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EspoCRM Installation

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.
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