EspoCRM
CRM
A self-hosted customer relationship management platform with features like contact management, sales automation, and reporting.
Add EspoCRM to your website
Add EspoCRM to your software stack included at no additional cost with an existing server management plan.
To learn more about EspoCRM, visit their official website.
Key Features:
- Sales Automation: EspoCRM offers comprehensive sales automation tools, including lead management, opportunity tracking, account management, and contact management. It allows users to convert leads to opportunities, accounts, or contacts seamlessly.
- Calendar and Scheduling: The platform provides a robust calendar feature that supports meetings, calls, tasks, and a working time calendar. Users can send invitations, sync with Google and Outlook calendars (through extensions), and utilize shared calendars for team collaboration.
- Email Management: EspoCRM offers a range of email management features, including email accounts, outbound emails, email templates, folders, signatures, filters, and mass email functionality. It also supports multiple email addresses per record.
- Customer Support: The CRM includes tools for customer support, such as case management, email-to-case functionality, a customer portal, and a knowledge base, enabling efficient handling of customer inquiries and issues.
- Customization and Extensibility: EspoCRM provides extensive customization options, including a layout manager to customize detail and list views, an entity manager to create custom entities, fields, and relationships, and a label manager to customize application labels. It also supports installable extensions for further customization.
- Workflow and Process Automation: With the Advanced Pack, EspoCRM offers a Business Process Management (BPM) tool and workflow functionality. Users can model and automate business processes, trigger actions based on specific conditions, and streamline their operations.
- Marketing Automation: EspoCRM supports marketing automation features, such as campaigns, mass email marketing, mass mail merge, target lists, and web-to-lead functionality. It also integrates with MailChimp (through an extension) for enhanced marketing capabilities.