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  3. EspoCRM

EspoCRM
Version : 7.4.5
Votes: 41

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 : 108.05 MB

  Release Date : 12-05-2023

  Get Support : Visit Support Site

  Reviews : 5

   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.

Ratings Total User Guest
 
 35 0 35
 
 1 0 1
 
 0 0 0
 
 2 0 2
 
 3 0 3
Average Ratings 4.54 nan 4.54
Add Your Rating

Reviews
EspoCRM
by a Guest - Den - November 18, 2015, 7:33 am
It's amazing CRM product, handy tool for my business.
Fantastic
by a Guest - flourxo2 - October 26, 2017, 11:26 am
it is an extremely functional and intuitive product. In dummy mode you can make many changes to suit your biz. You can tweak it further behind the scenes and you're simply limited by your abilities! Oh yeah...well thought out and granular level of security!
Love
by a Guest - Guest - March 8, 2018, 12:28 am
The flexibility and adaptability of EspoCRM is great. A lot of CRM systems are set up for the way they think you will use them. But EspoCRM lets you customize things to fit what you need it to do. It may be a bit more work to set things up, but the end result is worth it.
Perfection
by a Guest - epiz_22120337 - May 28, 2018, 10:35 pm
I thank you so so much, simple to install and user-friendly. I love this so much!!!!
EspoCRM
by a Guest - a41527091 - March 7, 2021, 7:19 am
Very good software for an enterprise. A lot of options are available and customisation is straight forward.