Sales pipeline
Lead → proposal → deal → payment — every stage is visible and measurable.
Collaboration 07.8 — CRM
EspoCRM — clients and deals in one system
Leads, contacts, deals and correspondence — in one system that replaces Excel and chat history. Light, fast and yours.
- 1pipeline
- One picture
- 0GEL/user
- Licence fee
- 2GB
- RAM is enough
EspoCRM / capabilities
What it covers
A sales pipeline, email integration, automation and roles — configured around your business process.
Email integration
IMAP/SMTP — correspondence attaches to the contact automatically, no more searching Outlook.
Contacts and companies
One client, their history, documents and who works on them — on one card.
Automation
Reminders, tasks and status changes — the system works, people do not forget.
Documents
Proposals and contracts from templates — alongside Nextcloud files.
Roles
A manager sees their clients, a director sees all. Data does not leak sideways.
process
How the process runs
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01
Process
How a lead arrives and how a deal closes — the stages are born here.
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02
Deploy
EspoCRM via Docker, MySQL/PostgreSQL, HTTPS and backups.
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03
Migration
Importing data from Excel, an old CRM or a notebook.
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04
Training
I teach the team to actually fill it in — otherwise a CRM is a dead database.
cases
Examples
A pipeline instead of Excel
Deals, deadlines and owners — on one screen, with a daily picture.
Client history on one card
Calls, emails and documents — a new manager grasps the context in minutes.
Integration
CRM at the centre of the systems
A CRM does not live alone — it must talk to email, files and chat.
faq
Common questions
How is it different from Salesforce?
It is light, self-hosted and has no licence. Fewer out-of-the-box features, but more control and lower cost.
Does it work with Nextcloud?
Yes — documents in Nextcloud, links on the client card. One storage, two views.
All directions
Other sub-directions
Do you know how many deals are open?
If the answer is in a notebook — let us tidy it up together.
Let’s talkContact
Get in touch about your technical task
Contact me by phone or WhatsApp. Critical incidents are covered 24/7; other requests are handled within the agreed support schedule.
24/7 on critical incidents — Response mode
If I miss your call, I will get back to you.