EspoCRM

EspoCRM is an open source CRM software to increase profitability. It will help you to see all your company relationship in a single window.

Introduction to EspoCRM

EspoCRM is an open source web application that enables you to see, enter and assess all your organization connections paying little respect to the sort. Individuals, organizations, tasks or openings — all in a simple and natural interface. 20k companies in 163 countries are proudly using our software.

Features of EspoCRM

Sales Automation

1. Leads. Changing over Lead to Opportunity/Account/Contact.
2. Openings. Potential deals in CRM.
3. Records. Each record is a focal record in B2B show.
4. Contacts. Contact can be identified with various Accounts with particular jobs of connections.

Calender

1. Shared Calendar. User can see schedules of coworkers.
2. Tasks
3. Google Calendar Integration (available in Advanced Pack)
4. Calls
5. Meetings
6. Sending invitations to attendees.

Emails

1. Email Accounts. Automatic archiving emails from personal or group IMAP accounts. Incoming emails automatically get linked to corresponding records.
2. Multiple email addresses per record.
3. Email Folders
4. Email Filters
5. Outbound Emails
6. Email Templates
7. Email Signature
8. Mass Email

Social

1. Action Stream. Feed where changes and new augmentations of pursued records are appeared.
2. Follow Button. Client can pursue specific record. Records one makes or those that got doled out to one are pursued naturally.

Workflows

1. BPM tool gives a capacity to show and computerize business forms.
2. Activities can be activated if particular conditions are met. Accessible activities: send email, refresh record, make new record, make warning, dole out record by particular principle.

Marketing Automation

1. Sync Target Lists with Reports (available in Advanced Pack)
2. Target Lists
3. MailChimp Integration (available in Advanced Pack)
4. Mass Email Marketing
5. Campaigns
6. Web-to-Lead
7. Mass Mail Merge