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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
- 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
Documents
Inventory Management
- Products (available in Sales Pack)
- Quotes (available in Sales Pack)
- Sales Orders (available in Sales Pack)
- Invoices (available in Sales Pack)
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
EspoCRM is free for both personal and commercial use.