Why Companies Choose EspoCRM
Data Security & Compliance
Role-based access at the field and entity level, GDPR management, 2FA, LDAP/OpenID Connect (OIDC), auth logs.
Lead Management
Capture, qualification, conversion, web-to-lead forms, and tracking.
Contact Management
360° views, multi-account relationships, interaction history, activity streams.
Pipeline Management
Kanban board, stage tracking, customizable pipelines.
Workflow Automation
Formula scripting, scheduled actions, powerful automation with extensions (BPM & workflow tools).
Integrations
REST API, Outlook, Google, MailChimp, Zoom, VoIP, SMS, Make, and Zapier integrations.
Analytics & Reporting
Data export, dashboards, advanced reports.
Customization & Scalability
Entity Manager, custom fields, layout customization, scalable architecture, no-code customization.
Customer Segmentation
Filters, lists, dynamic segments, campaign integration.
Customer Support
Ticketing, customer portal, email-to-case, knowledge base.