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EspoCRM is an open-source CRM application implemented as a PHP backend with a single-page frontend and a REST API. It provides core CRM objects (contacts, accounts, leads, opportunities) and a metadata-driven platform for customizing entities, layouts and business logic.

Key Features

• Core CRM modules: contacts, accounts, leads, opportunities, products and pipelines (Kanban view).
• Customization: Entity Manager, custom fields, layout editor and JSON-schema-based metadata for IDE autocompletion.
• Automation & workflows: formula scripting, scheduled actions and BPM/workflow extension capabilities.
• Integrations: REST API plus built-in/connectable integrations for calendar, email, Outlook, Google, MailChimp, Zoom and third-party automation tools.
• Reporting & analytics: dashboards, advanced reports and data export tools.
• Security & access: role-based access control, field-level permissions, 2FA, LDAP/OpenID Connect support and auth logs.
• Deployment options: official Docker images, Docker Compose examples, Traefik/Caddy deployment guides and web server support.
• Extensibility: commercial and community extensions (packs for advanced reporting, sales, project management, VoIP, etc.).

Use Cases

• Manage sales pipelines, track leads/opportunities and produce sales reports for small and midsize businesses.
• Run customer support with ticketing, email-to-case automation and a customer portal.
• Build bespoke business applications by extending entities, adding integrations and automating processes.

Limitations and Considerations

• Several advanced capabilities (Advanced Pack, Sales Pack, specific integrations) are provided as paid, per-instance extensions and may require purchase for full functionality.
• The project is licensed under AGPLv3; organizations planning to redistribute or build competing SaaS should review license implications.
• Some deeper customizations and large-scale integrations may require developer expertise (PHP, metadata and DI knowledge).

EspoCRM is suitable for teams that need a customizable, open-source CRM platform with modular paid extensions and production deployment options. The project emphasizes extensibility, REST integration and metadata-driven customization.