Work Folder records
Records open as manila folders with tabs for details, documents, each related list, communications and activities. Linked records open in their own windows.
A new front for EspoCRMKeep EspoCRM.
Keep EspoCRM.
Give it a face people love.
WorkFolder lays a modern, folder-based workspace over your EspoCRM: mail people enjoy, a calendar that turns like a desk pad, campaigns without the maze, and records filed the way people think. Same data, same roles, nothing migrated.
- Installs from the Extensions screen
- Each user can switch back
- Your data stays on your server
JOHN HUNTER HOSPITAL
Installs in minutesUpload one zip in Administration, Extensions. Nothing to migrate.
Nobody is forcedEach person can switch between WorkFolder and EspoCRM view.
Your rules still applyRoles, teams, field rules and dynamic logic all carry through.
Your server, your dataRuns inside your own EspoCRM. No data leaves your site.
Before and after
The same EspoCRM. A very different day at work.
Same records, same server, taken minutes apart. Drag the handle, or use the arrow keys, to compare standard EspoCRM with WorkFolder.
WorkFolderStandard EspoCRM
The everyday problem
Every panel of a record sits in one long page. Contacts, cases, documents, activities and the stream pile up, so people scroll and lose their place.
With WorkFolder
The list is a filing cabinet: the drawer slides open with matching records standing as folders, and the one you pull out opens beside it as a Work Folder, with manila tabs for details, documents, each list, communications and activities.
Filing cabinet lists
Lists that open like a drawer.
Every list can be a one-drawer filing cabinet. Search, saved filters and filters sit on the drawer front; as you search, the drawer slides open with the matching records standing as folders. Pull a folder and the record opens beside the cabinet, so you work down the list without losing your place.
- Saved filters: one pick, the list changes in place
- Record opens beside the list
- Classic list one click away
ACCOUNTS
EMAIL TEMPLATE
Template and mail designer
Design emails with drag-and-drop objects.
Build templates and campaign emails from design objects: sections and columns, text, pictures, buttons, dividers and personalised fields such as First name and Unsubscribe link, which EspoCRM fills in when the email goes out. New templates start from a standard layout, pictures are kept in EspoCRM, and the HTML is one click away.
Three ways in
Start with a facelift. Grow into a platform.
Each level includes everything in the one before it.
FaceLift
WorkFolder FaceLift
A new face for everyday EspoCRM, ready the moment it is installed.
US$490 per site, one-off
Explore FaceLift →PlusWorkFolder Plus
FaceLift, plus Work Planner and template libraries for compliance and projects.
US$990 per site, one-off
Explore Plus →Developer EditionWorkFolder Plus Developer Edition
Everything in Plus and the Screen Builder, with the Reports writer, WhatsApp and three client Plus licences included.
US$2,490 per developer, per year
Explore Developer Edition →Add-ons
More for EspoCRM
Two add-ons from the same workshop. Each works on its own, and fits straight into WorkFolder.
Reports add-onWorkFolder Reports
Pixel-perfect reports for EspoCRM. Works like Microsoft Access: pick a data model, build a query, place every field on the page to a tenth of a millimetre, and run it to PDF, Word or Excel exactly as designed.
From US$490 per site
Explore Reports →
WhatsApp add-onWorkFolder Messenger for WhatsApp
WhatsApp inside EspoCRM: a shared inbox, conversations on every contact and lead, templates, broadcasts and automations, with consent kept for you.
From US$590 per site
Explore WhatsApp →What's inside
Everything people touch every day, rebuilt with care.
Filing cabinet lists
Search and saved filters live on the drawer front: one pick changes the list in place, with the open record still beside it. Or keep the classic list, with the same saved filters.
Mail people enjoy
Folders, a reading pane, conversations, compose windows and email to task or case.
Desk-pad calendar
Month, week and day on a spiral pad. Drag to move or resize; add meetings, calls and tasks with attendees.
Advanced template and mail designer
Drag-and-drop design objects: sections and columns, text, pictures, buttons, dividers and personalised fields such as First name and Unsubscribe link. Used for email templates and campaigns, with the HTML one click away.
Campaigns made simple
Broadcasts to target lists from one screen, with a template designer, preview, scheduling and status.
Dashboards that move
Drag dashlets by their titles, resize by the corner, and keep the layout per person.
Work Planner
Plans with tasks, dates, people and dependencies on any record, started from templates.
Template libraries
Australian and international packs for appointments, onboarding, audits, privacy and projects, free with Plus.
Screen Builder
Design record, list and app screens visually, with frameworks, design objects and phone layouts.
Why WorkFolder exists
“EspoCRM has the strongest bones in open-source CRM. WorkFolder gives it the face.”
Thirty years of re-engineering how work gets done, several EspoCRM sites for clients, and one recurring problem: people loved what EspoCRM could do, but not how it looked and felt.
CALENDAR
See your own EspoCRM with a new face.
Try it free for a month on your own EspoCRM. Nothing to install: sign in and see your records as work folders.