EspoCRM Documentation¶
Administration¶
- Server configuration
- System
- Essentials
- Security
- Customization
- Users
- Roles
- Emails
- Portal
- Authentication
- Integrations:
- Miscellaneous
General¶
- Formula
- Import
- Dashboards
- Web-to-Lead
- Currency
- Pipelines
- Collaborators
- Multiple assigned users
- Phone numbers
- Maps
- SMS sending
User Guide¶
- Emails
- Stream
- Sales management: Leads & Opportunities
- Case management
- Activities & calendar
- Campaigns
- Target lists
- Mail merge (mass snail mailing)
- Knowledge base
- Documents
- Export
- Text search
- Search in lists
- Working time calendar
- Printing to PDF
- Miscellaneous
Extensions¶
- Advanced Pack
- Sales Pack
- Project Management
- Meeting Scheduler
- Google Integration
- Outlook Integration
- VoIP Integration
- Zoom Integration
- Stripe Integration
- Export Import