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Cloud-based CRM Software

With the rapid development of CRM software, cloud-based solutions took the lead on the market.

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Cloud-based CRM systems deliver automated business processes to manage the complete customer journey – from lead nurturing to opportunity management, and continued account maintenance. Best-in-class cloud CRM solutions enable users to connect the dots between marketing, sales and customer service, allowing companies to efficiently manage customer interactions throughout the entire customer journey.

Benefits of CRM in the cloud

No need to deploy servers

Unlike on-site applications that are hosted on the in-house servers of the company, the actual database of cloud CRM solution is hosted remotely which means you don’t have to buy costly hardware or hire extra staff – all you need is a steady internet connection and a web-browser.

Reduction of operational costs

Cloud CRM systems require significantly less involvement of IT staff enabling business owners to spend less money on IT infrastructure maintenance. The responsibility for the health of a CRM in cloud lies on the software vendor, whose obligation is to provide all the necessary updates in time, fix the bugs in case they appear, in a word, to make amendments ensuring smooth software operation.

Mobile access

The flexibility of CRM in cloud makes the software available whenever you need it. Moreover, you can also have access to cloud CRM software from any device: advanced cloud-based CRM systems have mobile apps for Android, iOS and Windows Phone. They fully synchronize with desktop version of the system to drive productivity without being tied up to your laptop or PC.

Online control

If a CRM is deployed on cloud, there is an ability to monitor the system operation online and immediately react in case any problems appear.

High level of security

The best cloud CRM applications provide you the ability to safely store valuable information on the remote datacenter. The chance of unauthorized access is eliminated thanks to the superior level of security. Host servers of CRM in cloud apply additional security measures and cutting-edge technology to monitor the safety of your data. Moreover, all the data stored in cloud is backed up regularly, thus decreasing the accidental loss of data due to some technical issues. The CRM vendor takes the majority of the risks for data security and safety.


Cloud CRM solutions provide the ability to virtually instantly scale up or down depending on the specific needs of the company, which allows buyer to pay only for the resources used at a particular time. Functionality of software products is now so wide that complex usage of the software can lead to the waste of time for unnecessary processes.

Boost your marketing, sales and service performance with bpm’online!

Points to consider while choosing Cloud CRM


Cloud-based bpm’online CRM

Bpm’online is a powerful automation solution meant to align all the processes related to marketing, sales and customer service on a single platform. The vendor provides three flagship products that can be used both together and separately, which enables businesses to buy exactly the functionality it requires to meet the business goals as well as align marketing, sales and service processes on a single platform. Bpm’online provides a lot of powerful features for business processes automation which are similar for every product that include:

Business process management

360-degree customer view

Collaboration tools

Knowledge management

Document flow automation

Integration capabilities

Off-the-shelf mobile application

Marketing in cloud CRM

marketing screen

CRM tools help the marketing department work faster with the following features:

Customer database segmentation

Bpm’online segmentation wizard enables users to segment the database based on various parameters that include the history of customer interactions, interests, needs, budget, etc. Users can create data selections of any complexity to achieve more personalized approach to their customers. The system allows users to create both dynamic and static groups using filters.

Marketing campaign automation

Thanks to intuitive visual campaign designer of bpm’online, users can create multichannel marketing campaigns. Bpm’online system gives the ability to set specific conditions for passing between the campaign stages, allowing to foresee all possible scenarios of customer behavior. The progress is easy to control in real-time mode, and users can immediately change campaign logic.

Lead generation and distribution

Bpm’online marketing provides its users with advanced analytic tools that enable to identify the most effective marketing channels. Users may easily assess the efficiency of lead generation sources with the help of dashboards and target their attention on the most effective ones to optimize existing and future campaigns.

Email marketing tools

Enjoy countless opportunities to launch email marketing campaigns. Bpm’online marketing enables to send bulk emails to multiple recipients with one click with the help of the integration with the top-notch email service providers – Elastic and UniOne. Moreover, users can easily track responses, click rates and analyze the overall email marketing campaign efficiency.

Event management

Event management in bpm’online marketing requires significantly less efforts than in other marketing automation solutions. Smart system will help users to set deadlines for every stage and track the in-time completion of each step. Managers can easily assign tasks to the entire team or to each marketing agent separately, plan event budget, set dates and locations, and track event-related responses. Progressive analytic tools allow for deep analytics of event efficiency.

Boost your marketing, sales and service performance with bpm’online!

Sales in cloud CRM

marketing screen

Bpm’online’s cloud-based sales software will help to take your sales to a brand new level. Upgrade your sales department with the following key features:

Lead management

With bpm’online cloud sales CRM, it is much easier to acquire and track leads. Users can instantly qualify leads depending on their readiness to sale, which enables your sales reps to work only with the sales ready leads. The system allows to easily assign the lead to the relevant agent, basing on various factors that include geography, budget and industry.

