sales

EspoCRM: Free CRM Solution

Name: EspoCRM: Free CRM Solution
Author: espocrm

Get a customizable CRM system with sales automation for your startup, powered by EspoCRM with 3.1k+ GitHub stars, ideal for founders.

intermediate⏱ 30 minutes💵 Free (self-hosted)

3,084 stars893 forksPHPQuality 8/10Updated 6/29/2026100% free · open source

What it is

Automate sales tasks and book more meetings on autopilot.

What you can make with it

Automations like: when a new customer signs up on Stripe, add them to your contacts list and schedule a follow-up call.

How it helps

Helps you streamline your sales workflow, saving time and reducing missed opportunities.

Real use case example

"A founder with a growing sales team can use EspoCRM to automate tasks like scheduling follow-up calls after a meeting, saving 2-3 hours a week and allowing team members to focus on closing deals."

If you're new

Pick this up if you need a simple CRM system and want to learn the basics of sales automation.

If you're senior

Senior engineers and professionals will appreciate EspoCRM's customization options and scalability.

Common confusion cleared up

Note that EspoCRM is a self-hosted solution that requires technical setup, but it offers a high degree of customization and flexibility.

Best inside these AI tools

Any AI Client

Pairs with

Stripe webhookNotion databaseMailgunAmazon SES

Why we list it on WorkflowStacks: This skill is part of our marketplace because EspoCRM is a free and open-source CRM platform that can be self-hosted, offering a cost-effective solution for businesses.

What it does

EspoCRM helps founders manage sales, customer relationships, and marketing efforts in one place, streamlining their workflow and improving team collaboration.

When to use it

•When you need to organize and track leads, contacts, and accounts in a scalable way
•When your sales team requires a centralized platform to manage opportunities, quotes, and sales performance
•When you want to automate and analyze marketing campaigns, and measure their ROI

Quick start

1Download and install EspoCRM on your server or use a cloud hosting provider
2Configure user roles, teams, and permissions to match your organization's structure
3Import your existing customer data and set up custom fields and layouts to fit your business needs
4Explore the dashboard and start creating accounts, contacts, and opportunities to get familiar with the system

Ready-to-paste prompt

To get started, navigate to the 'Accounts' section and click 'Create Account' to add a new customer, filling in the required information such as company name, address, and industry.

Saves to your device