Excellent EspoCRM Features
A web application that allows you to see, enter and evaluate all your company relationships regardless of the type.
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.
Send Invitations to attendees.
Google Calendar Integration (TBD).
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.
Multiple email addresses per record.
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.
Cases – Email-to-Case.
Customer Portal (TBD).
Google Drive Integration (TBD).
DropBox Integration (TBD).
Quotes and Invoicing (TBD).
Target Lists (TBD).
Mass Email (TBD).
MailChimp Integration (TBD).
Asterisk integration (TBD).
Multiple phone numbers per record. Different types of phone number (Mobile, Office, Fax, etc.).
Users – No user limitation.
Roles – Access control.
SAML Authentication (TBD).
Workflow Management (TBD) – Conditions, Actions.
Layout Manager – Change layouts for detail and list views.
Field Manager – Create new fields or modify existing ones.
EspoCRM 5.5.6 released
Automated Email-to-Lead with Workflows
EspoCRM 5.5.5 released
EspoCRM 5.5.2 released
EspoCRM 5.5.1 released
EspoCRM 5.5.0 released
CRM vs ERP: Key Differences
EspoCRM 5.4.5 released
EspoCRM 5.4.4 released
Why is CRM essential for Sales Managers?
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