EspoCRM

The product is open source CRM software that centralizes contacts, sales, support, and marketing to manage company relationships including people, companies, projects and opportunities. It is for sales, support, and marketing teams in B2B companies, including small and mid-size businesses across industries such as wholesale, retail, e-commerce, banking, manufacturing, and healthcare. It is positioned as a free, customizable alternative to expensive or difficult-to-customize systems, delivered as self-hosted or cloud-hosted software with workflow customization and an open API for integrations.

Key features

• Lead and opportunity pipeline management
• Account and contact management
• Calendar and working time scheduling
• Email sync and mass email campaigns
• Social stream for record changes
• Case management and customer portal
• Knowledge base and document management
• Web-to-lead forms and campaigns
• Custom entities fields and relationships
• Dynamic logic and formula scripts
• Business process management and workflows
• Reports and analytics
• Products pricing and invoicing
• Inventory and subscription management
• VoIP integration and call logging
• Project tasks Kanban and Gantt
• Meeting scheduler online booking
• Maps and data privacy management