BPM Software

BPM Software

Verified

Bpm'online CRM is a salesforce automation system for companies to manage the entire sales cycle: from lead management, to orders, to invoicing.

This process-based cloud CRM includes referenced processes for lead management, opportunity management, quote management, order and invoice management along with the ability to design sales processes based on the unique business needs. 

This product is designed to evaluate competitors, identify key decision makers and apply specific sales processes Bpm’online features that include: capabilities for account and contact management, workflow and task management, communication and collaboration tools, opportunity and project management, product management, document flow automation, analytics with easily customizable dashboards, and synchronization and integration capabilities. 

Bpm’online sales is delivered in 3 editions, and can be deployed on-demand (SaaS) or on-site, where data is hosted in-house on the company’s servers. In both cases users can access bpm’online from anywhere with a web-browser or the mobile app. The system is both Windows and iOS-compatible. 


Cloud Deployment: No
On-Premise Deployment: No
Website: http://www.bellwethercorp.com

CRM Features


Analytics
  • Custom Dashboards
  • Custom Reports
  • Schedule Reports
  • Standard Dashboards
  • Standard Reports
Customization
  • Custom Buttons
  • Custom Fields
  • Custom Links
  • Custom Modules
  • Page Layout
  • Rename Tabs
  • Schedule Fields
Documents
  • File Management
  • File Sharing
  • Folder Sharing
  • Nestable Folders
Inventory
  • Invoices
  • Products
  • Purchase Orders
  • Quotes
  • Sales Orders
Marketing
  • Auto Responders
  • Campaign Management
  • Email Opt-Out
  • Email Templates
  • Mass Email
Sales
  • Accounts
  • Activity Tracking
  • Calendar
  • Contacts
  • CRM Views
  • Forecasting
  • Leads
  • Opportunities
  • Scripts
Support
  • Cases
  • Client Portal
  • Email-to-Case
  • Solutions
  • Surveys
Telephony
  • Auto Attendant
  • Call Queues
  • Call Recording
  • Click to Dial
  • Inbound Calling
  • IVR
  • Outbound Calling
  • Virtual Phone System
  • Voicemail
  • Voicemail-to-Email
Web Forms
  • Accounts
  • Auto Responder
  • Cases
  • Contacts
  • Leads
  • Notify Owner
Workflow
  • Alerts
  • Approval Process
  • Assignment Rules
  • Case Escalation Rules
  • Convert
  • Field Updates
  • Rules
  • Tasks
  • Time Based Actions
  • Webhooks

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