Cloud CRM solution

Set Up a CRM in Minutes, Not Months

Basic: 3GB file storage per user

100,000 records

SSL Encryption (256 bit keys, TLS 1.3)

Full feature set

All extensions included

External access API

2000+ integrations *

12×5 (hours/days) support; Free Trial is provided for 30 days

Enterprise: 10GB file storage per user

10,000,000 records

SSL Encryption (256 bit keys, TLS 1.3)

Full feature set

All extensions included

External access API

2000+ integrations *

12×5 (hours/days) support; Number of records can be extended for an additional fee

Ultimate: 400GB file storage

Unlimited number of records

SSL Encryption (256 bit keys, TLS 1.3)

Full feature set

All extensions included

External access API

2000+ integrations *

12×5 (hours/days) support; A dedicated IP address, private server, own domain name

Choose our cloud solution and don’t worry about an application deployment. If you prefer to have EspoCRM on your own server, or on some other hosting provider, you can just download it and then install it. Compare Self-hosted vs Cloud-hosted CRM.

Features

Core CRM

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, 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.
Meetings & Calls	Schedule, log, and track customer calls and meetings as activities linked to contacts, accounts, leads, and opportunities.
Task Management	Create, assign, and track tasks with due dates, priorities, and status.
Kanban View	Drag-and-drop board view for entity types where a status field is defined and Kanban is enabled.
Dashboards	Customizable dashboards with dashlets, dashboard tabs, and per-user layout options.
Activity Stream	A feed of posts, comments, and record updates that helps users track changes and collaborate.

Automation

Business Process Management	Model and automate business processes with BPMN 2.0 flowcharts.
Workflows	Set up trigger-based automation rules — e.g., send emails, update fields, or create records when specified conditions are met.
Scheduled Workflows	Run automated actions on a recurring schedule (daily, weekly, etc.) for maintenance and reporting tasks.
Webhooks	Send HTTP POST notifications to external services when CRM events occur — enabling real-time integrations.

Analytics

Report Charts	Visualize report data as bar, line, pie, and other chart types directly on dashboards or within records.
Reports	Advanced Pack reporting with list, grid, and joint grid reports, filters, and dashboard display options.

Sales & Purchases

Products	Manage a product catalog with categories, hierarchical structure, and customizable fields linked to orders.
Price Books	Define price books with customer-specific or hierarchical pricing for quotes, sales orders, and invoices.
Quotes	Generate detailed quotations with line items, discounts, taxes, and terms — convertible to sales orders.
Sales Orders	Create and track confirmed sales orders linked to accounts, contacts, and opportunities.
Invoices	Issue invoices from orders or quotes with tax calculation, payment status tracking, and PDF generation.
Credit Notes	Issue credit notes against invoices for returns, refunds, or billing adjustments, with linked line items.
Delivery Orders	Track shipment and delivery of sold goods with delivery order records linked to sales orders.
Return Orders	Manage return requests for goods being sent back after sale.
Write-Offs	Settle outstanding invoice balances without receiving or issuing a payment, typically for small discrepancies or uncollectible amounts.
Subscriptions	Bill customers on a recurring basis using billing plans, periods, and subscription records.
Suppliers	Manage supplier records and supplier-specific pricing for purchased products.
Purchase Orders	Create purchase orders to suppliers with line items, pricing, and approval status tracking.
Receipt Orders	Record products received from suppliers or returned by customers; can be linked to purchase orders.
Bills	Track supplier bills and other payable purchase documents.
Bill Credits	Record supplier credit documents that reduce outstanding bill balances.
Inventory Management	Track product quantities, warehouse locations, stock transfers, and validate availability before selling.
Tax Classes & Tax Codes	Configure tax settings and tax codes for automated tax calculation and related reporting.
Issuance Locking	Enforce stricter controls on billing transactions so that issued documents and settlements cannot be reversed or edited.
Payments	Record payments, allocations, and payment requests; automated processing such as Stripe can be used when configured.

Project Management

Projects	Create projects with members, activities, a stream, and linked project tasks.
Tasks & Milestones	Manage project tasks, milestones, dependencies, groups, and timelines.
Project Kanban Boards	Board view for project tasks with drag-and-drop movement between stages.
Gantt Chart	View project timelines in a Gantt chart for visual scheduling, resource planning, and progress tracking.

Meeting Scheduling

Meeting Scheduler	Create booking pages and share a scheduling link so contacts can choose available time slots and book meetings with CRM users.
Availability Management	Automatically reflect working hours and existing calendar events to prevent double-booking and scheduling conflicts.

Telephony

VoIP Integration	Integrate with supported telephony providers for click-to-call, call events, call logging, and screen pop-ups.
Call Logging	Automatically log inbound and outbound calls as activities linked to the relevant CRM records.

Calendar

Calendar	Schedule and view meetings, calls, and tasks in daily, weekly, and monthly views.
Shared Calendars	View calendars of other users, subject to role permissions, for coordination and availability planning.
Working Time Calendar	Define work schedules, business hours, and holidays to manage team availability and scheduling.

Emails

Email Sync	Sync inbound emails from IMAP mailboxes into the CRM, with automatic linking to related contacts, accounts, and other records.
Email Sending	Send emails directly from CRM records via configured SMTP accounts, with attachments and automatic linking to related leads, contacts, accounts, and opportunities.
Mass Email	Send bulk emails using campaigns and target lists, with opt-out handling, tracking URLs, campaign logs, and bounce processing.
Email Templates	Create, organize, and reuse email templates with placeholder variables for personalized outreach.

