Sales Automation
- Leads · Converting lead to opportunity/account/contact
- Opportunities · Potential sales in CRM
- Accounts · Account is a central record in a B2B model
- Contacts · Contact can be related to multiple accounts with specific roles and relationships
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Calendar
- Meetings, Calls, and Tasks
- Working time calendar
- Sending invitations
- Google Calendar sync (in extension)
- Outlook Calendar sync (in extension)
- Shared calendar
Emails
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Social
- Stream · The feed where changes and updates to the followed records are shown
- Follow button · The user can follow a particular record. The records a user creates or those that are assigned to a user are followed automatically
Customer Support
Documents
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Sales & Purchases
- Products
- Quotes
- Sales orders
- Invoices
- Delivery orders
- Return orders
- Purchase orders
- Receipt orders
- Inventory management
- Price books
Available in Sales Pack
Telephony
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Analytics
- Reports · Allow users to see gathered information about business
Available in Advanced Pack
Workflows
- Business process management · Provides the ability to model and automate business processes
- Workflows · Actions can be triggered if specific conditions are met. Available actions: send email, update record, create new record, create notification, assign record by specific rule
Available in Advanced Pack
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Marketing Automation
Customization
- Layout manager · Change layouts for detail and list views
- Entity manager · Create custom entities, fields and relationships
- Label manager · Ability to customize application labels
- Extensions · Ability to customize your EspoCRM with installable extensions
Administration
- Data import
- Users
- Teams · Users can be organized into teams
- Roles · Access control can be set for a whole team and specific users
- LDAP authentication
- OpenID Connect authentication
- Currency rates
- UI themes
Miscellaneous
- Maps · Displayed based on address fields
- Dynamic forms
- Calculated fields
- Data privacy management
- Kanban boards
- Export to spreadsheets (video tutorial)
- Export to CSV
- Printing to PDF
- Google Contacts integration (in extension)
- Outlook Contacts integration (in extension)
EspoCRM is free for both personal and commercial use