| Price from | $15/mo | — |
| Free plan | Yes | — |
| Free trial | Yes | — |
| Open source | Yes | Yes |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| Linux | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Self-hosted | Yes | Yes |
| Plans published | 4 | 0 |
| Spec score · CRM Software | 9.4 (#5) | 7.3 (#209) |
| AI features | Yes | Yes |
| Customization | Entity Manager lets administrators create custom entities, fields and relationships through the interface without coding. | Users can add fields and pipeline steps and rearrange or hide widgets in the running app without a developer. |
| Email sync | No | No |
| Headquarters | Austin, Texas, USA | Amsterdam, Netherlands |
| Marketing automation | Yes | Yes |
| Open source | Yes | Yes |
| Reporting | Reports support list, grid and joint-grid formats, charts, role access, exports, scheduled email delivery and dashboard display. | Dashboards include pipeline, revenue and service metrics, and reports can be exported to a spreadsheet or scheduled for nightly export. |
| Visual sales pipeline | Yes | It tracks leads through configurable pipeline stages with values and close probabilities. |
| Self-hosting | EspoCRM can run on a customer-controlled server or in the vendor cloud, with Docker, script and manual installation methods documented. | The maker says each installation is sovereign and does not depend on a Conduction-hosted service; for self-hosted instances, the customer is responsible for the security of data on its own server. |
