Insurance Broker looking for help configuring ESPOCRM instance

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  • lmcelroy99
    Junior Member
    • Mar 2026
    • 1

    #1

    Insurance Broker looking for help configuring ESPOCRM instance

    Need help configuring EspoCRM properly. We’re dealing with duplicate company/contact records during import, need the correct way to link multiple contacts to one company, and also need guidance on Google Workspace/Gmail setup plus connecting EspoCRM with Mautic.
  • rabii
    Active Community Member
    • Jun 2016
    • 1397

    #2
    drop me a message to discuss this in further details.
    Rabii
    EspoCRM Custom Development

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