Customer Support

Cases	Track and manage customer issues and support tickets through to resolution, with priority levels and status tracking.
Customer Portal	A portal for customers or partners to submit cases, view updates, and access related self-service features.
Knowledge Base	A centralized help center with articles and documentation for customers and internal teams.

Documents & Templates

Documents	Upload, organize, and attach files and documents to CRM records. Supports version tracking and categorization.
Print to PDF	Generate PDF documents from CRM records using configurable PDF templates; also available as a mass action.

Marketing

Web-to-Lead	Capture leads automatically from web forms or via API integration, routing them directly into the CRM pipeline.
Campaigns	Manage marketing outreach such as mass email and mail-merge campaigns.
Target Lists	Build and manage segmented lists of contacts, leads, or accounts for targeted marketing campaigns.

Customization

Entity Manager	Create custom entities, fields, and relationships through the UI — build entirely new modules without code.
Layout Manager	Customize detail, edit, list, search, filter, and mass-update layouts for each entity type.
Dynamic Logic	Define conditional rules to show, hide, or make fields required based on other field values.
Formula Script	Use formula scripts in before-save logic, workflows, BPM processes, and other automation contexts.
Label Manager	Customize application labels, field names, and UI text to match your organization’s terminology.
Template Manager	Manage templates used for emails, PDFs, invitations, and other system-generated content.
Report Panels	Display report results as panels on record detail views. Show related lists, grids, or charts for a specific record.

Roles, Permissions & Security

Users	Manage employee accounts with individual credentials, preferences, and CRM access settings.
Teams	Organize users into teams for collaborative access to shared records and streamlined assignment rules.
Roles	Define granular access controls at the scope and field level — restrict create, read, edit, and delete permissions per entity type.
Portal Roles	Configure separate permission sets for portal users (customers/partners), controlling which entities and fields they can access.
Field-Level Security	Restrict read or edit access to individual fields based on the user’s role, beyond entity-level scope controls.
Authentication	Supports LDAP, OpenID Connect, two-factor authentication, and API authentication methods including API key and HMAC.
Password Policies	Enforce minimum length, complexity requirements, and expiration rules for user passwords across the system.
Data Privacy & Compliance	GDPR-ready tools for managing personal data requests, consent tracking, and data erasure workflows.

Administration & System Settings

Internationalization	Multilingual interface with support for multiple currencies and locale-specific date/number formatting.
Currency Rates	Configure multiple currencies and exchange rates for records that use currency fields.

Data Management

Data Import	Import records from CSV files with field mapping, duplicate detection, and update-or-create logic.
Data Export	Export record lists to CSV or XLSX spreadsheet files for external analysis or migration.

Integrations

REST API	Integrate EspoCRM with external systems, custom applications, and AI tools using a REST API with OpenAPI support.
Google Integration	Syncs with Google Calendar, pushes contacts and leads to Google Contacts, and provides Gmail OAuth2 authentication.
Outlook Integration	Syncs with Outlook calendar, pushes contacts and leads to Outlook contacts, and supports OAuth-based email authentication for Microsoft 365 and Outlook.com.
Zoom Integration	Create and manage Zoom meetings directly from CRM meeting records with auto-generated join links.
Stripe Integration	Lets customers make one-time payments through Stripe payment requests created from EspoCRM.
Mailchimp Integration	Sync target lists and contacts with Mailchimp audiences, launch email marketing campaigns, and pull campaign stats and subscriber activity into the CRM.
Maps Integration	Mapping the address fields on Google Maps.

Miscellaneous

B2C Mode

Contact-centric configuration for businesses that do not use Accounts as the primary record.

Server locations

Our servers are located in United States and Germany.

Billing

The minimum number of users is 3 for the Basic plan and 5 for Enterprise plan. The Basic and Enterprise plans are billed for 6 months or 1 year. You will be able to add new users that will be charged per month.

Storage limits

For Basic and Enterprise plans the total file storage size is calculated by multiplying the number of users by 3GB and 10GB respectively.

It may happen so that the file storage you initially obtained no longer meets your needs. In this case, you may find yourself needing additional storage for your EspoCRM platform. There is a simple way to add the file storage by purchasing another CRM user license, which in turn will extend the file storage for the whole system.

For example, the Enterprise plan provides 10GB file storage per every user. If you need 100 GB file storage, just purchase 10 CRM user licenses.

Upgrades

Your EspoCRM instance will undergo regular upgrades automatically. No actions are required from your side.

Backups

Daily backups are made for the Basic, Enterprise, and Ultimate plans. We retain backups for 7 days.

Ownership

You own your database, data files and custom files (generated by administration tools). We can provide you with all copies by your request. If you want to migrate to your own server and retain the functionality of specific extensions, you will need to purchase those extensions.

Integrations

EspoCRM can be connected with other applications using Zapier and Make.

Note *: These integrations are not included in your EspoCRM subscription. To access them, you’ll need to create an account, and in some cases, subscribe to a paid plan with the respective service. The integration logic is also defined and implemented by the user.

Customizations & extensions

You are able to use built-in tools to customize your EspoCRM instance (Entity Manager, Workflows, BPM, etc.). For security reasons, we do not grant the cloud admin user access to install extensions. If you need some extension to be installed, please contact us.

All the plans include the Advanced Pack extension. We also offer to include any of the following extensions at no additional cost:

You can choose these extensions during sign-up. If you decide to add any later, just contact us – we’ll install them at no cost.

Have questions?

If you have any questions, please contact us.