Why Companies Choose EspoCRM
Data Security & Compliance
Role-based access at the field and entity level, GDPR management, 2FA, LDAP/OpenID Connect (OIDC).
Lead Management
Capture, qualification, conversion, web-to-lead forms, and tracking.
Contact Management
360° views, multi-account relationships, activity streams.
Pipeline Management
Kanban board, stage tracking, customizable pipelines.
Workflow Automation
Formula scripting, scheduled actions, powerful automation with extensions.
Integrations
REST API, Outlook, Google, MailChimp, 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.