EspoCRM
On Sale
$749.00
$749.00
Use EspoCRM to improve sales productivity
Sales Automation
Leads. Converting Leads 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 and relationships.
Calendar
Meetings
Calls
Tasks
Sending invitations to attendees.
Google Calendar Sync (available in extension)
Outlook Calendar Sync (available in extension)
Shared Calendar. The user can see schedules of coworkers.
Emails
Email Accounts. Automatically archive emails from personal or group IMAP accounts. Incoming emails can be automatically linked to corresponding records.
Outbound Emails
Email Templates
Email Folders
Email Signature
Email Filters
Mass Email
Multiple email addresses per record.
Social
Activity 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
Inventory Management
Products (available in Sales Pack)
Quotes (available in Sales Pack)
Sales Orders (available in Sales Pack)
Invoices (available in Sales Pack)
Telephony
VoIP Integration (available in extension)
Multiple phone numbers per record. Different types of phone numbers (mobile, office, fax, etc.).
Analytics
Reports (available in Advanced Pack). Allow users to see gathered information about business.
Workflows
Business Process Management (available in Advanced Pack). BPM tool. Provides an ability to model and automate business processes.
Workflows (available in Advanced Pack). 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.
Misc
Maps. Displayed based on address fields.
Dynamic forms
Calculated fields
Data privacy management
Kanban boards
Export to Excel
Export to CSV
Printing to PDF
Google Contacts Integration (available in extension)
Outlook Contacts Integration (available in extension)
Marketing Automation
Campaigns
Mass Email Marketing
Mass Mail Merge
Target Lists
Sync Target Lists with Reports (available in Advanced Pack)
MailChimp Integration (available 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 whole team and specific users.
LDAP Authentication
Currency Rates
Themes support
Sales Automation
Leads. Converting Leads 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 and relationships.
Calendar
Meetings
Calls
Tasks
Sending invitations to attendees.
Google Calendar Sync (available in extension)
Outlook Calendar Sync (available in extension)
Shared Calendar. The user can see schedules of coworkers.
Emails
Email Accounts. Automatically archive emails from personal or group IMAP accounts. Incoming emails can be automatically linked to corresponding records.
Outbound Emails
Email Templates
Email Folders
Email Signature
Email Filters
Mass Email
Multiple email addresses per record.
Social
Activity 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
Inventory Management
Products (available in Sales Pack)
Quotes (available in Sales Pack)
Sales Orders (available in Sales Pack)
Invoices (available in Sales Pack)
Telephony
VoIP Integration (available in extension)
Multiple phone numbers per record. Different types of phone numbers (mobile, office, fax, etc.).
Analytics
Reports (available in Advanced Pack). Allow users to see gathered information about business.
Workflows
Business Process Management (available in Advanced Pack). BPM tool. Provides an ability to model and automate business processes.
Workflows (available in Advanced Pack). 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.
Misc
Maps. Displayed based on address fields.
Dynamic forms
Calculated fields
Data privacy management
Kanban boards
Export to Excel
Export to CSV
Printing to PDF
Google Contacts Integration (available in extension)
Outlook Contacts Integration (available in extension)
Marketing Automation
Campaigns
Mass Email Marketing
Mass Mail Merge
Target Lists
Sync Target Lists with Reports (available in Advanced Pack)
MailChimp Integration (available 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 whole team and specific users.
LDAP Authentication
Currency Rates
Themes support