How do you extend your CRM beyond the default features?

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  • annehathaway
    Junior Member
    • Aug 2025
    • 1

    #1

    How do you extend your CRM beyond the default features?

    Hi everyone,
    I'm looking to learn how to use CRM more effectively beyond the basic features like saving contacts, pipelines, or emails.

    Have you ever:

    Integrated with external systems?

    Created complex automated workflows?

    Wrote custom modules or used webhooks/APIs?

    I'd love to hear how you've customized your CRM (like EspoCRM or another platform) to serve your business's real-world needs.

    Can you share an example or plugin that you found most useful?
    Thanks, everyone!
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