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.
