CRM sales tools

Try bpm'online web CRM sales tools to learn how it can help you grow your business

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Advantages of bpm'online CRM sales tools

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.

CRM sales tools: Visual process designer


Make wise decisions when qualifying an opportunity. Having analyzed each opportunity, reject or confirm further participation in a deal, and assign a sales rep to own the opportunity.

CRM sales tools: Qualification

A single contract database

Easily manage all contracts, related specifications and additional agreements using bpm’online sales. Attach electronic versions and photo copies of contracts, keep track of contracts details and history of amendments. Create contracts manually or automatically based on orders.

CRM sales tools: A single contract database
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