software designed to help organizations track and manage their hardware and software assets. It provides a centralized database to store information on all IT assets including computers, monitors, networking equipment, peripherals, software licenses, and more.Key features of Big Boss include:Asset...
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Jesubi

Jesubi is an open-source business intelligence and data visualization tool for creating interactive dashboards, charts, and reports. It features an easy-to-use drag-and-drop interface that allows users without technical skills to quickly analyze data and share insights.Key capabilities and benefits of Jesubi include:Intuitive visual interface to visualize data from multiple sources...
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Membrain

Membrain is an intuitive and feature-rich mind mapping and brainstorming software. It enables individuals and teams to visually organize ideas, brainstorm concepts, structure projects, and more using flexible mind maps.With Membrain, users can create colorful and interactive mind maps using images, attachments, comments, tags, task lists and more. It's easy...
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Ninjodo CRM

Ninjodo CRM is a cloud-based customer relationship management (CRM) platform tailored for small and medium-sized businesses. It provides a suite of tools to help organize contacts, track interactions across channels, manage deals and sales pipelines, and gain actionable insights through reports and dashboards.Key features of Ninjodo CRM include:Contact Management -...
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SalesX.io

SalesX.io is a comprehensive sales engagement and productivity platform built to optimize sales processes. It brings together lead management, email sequencing, calling, event tracking, and analytics into one easy-to-use system designed specifically for high-performance sales teams.With SalesX.io, sales reps can automatically track email opens and clicks to identify hot leads....
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Damnlist

Damnlist is a free and open source to-do list and personal task manager application for Windows, macOS, Linux, iOS, and Android. It provides a simple interface to create multiple customizable lists and organize tasks, notes, and due dates.Key features of Damnlist include:Create unlimited to-do lists for different purposes like personal,...
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Zephyr CRM

Zephyr CRM is a cloud-based customer relationship management (CRM) platform aimed at small and midsize businesses. It helps companies manage sales pipelines, track customer interactions, automate marketing campaigns, and analyze data to improve performance.Key features of Zephyr CRM include:Contact Management - Organize customer and prospect information in one centralized database...
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TaskPutty

TaskPutty is a user-friendly and customizable task management application for Windows. It helps users stay organized by providing various tools to manage tasks, set reminders, track time, and boost everyday productivity.With an intuitive interface, TaskPutty allows users to easily create categorized task lists and subtasks. Custom tags and priorities can...
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MangoCRM

MangoCRM is an open source customer relationship management (CRM) software application designed specifically for small and medium businesses. It provides a suite of tools to organize contacts, manage leads, track sales opportunities, and gain insights to make informed decisions.Key features of MangoCRM include contact management, pipeline and lead management, sales...
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Zendesk Sell

Zendesk Sell is a cloud-based customer relationship management (CRM) platform designed specifically for sales teams to organize, track, and grow sales. It brings together email, phone calls, meetings, social media conversations, and more to build better business relationships.Key features of Zendesk Sell include:Lead and deal tracking to monitor progress through...
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Bxp software

BXP software is a comprehensive business management and accounting solution designed for small and mid-sized businesses. It includes a wide range of features and tools to manage key business operations and workflows.For accounting, BXP offers general ledger, accounts payable, accounts receivable, bank reconciliation, invoicing, expense tracking, financial reporting, and more....
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BizRun

BizRun is an all-in-one business management software designed specifically for entrepreneurs, freelancers, consultants, and small business owners. It provides a variety of integrated tools to help you efficiently run all aspects of your business from one centralized platform.Key features of BizRun include:Invoicing - Create professional invoices, track payments, automate reminders,...
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FreeCRM

FreeCRM is an open-source web-based customer relationship management (CRM) software. It provides a suite of tools to help businesses manage essential CRM processes including:Contact Management - Store all customer contact details and interactions in one place.Lead and Opportunity Tracking - Track leads and sales opportunities through the pipeline.Sales Forecasting -...
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Oracle EBS

Oracle E-Business Suite (EBS) is a comprehensive suite of integrated business applications for organizations of all sizes. It delivers advanced capabilities across enterprise resource planning (ERP), customer relationship management (CRM), supply chain management (SCM), and business intelligence (BI).Key capabilities and benefits of Oracle EBS include:Financial management - General ledger, accounts...
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VisionFlow

VisionFlow is a powerful yet user-friendly no-code business process management (BPM) and workflow automation platform. It enables organizations to visually map, analyze, improve, and automate complex business processes without the need for coding.With an intuitive drag-and-drop interface, VisionFlow makes it easy for non-technical users to model workflows using a vast...
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CompanyHub CRM

CompanyHub CRM is a cloud-based customer relationship management (CRM) platform designed specifically for small and medium-sized businesses. It provides a variety of features to help companies manage sales pipelines, track customer interactions, and gain insights from data.Key features of CompanyHub CRM include:Contact Management - Store all customer and prospect contact...
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Fortifi

Fortifi is a comprehensive cybersecurity awareness and training platform used by organizations to educate employees on cyber threats and build a human firewall. The software uses interactive and engaging content like videos, games, quizzes, and simulated phishing attacks to train users on critical topics:Identifying phishing attacksCreating strong passwordsAvoiding social engineering...
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Ace of Sales

