# EspoCRM — Open-Source CRM Platform for Sales and Support Teams

> EspoCRM is a self-hosted customer relationship management application with lead tracking, email integration, calendar, and workflow automation — fully customizable through an admin panel.

## Install

Save in your project root:

# EspoCRM — Open-Source CRM Platform for Sales and Support Teams

## Quick Use
```bash
# Docker deployment
docker run -d 
  -p 8080:80 
  -v espo-data:/var/www/html/data 
  espocrm/espocrm:latest
# Or install manually on a LAMP/LEMP stack
# See docs for Apache/Nginx + PHP + MySQL setup
```

## Introduction
EspoCRM is a self-hosted CRM platform that covers leads, contacts, accounts, opportunities, and support cases. It provides a modern single-page application interface with drag-and-drop customization, email integration, and a built-in workflow engine — all without writing code.

## What EspoCRM Does
- Manages contacts, leads, accounts, and sales opportunities
- Tracks email conversations linked to CRM records
- Provides a shared calendar with meeting and task scheduling
- Automates workflows with a visual rule builder
- Offers a customer portal for self-service support cases

## Architecture Overview
EspoCRM is built with PHP on the backend and a custom JavaScript SPA framework on the frontend. Data is stored in MySQL or MariaDB. The application follows an entity-based architecture where every CRM object (contact, lead, opportunity) is an entity that can be extended with custom fields, relationships, and layouts through the admin panel. A REST API provides programmatic access to all entities.

## Self-Hosting & Configuration
- Deploy via Docker or install on any PHP 8.x host with MySQL
- Configure SMTP settings for email integration
- Customize entities, fields, and layouts through the admin UI
- Set up roles and permissions for team-based access control
- Extend functionality with community or custom extensions

## Key Features
- Drag-and-drop layout editor for customizing entity views
- Built-in email client that links messages to CRM records
- Visual workflow automation with conditions, actions, and triggers
- REST API for integration with external systems
- Multi-language support with community-contributed translations

## Comparison with Similar Tools
- **SuiteCRM** — fork of SugarCRM with a legacy UI; EspoCRM has a more modern SPA interface
- **Twenty** — AI-focused open-source CRM; EspoCRM is more mature with traditional CRM features
- **Odoo** — full ERP suite; EspoCRM is CRM-focused and lighter to deploy
- **HubSpot** — commercial CRM with a free tier; EspoCRM is fully self-hosted with no usage limits
- **ERPNext** — comprehensive ERP with CRM module; EspoCRM is purpose-built for CRM workflows

## FAQ
**Q: Can I migrate from another CRM?**
A: EspoCRM supports CSV import for all entity types and has a REST API for programmatic migration.

**Q: Does it support marketing automation?**
A: It includes mass email campaigns and target lists. For advanced marketing automation, consider an integration with a dedicated tool.

**Q: How many users can it support?**
A: There is no artificial user limit. Performance depends on your server resources.

**Q: Is there mobile support?**
A: The web interface is responsive. Community-maintained mobile apps are also available.

## Sources
- https://github.com/espocrm/espocrm
- https://www.espocrm.com/documentation/

---
Source: https://tokrepo.com/en/workflows/asset-52a933d6
Author: AI Open Source