This slides were created by Parth Desai.

2. Whatis

3. Customer Relationship Management
➢ Customer relationship management(CRM) isan approachto
managingacompany'sinteraction with current and
potentialfuture customersthat tries toanalyze data
aboutcustomers'history with acompanyandtoimprove
businessrelationships with customers,specifically focusing
oncustomerretention andultimately driving salesgrowth.

4. Let’s

5. Whatis
?

6. Espo : Customer Relationship Management
➢ Anopensourceweb applicationthat allowsyoutosee,
enter andevaluate allyourcompanyrelationships
regardless ofthetype. People,companies,projects or
opportunities- allinaneasyandintuitive interface.

7. Where isitused?

8. LanguageSupport

9. Available
In
Options

10. EspoCRM On Premise
CRMdatabaseisstoredlocally.
CRMsoftware runsonyourownhardware.
Nodatabasesizelimitations.
OpensourceCRMandisfree to use.
Modifythe sourcecodeaccordingto the needs.
NoAdvancedPack andVoIP Integration included.

11. EspoCRMintheCloud
Getupandrunningquickly
Fullsetoffeatures
Nohardware required
NoCRMsoftware installationormaintenance needed
Switch to On-Premise atanytime

12. Leads.Converting Leadto
Opportunity/Account/Contact.
Opportunities. Potential sales inCRM.
Accounts. Eachaccount is acentral
recordin B2Bmodel.
Contacts. Contact can be related to
multiple Accounts withspecific roles of
relationships.
Sales Automation

13. Calendar
Meetings
Calls
Tasks
Sending invitations to attendees.
Google Calendar Integration (available in
Advanced Pack)
Shared Calendar. User can see schedules
of coworkers.

14. Outbound Emails
Email Templates
Email Folders
EmailAccounts : Automatic archiving
emails from personal orgroup IMAP
accounts. Incoming emails automatically
getlinked to corresponding records.
EmailSignature
Email Filters
Mass Email
Multipleemail addresses perarecord
Emails

15. Social
Activity Stream. Feedwhere changes and
new additions of followed recordsare
shown.
Follow Button. User can follow
particular record. Records one creates or
those that gotassigned toone are
followed automatically.

16. Cases
Email-to-Case
Customer Portal
KnowledgeBase
Customer Support

17. Other Features
➢InventoryManagement: ➢Analytics:
➢Misc:
➢MarketingAutomation:
Products(availableinAdvancedPack)
QuotesandInvoices(availableinAdvancedPack)
Reports(availableinAdvancedPack)
Maps.Displayedbasedonaddressfields.
Dynamicforms
Calculatedfields
GoogleContactsIntegration(availableinAdvanced
Pack)
Campaigns
TargetLists
SyncTargetListswithReports(availablein
AdvancedPack)
EmailMarketing
MailChimpIntegration(availableinAdvanced
Pack)

18. Other Features
➢Telephony: ➢Administration:
➢Workflows:
➢Customization:
VoIP integration (available asVoipIntegration
extension)
Multiple phone numbers per record.Different types of
phone numbers (Mobile, Office, Fax, etc.).
 Data Import
 Users. Nouser limitation in on-premise version.
 Teams. Users canbe organized into teams.
 Roles. Accesscontrol can be set forwhole team and specificuser.
 LDAP Authentication
 Currency Rates
 Themes supportWorkflow Management (available in Advanced Pack).
Actions canbe triggered ifspecificconditions are met.
Available actions: send email, update record,create new
record,create notification, assign recordbyspecific
rule.
 Layout Manager. Change layouts fordetail and list views.
 Entity Manager. Create custom entities, fields and relationships.
 Extensions. Ability to customize your EspoCRM with installable
extensions.

19. WhyEspoCRM?

20. ➢WebbasedCRM.Oneversionforallyourdevices.
➢FreeofchargeandopensourceCRMdistributedunderGPLv3.
➢Testedwithmosthostingproviders.
➢Newfeaturesevery2months.
➢ResponsiveDesignandlatestWebTechnologies.
➢Lightningfast.
➢Nouserlimitation.
➢Cloud andOn-Premise versionavailable.
➢Easytocustomize.
➢Openarchitectureforthirdpartyintegrationvia API.
Advantages

21. It’s
For
Commercialandpersonaluse

22. Amiya Bhushan(14UCS052)
Parth Desai(14UCS037)
SnehAnkur (14UCS055)