Try WorkFolder now.
A demo EspoCRM with WorkFolder Plus, Reports and WhatsApp, filled with sample accounts, contacts, opportunities, cases and meetings. One shared login, nothing to sign up for.
demoTryWorkFolder
Six things to look at in ten minutes
Records as work folders
Open an account: its details on the front, contacts, opportunities, cases, documents and history on the tabs.
Filing-cabinet lists
Search on the drawer front and the matching records stand up as folders. Save a filter and it is there next time.
Mail and the desk-pad calendar
Mail as conversations, and day, week and month on a spiral pad that tears off as you move.
Work Plans
An account's work plan opens under its folder: tasks, milestones and dates.
Reports
Run Open opportunities by stage and export it to PDF or Word. The stand-alone Reports app is at https://demo.workfoldercrm.com/reports/ with the same login.
Switch views
EspoCRM view, top right, shows the same records in the standard EspoCRM screens. Work Folder view takes you back.
- Everyone shares this login, so others may be looking at the same records. Please do not enter real or personal information.
- Everything goes back to the sample data every night, so change, add and delete as much as you like.
- Emails written in the demo are not sent.
- Administration and the Screen Builder are not open in the demo. A walkthrough shows them.
Seen enough? Try WorkFolder on your own EspoCRM free for a month, or let us show you the parts the demo keeps closed.