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.
Level 1
WorkFolder FaceLift
A new face for everyday EspoCRM, ready the moment it is installed.
US$490per site, one-off
FACELIFT
Who it is for
Any self-hosted EspoCRM site whose people find the standard screens hard going.
Installs in minutes. Nothing to configure: every entity gets its Work Folder layout automatically.
What you get
- Work Folder records and filing cabinet lists, laid out automatically
- Mail client with conversations and email to task or case
- Advanced template and mail designer with drag-and-drop design objects
- Desk-pad calendar with attendees and availability
- One-screen campaigns and broadcasts
- Dashboards you can drag and resize
- Each user can switch back to EspoCRM view
- Help manual, 12 months of updates and support
- No Screen Builder or layout designer
- Design screens are hidden from the menu
Email designer
Templates designed, not typed.
Drag sections, pictures, buttons, cards and personalised fields onto the email, and preview it on a phone before it goes out.
Screens
A closer look
Features
Included in FaceLift
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.
Need more?WorkFolder Plus: FaceLift, plus Work Planner and template libraries for compliance and projects.
See PlusSee 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.