Collaboration tools

Communication panel

Communicate with your team and customers directly from the system. Make calls, manage email, approve contracts and collaborate in the enterprise social network using the Communication panel. All notifications are also here, so you will not miss any important event.
Communication panel

Tasks and calendar

Plan your work, tasks and meetings in your calendar within bpm’online sales. 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 sales. 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 sales.
Email

Calls

Make and receive calls directly in the system. Access complete call history in the communication panel, set up quick dial to call your favorite contacts. Leverage call recording capabilities to control the work of the sales reps. In addition, bpm'online users can make calls and even video calls 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

Analytics

Keep track of day-to-day operations and overall business performance with bpm’online sales. Analyze employee productivity based on their tasks, emails and phone calls. All dashboards are easily customizable and 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

SmartCloud Connect

SmartCloud Connect, developed by Invisible Solutions, turns your Microsoft Outlook mailbox into an active bpm’online window. Create, manage and link leads, customers, opportunities or any other bpm’online records directly from your mailbox or Outlook Calendar.