Business Process Management

The heart of the application is the business process designer that allows for process modeling and execution. The system’s logic and rules are defined by processes which can be changed when needed. Implementing a new process is as simple as modifying an old one – you simply draw a diagram and save it. What is more, out of the box best-practice processes enable you to save time and become productive immediately.

Business Process Management

Customer Data Management

Know your customers, their buying behavior and preferences to win their trust. Get a consolidated data for accounts and contacts you work with. The application is already integrated with Facebook, LinkedIn and Twitter to help you stay connected with people and build long-lasting relationships.

In addition to the cloud solution, you can use mobile application to work in any device, anytime. Bpm'online CRM mobile keeps data right in the smartphone, making internet connection irrelevant. With customer and opportunity data on your smartphone, you stay productive while in the fields.

Customer Data Management
Bpm'online 7.0 - Customer Data Management

Get rapid access to vital customer information with bpm'online CRM

Lead Management

Gather hot leads and manage customer inquiries, qualify and nurture them according to variety of business rules, remove duplicates, import data from your web-site, MS Excel and other sources. Track and manage every step of the whole lead management cycle.

To enhance your work with a lead you can integrate a website registration form with the CRM solution. A custom form can be created in the system and placed on the website’s landing page with the click of a mouse. Whenever the form is filled in and submitted the information from the form is transferred to the system and a process is automatically run to start working with a lead.

Lead Management

Time Management and Communications

Amplify your productivity by working with e-mails, phone calls, and tasks from a single page. Arrange your activities according to their priority, due date, and owner. Keep all activities related to a customer, partner or supplier under fingertips. Sync bpm'online CRM with Google Calendar, MS Outlook and other popular schedulers.

The informational panel includes automatic notifications and reminders on noteworthy events and meetings, updates on approval statuses, and ESN feed. Thus bpm'online CRM users can obtain essential information without moving between different CRM sections, without being distracted from their current tasks.

Time Management and Communications
$ £
350 210 250
per year

Explore bpm'online CRM different pricing options to optimize cost of ownership

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Sales Management

Harnesses sales tools in one solution - opportunity and quota management, sales pipeline, projections and forecasting. Selling is a team sport, so you can use bpm'online CRM to share materials, track competitor actions and be connected with your colleagues all the time.

Opportunity management out of the box best-practice processes enable sales reps to follow the same standards of work and become productive immediately. Expanded opportunity management capabilities allow to plan tactics for each deal, collect more detailed information about key decision makers, and capture sales executives’ emotions throughout the opportunity management cycle.

Let the solution help you make better decisions by delivering relevant data when it’s most needed. bpm'online is surprisingly clever to display data in context of your current task, and hide what is irrelevant.

Sales Management

Document Management

Automate document processing, securely share materials, track invoices and attach files. Use familiar tools, like MS Word to create and update document templates. Get access to your team’s collective knowledge to instantly tap into the data you need to sell faster.

Document Management

NUCLEUS RESEARCH CRM VALUE MATRIX 1H 2014


bpm'online has moved to Facilitators quadrant ›

Enterprise Social Network (ESN)

Enterprise social networking tools enable employees to better engage, collaborate, and share information. It allows users in different departments, business units, and geographies to discuss deals and projects, share best practices, get answers to questions, ‘like’ or comment on posts. Separate feeds can be used for each CRM record. Enterprise social network in bpm'online CRM significantly increases employee engagement and productivity enabling them to grow personally and professionally and achieve the best results.

Enterprise Social Network (ESN)

Knowledge Management

Knowledge Base is an online library that stores answers to frequently asked questions, presentations, learning kits for new employees and any other useful materials. Content of the Knowledge Base is crowdsourced meaning that each of the users can add an article, file or other material.

The Knowledge Base takes on features of social networks — users can like posts and share ideas and comments. This helps other users to quickly and easily find the most popular presentation or the most competent answer.

Knowledge Management

Test-drive bpm'online CRM



This company has one of the most complete, well thought out, realistic approaches to success in the CRM space that I’ve heard for a long time.

Marketing Management

Organize engaging multichannel campaigns: segment your audience, plan budget, track responses and estimate ROI.

Use bpm'online to reach more people with mass e-mail campaigns. Define your target audience, create personalized templates and craft really touching messages.

Marketing Management

Analytics

Analyze and optimize your company along the way. Monitor real-time diagrams and reports to keep tabs on current situation, measure results and forecast sales. Quickly create your own reports and modify dashboards to get new analytic dimensions.

Analytics

It is really fun and easy to tailor
bpm'online CRM to your needs.

Administrative Tools

Manage users of bpm'online CRM software solution and define their access rights based on organizational structure. Turn on logging to track all changes to sensitive data.

Easily rearrange, add and remove lookups, data fields and entire pages. The application provides wizards and designers for objects, pages and processes. Use these tools to change the data appearance or business logic without programming.

Administrative Tools
bpm'online outlook connector
bpm'online CRM mobile

The bpm'online outlook connector enables you to work in the native MS Outlook environment with all the data from bpm'online CRM

bpm'online outlook connector
With bpm'online CRM mobile access to the vital business data is made simple anywhere

bpm'online CRM mobile