Customization – Self

EspoCRM is easily customizable: Add/hide fields Create calculated field Re-arrange views Rename fields Create new modules Create reports Create dashboards elements It has an Import module to assist with uploading your current customer and other data lists. The EspoCRM site has many how-to videos to …

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CRM Included!

EspoCRM has the following modules included in EspoCloud. Sales Pack Products Sales Quotes Sales Orders Invoices Delivery Orders Return Orders Purchases Purchase Orders Receipt Orders Products and Inventory Management VoIP Integration Asterisk server through AMI Twilio service Advanced Pack Reports Workflows Business Process Management Project …

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Basic CRM

EspoCRM offers a basic CRM with the following modules and features for $45/month for 3 users: Sales Automation Leads Opportunities Accounts Contacts Calendar Meetings Calls Tasks Sending Invitations to Users & Customers Shared / Group Calendar Emails Email Accounts Outbound Emails Email Templates Email Campaigns …

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