Social Networking
  Ad Management
  Image Galleries
  Project Management
  File Management
  Customer Support
  DB Tools
  Polls and Surveys
  Micro Blogs
  Guest Books
  Project Management
Category : erp
Version : 5.4.4
Views : 58762 Views
Ratings : 4.407 out of 5
Votes : 27 Votes
Reviews : 3 Reviews
Space Required : 82.72 MB

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Overview EspoCRM is a web application that allows you to see, enter and evaluate all your company relationships regardless of the type. People, companies, projects or opportunities — all in an easy and intuitive interface.


  • 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.

  • Calendar
    • Meetings.
    • Calls.
    • Tasks.
    • Send Invitations to attendees.
    • Google Calendar Integration (TBD).

  • 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.

  • 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 (TBD).

  • 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 (TBD) – Conditions, Actions.

  • Customization
    • Layout Manager – Change layouts for detail and list views.
    • Field Manager – Create new fields or modify existing ones.

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