bpm'online financial CRM Features

bpm'online financial CRM

Process-driven CRM for banks and financial institutions

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bpm'online financial CRM Feature Summary

  • 360° customer view
  • Business process automation and management
  • Cross-channel communications
  • Lead management
  • Marketing management
  • Multi-channel marketing
  • Drip email marketing
  • Opportunity management
  • Sales forecasting
  • Sales tracking
  • Sales analytics
  • Case managment
  • Call center management
  • Service management
  • Service level management
  • Accounting integration
  • Activity dashboard
  • Collaboration management

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