EspoCRM is a web application that allows you to see, enter and evaluate all your company relationships regardless of the type. People, companies, projects or opportunities — all in an easy and intuitive interface.
Space Required : 95.92 MB
Get Support : Visit Support Site
Reviews : 5
Release Date : 09-03-2023
Features
- Sales Automation
- Leads – Converting Lead to Opportunity/Account/Contact.
- Opportunities – Potential sales in CRM.
- Accounts – Each account is a central record in B2B model.
- Contacts – Contact can be related to multiple Accounts with specific roles of relationships.
- Calendar
- Meetings.
- Calls.
- Tasks.
- Send Invitations to attendees.
- Google Calendar Integration (TBD).
- Emails
- Inbound Emails – Archiving emails from group email box. Email-to-Case.
- Email Accounts – Automatic archiving emails from personal email box.
- Compose Email – Sending emails from EspoCRM.
- Email Templates.
- Multiple email addresses per record.
- Social
- Activity Stream – Feed where changes and new additions of followed records are shown.
- Follow Button – User can follow particular record. Records he/she creates or those that got assigned to him/her are followed automatically.
- Customer Support
- Cases – Email-to-Case.
- Customer Portal (TBD).
- Documents
- Attaching Documents.
- Google Drive Integration (TBD).
- DropBox Integration (TBD).
- Inventory Management
- Products (TBD).
- Quotes and Invoicing (TBD).
- Analytics
- Reports (TBD).
- Web Forms
- Web-to-Lead forms (TBD).
- Marketing Automation
- Campaigns (TBD).
- Target Lists (TBD).
- Mass Email (TBD).
- MailChimp Integration (TBD).
- Telephony
- Asterisk integration (TBD).
- Multiple phone numbers per record. Different types of phone number (Mobile, Office, Fax, etc.).
- Administration
- Data Import.
- Users – No user limitation.
- Teams.
- Roles – Access control.
- LDAP Authentication.
- SAML Authentication (TBD).
- Currency Rates.
- Workflows
- Workflow Management (TBD) – Conditions, Actions.
- Customization
- Layout Manager – Change layouts for detail and list views.
- Field Manager – Create new fields or modify existing ones.
