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EspoCRM is an excellent software if you are looking for cost-effective solutions. This CRM is the optimal choice for small and medium-sized companies. It is scalable, user-friendly, highly customisable, offers full transparency and is easy to use. You will quickly understand it and use it effectively. The automation software is used to store all data in one central location and maintain full control over it. The application helps with project planning and task allocation. This is why CRM is used in different industries and is perfect for e-commerce. It is characterised by further advantages:
Advanced functions are used to create report analyses, report panels and user-defined list view filters. They ensure workflow automation with flowcharts and process optimisation.
The add-on is used to organise products into categories, subcategories and calculate prices using various formulas. The offers are printed out as PDF files or sent as attachments by e-mail. The processes are managed, payments and sales data are supervised.
The customised solution helps to organise and divide tasks into boards and assign them to team members. You can set deadlines, monitor progress and customise access to projects and tasks.
This is used to create online pages where CRM users can book meetings. This prevents overbooking and configures buffer times before and after meetings. Links are exclusive for special bookings.
The official add-on enables the creation of Zoom meetings directly in EspoCRM. Changes are synchronised and links are generated automatically.
The extension enables direct calls by clicking on telephone numbers, as well as their storage. It supports Asterisk, Twillio, Starface, Binotel, iexPBX server.
The add-on synchronises appointments between CRM and Outlook. It also enables administration in both systems.
The solution is integrated with Google services, which synchronises appointments and calendars, enables contact management and connection to Gmail accounts.
This extension for CRM for sales is used to create MailChimp campaigns, synchronise target group lists and tracking and target group activities.
This allows properties to be managed in detail and linked to suitable enquiries. Rental and sales enquiries are also supported.