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.
Sales Automation
Calendar
Calendar
Meetings
Calls
Tasks
Send Invitations to attendees.
Google Calendar Integration (available in Advanced Pack)
Emails
Inbound Emails – Archiving emails from group email box. Email-to-Case.
Email Accounts – Automatic archiving emails from personal email box.
Compose Email – Sending emails from EspoCRM.
Email Templates
Multiple email addresses per 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 he/she creates or those that got assigned to him/her are followed automatically.
Customer Support
Cases – Email-to-Case.
Customer Portal (TBD)
Documents
Attaching Documents
Google Drive Integration (TBD)
DropBox Integration (TBD)
Inventory Management
Products (TBD)
Quotes and Invoicing (TBD)
Analytics
Reports (available in Advanced Pack)
Web Forms
Web-to-Lead forms (TBD)
Marketing Automation
Campaigns (TBD)
Target Lists (TBD)
Mass Email (TBD)
MailChimp Integration (TBD)
Telephony
Asterisk integration (TBD)
Multiple phone numbers per record. Different types of phone number (Mobile, Office, Fax, etc.)
Administration
Data Import
Users – No user limitation.
Teams
Roles – Access control.
LDAP Authentication
SAML Authentication (TBD)
Currency Rates
Workflows
Workflow Management (available in Advanced Pack) – Conditions, Actions.
Customization
Layout Manager – Change layouts for detail and list views.
Entity Manager – Create custom entities, fields and relationships.