EspoCRM is a powerful customer relationship management (CRM) system that has been implemented by the bpm4b team for a leading lead generation company. This implementation is characterized by the following features:
Four independent business directions: EspoCRM has been customized to support four distinct areas of the lead generation company’s business. This means that the system is flexible enough to meet the unique needs of each department, while still providing a unified view of all customer interactions.
Universal manager’s workspace: The EspoCRM implementation provides a universal workspace for managers that can be accessed from anywhere in the world. This means that managers can stay connected to their teams and monitor progress even when they are on the go.
Built-in SIP phone: EspoCRM is integrated with a SIP phone system, which enables employees to make and receive calls directly from within the system. This feature streamlines communication and ensures that all customer interactions are captured and tracked in one place.
Integration with over 20 lead capture forms: The EspoCRM implementation has been integrated with more than 20 external lead capture forms, including forms on Facebook. This means that the lead generation company can capture leads from a variety of sources and consolidate all customer data in one place.
Integration with messaging apps: The EspoCRM implementation supports integration with popular messaging apps like WhatsApp, Viber, and Telegram. This means that customers can communicate with the lead generation company via their preferred messaging app, and all interactions are automatically logged in the CRM system.
Internal employee chat: The EspoCRM implementation includes an internal chat system that enables employees to communicate and collaborate with each other in real-time. This feature promotes teamwork and enhances productivity.
Advanced reporting system: EspoCRM includes a sophisticated reporting system that provides detailed insights into customer interactions and business performance. This feature enables the lead generation company to identify trends, track KPIs, and make data-driven decisions.
Access control based on work schedules: The EspoCRM implementation includes a robust access control system that is based on employee work schedules. This means that employees only have access to the information and features that are relevant to their role and work schedule.
In summary, the bpm4b team has successfully implemented EspoCRM for a leading lead generation company, providing a comprehensive solution that supports multiple business directions, enables universal access, integrates with external lead capture forms and messaging apps, and includes advanced reporting and access control features.
