CRM for Small Business

Try bpm'online CRM for small business to learn how it can help you grow your business

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Advantages of bpm'online for Small Business

Account and contact management

Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers. Use bpm’online sales to keep record of contact data, including addresses, with the ability to see them on the map, track connections between accounts and the relationships in company structures, see a list of activities they’re involved in and the entire history of interactions. Having a 360-degree view of your customers, you can predict their buying behavior and preferences to win their trust.

CRM for small business: Account and contact management

Document database

Easily manage documents using bpm’online sales. Track documents in the system, specify their type and link them to customers, opportunities, orders, etc. Attach scans and copies of documents, create new documents using the pre-set templates and populate them with data from the system. Save the history of approvals and chronology of activities for each document.

CRM for small business: Document database

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 for small business: A single contract database
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