Sales Essentials
- Leads · Your potential customers
- Opportunities · Potential sales deals
- Accounts · Central records in B2B
- Contacts · Individuals your business works with
Calendar
- Meetings, Calls, and Tasks
- Working time calendar
- Event invitations
- Google Calendar sync (in extension)
- Outlook Calendar sync (in extension)
- Shared calendar
- Meeting scheduler (in extension)
Social
- Stream · A feed that keeps you informed of record changes and updates
- Follow button · Users can follow specific records
Customer Support
Documents
Sales & Purchases
- Products
- Quotes
- Sales orders
- Invoices
- Credit notes
- Delivery orders
- Return orders
- Purchase orders
- Receipt orders
- Inventory management
- Price books
- Payments
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
Customization
- Entity manager · Create custom entities, fields, and relationships
- Layout manager · Change record layouts
- Label manager · Customize application labels
- Extensions · Extend your EspoCRM with installable extensions
Administration
- Data import
- Users
- Teams · Users organized into teams
- Roles · Access control for users and teams
- LDAP authentication
- OpenID Connect authentication
- Currency rates
- UI themes
Miscellaneous
- Maps
- Dynamic forms
- Calculated fields
- Data privacy management
- Kanban boards
- Export to spreadsheets (video tutorial)
- Export to CSV
- Printing to PDF
- Google Contacts integration (in extension)
- Outlook Contacts integration (in extension)
- Zoom integration (in extension)
- Stripe integration (in extension)
EspoCRM is free for both personal and commercial use