Streamline your sales, marketing and service efforts with the best Boston CRM

Thousands of happy customers all across the globe are using our CRM to manage and achieve their sales, marketing and service goals. You can be one of them too!

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Boost your business with a powerful CRM system

Marketing, sales and service are the most crucial processes for any business. Therefore, streamlining and synchronizing these three is vital for achieving success. Nevertheless, getting this done with outdated tools such as spreadsheets is not practical, let alone effective. Here, you need a robust CRM solution that centralizes your data, automates lead capturing, offers versatile sales force automation and has powerful help desk functionalities.

Lead capturing simplified

Today, most businesses employ multiple channels for gathering leads. While generating valuable leads is a challenge enough for most marketers, without a powerful CRM system in place, getting them in one place and nurturing them properly becomes next to impossible. A great CRM system captures all the leads from different marketing channels and centralizes them in one place. You can then assign these leads to respective team members manually or automate the process with a pre-defined rule. Either way, you save tons of time that you would otherwise have to spend manually gathering the leads in one place. A powerful CRM system helps you in qualifying the leads and getting those sales ready by verifying all the data, identifying and merging duplicate contacts and more. What’s more, you can track the number of leads you are receiving from each of your marketing channels as well as the quality of those leads. This insight goes a long way in planning your marketing strategy and optimizing your marketing efforts.

Sales force automation

A customer’s journey from lead to sales conversion is critical for your business. CRM uses SFA technology to optimize this process effectively. The system lets you track the end-to-end customer journey and have complete control over the sales cycle. You can automate mundane tasks such as sending repetitive emails, approving papers etc. with CRM automation. This not only saves time, but also boosts efficiency and, in turn, speeds up the sales processes. A powerful CRM system lets you create targeted, personalised communication to your prospects and helps you in converting them into customers. From managing your contacts and deals, till effectively managing your sales process and generating invoices, a CRM lets you streamline your entire sales process, boosting efficiency and speeding up your sales process.

Better service management

Acquiring a new customer is way more expensive than selling to your existing customers. Hence, customer retention is often considered as the Holy Grail of success. And customer service plays a vital role here. A CRM system with help desk functionalities makes this job much easier. A great CRM help desk lets you capture customer queries and service requests in one place, providing complete visibility regarding the particular customer’s purchase and service history. It lets you resolve issues more efficiently. Using the CRM system, you can easily assign service requests to relevant teams and let your customers check the progress on a real-time basis. Effective customer service not only offers a great experience to your customers, but also saves time for your service team and makes their job easier.

Learn more about CRM pricing and improve your business using best practices from bpm'online

Advantages of bpm’online CRM

Cloud-based software

Bpm’online offers a cloud-based CRM solution. With no need to bear heavy infrastructural cost, you can get started with a browser only.

Mobile-friendly

Bpm’online literally brings your business to your fingertips. The CRM application is amazingly mobile friendly and can be accessed from any device, be it a smart phone, tablet, desktop or laptop.

High scalability

Being a cloud-based CRM, bpm’online is super easy to scale. Start with just one user or twenty or two hundred; you can upgrade or downgrade at any point of time, with zero technical drama.

Awesome features of bpm’online CRM

Out-of-the-box processes

Bpm’online brings down the implementation time with a number of out-of-the-box processes that you can choose and start working within minutes. These processes are designed according to the industry best practices and thus are highly effective in managing your marketing, sales and service requirement. And thanks to the low-code environment offered by bpm’online, you can easily customize them to fit your unique requirements. The system comes with a versatile process library to choose a wide array of processes from too!

Easy customization capabilities

Creating, editing, removing or adding any process flow is super easy with bpm’online CRM. The system comes with a low-code environment. So, you can easily customize your existing processes, work flows etc. with the intuitive yet powerful editor. And when the need to code do arrive, your developers can get the job done in a fast and no-fuss way.

Centralize your data

The CRM brings all your data in one centralized platform and makes those accessible to your marketing, sales and service teams. The intelligent system not only captures your data, but also verifies and enhances them using social data, position in company structure and so on. This, in turn goes a long way in getting your leads sales ready and offering better services to existing customers.

Powerful automation abilities

The CRM system comes with robust automation abilities. From lead capturing and automating mundane jobs, till sending event and task notifications, the CRM does it all to make your life easier. The bpm’online service comes with a versatile customer portal too that lets customer lodge service requests, track the progress and send feedback through an easy to use interface.

Superb analytical power

The intelligent CRM system offers in-depth analysis on all of your marketing, sales and service processes. This way, you know exactly what is working for your business, what is not and can optimize the process accordingly.

Ready to get started?

Bpm’online is used by thousands of successful businesses worldwide 
for effectively managing their marketing, sales and services. You can be one of them!

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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Read our CRM Buyer’s Guide and choose the best software!