Business CRM solutions

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Tasks and calendar

Plan your work, tasks and meetings in your calendar within bpm’online sales. Create personal or group tasks linked to contacts, opportunities or documents. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange. Get notifications and reminders in the notification panel.

Business CRM solution: Tasks and calendar

Analytics on events

Analyze your event-related activities with the help of easy-to-use pre-configured dashboards. Monitor campaign efficiencies and get a bigger picture through segmenting the audience by response.

Business CRM solution: Analytics on events

Visual process designer

Automate key business processes using a powerful yet simple to use visual process designer. Model processes in BPMN using preconfigured elements for creating activities (tasks, calls, and emails), working with pages, processing data, and invoking external services.

Business CRM solution: Visual process designer
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