96 lines
4.5 KiB
Markdown
96 lines
4.5 KiB
Markdown
---
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title: "EspoCRM"
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category: "Business operations"
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tagline: "Customer relationship management: contacts, deals, activities, and email in one place."
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replaces: ["Salesforce", "HubSpot CRM", "Zoho CRM", "Pipedrive"]
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address: "espocrm.example.com"
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website: "https://www.espocrm.com/"
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upstreamDocs: "https://docs.espocrm.com/"
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links:
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- name: "EspoCRM user guide"
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url: "https://docs.espocrm.com/user-guide/browsing-and-navigation/"
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- name: "EspoCRM administration guide"
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url: "https://docs.espocrm.com/administration/server-configuration/"
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- name: "Roles and access control"
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url: "https://docs.espocrm.com/administration/roles-management/"
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- name: "Importing data"
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url: "https://docs.espocrm.com/administration/import/"
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---
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## Overview
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EspoCRM helps you keep track of the people and companies you work with, the deals you're pursuing, and every call, meeting, and email along the way.
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Main capabilities:
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- **Accounts** (companies), **Contacts** (people), and **Leads** (prospects not yet qualified).
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- **Opportunities** (deals) with stages, amounts, and probability, shown as a kanban board.
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- **Activities**: calls, meetings, and tasks, with a shared **Calendar**.
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- **Email**: connect your mailbox to send and receive email inside the CRM and link messages to records automatically.
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- **Cases** for customer support requests.
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- **Stream**: a timeline of updates on each record and for the records you follow.
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- **Reports**, dashboards, and **workflows** (some through EspoCRM's paid extensions).
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- **Entity Manager** and **Layout Manager** to add fields, record types, and change layouts without code.
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### What it replaces
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EspoCRM replaces Salesforce Sales Cloud, HubSpot CRM, Zoho CRM, and Pipedrive for small and medium teams, without per-seat pricing.
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## Signing in
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Open your EspoCRM address and sign in with the account your administrator created for you.
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## Core concepts
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| Record | Use it for |
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| --- | --- |
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| Lead | Someone who has shown interest but isn't qualified yet. **Convert** a lead to create an account, contact, and opportunity in one step. |
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| Account | A company or organization. |
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| Contact | A person, usually linked to an account. |
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| Opportunity | A potential sale, with an amount, stage, and close date. |
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| Case | A support issue raised by a customer. |
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## Everyday use
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### Add and find records
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- Use **Create** on any list, or the **+** in the top bar for quick creation.
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- The global search in the top bar searches across record types.
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- On lists, use filters and save them as presets, such as "My open opportunities".
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### Log activities
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On a record's detail page, use the **Activities** panel to schedule a call, meeting, or task. Completed activities move to **History**, building a full picture of the relationship.
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### Manage your pipeline
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Open **Opportunities** and switch to the **Kanban** view. Drag deals between stages as they progress. Keep amounts and close dates current so forecasts and dashboards are accurate.
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### Connect your email
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1. Open your avatar menu, **Email Accounts**, and **Create Email Account**.
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2. Enter your IMAP details (from Superpanel or your administrator) and enable SMTP to send from the CRM.
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{{< screenshot src="espocrm/connect-email.png" alt="The IMAP tab of a new personal email account in EspoCRM" caption="The **IMAP** tab of a new personal email account. Outgoing mail goes on the **SMTP** tab." >}}
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3. Emails to and from known contacts are linked to their records automatically. Use **Archive** on others to link them manually.
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## Administer EspoCRM
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Open **Administration** from the menu:
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- **Users**, **Teams**, and **Roles**: control who can see and edit each type of record. Roles can limit access to "own" records, "team" records, or "all".
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- **Entity Manager**: add fields (dropdowns, dates, currency) and new record types.
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- **Layout Manager**: arrange fields on detail, list, and search layouts.
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- **Import**: bring in CSV exports from your old CRM. Map columns to fields, run a test, then import. Imports can be reverted.
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- **Outbound Emails** and **Inbound Emails**: group mailboxes and case creation from a support address.
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## Superpanel settings
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{{< review "confirm Superpanel option names for EspoCRM." >}}
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- **Access**: choose which groups are given the EspoCRM address.
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- **Administrator account**: initial admin credentials are provided through Superpanel or Federated Computer support.
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Scheduled jobs that EspoCRM needs (fetching email, sending reminders) are set up by Federated Computer. If email stops syncing, check **Administration**, **Scheduled Jobs**, then contact support.
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