CRM in South Africa

Try bpm'online CRM in South Africa to learn how it can help you grow your business

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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.

CRM South Africa: Tasks and calendar

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.

CRM South Africa: Accounts and contacts

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.

CRM South Africa: Forecast sales based on the variable criteria
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