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Premium add-ons for EspoCRM: document sync, in-CRM editing, relationship roles, AI and admin-productivity tools. Built and supported by Draper Solutions.Pricing:
- Freemium
- Document sync - Two-way sync of EspoCRM Documents with Google Drive, OneDrive and SharePoint
- E-signature - Send any record for signature via a built-in pad, OpenSign or DocuSign
- AI data extraction - Any major LLM, cloud or self-hosted; you approve every change before it is saved
- Public knowledge base - Publish EspoCRM Knowledge Base articles as a searchable public help centre
- Email filing - Files inbound emails against the right deal, case or custom record with deterministic rules
#CRM #Document Management #Other CRM And Sales
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Managing contracts just got easier with CobbleStone!Pricing:
- Freemium
- Free Trial
- $59 / Monthly (Unlimited contract storage)
- Contract Lifecycle Management
- Contract management
- Contract Analytics
- Workflow Management
- Workflow Automation
#Contracts #Contract Management #Contract Lifecycle Management Featured
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Two-way Google Drive sync for EspoCRM: mirror every Document to a relationship-aware Drive folder, edit in Drive, and have changes flow back into the CRM.Pricing:
- Paid
- $149 / Annually (1-year term, per EspoCRM instance)
#CRM #Document Management #Cloud Storage
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InboxAgent uses AI to read your shared mailboxes, like info@ and sales@, plus everyone's own inbox, on Microsoft 365, Gmail, Zoho Mail or IMAP. It finds the sales leads and gives each an owner on a board. Never sends from your mailbox.Pricing:
- Paid
- Free Trial
- $20 / Monthly
- Triage-based inbox system - Every email is sorted into one of three things: a sales lead, something else that needs a person, or noise. Leads land on a Leads board and everything else on Follow-ups, each with an owner and a stage. Read-only throughout, nothing is moved.
- AI Classification - AI works out what each email is once the rules have cleared the obvious noise. Anything it is not confident about is marked Needs review and waits for a person. Your team's corrections stick and become rules and sender signals you can see.
- Pricing Model - $20 a month for your whole organization, including the first mailbox. $5 for each additional mailbox. Users are free, no per-seat charge and no overage. 7-day free trial.
- Noise Filtering - Newsletters, bulk mail, known marketing senders and auto-replies are caught by rules you control and set aside before the AI is ever called. Every decision is recorded so you can see what was filtered and why.
- Gmail Integration - Reads Gmail and Google Workspace mailboxes, shared and individual, read-only and Google-verified. Each person authorizes their own. Nothing is moved and your team keeps working in Gmail.
#Email Productivity #Team Inbox #Lead Management Featured
Top 2 Document Management Products in Addon Plugin
The best Document Management Products within the Addon Plugin category - based on our collection of reviews & verified products.
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