Powerful contact management system in CRM

Collect, store, edit and easily find your customer data with contact management tools in CRM. Create personal approach and increase sales at the same time by implementing bpm’online CRM.

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Contact management in CRM: tailored to improve your customer relationship management

At the present market we have many tools to deal with sales and customers but only some of CRM systems can create personal approach and increase the number of customers. Actually, it is not that hard – all you need is the system that can keep the history of all the interactions with a prospect with the ability to keep representatives’ personal notes. Most business owners look for a smart analytical tool to provide them with the analyses of the given information to devise the correct approach for every group of prospects they have. And the final thing is the correct representative to handle the lead. That is why, your CRM system needs to be flexible and customizable so that you could transfer the lead from representative to representative according to their stage, interest or any other point you consider relevant. The only issue is that such extensive database might take a lot of space. Here, cloud-based contact management system comes into play.

According to statistics, about 95% of the businesses choose cloud solution instead of the one-premise software. So, why not try it out?

Check the pricing of bpm’online sales and start using all the necessary tools to help you increase your sales performance

Explore the full spectrum of contact management features that are available in bpm’online CRM

360° customer view

Use the convenient package to concentrate the main information on your prospects. Let the system complete the profile if any information is missing. Segment the prospects to process them in an appropriate way, creating the personal touch in the process. Store the history of information for further reference.

Collaboration tools

Always be on top of things with tools that can help you to be in touch with colleagues and on time with clients. Monitor your communication with both from the system.

Business Process Management

Automate most processes to give your employees more time for creativity and personal communication with both: prospects and customers. Control the unruly processes with the case management solutions. Keep your customer relationship management at the top of the quality line.

Lead Management

Keep close attention to every lead from the very beginning. Let the system verify the data and analyze the sources of the incoming leads to improve their quality and quantity. Qualify leads to pass them to the correct representatives or return them to nurturing. Handoff to sales only those leads that are ready to buy.

Opportunity management

Devise truly personal approach to your opportunities. Analyze the history and details of interactions and assign opportunity to the appropriate representative. Sales pipeline tracking allows users to find weak spots and provide recommendations on how to improve them to increase your conversion. Close the deal keeping a close eye on the contracting stage of the process to make sure you do not lose any prospects because of the delay with the documents. Use the CRM system to help your sales process.

Increase your business performance and make more sales with bpm’online CRM

Bpm’online sales: get to know even more high-end features to manage you leads

  • Orders and invoices

    Process orders within minutes with the single order window and set automatic order processing from your website. Deliver and collect payments on time the system will remind you if any of them are overdue.

  • Field sales management

    Keep an eye on your field representative by developing the field rules they need to follow. Create orders from the mobile application not to miss any opportunities.

  • Sales forecasting

    See into the future of your sales with the effective forecasting tool. Challenge your team with achievable goals and increase sales with smart prediction and check the analytics to make sure you are on the right track.

  • Contract management

    Store your contract in the single database, attach them to the corresponding contact, account or lead, relate them if there is a need. Create printable documents within several clicks. Turn boring document process into a work of several minutes.

  • Product management

    Combine all your products into one database to manage it with ease and integrate it with the ERP system, always keeping your data up to date. Assign different attributes to group your products in the convenient way to save time on search.

  • Document flow automation

    Create unified database for your documents. Develop templates you can populate with the data from the system automatically. Mastermind the complex approval processes to help you deal with the sales pipeline and save time.

  • Project management

    Take charge of your internal and external processes. Organize your project’s activity from the system. Set goals, deal with cost, manage workload by assigning tasks to specific people or team, and let the system run it for you.

  • Synchronization and integration

    Synchronize your Google, Outlook and cloud to facilitate smooth work within the system. Import data in and out the platform to secure convenient workflow between departments and affiliated partners.

The mission of bpm’online is to help companies ACCELERATE!

Bpm'online is a global business software company leading in the space of business process automation and CRM. The company has been highly recognized as a market leader by key industry analysts. Its intelligent platform accelerates sales, marketing, service and operations for thousands of customers and hundreds of partners worldwide. 
Bpm’online has been widely recognized by key industry analysts, receiving multiple awards.

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  • crn enterprise app award icon
  • gold stevie award icon
  • crm software and business process management grid reports by g2 crowd icon

Ready to get started?

Make a step up with a cloud-based contact management system – let the system take care of your contacts!

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