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 a 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 object. Integration with MS Exchange and Google lets you merge all 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. In addition, bpm'online users can make calls, both voice and video, to other system users completely free of charge!
Calls

Enterprise Social Network

Use Enterprise Social Network (ESN) to keep your finger on the pulse of your business. You can get updates and notifications on the latest deals, projects or even contacts from various channels with an ability to comment and “like” different posts in the newsfeed. You can use the ESN in the bpm’online mobile app as well.
Enterprise Social Network

Data enrichment through social media

Find customers on Facebook or Twitter and enrich their profiles using the pre-built social media integration features. Get various information on contacts and companies from social networks with the click of a mouse.
Data enrichment through social media

Dashboards

Use bpm’online marketing to get a 360-degree view of the efficiency of your marketing activities. Obtain relevant statistics and indicators displayed as graphical charts, which can be easily configured according to your needs. Create lists of the most important information and track your results. You can analyze how many bulk emails have been sent throughout the week or compare the efficiency of different sales managers.
Dashboards

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.
Knowledge base