EspoCRM - $20/month
Product Details
EspoCRM: sales, support and marketing, all in one place
An open-source CRM that manages your accounts, contacts, leads and opportunities from one centralized dashboard. Helix Telecom installs, hosts and manages the base EspoCRM package for you.
Sales essentials
Organize and nurture leads, move deals through the sales pipeline, and keep accounts and contacts organized.
Calendar
Schedule meetings, calls and tasks, and set working days and hours for every user.
Emails
Automatically link emails to CRM records, send without leaving the CRM, and use reusable templates and mass email.
Activity stream
A live feed of all record changes and team communication in one place.
Customer support
Organize, prioritize and resolve cases, with a customer self-service portal and a knowledge base.
Marketing
Capture leads from web forms and plan, send and analyze marketing campaigns.
Everything included
This is the base EspoCRM package with no extensions. If you need an extension later, contact support and we can add it to your plan.
- Accounts and contacts
- Lead management
- Sales pipeline with deal stages
- Calendar with meetings, calls and tasks
- Email integration with sync, sending and templates
- Mass email and campaigns
- Case management
- Knowledge base and customer portal
- Document management
- Web-to-lead forms
- Activity stream
- Custom entities and fields
- Reports and dashboards
- Role-based permissions
- REST API for third-party integrations
- Free ticket based customization and support