Ace of Sales is a cloud-based customer relationship management (CRM) and sales automation software designed specifically for small businesses. It aims to provide an all-in-one solution to simplify and automate key aspects of the sales process.Key features of Ace of Sales include: Contact Management: Organize your contacts and interactions into...
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CRM One

CRM One is a cloud-based customer relationship management (CRM) software designed specifically for small businesses. It aims to provide an easy-to-use CRM platform to help small teams organize contacts, track interactions across channels, manage deals and opportunities, and gain insights from customer data to strengthen relationships.Key features of CRM One...
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BlueCamroo

BlueCamroo is a free, open-source video conferencing platform that allows users to make high-definition video and audio calls for meetings, webinars, interviews, and more. It was created as an open-source alternative to proprietary software like Zoom, Cisco Webex, and GoToMeeting.Some key features of BlueCamroo include:HD video and audio - Supports...
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Wakeupsales

Wakeupsales is a comprehensive sales engagement and enablement platform built to help sales development representatives (SDRs), business development representatives (BDRs), account executives, and sales leaders drive more pipeline and revenue.Key features include:Lead Enrichment - Enhance lead records with additional data from over 200 online sourcesCadence Building - Create targeted multi-channel...
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Zigihub

ZigiHub is an open-source alternative to GitHub that allows developers to host and manage Git repositories for version control. Some key features of ZigiHub include:Public and private repositories with granular user and team permissionsIssue tracking, pull requests, wiki, project boards for agile developmentCode review tools with inline comments and approvalsCI/CD...
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Account Plan

Account Plan is a personal budgeting and financial planning software application designed to help regular consumers take control of their finances. It allows users to link all their financial accounts, including bank, loan, investment, and credit card accounts, to track and categorize all account transactions and spending in one easy-to-use...
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KPI.Com

KPI.com is a SaaS business intelligence and analytics solution designed to help organizations measure, monitor, and manage key performance indicators (KPIs). With an easy-to-use interface, KPI.com makes it simple to track metrics across all business functions to gain actionable insights.Some key features of KPI.com include:Customizable dashboards to visualize important KPIsFlexible...
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Canias ERP

Canias ERP is a comprehensive enterprise resource planning (ERP) software solution developed and sold by Industrial Application Software (IAS), a Turkish software company founded in 1987. Canias ERP provides a range of integrated modules to manage key business processes including:Manufacturing and production planningSupply chain and procurementWarehouse and inventory managementFinance and...
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ProMIS.ONE

ProMIS.ONE is a low-code application development platform that allows enterprises to quickly build custom business apps without coding. Some key features include:Drag-and-drop interface to assemble apps visuallyLibrary of pre-built components and templatesPowerful workflow engine for modeling complex processes and logicAI capabilities like natural language processing, machine learning, and predictive analyticsEnterprise-grade...
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Zimplu CRM

Zimplu CRM is a cloud-based customer relationship management (CRM) platform designed specifically for small and medium-sized businesses. It provides a centralized interface to manage all customer interactions and data in one place to better understand customers and meet their needs.Key features of Zimplu CRM include:Contact Management - Store all customer...
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WorkforceTrack.com

WorkforceTrack.com is a comprehensive cloud-based workforce management platform designed to help businesses efficiently manage employees, schedules, time and attendance tracking, labor forecasting, compliance, and more. The software provides powerful yet easy-to-use tools to optimize staffing levels, increase productivity, control labor costs, and ensure compliance with labor regulations.Key features of WorkforceTrack.com...
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Chili Sales

Chili Sales is a cloud-based customer relationship management (CRM) and sales platform designed for small and medium-sized businesses. It allows companies to organize their sales pipeline, track customer interactions, manage contacts, automate tasks, and more.Some key features of Chili Sales include:Contact Management: Store all contact details including leads, customers, partners...
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Vivorental

Vivorental is an online vacation rental marketplace founded in 2008. It provides an alternative to hotels by allowing homeowners, property managers, and landlords to list their spaces for rent on a short-term basis.With Vivorental, local hosts can create listings for their spaces like apartments, guest suites, cabins and cottages, tiny...
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Marketable

Marketable is an intuitive marketing software designed specifically for small and medium-sized businesses. It combines essential marketing tools like email marketing, social media management, website analytics, surveys, landing pages, and more on one user-friendly platform.Marketable helps SMBs manage their digital marketing efforts with ease. It provides professional, eye-catching templates for...
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Liid

Liid is a robust yet easy-to-use customer relationship management (CRM) platform designed for small and medium-sized businesses. It consolidates all customer and prospect information and interactions in one centralized location, enabling sales and marketing teams to effectively nurture leads, close deals faster, and provide outstanding customer service.Key features of Liid...
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Soffront CRM

Soffront CRM is an open-source, self-hosted customer relationship management (CRM) platform. It is designed to help businesses manage interactions and build relationships with prospects and customers.Some key features of Soffront CRM include:Contact Management - Organize contact details for individuals and companies. Track relationships, interactions, notes, files, and more for each...
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PipelineDeals

PipelineDeals is a cloud-based customer relationship management (CRM) and sales pipeline software designed for small to medium-sized businesses. Some key features of PipelineDeals include:Visual sales pipeline management - PipelineDeals allows you to visually create, manage, and analyze your sales funnel by tagging and categorizing deals into different sales stages.Contact and...
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