EspoCRM

espocrm.com
Productivity CRM Business management

EspoCRM is an intuitive, self-hostable customer relationship management platform built to help sales, support, and customer success teams organize leads, accounts, and follow-ups in one place. It supports core CRM workflows like managing contacts and companies, tracking record activity, and assigning next steps. With a flexible setup and a long-standing reputation in the CRM space, EspoCRM is a practical choice for teams that want clean data and fast responses without losing control over their CRM environment.

Connect EspoCRM so BOBs can actively keep your CRM accurate and your team moving. BOBs can pull a live view of accounts, then create the right contacts and generate tasks that reflect what needs attention next—without waiting for manual data entry. When important CRM records change, BOBs can respond immediately, using the update as the trigger for follow-up actions across your connected tools.

This unlocks operations like faster lead handling, cleaner account management, and reduced time spent on repetitive CRM work—while ensuring your follow-ups stay aligned with the latest status in your pipeline.

What can BOBs do with EspoCRM?

Perform actions

  • Create Contact
  • Create Task
  • List Accounts
  • List Assigned User Options

Listen to real-time events

  • New Changes (Instant)