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+---
+title: "EspoCRM"
+category: "Business operations"
+tagline: "Customer relationship management: contacts, deals, activities, and email in one place."
+replaces: ["Salesforce", "HubSpot CRM", "Zoho CRM", "Pipedrive"]
+address: "espocrm.example.com"
+website: "https://www.espocrm.com/"
+upstreamDocs: "https://docs.espocrm.com/"
+links:
+  - name: "EspoCRM user guide"
+    url: "https://docs.espocrm.com/user-guide/browsing-and-navigation/"
+  - name: "EspoCRM administration guide"
+    url: "https://docs.espocrm.com/administration/server-configuration/"
+  - name: "Roles and access control"
+    url: "https://docs.espocrm.com/administration/roles-management/"
+  - name: "Importing data"
+    url: "https://docs.espocrm.com/administration/import/"
+---
+
+## Overview
+
+EspoCRM helps you keep track of the people and companies you work with, the deals you're pursuing, and every call, meeting, and email along the way.
+
+Main capabilities:
+
+- **Accounts** (companies), **Contacts** (people), and **Leads** (prospects not yet qualified).
+- **Opportunities** (deals) with stages, amounts, and probability, shown as a kanban board.
+- **Activities**: calls, meetings, and tasks, with a shared **Calendar**.
+- **Email**: connect your mailbox to send and receive email inside the CRM and link messages to records automatically.
+- **Cases** for customer support requests.
+- **Stream**: a timeline of updates on each record and for the records you follow.
+- **Reports**, dashboards, and **workflows** (some through EspoCRM's paid extensions).
+- **Entity Manager** and **Layout Manager** to add fields, record types, and change layouts without code.
+
+### What it replaces
+
+EspoCRM replaces Salesforce Sales Cloud, HubSpot CRM, Zoho CRM, and Pipedrive for small and medium teams, without per-seat pricing.
+
+## Signing in
+
+Open your EspoCRM address and sign in with the account your administrator created for you.
+
+## Core concepts
+
+| Record | Use it for |
+| --- | --- |
+| Lead | Someone who has shown interest but isn't qualified yet. **Convert** a lead to create an account, contact, and opportunity in one step. |
+| Account | A company or organization. |
+| Contact | A person, usually linked to an account. |
+| Opportunity | A potential sale, with an amount, stage, and close date. |
+| Case | A support issue raised by a customer. |
+
+## Everyday use
+
+### Add and find records
+
+- Use **Create** on any list, or the **+** in the top bar for quick creation.
+- The global search in the top bar searches across record types.
+- On lists, use filters and save them as presets, such as "My open opportunities".
+
+### Log activities
+
+On a record's detail page, use the **Activities** panel to schedule a call, meeting, or task. Completed activities move to **History**, building a full picture of the relationship.
+
+### Manage your pipeline
+
+Open **Opportunities** and switch to the **Kanban** view. Drag deals between stages as they progress. Keep amounts and close dates current so forecasts and dashboards are accurate.
+
+### Connect your email
+
+1. Open your avatar menu, **Email Accounts**, and **Create Email Account**.
+2. Enter your IMAP details (from Superpanel or your administrator) and enable SMTP to send from the CRM.
+
+   {{< screenshot src="espocrm/connect-email.png" alt="The IMAP tab of a new personal email account in EspoCRM" caption="The **IMAP** tab of a new personal email account. Outgoing mail goes on the **SMTP** tab." >}}
+
+3. Emails to and from known contacts are linked to their records automatically. Use **Archive** on others to link them manually.
+
+## Administer EspoCRM
+
+Open **Administration** from the menu:
+
+- **Users**, **Teams**, and **Roles**: control who can see and edit each type of record. Roles can limit access to "own" records, "team" records, or "all".
+- **Entity Manager**: add fields (dropdowns, dates, currency) and new record types.
+- **Layout Manager**: arrange fields on detail, list, and search layouts.
+- **Import**: bring in CSV exports from your old CRM. Map columns to fields, run a test, then import. Imports can be reverted.
+- **Outbound Emails** and **Inbound Emails**: group mailboxes and case creation from a support address.
+
+## Superpanel settings
+
+{{< review "confirm Superpanel option names for EspoCRM." >}}
+
+- **Access**: choose which groups are given the EspoCRM address.
+- **Administrator account**: initial admin credentials are provided through Superpanel or Federated Computer support.
+
+Scheduled jobs that EspoCRM needs (fetching email, sending reminders) are set up by Federated Computer. If email stops syncing, check **Administration**, **Scheduled Jobs**, then contact support.