Fluids & C° - Simulation specialist at your service

EspoCRM

Customer relationship management (CRM) lets a company manage and analyze its interactions with past, current and potential customers. By building on each customer’s history, it improves business relationships, with two goals: keeping customers and growing sales.

At Fluids & C°, we use and recommend EspoCRM every day — a complete, flexible solution that can be hosted on your own server. We help you choose it, configure it, import your data and train your team.

Sales automation

  • Leads: convert them into an opportunity, account and contact.
  • Opportunities: track potential sales from prospecting to signature.
  • Accounts: each account is the central record in the B2B model.
  • Contacts: a contact can be related to several accounts, with a specific role in each.
Sales

Calendar

  • Meetings, calls and tasks
  • Sending invitations to attendees
  • Google Calendar and Outlook sync
  • Shared calendar: see your coworkers’ schedules
Calendar

Email

  • Email accounts: automatic archiving of emails from personal or group IMAP accounts, automatically linked to the right records
  • Outbound emails, templates, folders, signatures and filters
  • Mass email
  • Multiple email addresses per record
Email

Collaboration

  • Activity stream: changes and new additions to the records you follow, in one place
  • Follow button: follow a specific record; records you create or that are assigned to you are followed automatically
Activity stream

Customer support

  • Cases (support tickets)
  • Email-to-case
  • Customer portal
  • Knowledge base

Documents

  • File attachments and document folders

Sales management

  • Products, quotes, sales orders and invoices

Telephony

  • VoIP integration
  • Multiple phone numbers per record, of different types (mobile, office, fax…)

Analytics

  • Reports: see the information gathered about your business
Reports

Workflows

  • Business process management (BPM): model and automate your business processes
  • Workflows: trigger actions when specific conditions are met, such as sending an email, updating or creating a record, sending a notification or assigning a record by rule
BPM process

And many more features

  • Export to Excel and CSV
  • Print to PDF
  • Campaigns and email marketing
  • Extensive customization
  • User administration

Learn more

Still weighing your CRM options? Read our guide Choosing and Deploying a CRM: A Practical Guide with EspoCRM.

Contact us for any information or a quote.