Data import from / to Excel

Employ a built-in utility for data import from / to Excel to quickly import or export your accounts and contacts data, list of users, product catalogue, documents and invoices, etc.
Data import from / to Excel

MS Exchange integration

Enjoy seamless integration with Microsoft Exchange to simplify the processes of synchronizing email, contacts, and tasks. You can adjust synchronization frequency (daily, hourly or more frequent) and always have all the relevant data on hand.

PBX integration and cloud telephony services

Make and receive calls directly from the bpm’online system. Integration with virtual or standard IP PBX systems, support of SIP-numbers of any provider, possibility to connect an unlimited number of external lines allow for making all necessary calls directly from the system.

MS Outlook integration

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.

Google integration

Synchronize emails, calendar and contacts with your Google account. Two-way integration allows you not to switch between applications to send email or manage your calendar.
Google integration

Mail integration via IMAP / SMTP

Keep the entire history of electronic communications with the client in bpm’online sales, regardless of the mail provider. Send and receive email without leaving the application.
Mail integration via IMAP / SMTP