EspoCRM software is that it’s fully customizable. We strive to create a solution that fits different business and industry needs, without having to rely on a “one size fits all” approach or make you spend a fortune on customization.
Demo https://www.espocrm.com/demo/
Installation https://www.espocrm.com/documentation/administration/installation/
Customer relationship management (CRM) software is developing every day due to ever-changing global business environment and rapid advances in digitalization of the whole sales process.
Being only a basic customer information database in the very beginning of its existence, CRM systems have evolved into something more than just sales software. Today, CRM is considered to be the entire approach to managing interaction with current and potential clients. The system fosters customer loyalty, automates the sales pipelines, streamlines business processes and provides powerful insights into sales performance.
Apache / PHP / MySQL
Features
- Leads
- Opportunities
- Accounts
- Contacts
- Meetings
- Calls
- Tasks
- Sending invitations to attendees
- Google Calendar Sync
- Outlook Calendar Sync
- Shared Calendar
- Email Accounts
- Outbound Emails
- Email Templates
- Email Folders
- Email Signature
- Email Filters
- Mass Email
- Activity Stream
- Follow Button
- Cases
- Email-to-Case
- Customer Portal
- Knowledge Base
- Attaching document files
- Document Folders
- Products
- Quotes
- VoIP integration
- Reports
- Business Process Management BPM
- Workflows
- Maps Integration
- Dynamic forms
- Calculated fields
- Data privacy management GDPR
- Kanban boards
- Export to Excel, CSV, PDF
- Printing to PDF
- Google Contacts Integration
- Outlook Contacts Integration
- Campaigns
- Mass Email Marketing
- Mass Mail Merge
- Target Lists
- Sync Target Lists with Reports
- MailChimp Integration
- Web-to-Lead
- Layout Manager
- Entity Manager
- Label Manager
- Data Import
- Users
- Teams
- Roles, Access control.
- LDAP Authentication
- Currency Rates
