Communication panel

Communicate with your team and customers directly from the system. Make calls, manage email, approve contracts and collaborate across the enterprise social network using the Communication panel. All notifications appear there as well, so you will not miss any important events.
Communication panel

Tasks and calendar

Plan your work, tasks and meetings in your calendar within bpm’online marketing. 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.
Tasks and calendar

Email

Manage email from all your email boxes in a single unified environment – bpm’online marketing. Each email can be linked to the relevant account, opportunity, order or other related object. Integration with MS Exchange and Google enable you to merge all of your email boxes and keep track of the correspondence in bpm’online marketing.
Email

Calls

Make and receive calls directly in the system. Access complete call history in the communication panel and set up quick dials to call your favorite contacts. Leverage call recording capabilities to monitor correspondence between bank representatives and customers. In addition, bpm'online users can make calls, both voice and video, to other system users completely free of charge!
Calls

Enterprise Social Network

The Enterprise Social Network enables employees to better engage, collaborate, and share information. Sign up for updates from different channels, projects, or contacts. ESN allows users in different departments, business units, and geographies to discuss customers, deals and projects, share best practices, get answers to questions, ‘like’ or comment on posts, thus increasing employee engagement and productivity.
Enterprise Social Network

Analytics

Keep track of day-to-day operations and overall business performance with bpm’online marketing. Analyze employee productivity based on their tasks, emails and phone calls. All dashboards are easily customizable and can track important indicators, such as the average number of activities per day or the number of successful meetings compared to the previous period, as well as many others.
Analytics