At the heart of every business opportunity or interaction is a person. Learn how you can use the Contacts entity in EspoCRM to maintain a personalized and professional relationship with every individual in your database.
Interactive demo — click through at your own pace.
In this video guide, you’ll find out how to:
create and manage customer and business contacts
connect contacts to cases, opportunities, accounts, and target lists
maintain a complete history of emails, calls, meetings, and tasks
use Stream to track recent activity and collaborate
follow contacts to get notifications about recent updates
Next step
Try it in EspoCRM
Open a working demo and follow the same steps in a real system.
