WorkFolder Free 1-month trial
Add-ons

More for EspoCRM

Reports and WhatsApp, built by the same team as WorkFolder. Each works with or without it.

Reports add-on

Reports Standard

US$490per site, one-off
  • Pixel-perfect banded page designer: headers, groups, detail and footers, placed to 0.1 mm
  • Graphical query builder across several tables and their relationships, no SQL
  • Ready-made data models of joined EspoCRM entities
  • Criteria, sorting and totals in an Access-style grid
  • Report wizard and starter templates
  • PDF, Excel and CSV export
  • Every run shows only what the person is allowed to see
See screens and detailsBuy Standard
Reports add-on

Reports Professional

US$990per site, one-off
  • Everything in Standard
  • Word, HTML and picture export
  • Charts, sub-reports, conditional formatting and drill-down
  • Scheduled reports by email, split by group
  • Save output to an EspoCRM document or record
  • Standalone report app across several EspoCRM servers
See screens and detailsBuy Professional
WhatsApp add-on

Messenger for WhatsApp Standard

US$590per site, one-off
  • Shared WhatsApp inbox in EspoCRM, with queues and assignment
  • Conversations matched to contacts, leads and accounts
  • WhatsApp panel and consent history on each record
  • Quick replies, internal notes and template messages
  • Template editor with a live phone preview
  • Business hours, routing and response targets
See screens and detailsBuy Standard
WhatsApp add-on

Messenger for WhatsApp Plus

US$890per site, one-off
  • Everything in Standard
  • Broadcasts to target lists, with consent checks and scheduling
  • Automations: keywords, reminders and record changes
  • WhatsApp forms (Flows) that create or update records
  • Calling and insight dashboards
  • Spam Act tools: STOP and START handled for you
See screens and detailsBuy Plus
Add-ons

More for EspoCRM

Two add-ons from the same workshop. Each works on its own, and fits straight into WorkFolder.

WorkFolder ReportsReports add-on

WorkFolder 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 →WorkFolder Messenger for WhatsAppWhatsApp add-on

WorkFolder 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 →

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.

Start the free trialBook a walkthroughSee pricing