EspoCRM EspoCRM

Version: 5.2.5
Demo
A web application that allows you to see, enter and evaluate all your company relationships regardless of the type.
  • Overview
    EspoCRM screenshot
    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.
    Space Required: 81.91 MB
    Reviews: (3)
    Release Date: 2018-06-08
  • 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.
  • Screenshots
    EspoCRM Screenshot 1
    EspoCRM Screenshot 2
    EspoCRM Screenshot 3
    EspoCRM Screenshot 4
    EspoCRM Screenshot 5