EspoCRM
espocrm.comSelf-hosted customer records with configurable lead and opportunity pipelines
Self-hosted customer records with configurable lead and opportunity pipelines
CRM lead routing that distinguishes account owners from rotating pools
Connected revenue records with configurable sales workflows
Sales CRM with reusable filtered views and linked opportunity records
AI phone system for answering calls, booking meetings, and syncing with your CRM.
Instrument browser applications with client-side real-user monitoring signals for a Grafana observability stack.
A developer SDK for embedding a real-time, collaborative whiteboard into web, mobile, and desktop applications.
A local-first team notebook for real-time collaboration on plain Markdown files.
Sketch, teach, and build interactive activities on a collaborative digital canvas.
Matter pipelines whose stage and status control different parts of the view
Legal intake forms with case-specific fields and conditional follow-up rules
Lead assignment rules that account for territory, capacity and availability
Visual B2B sales pipelines with guided selling and no-code automation
A sales CRM organized around the next customer follow-up
Small-business CRM with connected booking, documents, and workflow tasks
Complex-sales CRM with milestones, sales aids, and account plans
Contact records, sales visibility, and a connected daily task list
CRM joining opportunity forecasts with customer service and optional commercial operations
Customer records, sales conversations and follow-up in one workspace
CRM-based automation for lead capture and customer follow-up
Field-sales execution with territory planning and visit context
Lead capture and sales follow-up connected with a broader customer lifecycle
B2B sales CRM with guided workflows and ERP-informed account intelligence
Route visiting-company activity into an owned sales follow-up