End-to-End Lead to Opportunity Management in ESPOCRM with Account Creation in SAP 

• Capture and track leads efficiently in EspoCRM with automated assignment and follow-up. ∙
• Qualify leads and convert them to sales opportunities, tracking every stage from first contact to closing the deal.
• Upon opportunity conversion in EspoCRM, notifications are automatically sent to SAP to create a corresponding customer account—no manual data entry required.
• Eliminate duplication and ensure data accuracy across both systems.

Sales Order to Invoice Workflow 

• Generate sales orders directly within EspoCRM, integrating your CRM-driven quoting and sales process.
• With a single click, sales orders are pushed from EspoCRM to SAP, triggering automated invoice creation in your ERP.
• Accelerate cash flow while maintaining complete visibility from order to payment.

Real-Time Inventory Synchronization

• Stay updated with the latest inventory levels: SAP inventory status is continuously synced with EspoCRM.

Key features include:

• Send and Receive WhatsApp Messages: Users can communicate with customers via WhatsApp right from EspoCRM without switching apps, consolidating all client interactions in one place.
• Automated WhatsApp Alerts: Set up triggered workflows within EspoCRM to send notifications and reminders over WhatsApp based on key events such as new lead creation, opportunity updates, or task completions.
• Personalized Messaging: Use CRM data to personalize WhatsApp messages automatically, enhancing customer experience and relevance. ∙Multi-User Collaboration: Supports multiple team members handling WhatsApp chats within EspoCRM, improving response times and customer service.
• No-Code Workflow Automation: Integration with platforms like Zapier or Pipedream allows non-developers to design automated actions linking EspoCRM events to WhatsApp messaging.
• Compliance and Opt-in Management: Helps ensure WhatsApp communications adhere to platform policies, including opt-in and consent management.

This integration typically uses WhatsApp Business API providers such as Twilio, MessageBird, or Interakt to enable reliable, scalable messaging. It empowers sales, support, and marketing teams to

Key Features

• Voice Recordings: Every inbound and outbound call is automatically logged and stored with a direct playback option accessible from the CRM. Call recordings are securely linked to the customer record for easy reference, audits, or quality checks.
• Transcripts: Calls are transcribed using built-in or third-party AI services, making it simple to review conversations and extract actionable insights. Transcripts help improve follow-up, training, and compliance processes.
• Recap Summary: AI-powered summaries distill key details from call transcripts, so your team can quickly review the most important takeaways without listening to the entire recording. This saves time and enhances focus on core business decisions.
• Click-to-Call and Pop-ups: Initiate calls directly from any contact, lead, or account, with instant pop-ups showing caller details and history. All calls and associated data are tracked inside EspoCRM without manual effort.
• ​Centralized Communication History: Each call (recording, transcript, and recap) is attached to the contact record, providing a complete communication trail in one platform.

Benefits for Your Business

• Eliminate data silos by managing calls, recordings, transcripts, and notes in a centralized dashboard.
• Enhance team efficiency with automated logging, transcription, and recaps.
• Enable compliance monitoring and staff training by reviewing call records and summaries.
• Improve customer service with fast access to all prior interactions, saving time on support and sales follow-up.

Empower your business with EspoCRM and IP Telephony Integration—simplifying communications, ensuring accountability, and driving superior customer experience