Custom Cloud DX-CRM

Flexible custom Cloud CRM Solutions for your business

We understand that a successful CRM for business is not only providing advanced features for managing customer relationships but also more important is how it supports wide range integration with Lead Capture from difference external sources (Web landing pages, Social media, Chatbot, E-mail, Advertising, etc) to streamlines your process & centralize Lead contacts to simplify operation for your Sale Team. As well as extendable and customize workflow for your business Use-Case. That’s how we do!

Our solution is custom, optimize performance & security based on Open Source Espocrm. As well as support scalability on Cloud AWS. Espocrm Open Source had been certified by 50,000+ companies in 163 countries of the world

Features

Sales Automation
  • Leads. Converting Leads to Opportunity/Account/Contact.
  • Opportunities. Potential sales in CRM.
  • Accounts. Each account is a central record in B2B model.
  • Contacts. Contact can be related to multiple Accounts with specific roles and relationships.
Marketing Automation
  • Campaigns
  • Mass Email Marketing
  • Mass Mail Merge
  • Target Lists
  • MailChimp Integration
  • Web-to-Lead

 

Calendar
  • Meetings
  • Calls
  • Tasks
  • Sending invitations to attendees.
  • Google Calendar Sync
  • Outlook Calendar Sync

 

Customer Support
  • Ticket support management
  • Email-to-Ticket
  • Customer Portal
  • Knowledge Base
Administration
  • Data Import
  • Users
  • Teams. Users can be organized into teams.
  • Roles. Access control can be set for whole team and specific users.
  • Themes support
Emails
  • Email Accounts. Automatically archive emails from personal or group IMAP accounts. Incoming emails can be automatically linked to corresponding records.
  • Outbound Emails
  • Email Templates
  • Email Folders
  • Email Signature
  • Email Filters
  • Mass Email
Inventory Management
  • Products management
  • Quotes management
  • Sales Orders
  • Invoices management

 

Customization
  • Layout Manager. Change layouts for detail and list views.
  • Entity Manager. Create custom entities, fields and relationships.
  • Label Manager. Ability to customize application labels.
  • Custom Extensions
Lead capture integration
  • Website Landing page
  • Chatbot

    Request a call Back

    Would you like to speak to one of our solutions advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.