EspoCRM is a web application that allows users to see, enter and evaluate all your company relationships regardless of the type. People, companies, projects or opportunities — all in an easy and intuitive interface.

## What you can manage

- Accounts: Maintain centralized records for the organizations your business works with, linking related contacts, opportunities, activities, and other customer data.

- Contacts: Manage contacts associated with your accounts along with linked opportunities and activities for a 360-degree customer view.

- Leads: Capture and manage potential customers. Track source, status, and conversion history as leads move through the sales funnel.

- Opportunities: Track potential sales deals with stages, probability, expected close dates, and revenue forecasting.

- Sales Pipelines: Visualize and manage opportunities across customizable sales stages to monitor deal progress, identify bottlenecks, and support forecasting.

## Automation, analytics and integrations

- Model and automate business processes with BPMN 2.0 flowcharts.

- Set up trigger-based automation rules — e.g., send emails, update fields, or create records when specified conditions are met.

- Run automated actions on a recurring schedule (daily, weekly, etc.) for maintenance and reporting tasks.

- Send HTTP POST notifications to external services when CRM events occur — enabling real-time integrations.

- Visualize report data as bar, line, pie, and other chart types directly on dashboards or within records.

## Self-hosted and cloud

Free Self Hosted & Cloud CRM Software! Set Up a CRM in Minutes, Not Months. Cloud plans include SSL Encryption (256 bit keys, TLS 1.3), Full feature set, All extensions included, External access API, and 2000+ integrations. The official repository is licensed under AGPL-3.0 and the technology stack is PHP; advanced capabilities may be provided by official extensions, so distinguish core and extension before customization.