Sales, support, and marketing — all in one place
Sales Essentials
- Leads · Organize and nurture potential customers
- Opportunities · Move deals through the sales pipeline
- Accounts · Centralize company relationships
- Contacts · Keep customer information organized
Calendar
- Calendar · Schedule meetings, calls, and tasks
- Working time calendar · Set working days and hours
Emails
- Email sync · Automatically link emails to CRM records
- Email sending · Send emails without leaving CRM
- Email templates · Draft and organize reusable templates
- Mass email · Deliver bulk email campaigns
Social
- Stream · A live feed with all record changes and team communication
Customer Support
- Cases · Organize, prioritize, and resolve cases
- Portal · Customer self-service portal
- Knowledge base · Help center for customers and staff
Documents
- Documents · Keep documents accessible within CRM
Marketing
- Web-to-Lead · Collect leads via web forms or API
- Campaigns · Plan, send, and analyze marketing campaigns
Customization
- Entity manager · Create custom entities, fields, and relationships
- Dynamic logic · Show, require, or lock fields dynamically
- Formula · Write scripts to calculate fields or perform actions
- Extensions · Install add-ons to extend your CRM
Administration
Import & Export
- Import · Migrate data from external sources
- Print to PDF · Generate PDFs from CRM records and templates
- Export · Extract CRM data to CSV or Excel file
Sales Pack Extension
Sales & Purchases
- Products and pricing
- Quotation and invoicing
- Purchases
- Subscriptions
- Inventory management
- Payments
Advanced Pack Extension
Automation
- Business process management · Visualize and automate business processes
- Workflows · Set up simple automation rules
Analytics
- Reports · Get insights from CRM data
VoIP Integration Extension
Telephony
- VoIP integration · Automatic call logging, call notes, and record linking
Project Management Extension
Meeting Scheduler Extension
EspoCRM is free for both personal and commercial use
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