EspoCRM
Free, open-source CRM for leads, contacts, sales opportunities, campaigns and support cases
In our rankings
Scores on the open-source crm for small businesses criteria
Evaluated Nov 5, 2026- Sales pipeline ×3 5
5/5 means: Everything in 4, plus more than one pipeline.
Opportunities open in a Kanban view by default, administrators can define stages and per-stage probabilities, and more than one pipeline can be enabled.
4 quotes - Email integration ×3 4
4/5 means: Mailbox sync that links emails to customer records automatically, but Gmail or Microsoft 365 sign-in needs an extension or is not documented.
Personal IMAP accounts, automatic matching of incoming email to records, and mass email campaigns. Gmail and Microsoft 365 sign-in come with the Google and Outlook Integration extensions rather than the core.
5 quotes - Customization and API ×2 5
5/5 means: Custom fields, custom record types, a documented API and webhooks.
The Entity Manager creates custom entities, fields and relationships, and the project documents a REST API and webhooks.
3 quotes - Self-hosted setup ×2 4
4/5 means: An official install script or Docker Compose file that sets up the app and its database together.
An official script installs EspoCRM in Docker with Nginx and MariaDB; the manual install runs a web wizard on a PHP host with MySQL or MariaDB, and needs cron.
5 quotes
Evidence (23 quotes)
- 1
“For Opportunities, the Kanban view is enabled by default. Users can switch between the List and Kanban views.”
- 2
“It's also possible to define custom probability values for each stage.”
- 3
“An administrator can define custom stages depending on the business workflow of the company”
- 4
“It is possible to enable multiple pipelines for Opportunities.”
- 5
“A regular user can set up an IMAP account on the Personal Email Accounts page (Emails tab > top-right menu > Personal Email Accounts).”
docs.espocrm.com/user-guide/emails · checked - 6
“When a new email comes, the system tries to recognize which record this email belongs to.”
docs.espocrm.com/user-guide/emails · checked - 7
“Mass email · Deliver bulk email campaigns”
espocrm.com/features · checked - 8
“Syncs with Google Calendar, pushes contacts and leads to Google Contacts, and provides Gmail OAuth2 authentication.”
espocrm.com/pricing · checked - 9
“You need to have cron properly configured in your system to have inbound emails working.”
docs.espocrm.com/user-guide/emails · checked - 10
“Entity manager · Create custom entities, fields, and relationships”
espocrm.com/features · checked - 11
“Straightforward REST API. It can be easily integrated with other applications using a REST API.”
github.com/espocrm/espocrm · checked - 12
“Webhooks allow other applications to subscribe to specific events happening in EspoCRM and receive data related to those events.”
docs.espocrm.com/administration/webhooks · checked - 13
“This script automatically installs EspoCRM as a Docker-based application, with Nginx web server and MariaDB database.”
- 14
“MySQL 8.0 (and later), or MariaDB 10.6 (and later);”
github.com/espocrm/espocrm · checked - 15
“In the end, the installation wizard will propose to configure cron in your system.”
- 16
“EspoCRM is an open-source project licensed under GNU AGPLv3.”
github.com/espocrm/espocrm · checked - 17
“Export · Extract CRM data to CSV or Excel file”
espocrm.com/features · checked - 18
“Advanced Pack Extension Analytics Reports · Get insights from CRM data Automation Business process management · Visualize and automate business processes Workflows · Set up simple automation rules”
espocrm.com/features · checked - 19
“Roles · Define access permissions for users and teams”
espocrm.com/features · checked - 20
“You can try the CRM on an online demo.”
github.com/espocrm/espocrm · checked - 21
“Syncs with Outlook calendar, pushes contacts and leads to Outlook contacts, and supports OAuth-based email authentication for Microsoft 365 and Outlook.com.”
espocrm.com/pricing · checked - 22
“PHP 8.3 - 8.5;”
github.com/espocrm/espocrm · checked - 23
“Run EspoCRM installation wizard”