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Business application
EspoCRM
A CRM foundation with a customer portal for cases, communication and controlled access to records.
Why we recommend it
We recommend EspoCRM when the portal should connect customer identities, requests and case status in the same business model.
When to choose it
- Build a customer case portal, a partner-service workspace or a tailored CRM with customer access.
What to consider
- Confirm the portal behavior and features in the public core separately from paid extensions. Company-level and individual permissions need explicit tests before external users receive access.
- Advanced reporting and workflow automation are separate extensions.
Start with this project
Model a customer company, two contacts and a case, then verify who can see each record through the portal.