Free 30-day trial | WorkFolder

Free for one month

Try WorkFolder on your own EspoCRM

No download, no install, no card. Sign in with your EspoCRM and see your own records as work folders.

How it works

Sign up. Your name, email and your EspoCRM address. Your trial key arrives by email in a minute.
Sign in. Open the trial, enter your EspoCRM address, your EspoCRM username and password, and the key.
See your data. Your own records as work folders: the filing cabinet, saved filters, tabs with totals, mail and calendar.

Your data stays yours

Nothing is installed on your EspoCRM, and nothing is copied off it.
Your password passes through our trial server for your session only. It is never stored or logged.
Everything you see follows your EspoCRM user's roles and permissions.
Changes you make are saved in your EspoCRM, as they would be in EspoCRM itself.

In the trial

Work folders, the filing cabinet and saved filters, tabs with totals, mail, calendar and dashboards. The Screen Builder comes with WorkFolder Plus and is not part of the trial. Work Plans, Reports and WhatsApp show if those extensions are on your EspoCRM.

Rather watch first?

Take the tour, open the live demo, or book a 30-minute walkthrough.