Use EspoCRM to improve sales productivity

Sales Automation

• Leads. Converting Leads 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 and relationships.

Calendar

• Meetings
• Calls
• Tasks
• Working Time Calendar
• Sending invitations to attendees.
• Google Calendar Sync (available in extension)
• Outlook Calendar Sync (available in extension)
• Shared Calendar. The user can see schedules of coworkers.

Emails

• Email Accounts. Automatically archive emails from personal or group IMAP accounts. Incoming emails can be automatically linked to corresponding records.
• Outbound Emails
• Email Templates
• Email Folders
• Email Signature
• Email Filters
• Mass Email
• Multiple email addresses per record.

Social

• Activity Stream. The feed where changes and updates to the followed records are shown.
• Follow Button. The user can follow a particular record. The records a user creates or those that are assigned to a user are followed automatically.

Customer Support

• Cases
• Email-to-Case
• Customer Portal
• Knowledge Base

Documents

• Attaching document files
• Document Folders

Sales & Purchases

Available in Sales Pack.

• Products
• Quotes
• Sales Orders
• Invoices
• Delivery Orders
• Return Orders
• Purchase Orders
• Receipt Orders
• Inventory Management

Telephony

• VoIP Integration (available in extension)
• Multiple phone numbers per record. Different types of phone numbers (mobile, office, fax, etc.).

Analytics

• Reports (available in Advanced Pack). Allow users to see gathered information about business.

Workflows

• Business Process Management (available in Advanced Pack). BPM tool. Provides an ability to model and automate business processes.
• Workflows (available in Advanced Pack). Actions can be triggered if specific conditions are met. Available actions: send email, update record, create new record, create notification, assign record by specific rule.

Misc

• Maps. Displayed based on address fields.
• Dynamic Forms
• Calculated Fields
• Data Privacy Management
• Kanban Boards
• Export to Excel (video tutorial)
• Export to CSV
• Printing to PDF
• Google Contacts Integration (available in extension)
• Outlook Contacts Integration (available in extension)

Marketing Automation

• Campaigns
• Mass Email Marketing
• Mass Mail Merge
• Target Lists
• Sync Target Lists with Reports (available in Advanced Pack)
• MailChimp Integration (available in extension)
• Web-to-Lead

Customization

• Layout Manager. Change layouts for detail and list views.
• Entity Manager. Create custom entities, fields and relationships.
• Label Manager. Ability to customize application labels.
• Extensions. Ability to customize your EspoCRM with installable extensions.

Administration

• Data Import
• Users
• Teams. Users can be organized into teams.
• Roles. Access control can be set for whole team and specific users.
• LDAP Authentication
• Currency Rates
• Themes support