Use EspoCRM to improve sales productivity

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

Calendar

• Meetings, Calls, and Tasks
• Working time calendar
• Sending invitations
• Google Calendar sync (in extension)
• Outlook Calendar sync (in extension)
• Shared calendar
• Meeting scheduler (in extension)

Emails

• Email accounts
• Outbound emails
• Email templates
• Email folders
• Email signature
• Email filters
• Mass email
• Multiple email addresses per record

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

• Cases
• Email-to-Case
• Customer portal
• Knowledge base

Documents

• Attaching document files
• Document folders

Sales & Purchases

• Products
• Quotes
• Sales orders
• Invoices
• Delivery orders
• Return orders
• Purchase orders
• Receipt orders
• Inventory management
• Price books

Available in Sales Pack

Telephony

• VoIP integration (in extension)
• Multiple phone numbers per record

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

Project Management

• Projects
• Tasks
• Milestones
• Boards
• Gantt chart

Available in extension

Marketing Automation

• Campaigns
• Mass email marketing
• Mass mail merge
• Target lists
• Sync target lists with reports (in Advanced Pack)
• MailChimp integration (in extension)
• Web-to-Lead

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)
• Zoom integration (in extension)