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crm with project management

asked by brian w.  –  June 24, 2014
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Hi Brian,
Please take a look at bpm’online sales ( - a process-driven solution that allows users to easily design processes or employ out-of-the-box best process processes developed to take care of the sales operations. The tool allows to efficiently manage both internal and external projects, set project deadlines, manage costs, assign tasks to owners or teams; run orders and issue invoices directly from the system. Leverage the sales pipeline tool in the system to analyze the company’s performance at each opportunity stage, identify “bottlenecks” in the opportunity management process, assess conversion between the stages, evaluate pipeline integrity, compare the pipelines by individual sales reps or departments. The system allows you to drill down into the particular opportunity stage and see the number of opportunities at this stage and the sales volume by sales reps.
Check the capabilities and get a hands-on experience with obligation-free test-drive via

answered by Olivia M.  –  August 31, 2015

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