Official EspoCRM extensions and core modules that add whole business areas to the CRM: sales documents and inventory, projects, reporting, meeting booking, AI features and case management.
Implementing the official Sales Pack so quoting, sales orders, invoices, purchasing and stock live in EspoCRM: products and price books, taxes and multi-currency, delivery and receipt orders, subscriptions and payments, and where an ERP is still needed.
Running delivery work next to customer records with the official Project Management extension: projects, project tasks and milestones, plan, board and Gantt views, task dependencies, groups such as backlog and sprint, and project-level roles.
Adding AI features to EspoCRM with the official Intelligence extension: provider choice including a self-hosted OpenAI-compatible model, per-feature models, record summaries, intelligent paste, AI email composer and formula functions, and the usage log and quotas that control spend.
Letting contacts book time with sales or service staff through EspoCRM booking pages: host availability and overrides, questions and one-time links, meeting requests, round-robin host distribution, and Zoom or Microsoft Teams meeting links.
Using EspoCRM as a service desk: cases created from portals, email, API or workflow rules, email-to-case with group mailboxes, internal stream posts, knowledge base articles, and customer portals with portal roles scoped to the customer's account or contact.
Billing customers on a schedule with Sales Pack subscriptions: charge and billing periods, billing plans, subscription templates, proration on changes and the Control Subscriptions job.
Running procurement inside EspoCRM with the Sales Pack: suppliers, purchase orders, receipt orders into warehouses, bills and bill credits, and when a full ERP is the better fit.
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