EGO CRM

Auto-replacements

You can use auto-replacements in almost any functional aspects of CRM: documents, templates, tasks, etc. Auto-replacements are implemented in system fields, custom fields, and base values and work both relative to the entity from which the functionality is called and relative to the entities linked to it.

(chatGPT review translation)This is already the fourth CRM where we try to organize our business, and it seems we finally found ours. Our previous CRM was **about a CRM where we tried many widgets to create documents. It all boiled down to one thing: auto-replacements worked partially, some were impossible to get at all, every document had to be manually refined. In this CRM, auto-replacements work by default — without third-party solutions and hacks. At first, we thought it was just a marketing trick from advertising. But when we set it up and started using it — we were pleasantly surprised. Everything works smoothly and even better than expected. Respect to the team! I add that it’s like this everywhere — the system is made with an understanding of real business tasks. Alina S. "ConnectDocs"

Dynamics of fields and workspace

Thanks to advanced automation, system and custom fields can be hidden, checked, filled, or blocked based on various combinations of conditions.

(chatGPT review translation)Our company has several departments, each with its own call center, goals, and approaches to working with clients. In EgoCRM, fields behave like a living organism: they automatically hide, fill, block, or become mandatory at the right moment. Thanks to this, we practically eliminated managers’ errors, which used to be our constant pain. In EgoCRM, the provider configured everything for us in 1 day, in the previous system we tried to achieve the same for half a year, without the desired success. Huge thanks to our provider for fast and precise setup. Irek Alyazov "Legal bureau «IrekAlyazov&partners»"

Ban on duplicates

Get rid of duplicates forever.

(chatGPT review translation)I am a business consultant with 20 years of experience. I worked in several companies with different CRMs. There is one problem that annoys everyone: duplicate contacts. In EGO CRM this problem does not exist, but there is a deep understanding of business problems. Now I recommend only EGO CRM to my clients, primarily for its fast deployment, and I have something to show clients as a trial within a couple of days. Irina Svatova "Business Consultant"

API application

This is your personal free constructor of possibilities. Create your own modules, handle hooks, scheduled executions, create analytics dashboards, client accounts, partner portals, and much more.

(chatGPT review translation)My CRM has only 2 users: me and my assistant. But we use the API application, where we have dozens of pages about our goods delivery and auto parts services and a separate account for carriers. All this is free. In **oCRM, I had to register drivers in the account and pay for each one every month. And most importantly — it became much easier and more transparent to run business. Igor V. "Deliveries from abroad «UBM»"

Modules

We strive to make the development of necessary improvements or modules fast and convenient. Minimum code – maximum functionality.

(chatGPT review translation)I develop modules for EGO clients. When I first encountered the documentation, I was discouraged by its volume. But as it turned out, the main thing is to understand the principle — the rest is simple. The implementation of various helpers and snippets is divine. A complex module can consist of just a few lines. The API is so well designed that there are no conflicts between modules. You won’t see a single error in the console while working in the CRM — just open it and see for yourself. It’s a benchmark for others. I like that the system’s movement toward “no-code” is being implemented practically, not just declared. Among other advantages, I would highlight well-thought-out logging, module transfers between accounts, module versioning, and especially the interface system — pages for any purpose. It helps implement clients’ wishes quickly and as conveniently as possible. (name not to be disclosed)