Advantages of bpm'online CRM in South Africa
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.
Accounts and contacts
Access all the critical information about your customers from any mobile device. You can easily work with accounts and contacts: add new ones, write SMS or make calls right from the mobile app.
Forecast sales based on the variable criteria
Make sure your goals are achieved with bpm’online sales forecasting tools. You can easily plan sales volumes by managers, accounts or industries. Compare indicators across periods and apply smart filtering tools to get the information you need within a matter of seconds.