EspoCRM Review

EspoCRM is a customer relationship management solution that helps businesses improve processes and customer relationships. The platform enables efficient analysis of customer actions and behavior to enhance services, products, and workflows while meeting project-specific requirements and market demand.
With its interactive interface, EspoCRM allows marketing professionals to integrate third-party applications, streamline processes, identify growth opportunities, and analyze business objectives, employees, and projects.

ESPOCRM – TUTORIAL

ESPOCRM – FEATURES

• Leads: manage potential customers
• Opportunities: track potential sales deals
• Contacts: manage people associated with your business
• Work schedule calendar: manage working hours
• Meeting planner: automated online booking
• Email accounts: retrieve emails from mailboxes
• Email sending: compose and send emails from the CRM
• Email templates: create reusable email templates
• Mass email: send bulk emails
• Stream: activity feed with record updates
• Issue resolution: track and manage customer issues
• Portal: customer access point
• Knowledge base: support center for customers and staff
• Documents: upload and organize CRM documents
• Web-to-Lead: capture leads via web forms or APIs
• Campaigns: mass email, mail merge, and more
• Entity manager: create custom entities and relationships
• Dynamic logic: define rules for dynamic forms
• Formula: write scripts for field calculations
• Extensions: install add-ons
• Roles: access control for users and teams
• Import / Export: manage external data
• PDF printing: generate documents
• Business process management: model and automate workflows
• Reports: consolidated business insights
• VoIP integration: connect with 3CX, Twilio, Asterisk, and more.