Basic CRM

EspoCRM offers a basic CRM with the following modules and features for $45/month for 3 users:

Sales Automation

• • Leads Converting lead to opportunity/account/contact
  • Opportunities Potential sales in CRM
  • Accounts Account is a central record in a B2B model
  • Contacts Contact can be related to multiple accounts with specific roles and relationships

Calendar

• • Meetings
  • Calls
  • Tasks
  • Sending Invitations to Users & Customers
  • Shared / Group Calendar

Emails

• • Email Accounts
  • Outbound Emails
  • Email Templates
  • Email Campaigns

Notes & Tracking

• • Activity Stream updates to records
  • Follow Records for changes

Customer Support

• • Cases
  • Email-to-Case
  • Customer Portal
  • Knowledge Base