Bpm’online sales is an intelligent sales management software, focused on the entire cycle of sales force automation, ensuring a smooth path from lead generation to repeat loyal sales
Your digital path to sales processes perfection starts here! The state of the art sales management software enables for more enhanced customer acquisition, development and retention. Identify all the possible bottlenecks and change your sales processes on the go, avoiding pitfalls and achieving greater results. Employ out-of-the-box reference processes to manage the entire sales cycle!
Intelligent SFA software
Gain the agility to change processes in the CRM faster than ever
Bpm’online sales is built on a powerful low-code platform, which enable users to easily change processes without coding.
Accelerate changes! Bpm’online offers the agility to continually test, rapidly modify and optimize business processes.
Align marketing, sales and service on a unified CRM platform
Bpm’online offers the ability to align and accelerate marketing, sales and service activities on a single platform, delivering end-to-end sales processes to manage the entire customer journey – from lead generation to continued service provision.
Equip your business with sales force automation features provided to surpass your competitors in no time
Get a complete customer view with a single database of all contacts and accounts, where the full history of activities and previous communication is stored. Enrich your customers’ profiles with the information from popular social media like Facebook or Twitter, LinkedIn and YouTube. Make well-thought data-driven decisions and build stronger collaboration with individual approach to each of your customers.
Capture and track leads through a wide range of sources, automatically qualify them and distribute to the right people within your organization. Thoroughly qualify each lead and enrich lead data with insightful intelligence to get it fully prepared for a sales follow up. Use the dashboards to analyze statistics on leads, which will help to increase the conversion of prospects into the sales ready opportunities.
Achieve your sales target easily with bpm’online’s forecasting tools. Plan sales volumes by managers, accounts or industries. Meet and exceed sales quota using the plan vs. actual analysis tools in bpm’online. Easily analyze sales reps efficiency, making the sales process transparent and clear.
Get equipped with already built-in best practice sales processes in bpm’online. Effectively manage opportunities at each stage of the pipeline to close deals faster. Choose tactics for each opportunity, find key decision makers and track your competitors to identify their strengths and weaknesses. Use the complete opportunity history to accelerate the process of opportunity qualification and assigning it to the right sales rep.
Effectively manage your orders through a single window for order processing. Classify them by account type, group by stages, budgets, products or services, owners, etc. Obtain a full control over the payments with help of timely notifications that are sent automatically by the system according to a pre-set business rule.
Organize your field force resources in the most efficient way by creating a schedule of visits for each representative. View locations on the map, monitor the actual visits by geo-tags from field sales rep check-ins in each of the locations. Get an instant analysis of the efficiency of each sales rep or the whole department.
Manage your product catalogue effectively by grouping items by various attributes, allowing sales reps to easily select products that fit best their clients’ needs. Integrate the catalogue with your ERP system to keep the data up to date and relevant. Use filtered search and navigation to find the right product among thousands of others in a matter of seconds.
Leverage the convenience to access your documents and contracts from a single database. Use standard templates to create print ready documents in a matter of seconds. Get to know when the document is approved or the contract is signed upon the automatic notification receipt. Use analytics tools to monitor overdue contracts and take urgent measures.
Access your bpm’online from any mobile device to keep your fingers on the pulse of your business. Work easily with your accounts and contacts by adding new ones, writing SMS or making calls right from the mobile app. Plan your activities, meetings or calls using a smartphone or tablet. Keep all necessary data at your fingertips using the app in both online and offline mode.
Editions and pricing
Bpm’online offers multiple editions and pricing options to help you choose the one that would fit your unique business model
per user / month
per user / month
per user / month
Bpm’online was named a Leader in The Forrester Wave™:
CRM Suites for Midsize Organizations, 2016.
In addition, bpm’online has been recognized as a Strong Performer
in The Forrester Wave™: Sales Force Automation Solutions, 2017,
The Forrester Wave™: Lead-To-Revenue Management Platform Vendors, 2016;
The Forrester Wave™: Customer Service Solutions For Midsize Teams, 2017
and The Forrester Wave™: Dynamic Case Management, Q1 2018.
Bpm’online has been named a Challenger in the Gartner Magic Quadrant for Sales Force Automation, 2018, 2017, 2016 and the Gartner Magic Quadrant for CRM Lead Management, 2017, 2016; recognized in the Gartner Magic Quadrant for the CRM Customer Engagement Center, 2018, 2017, 2016, 2015, included into the Gartner Magic Quadrant for Intelligent Business Process Management Suites, 2017 and Gartner Magic Quadrant for Enterprise High-Productivity Application Platform as a Service, 2018.
Nucleus Research consecutively positioned bpm’online in the Leaders Quadrant of the Nucleus CRM Technology Value Matrix 1H 2018 for its unprecedented agility to modify processes on the fly.
Ovum, one of the leading global technology research and advisory firms worldwide, has Bpm’online named among the world’s top 10 CRM vendors in latest Ovum CRM Decision Matrix. Bpm’online has been recognized for its process-centric approach and intuitive platform.
CRM Magazine, the leading publication of the industry, recognized bpm'online as a Leader in the Midmarket CRM Suite and Sales Force Automation categories, as well as named the One to Watch in the Enterprise CRM Suite in the CRM Market Awards 2018. This is the fourth year in a row that bpm'online made it onto the leaderboard in the Midmarket CRM Suite category, with superb scores all around.
bpm’online has been honored as Gold Stevie® Award Winner for the Best Relationship Management Solution of the Year in the 11th Annual International Business Awards. Winners were selected from over 3,500 nominations.
In 2015 for the second time in a row bpm’online is selected as ISM Top 15 CRM Award winner by, ISM Inc., Customer-Centric Strategic Advisors. The company is positioned as a leader in the fast-paced CRM industry.
Bpm’online received a 2015 CRN® Enterprise App Award for its bpm’online mobile CRM application. Bpm’online’s mobile app was selected by a CRN editorial panel based on a combination of critical factors including functionality; suitability to task; ease of use; innovation; and potential value to solution providers, their customers and the market in general.
Bpm’online has been named as Leader in CRM Software and Business Process Management Grid® Reports by G2 Crowd, Summer 2018.
Bpm’online named a CRM Watchlist 2016 winner among the top global CRM vendors.