EspoCRM

Self-hosted CRM for tour pipelines and B2B workspace sales

open-core planned guide featured

Overview

EspoCRM is an open-source CRM suitable for sales pipelines, accounts, and activities. Coworking sales teams use it to track tours, proposals, and enterprise desk deals without a heavy ERP.

At a glance

Field	Value
Categories	`membership-crm`
Deployment	`self-hosted`
License class	open-core (`AGPL-3.0-or-later`)
Cost model	`open-core-paid-features`
Implementation difficulty	`moderate`
Maintenance burden	`medium`
Maturity	`stable`
Verification	`partially-verified` (2026-07-17)

Cost reality

Core is free to self-host; extensions and cloud options may be paid.

Pricing and free-tier limits change frequently; re-check official pricing before budget decisions.

Official pricing

Tasks reduced or augmented

Software does not replace community or ops staff. It may reduce or augment:

Pipeline visibility for tours and proposals
Follow-up task reminders
Basic reporting on conversion

Human oversight still needed

Stage definitions
Data quality hygiene
GDPR deletion requests

Data held

leads
contacts
accounts
calls/meetings
emails if integrated
Personal data: yes
Payment data: no / not primary

Risks

Area	Notes
Vendor lock-in	Evaluate export formats and API completeness before deep customization.
Security	Apply updates promptly; restrict admin access; enable TLS.
Compliance	Operator remains responsible for privacy and local regulatory obligations.
Licensing	Advanced extensions may be commercial.
Operational	Plan backups, monitoring, and a restore drill before production use.

Coworking fit

Roles: sales-manager, owner-operator, community-manager

Workflows: tour-to-close, member-onboarding, reporting-kpis

Problems: grow-pipeline, replace-spreadsheets, reduce-software-cost

Smallest useful experiment

Create Lead → Tour → Opportunity stages and log 15 real enquiries for two weeks.

Typical time to first value: 1–3 days

Implementation guide

A routable implementation guide is not currently published.

Verification

Status: partially-verified
Last reviewed: 2026-07-17
Sources:

Seed entry compiled from official project sites and repositories. Re-verify pricing, license text, and feature claims before production decisions. Star counts and free-tier numeric limits intentionally omitted unless verified at review time.