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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. Each account is a central record in B2B model.
  • Contacts. Contact can be related to multiple Accounts with specific roles of relationships.

Calendar

Calendar


Emails

  • Email Accounts. Automatic archiving emails from personal or group IMAP accounts. Incoming emails automatically get linked to corresponding records.
  • Outbound Emails
  • Email Templates
  • Email Folders
  • Email Signature
  • Email Filters
  • Mass Email
  • Multiple email addresses per a record
Email

Social

Social

  • Activity Stream. Feed where changes and new additions of followed records are shown.
  • Follow Button. User can follow particular record. Records one creates or those that got assigned to one are followed automatically.

Customer Support

  • Cases
  • Email-to-Case
  • Customer Portal
  • Knowledge Base

Documents

  • Attaching document files
  • Document Folders

Inventory Management

Telephony


Analytics


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

Marketing Automation


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. No user limitation in on-premise version.
  • Teams. Users can be organized into teams.
  • Roles. Access control can be set for whole team and specific user.
  • LDAP Authentication
  • Currency Rates
  • Themes support

EspoCRM is free for both personal and commercial use.

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