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.
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.
Send Invitations to attendees.
Google Calendar Integration (TBD).
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.
Multiple email addresses per record.
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.
Cases – Email-to-Case.
Customer Portal (TBD).
Google Drive Integration (TBD).
DropBox Integration (TBD).
Quotes and Invoicing (TBD).
Web-to-Lead forms (TBD).
Target Lists (TBD).
Mass Email (TBD).
MailChimp Integration (TBD).
Asterisk integration (TBD).
Multiple phone numbers per record. Different types of phone number (Mobile, Office, Fax, etc.).
Users – No user limitation.
Roles – Access control.
SAML Authentication (TBD).
Workflow Management (TBD) – Conditions, Actions.
Layout Manager – Change layouts for detail and list views.
Field Manager – Create new fields or modify existing ones.