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.