Benefit from sales force automation
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Benefit from sales force automation

Bpm'online CRM will guide you through all steps of a deal, automatically create required tasks for you, and remind about planned meetings. It will provide you with the most relevant data at every step of a sales process. E.g. it will display info about new products and discounts when you make a first call to a lead.

Track your quota
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Track your quota

The system automatically calculates total estimated income based on your forecast for each sale. It also displays real-time data of your current income, according to money that has been already received.

Manage pipeline
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Manage pipeline

Sales pipeline is a tool that enables you to instantly take a big picture of your sales by grouping all deals according to their current stage.

Create a single database for all accounts
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Create a single database for all accounts

Complete information about your customers and partners is under one roof. The entire history of your partnership — calls, messages, contracts, bills, etc. — is always under your fingertips.

Qualify leads
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Qualify leads

After adding information about new lead to the system, bpm'online CRM can automatically link this information with the data that has already been stored in the application.

Remove duplicates
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Remove duplicates

Bpm'online CRM uses various criteria to assume that, e.g. new lead from offline event Steve Johnson and registered website visitor Steven Johnson are the same person. By removing duplicates you will never hear “We have already been working with your colleague. Don’t call us again.”

Collaborate with your team using ESN
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Collaborate with your team using ESN

Enterprise social networking tools that help employees organize communication, and enhance collaboration between teams and departments. With bpm'online’s ‘Feed’ you’re always connected to your colleagues, and can share information across the enterprise in a transparent way.

Measure marketing efficiency
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Measure marketing efficiency

Connect the dots: by linking marketing activities with sales results, you can automatically estimate marketing ROI. Build a consolidated report that shows return on investments for every campaign to spend your budget only on the most profitable marketing activities.

Segment customers
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Segment customers

You can specify multiple segmentation criteria. E.g. you can select all IT companies from US with more than 1000 employees. The system will automatically make the list of companies that match the segmentation criteria.

Integrate with MailChimp
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Integrate with MailChimp

With bpm'online CRM you are free to choose between built-in mass mail tools and MailChimp integration. In the first case you will get extra features, such as attaching files or setting a campaign on pause. In the second case you can utilize the power of all the analytical tools of MailChimp.

Keep the calendar up-to-date
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Keep the calendar up-to-date

Bpm'online CRM lets you accurately manage your daily, weekly and monthly tasks, as well as tasks of every employee. You can easily appoint team meetings and sync your tasks with Google Calendar.

Instantly access critical information
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Instantly access critical information

The new notification panel includes automatic reminders about important events and meetings, ESN feed and information on statuses of approval. Now users can obtain actual information without being distracted from their current tasks.

Get your e-mail inside CRM
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Get your e-mail inside CRM

By integrating bpm'online CRM with e-mail you will unite all your messages in a coherent picture of customer development, starting with his or her first confirmation to attend your event, and ending with a copy of a signed contract.

Get missing data from Social Media
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Get missing data from Social Media

The application is integrated with Facebook, LinkedIn and Twitter to help you stay connected with people and build long-lasting relationships.

Leverage built-in analytics
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Leverage built-in analytics

Out-of-the-box diagrams and reports provide you with a clear picture of key business metrics, e.g. closed transactions, customer database growth dynamics, number of deals in different regions and industries, marketing efficiency.

Add new charts
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Add new charts

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 analytical dimensions.

Work with documents
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Work with documents

Get access to your team’s collective knowledge to instantly tap into the data you need to sell faster. Automate document flow, share materials, track invoices and attach files.

Take advantage of smart search options
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Take advantage of smart search options

You can do all your work right from the command line. Just start typing to let the command line offer you the list of most appropriate actions or jump to the required page.

Fit more data on one page
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Fit more data on one page

Now users can contemporaneously display the list and the selected record card. Thus it is possible to work with the data without switching pages - all is displayed on a single screen.

Customize to fit your needs
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Customize to fit your needs

The system always displays key information hiding blank fields and secondary data blocks. Controls appear only when needed.

Organize data in your own way
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Organize data in your own way

The application provides wizards and designers for objects, pages and processes. Use these tools to change the data appearance or business logic without programming.