Online Case Management Software

Try CRM for case management to learn how it can help you grow your business

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Advantages of CRM for case management

Visual process designer

Automate key business processes using a powerful yet simple visual process designer. Model processes in BPMN using preconfigured elements for creating activities (tasks, calls, and emails), working with pages, processing data, and invoking external services.

Online Case Management Software: Visual process designer

Opportunity tracking

Manage all opportunities in bpm’online sales using the out-of-the-box business process. Define tactics for each opportunity, identify key decision makers, track competitors, analyze their strengths and weaknesses. Generate sales forecasts taking into account client’s budget, opportunity stage and probability.

Online Case Management Software: Opportunity tracking

Project management

Leverage bpm’online sales to efficiently manage both internal and external projects. Set project deadlines, manage costs, assign tasks to owners or teams.

Online Case Management Software: Project management
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