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
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
- Extensions · Install addons to expand your CRM
Administration
Import & Export
- Import · Bring data from external sources
- Print to PDF · Generate documents with record data
- Export · Extract your data to a spreadsheet or CSV
Sales & Purchases
- Products and pricing
- Quotation and invoicing
- Purchases
- Inventory management
- Payment automation
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
- VoIP integration · Connect your CRM with 3CX PBX, Twilio, Asterisk, and more
Available in extension
Miscellaneous
- Maps
- Data privacy management
- Kanban boards
- UI themes
- Currency rates
- Stripe integration (in extension)
EspoCRM is free for both personal and commercial use