CRM for your company

Company CRM app is a vital tool for business management. The right CRM platform is a perfect solution to track company's leads, customers' intersections and marketing campaign's success. Customer relationship management app of any company is a unique platform which has all possible as well as necessary features and integrations to run any business successfully.

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What do companies that use customer relationship management get?

Usage of a CRM platform is really beneficial for any company. It helps any business to get the detailed information on every customer and as a result deliver an excellent customer service. Moreover, CRM system is usually cloud-based and can be accessed from any place of the world. Customer relationship management tool allows to automate many tasks and get detailed reports of fails and success.

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

Customer database analytics

  • Analyze the structure of your customer database adjusting and setting new and different parameters while consistently tracking all new leads.
  • Using analytics tools, you can also evaluate the overall coverage of existing and potential customers within the database.

Document database

  • Easily manage documents using bpm’online sales.
  • Track documents in the system, specify their type and link them to customers, opportunities, orders, etc.
  • A simple interface along with built-in tools for elements search and validation will help to quickly build a process model in BPMN as well as fine-tune it based on process execution analytics.
  • Attach scans and copies of documents, create new documents using the pre-set templates and populate them with data from the system.
  • Save the history of approvals and chronology of activities for each document.

Service Desk organizational structure

  • Take advantage of the best practice model for the Service Desk organizational structure in bpm’online service enterprise.
  • You can easily manage roles, define functions and authorities.
  • Use pre-configured workplaces to improve agents’ productivity and facilitate their daily activities.

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