EspoCRM

A CRM that works for you, not against your budget

Salesforce, HubSpot and Microsoft Dynamics are powerful platforms. They are also systems where your customer data lives on a vendor's servers, processed by their infrastructure, subject to licence fees that increase every renewal cycle, and priced in a way that makes adding users an ongoing budget conversation. EspoCRM is the open source alternative that gives your business a complete CRM platform (sales pipeline, contact and account management, email integration, marketing campaigns, customer support and reporting) running on infrastructure you control, with no per-user monthly charges. Node deploys, configures and operates EspoCRM as a fully managed service. You get a production-grade CRM without the Salesforce bill.

What EspoCRM is

EspoCRM is an open source customer relationship management platform built for organisations that need professional-grade CRM capability without the cost structure and data residency concerns of enterprise SaaS products.

The platform covers the full CRM stack: contact, account, lead and opportunity management; sales pipeline and forecasting; email integration and two-way synchronisation; marketing campaigns and mass email; customer support ticketing; knowledge base; calendar and activity tracking; reporting and dashboards; and a comprehensive REST API for integration with any external system.

EspoCRM is used by thousands of organisations globally, from professional services firms and software companies to manufacturing businesses and financial services providers. It is production-stable software with active development, a strong open source community, and a track record of long-term reliability.

Node deploys EspoCRM as a managed application: we handle the infrastructure, configuration, data migration from your existing system, ongoing maintenance and support. You get a complete CRM platform that runs the way you need it to, on infrastructure where your customer data belongs to you.

Sales pipeline and opportunity management

The core of EspoCRM's sales functionality gives your team a clear, organised view of every deal in progress.

Pipeline view: leads, prospects and opportunities move through a configurable sales pipeline with custom stages that match your actual sales process. Drag-and-drop between stages, probability weighting per stage, and close date tracking give sales managers a real-time view of forecast.

Contacts and accounts: EspoCRM maintains a proper B2B data model with separate contact and account records linked by relationship. An account has multiple contacts, multiple opportunities, a history of all interactions, all associated documents and all logged activities. Your team sees the full picture of each relationship in one place.

Activity tracking: calls, meetings, emails and tasks log against contacts and opportunities automatically. Every interaction is in the record, visible to anyone on the team, with nothing falling through the gaps because a salesperson's Outlook folder is the only place it lives.

Forecasting: aggregate opportunity data by owner, stage, close date or custom field to produce a revenue forecast. Roll up by team or territory. Weight by probability. The data driving the forecast is the same data your team uses to manage their pipeline, so no separate spreadsheet reconciliation is required.

Email integration and communication

EspoCRM integrates with email at the IMAP/SMTP level, meaning it works with any email provider, whether that is Microsoft Exchange, Google Workspace, or any other.

Two-way email sync: configure personal email accounts so that emails sent to and received from CRM contacts are automatically associated with the correct record. Your entire email history with a contact is in EspoCRM, alongside every other interaction.

Shared mailboxes: configure group email addresses (sales@, support@) as shared inboxes within EspoCRM. Incoming emails create cases or leads automatically, route to the correct team, and are tracked through to resolution. No email goes unactioned and no customer waits for a response because it sat unread in a shared mailbox.

Email templates: create reusable templates for common communications with personalisation fields that auto-populate from the contact or account record. Sales follow-ups, proposal cover letters and meeting confirmations are all templated and consistent across the team.

Mass email campaigns: build targeted contact lists from CRM data, create email campaigns with tracking, and review open and click-through rates within EspoCRM. Unsubscribes are handled automatically and reflected in contact records.

Customer support and case management

EspoCRM includes a complete customer support module: not a bolt-on or an upsell, but a core capability included in the platform.

Case management: customer issues log as cases with status, priority, assigned owner, and linked contact and account. Cases move through a configurable workflow from open to resolution with SLA tracking and escalation rules.

Customer portal: EspoCRM's built-in customer portal allows your clients to raise support requests directly, view the status of open cases, and access your knowledge base, all without needing an internal CRM user account. The portal is accessible from any browser with no additional software.

Knowledge base: build an internal and customer-facing knowledge base within EspoCRM. Agents have documented resolutions at their fingertips; customers can resolve common issues without raising a support ticket. Articles link to cases for continuous improvement.

SLA management: define response and resolution time targets by case type, priority or customer tier. EspoCRM tracks time against SLA and escalates automatically when cases approach breach. Management reporting shows SLA performance across the support team.

Customisation and workflow automation

EspoCRM is built to be adapted to your business processes, not the other way around.

Custom fields and entities: add custom fields to any standard entity (contacts, accounts, opportunities, cases) or create entirely new entities to model business objects specific to your organisation. A professional services firm might track projects and engagements. A manufacturer might track product lines and service contracts. EspoCRM accommodates any data model without code.

Workflow automation: define rules that trigger automated actions when records change state. When an opportunity moves to Closed Won, automatically create an onboarding task and notify the delivery team. When a case breaches SLA, escalate to the team manager. When a new lead arrives from the website form, assign to the correct territory owner and send an acknowledgement email. Business processes run automatically. The CRM works even when no one is watching it.

Formula fields: calculated fields that derive their values from other fields on the record. Gross margin calculated from price and cost. Days since last contact calculated from activity date. Risk score calculated from multiple weighted inputs. Data your team needs, computed automatically.

BPM engine: for complex multi-stage processes that require human decisions and parallel branches, EspoCRM's Business Process Management module provides a visual process designer where process flows are defined graphically and execute reliably.

Reporting and dashboards

Every user gets a configurable home dashboard. Management gets reporting that pulls directly from the live CRM data.

Report builder: create list reports that filter and sort CRM records with any combination of field conditions. Create summary reports that aggregate by any dimension: open opportunities by stage, cases by team, revenue by account sector. Schedule reports to run automatically and deliver by email.

Dashboards: each user builds their own dashboard from a library of panels: pipeline charts, activity summaries, case queues, KPI gauges, recent record lists. Management dashboards provide a real-time view of team performance without exporting to a spreadsheet.

Roles and visibility: field-level and record-level security controls mean that salespeople see only their own data, managers see their team's data, and executives see the full picture. Sensitive fields such as deal margin, compensation and financial terms are visible only to the roles that need them.

Keycloak integration and single sign-on

For organisations running Keycloak for identity and access management, EspoCRM integrates as a standard OpenID Connect application.

Single sign-on: users access EspoCRM with their corporate credentials. No separate CRM password, no separate user directory to maintain. MFA requirements and session policies are enforced by Keycloak consistently across all applications.

Automated provisioning: users created in Keycloak gain EspoCRM access automatically, with roles determined by their Keycloak group membership. A salesperson added to the Sales team in your identity system immediately has the correct CRM role without any manual configuration.

Entra ID and Google Workspace: for organisations federating directly with Microsoft Entra ID or Google Workspace, EspoCRM supports SAML and OpenID Connect authentication against those identity providers as an alternative to a self-hosted Keycloak deployment.

Migration from Salesforce, HubSpot or any other CRM

Switching CRM is a business decision that most organisations make because the current system's cost, complexity or data residency situation has become untenable. We handle the migration process end to end.

We export your existing CRM data (contacts, accounts, leads, opportunities, activities, notes and custom data) and build the import pipelines into EspoCRM with field mapping, data cleaning and validation. We run parallel systems during a transition period so nothing is lost. We configure EspoCRM to match the stages, workflows and processes your team already uses, so the learning curve is minimised.