Sales forecasting tools

With bpm’online’s powerful analytic tools, you may accurately forecast the sales volume and compare indicators across periods. This allows for assessing the probability of meeting sales quotas and sales team efficiency.

Opportunity management

The system stores the whole opportunity history and guides the users through the most efficient actions to turn opportunity into customer. Having all the data in one place and completing the necessary actions step-by-step significantly increase the chances of sales manager to successfully close the deal.

Field force automation

Create an individual schedule for every sales rep, monitor the visits, view locations and analyze the overall performance based on this data.

Boost your marketing, sales and service performance with bpm’online!

Service in cloud CRM

marketing screen

Achieve better customer experience with the following features:

Contact center automation

Bpm’online service gives multiple opportunities for contact center management with the ability to manage cases across various communication channels. Supervisor can analyze employees’ performance tracking their daily activities, manage agents’ workload and take part in some activities. Customer service agents can share information via ESN, manage queues taking into account priorities, and follow up his/her own performance.

Case management

Enjoy the advanced tools to manage cases, which are stored in a single part of the software. Agents can classify the cases in incidents, service requests and advisory requests. Bpm’online service will help you to efficiently manage each case, enabling to set case deadlines and monitor in-time completion. The system notifies on any important events, making sure customer support delivers the excellent customer service according to SLA standards. Extensive analytic tools allow to track the efficiency of case resolution and helps to identify the bottlenecks. The system is also capable to automatically route cases to the most relevant agents based on the case context or team workload.

Service catalogue management

You can be sure that regardless of the complexity of your IT infrastructure, all your products and services will be stored in a unified database. With the service catalogue management feature, it will be easier to track customer’s subscriptions to various services, the dynamics of new service operations and regulate basic processes.

Service level management

You may register all types of agreements right in the system and formalize the terms of cooperation with both customers (SLA) and Service Desk units (OLA).

Bpm’online was named a Leader in The Forrester Wave™:
CRM Suites for Midsize Organizations, 2016.
In addition, bpm’online has been recognized as a Strong Performer
in The Forrester Wave™: Sales Force Automation Solutions, 2017,
The Forrester Wave™: Lead-To-Revenue Management Platform Vendors, 2016;
The Forrester Wave™: Customer Service Solutions For Midsize Teams, 2017
and The Forrester Wave™: Dynamic Case Management, Q1 2018.

Bpm’online has been named a Challenger in the Gartner Magic Quadrant for Sales Force Automation, 2018, 2017, 2016 and the Gartner Magic Quadrant for CRM Lead Management, 2017, 2016; recognized in the Gartner Magic Quadrant for the CRM Customer Engagement Center, 2018, 2017, 2016, 2015, included into the Gartner Magic Quadrant for Intelligent Business Process Management Suites, 2017 and Gartner Magic Quadrant for Enterprise High-Productivity Application Platform as a Service, 2018.

Nucleus Research consecutively positioned bpm’online in the Leaders Quadrant of the Nucleus CRM Technology Value Matrix 1H 2018 for its unprecedented agility to modify processes on the fly.

Ovum, one of the leading global technology research and advisory firms worldwide, has Bpm’online named among the world’s top 10 CRM vendors in latest Ovum CRM Decision Matrix. Bpm’online has been recognized for its process-centric approach and intuitive platform.

CRM Magazine, the leading publication of the industry, recognized bpm'online as a Leader in the Midmarket CRM Suite and Sales Force Automation categories, as well as named the One to Watch in the Enterprise CRM Suite in the CRM Market Awards 2018. This is the fourth year in a row that bpm'online made it onto the leaderboard in the Midmarket CRM Suite category, with superb scores all around.

bpm’online has been honored as Gold Stevie® Award Winner for the Best Relationship Management Solution of the Year in the 11th Annual International Business Awards. Winners were selected from over 3,500 nominations.

In 2015 for the second time in a row bpm’online is selected as ISM Top 15 CRM Award winner by, ISM Inc., Customer-Centric Strategic Advisors. The company is positioned as a leader in the fast-paced CRM industry.

Bpm’online received a 2015 CRN® Enterprise App Award for its bpm’online mobile CRM application. Bpm’online’s mobile app was selected by a CRN editorial panel based on a combination of critical factors including functionality; suitability to task; ease of use; innovation; and potential value to solution providers, their customers and the market in general.

Bpm’online has been named as Leader in CRM Software and Business Process Management Grid® Reports by G2 Crowd, Summer 2018.

Bpm’online has been recognized as a winner in the CRM Watchlist 2019 award

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