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Use EspoCRM to improve sales productivity

Sales Automation

  • Leads. Converting lead to opportunity/account/contact.
  • Opportunities. Potential sales in CRM.
  • Accounts. Account is a central record in a B2B model.
  • Contacts. Contact can be related to multiple accounts with specific roles and relationships.



  • 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.

Sales & Purchases

Available in Sales Pack



  • Reports. Allow users to see gathered information about business.

Available in Advanced Pack


  • Business Process Management. BPM tool. Provides an ability to model and automate business processes.
  • Workflows. 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.

Available in Advanced Pack



  • 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.


EspoCRM is free for both personal and commercial use.

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