named a in the Gartner's
Magic Quadrant for
- Low-code platform
Bpm’online, a leading global provider of customer relationship management (CRM) and business process management (BPM) solutions, today has released a new version 7.3 of its revolutionary next-generation bpm’online CRM platform. With 7.3, the company continues its investment in usability and functionality, making its applications even more intuitive and easy to use, and, at the same time, providing cutting-edge extended CRM functionality. One of the most remarkable features of the new release is an enterprise social network to improve internal communications and increase user engagement.
The new ESN tools enable employees to better engage, collaborate, and share information. It allows users in different departments, business units, and geographies to discuss deals and projects, share best practices, get answers to questions, ‘like’ or comment on posts using a ‘Feed’ section. Separate feeds can be used for each CRM record. Enterprise social network in bpm’online CRM significantly increases employee engagement and productivity enabling them to grow personally and professionally and achieve the best results.
The new panel includes automatic notifications and reminders on noteworthy events and meetings, updates on approval statuses, and ESN feed. With this panel bpm’online CRM users can obtain essential information without moving between different CRM sections, without being distracted from their current tasks.
Creating new sections in the system is easy and doesn’t require help of IT staff. Section Wizard provides step-by-step guidance through the process: from inputting the section title up to the design of section interfaces.
Version 7.3 Opportunity Management best-practice processes enable companies to save time and become productive immediately. The process involves nine stages of a sales funnel — from prospect qualification and need analysis to negotiations and contract signing. It provides significantly expanded opportunity management capabilities — plan tactics for each deal, collect more detailed information about key decision makers, and can capture sales executives’ emotions throughout the opportunity management cycle.
Enjoy seamless integration with Microsoft Exchange to simplify the processes of synchronizing email, contacts, and tasks between MS Exchange and bpm’online CRM.
Working with filters has become even easier with a better visual display of search results. For example, it is possible to work simultaneously with the entire folder area and the content of each folder. At the same time, new release enables applying additional filters to particular records.
Vertical list drives your productivity due to the possibility to display the data you need — a list and a particular page — on a single screen. No need to switch between the pages.
Over 100 recommendations of bpm’online CRM users are reflected in the new release. For example, now it is possible to display or hide the Sections panel, the customization page structure has been enhanced. Bpm’online interface automatically adapts to different screen resolutions, allowing a user to customize the workspace according to his preferences.
CEO and Managing Partner Creatio
The last 17 years have been an incredible journey for our team at bpm’online. When we started the company, it was just a handful of young graduates with big dreams, ready to work hard to achieve them.
Over the years, we have experienced lots of ups and downs of growing and running a business. However, there has always been one thing that inspired us: the powerful, unique solutions created on the bpm’online platform by our community of partners and customers, many of whom I am proud to call friends.
Our customers and partners use bpm’online platform and CRM solutions to bring business ideas to life through automation. Solutions that they create reflect unique differentiation of their companies, these solutions are their own creations. It is in the DNA of our customers and partners to generate ideas, create, and to change the status quo. And we’re thrilled to honor and support the creators in each of them!
With that, I am very excited to share the news… Our company has changed its corporate and product names to Creatio!
The new name reflects our strong belief that everyone will become a developer, able to automate ideas and create custom solutions in minutes. We call these solutions “creatios.”
We have rolled out the Creatio renaming on October 30, 2019. I hope you’ll enjoy a recording of an online launch event at creatio.com/new-watch
While our name is changing, the strategy, products, our team and commitment to empowering our users with the best low-code / no-code BPM platform and sophisticated CRM products remain the same. The new name only reinforces our vision of creating a world where any business idea can be automated in minutes.
Please visit our FAQ page for more information on the renaming process. As always, I'd appreciate your feedback and I'm happy to answer any questions.
CEO and Managing Partner