The heart of the application is the business process designer that allows for process modeling and execution. The 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.

The solution provides 360-degree view of a customer and consolidates data for accounts and contacts you work with. You have the ability to drill down to all related historical events as well as analyze assumptions about exact customer. The web-based CRM is tightly integrated with Facebook, LinkedIn and Twitter to enrich customer profile with social insights.

Mobile application stores all significant customer data and brings new level of agility and productivity. With BPMonline Mobile CRM you get easy access to all customer data whether online or not.

BPMonline CRM features allow you to collect information about leads and customer enquiries, qualify and process them according to variety of business rules, remove duplicates, import data from your web-site, MS Excel and other sources. The system enables managing the whole chain of conversion through customer lifecycle.

You can win by using a single environment to work with e-mails, phone calls, and arrange tasks according to their priority, due date, owner. This full scale interface is reliable to track all activities related to a specific customer, partner or supplier. What’s more as a web CRM software BPMonline has a native integration with Google Calendar and other popular schedulers.

BPMonline CRM harnesses primary sales tools – opportunity and quotation management, sales pipeline, projections and forecasting as well as sales team collaboration. At the same time the solution can be used to track competitor actions, monitor plan completion and share sales materials.

With BPMonline CRM you can automate document processing, securely share materials, define subordinate documents for your contracts or regulations, and attach files. The solution enables you to create and update document templates right in MS Word.

And the solution provides you with tools for managing, printing, and tracking invoices. Finally, you can use built-in knowledge base to share, update and search all templates, marketing materials, technical specifications etc.

BPMonline CRM provides marketing software capabilities and helps you organize multichannel campaigns, segment your audience, plan budget, track responses and estimate ROI. Our web CRM is perfect for mass e-mail campaigns. You can apply smart filters to define your audience or create templates to make it a more personal email.

The system provides various diagrams, reports and dashboards to let you keep tabs on current situation, measure results and forecast sales. Built-in customization tools enable you to create your own reports and modify dashboards.

BPMonline CRM software solution enables you to manage users and their access rights based on organizational structure. You can define logging rules to track all changes to sensitive data.

BPMonline is user customizable. You can easily rearrange, add and remove lookups, details and entire sections. The application provides wizards and designers for objects, pages and processes. These tools enable you to change the data structure, UI or business logic without programming.

The BPMonline Outlook Connector enables you to work in the native MS Outlook environment with all the data from BPMonline CRM solution. Sales, customers, accounts or documents can be handled directly in Microsoft Outlook even when offline.

You can seamlessly synchronize customers and accounts data with back office solutions, like QuickBooks. Easily import the opportunities data, invoices issued and paid into BPMonline CRM. Data synchronization can be automatic or manual.

BPMonline XRM can process and escalate customer cases that were initiated by a phone call, email, self-service portal or even in social networks.

You can classify cases by type, status, priority and urgency; assign the right employees, set deadlines and monitor progress on resolution. Moreover, you are free to define specific business processes in order to resolve cases more efficiently.

*Available only in XRM version

BPMonline XRM offers tools that are usually unavailable in traditional CRM software solutions.

The project management function allows you to set project deadlines, manage project costs, assign tasks to responsible employees or team, monitor progress on each task.

BPMonline solutions simplify your work by ensuring consistency throughout the project.

*Available only in XRM version