I will customize espocrm workflows, fields, layouts and lead assignment

Struggling with missed follow-ups, incorrect lead assignments, or a CRM that doesn't match your process? I'll help you configure EspoCRM to keep your records organized and automate repetitive tasks

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WHAT I CAN DO

1. Configure EspoCRM workflows and business rules
2. Set up automatic lead assignment
3. Create follow-up tasks and reminders
4. Customize entities and custom fields
5. Configure layouts and record views
6. Set up entity relationships
7. Organize leads, contacts and accounts
8. Configure notifications and email actions
9. Import and map CRM data
10. Test and troubleshoot existing workflows

EXTRA SERVICES

• Sales pipeline configuration
• User roles and permissions
• Email and calendar setup
• API and third-party integrations
• Workflow optimization
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WHY WORK WITH ME?

Clear communication, a defined scope, and testing of the agreed changes.

Please message me before ordering complex customizations or integrations so we can confirm your requirements.

Ready to improve your EspoCRM? Place your order or message me to discuss your project!