How to use CRM?

CRM system allows businesses to organize, automate, and synchronize any kind of customer interactions. CRM software provide solutions for marketing, sales and customer service.

Try bpm’online client relationship management system to learn how it can help you grow your business

By submitting this form, you confirm that you agree to the storing and processing of your personal data by bpm'online as described in the Privacy Policy.

What are the benefits of using a CRM system?

CRM tool brings a lot of benefits to the business, where it is used. With the help of such platform, a lot of processes can be improved among them are marketing automation, case management, lead management as well as organization of customer services.

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

Communication panel

Communicate with your team and customers directly from the system. Make calls, manage email, approve contracts and collaborate in the enterprise social network using the Communication panel. All notifications are also here, so you will not miss any important event.

Process designer

  • Automate your structured processes with BPM (Business Process Management) technology.
  • Model the process flows using reconfigured elements for creating activities (tasks, calls, and emails), working with pages, processing data, and invoking external services.
  • 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.

Knowledge base

Knowledge base is an online library that stores articles, scripts, guidelines for new employees, document templates, presentations, answers to frequently asked questions, and any other useful materials. The knowledge base takes on features of social networks — users can like posts and share ideas and comments. This helps other users to quickly and easily find the most popular presentation or the most useful answer.

bpm'online awards

Sign-up and learn how cutting-edge CRM software can help you significantly improve your marketing, sales and service outcomes!

Try it free
Up button