Sales Essentials
- Leads · Your potential customers
- Opportunities · Potential sales deals
- Accounts · Organizations – central records
- Contacts · Individuals your business works with
Calendar
- Calendar · Meetings, calls, and tasks
- Working time calendar · Manage work schedules
- Meeting scheduler · Automated online booking
Emails
- Email accounts · Emails fetched from mailboxes
- Email sending · Compose and send emails from CRM
- Email templates · Craft and organize reusable emails
- Mass email · Send emails in bulk
Social
- Stream · A feed that keeps you informed of record changes and updates
Customer Support
- Cases · Track and manage customer’s issues
- Portal · Access point for your customers
- Knowledge base · Help center for customers and staff
Documents
- Documents · Upload and organize documents within CRM records
Sales & Purchases
- Products
- Quotes
- Sales orders
- Invoices
- Price books
- Inventory management
- Payments
- Credit notes
- Delivery orders
- Return orders
- Purchase orders
- Receipt orders
Available in Sales Pack
Automation
- Business process management · Model and automate business processes of any complexity
- Workflows · Set up simple automation rules
Available in Advanced Pack
Telephony
Marketing
- Web-to-Lead · Capture leads via web forms or API
- Campaigns · Mass emails, mail merge, and more
Customization
- Entity manager · Create custom entities, fields, and relationships
- Dynamic logic · Define rules to make forms dynamic
- Formula · Write scripts to calculate fields or perform actions
- Label manager · Customize application labels
- Extensions · Install addons to expand your CRM
Administration
- Users · Employees with access to the CRM
- Teams · Users organized into teams
- Roles · Access control for users and teams
- LDAP authentication
- OpenID Connect authentication
- Currency rates
- UI themes
Miscellaneous
- Data import
- Maps
- Data privacy management
- Kanban boards
- Export to spreadsheets (video tutorial)
- Export to CSV
- Printing to PDF
- Stripe integration (in extension)
EspoCRM is free for both personal and commercial use