+1 (408) 320-0380

Accounts

Accounts are companies, organizations or even their departments with which you have business deals. Every account can have one or several related contact records, which represent the people working in that company or organization. In B2B mode, each account is a central record, as B2B scenario presupposes that one sells not to customers but to companies.

Quick tour

Take our quick tour to get familiar with the Accounts feature in EspoCRM. Click on hotspots or use the arrow keys to move through steps.

Next feature → Contacts