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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
Sales



Stream

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


Sales & Purchases

Available in Sales Pack



Reports

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

BPM

Projects

Project Management

  • Projects
  • Tasks
  • Milestones
  • Boards
  • Gantt chart

Available in extension


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


EspoCRM is free for both personal and commercial use

Go to Download CRM