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.

Features

• 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.