Use EspoCRM to improve sales productivity
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.
Send Invitations to attendees.
Google Calendar Integration (available in Advanced Pack)
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.
Multiple email addresses per record.
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.
Cases – Email-to-Case.
Customer Portal (TBD)
Google Drive Integration (TBD)
DropBox Integration (TBD)
Quotes and Invoicing (TBD)
Reports (available in Advanced Pack)
Web-to-Lead forms (TBD)
Target Lists (TBD)
Mass Email (TBD)
MailChimp Integration (TBD)
Asterisk integration (TBD)
Multiple phone numbers per record. Different types of phone number (Mobile, Office, Fax, etc.)
Users – No user limitation.
Roles – Access control.
SAML Authentication (TBD)
Workflow Management (available in Advanced Pack) – Conditions, Actions.
Layout Manager – Change layouts for detail and list views.
Entity Manager – Create custom entities, fields and relationships.