BPMonline CRM 7.1: website integration, interactive knowledge base

One week after Salesforce introduced its new platform Salesforce1, its rival BPMonline is launching the new version of its SaaS platform BPMonline CRM 7.1. Unlike Salesforce, BPMonline updates are not so cool but more straightforward and usefull for business. First, it allows to integrate CRM with your website. The users now can create their custom form and place it on a website’s landing page. Whenever the form is filled in and submitted the information from the form is transferred to the CRM system in the online mode and the process is automatically run to start working with a lead. The new interactive knowledge base now allows to "like" posts and share ideas and comments. To make the system easier, the navigation menu now can be customized for each employee. For example, you can hide Opportunities and ‘Invoices’ sections for the users from your marketing team.

The business process designer added two components - Timer and Page. Timer allows for example, to add task deadlines, initiate an action to carry out in a stated time, run recurrent processes. "Page" element - is a custom form which can be set up within a process diagram.

The new version also improved filters that can now include aggregate functions (like total, sum, maximum, minimum, average). For example, using these options you can filter clients, whose purchase volume exceeds certain value.

See also: Top 10 Online CRM software