Category: Uncategorized

EspoCRM is easily customizable: Add/hide fields Create calculated field Re-arrange views Rename fields Create new modules 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 assist with training and learning …

For businesses who need more functionality, EspoCRM has add-on modules you can purchase when you are ready. Extensions are listed here: EspoCRM Extension List Sales Pack Products Sales Quotes Sales Orders Invoices Delivery Orders Return Orders Purchases Purchase Orders Receipt Orders Inventory Management VoIP Integration …

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 …

Feature Highlights

EspoCRM – Self Hosted Free EspoCRM application has a free self-hosted option.  You can download and install it on your computer and use for either personal or commercial, business use.  Click the next tab BASIC CRM for a list of features. EspoCRM – Cloud Paid …

Since 2012, we have been helping tiny and small business customize CRM’s to fit their business model.  One example is an after-school program which we updated Espo to provide a CRM for student, mentor, and lesson data. We can do the same for you! EspoCRM …

Let’s run through a demo on the included features in the base $45/month for 3 users package:  Leads, Customers, Accounts, Opportunities, Knowledge Base, Cases, Calls, Meetings, Tasks, & Documents.  We can also review how easy it is to self-configure basic needs like a new field …