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Your No-code and AI Automation PartnerBoost Customer Engagement with EspoCRM
Automate your EspoCRM tasks to effortlessly manage leads, opportunities, and customer interactions, freeing up your team's time to focus on strategic initiatives and driving sales growth.
When a Lead Created
1. Automate Lead Routing
Automatically route new leads to the right sales reps.
Perform an Update Contact
2. Sync Contact Details
Sync contact updates across all systems in real-time.
Perform an Send Notification
3. Notify Team on Deal Closure
Alert team on Slack when a deal closes in EspoCRM.
When Opportunity Reached Certain Stage
4. Automate Opportunity Alerts
Notify stakeholders when opportunities advance stages.
Perform an Create Task
5. Task Assignment from CRM
Create tasks in Asana for follow-up when leads update.
- Repeat -
Automation Benefits
Key Benefits of EspoCRM Automation
Automating EspoCRM processes can lead to significant improvement in efficiency and revenue.
Enhanced Lead Management
Automatically segment and prioritize leads to increase conversion rates.
Improved Data Integrity
Ensure data consistency across platforms with automatic synchronizations.
Efficient Task Allocation
Assign tasks automatically based on CRM updates, saving time.
Seamless Integration
Connect EspoCRM seamlessly with other software for better workflow.
Timely Notifications
Receive automated alerts for important CRM events, keeping everyone informed.
Better Customer Insights
Gain deeper insights into customer data through automated reports.
Features
EspoCRM Automation Features
Enhance your productivity by automating key features in EspoCRM, allowing seamless integration with other tools you use every day.
- 1Automated Lead Segmentation
Classify and prioritize leads automatically to improve conversion.
- 2Scheduled Reporting
Automate report generation and distribution to stakeholders.
- 3Contact Synchronization
Keep contact details consistent across all platforms in real-time.
Outcomes
Business Outcomes
Realize significant improvements in customer relationship management and data consistency to propel your business forward.
30%
Increase in Sales Efficiency
40+ hours/month
Reduction in Manual Tasks
90%
Improved Data Accuracy
FAQ
EspoCRM Automation FAQs
Get answers to the most common questions about automating EspoCRM to enhance usability and business performance.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.