Bpm'online sales is a cloud CRM system for comprehensive sales force automation from lead management to large enterprise sales. Employ out-of-the-box reference processes to manage the entire sales cycle! Bpm'online recognized in Gartner 2016 Magic Quadrant for the CRM Customer Engagement Center, as well listed in Five Categories of The Gartner CRM Vendor Guide 2016 (SFA, Partner Relationship Management, Inside Sales and Customer Service Software).
There are three editions available: team, commerce and enterprise. Prices start from $25 per user / month.
Product Features
360° customer view
Opportunity management
Orders and invoices
Sales forecasting
Products and services
Collaboration tools
Quote management
Contract management
Document flow automation
Project management
Field sales
Software Description
Second CRM is an award winning business automation solution, designed to make small to mid-market businesses profitable, by automating their business operations, using internet and mobile technologies. Second CRM focuses on improving sales & marketing, customer support and operations.
Second CRM easily adapts to most business environments by offering a flexible, cost-effective and easy to use application. Second CRM provides a single view of customer interactions across sales, marketing, support and backend operations. Second CRM reduces workload and accelerates growth while enabling companies to focus 100% of their energy on what counts — Customers.
Software Description
REDUCE YOUR COSTS AND INCREASE PROFITS BY 20%
Field service management and office automation software for home improvement businesses
See how office automation and field service management and streamline your business. You’re known for quality workmanship in your community. Your customer service has earned a lot of word of mouth and repeat business.
But that admin work — if only you could automate it all away…
NetDispatcher is your answer to reducing filing cabinets worth of paperwork. Now you can connect your entire office and field staff electronically to ALL of your business information.
Simple and Easy to Use Field Service Platform.
Once you’ve tried field service management software, you’ll never want to go back to pen and paper again. Schedule a live demonstration with one of our qualified sales agents to see the power of office automation and field service management.
Connect schedules between the office and field staff: records can be accessed with any mobile device by field personnel and office staff. Schedules are updated or canceled with instantaneous push notifications
Reduce errors and increase ROI: Paperwork can be a hassle to locate, and sometimes get lost. NetDispatcher puts all your critical customer information, billing records, and other documents in a safe, secure online database, easily accessed through a simple point and click interface.
Integrates with your current accounting software: NetDispatcher integrates with over 65 accounting packages. Connect Sage, QuickBooks, and many others out of the box
Fully customizable platform: Your business is unique, and NetDispatcher is built to suit the needs of your contracting business
No more double entry bookkeeping: Now you can finally update expenses and receipts once let software do the rest.
Features
Referral Tracking
Batch Permissions & Access
Password & Access Management
Social-Media Integration
Contact Sharing
Expense Tracking
Multi-Currency
Dashboard
Third-Party Plugins/Add-Ons
External Integrations
Supplier Management
Lead Scoring
Project Management
Inventory Tracking
File Sharing
Data Import
Data Visualization
Data Export
Multi-User
API
Audience Targeting
Budgeting
Contact Management
Customer Management
Calendar Management
Scheduling
Marketing Automation
Google Apps Integration
Notifications
Lead Management
Email Integration
Forecasting
Features
Features
API
Data Export
Data Import
Expense Tracking
External Integrations
Supplier Management
Payroll
Project Management
Multi-User
Notifications
Inventory Tracking
Customer Management
Calendar Management
Scheduling
Dashboard
Summary
No key features associated with this application.
Summary
Lead Management: Consolidate leads from various social media websites and compare their effectiveness and complete insight into your lead-generation efforts.
Contact Management: Get a complete view of your customers, including activity history, key contacts, customer communications, and internal account discussions.
Marketing Automation: Discover where prospects are getting stuck in your sales funnel, calculate your cost per lead, and tie closed deals back to the original campaign.
Reporting & Analytic: Explore any combination of data, get answers instantly, and share with your team.
Customer Support: Insight through every case, from every customer, every time and informing them with regular alerts and updates about their contract renewals.
Sales Management: Generate quotes, sales order and invoices with relevant customer data in PDF format and email it to customers directly.
Summary
Simple, Form Based Work Orders
Streamline Customer Followup
Real-Time Dispatch
Drag-n-Drop Scheduling
Real-Time Reporting
Send and Recieve job updates on the fly
Automated Time Tracking
Mobile Workforce
Open API Integrations To Other Software Programs
Team
$25.00
1 user(s) / month
Included in plan:
360° customer view
Collaboration tools
Business process management
Lead management
Document flow automation
Knowledge management
Mobile app
Analytics
Synchronization and integration
Customization and administrative tools
Customization and administrative tools
Out-of-the-box process for large sales
Products and services
Commerce
$30.00
1 user(s) / month
Included in plan:
360° customer view
Collaboration tools
Business process management
Lead management
Document flow automation
Knowledge management
Mobile app
Analytics
Synchronization and integration
Customization and administrative tools
Orders and invoices
Products and services
Product catalogue management
Enterprise
$50.00
1 user(s) / month
Included in plan:
360° customer view
Collaboration tools
Business process management
Lead management
Document flow automation
Knowledge management
Mobile app
Analytics
Synchronization and integration
Customization and administrative tools
Opportunity management
Out-of-the-box process for large sales
Orders and invoices
Sales forecasting
Contract management
Products and services
Product catalogue management
Project management
Pricing
Starting from: $24.00/month
Credit card required: No
Starting from $24/user/month
Second CRM is a pay-as-you-go service. There are no long-term or multiple year contracts. Though you need to pay for minimum six months and if you don’t intend to renew, you’ll not be billed again. Second CRM also offer payment discount if you choose to pay for a year in advance.
Gold Plan Per User
$39.00
1 user(s) / month
Silver Plan Per User
$29.00
1 user(s) / month
FAQs
Who are the main user groups of this service?
Enterprises
Mid-size companies
Startups
Small companies
Does this service offer guides, tutorials and or customer support?
Support:
Phone support
Knowledge base
Customer success management
Academy
Community
ITIL/ITSM
What is this service generally used for?
Account and contact management
Intelligent data enrichment
Data enrichment through social media
Profile completeness
Customer segmentation
Interactions and communication history
Search and merge duplicates
Customer database analytics
What are some applications this service is commonly used in tandem with?
Twitter,
Facebook,
Google Contacts and Calendars,
LDAP,
IMAP,
MS Exchange,
Google Maps,
OpenStreetMap,
MailChimp / Mandrill
Does this service offer an API?
Bpm'online provides open configuration and extensive API to allow any customizations and integrations required for your business.
What platforms does this service support?
Platforms: Android, iOS, Mac, Windows, Web-based.
Does this service offer multi-user capability (e.g. teams)?
Software offers multi-user capability.
FAQs
Who are the main user groups of this service?
Small to mid-market businesses, typically having number of employees between 11-99.
What is this service generally used for?
Manage Sales & Marketing, Customer Support and Business Operations
What platforms does this service support?
Second CRM is a web based application, which supports all major browsers on all operating systems. Second CRM web app also support browsers on all major devices: iPhone, iPad, Android phones & tables, Windows 8 Phone & tablets and BlackBerry 10.
What are some applications this service is commonly used in tandem with?
Yes. Google Apps (Gmail, Calendar, Contacts, Documents), Mailchimp, MYOB, SQL Account, SMS, etc
Does this service offer an API?
Second CRM offers two-way REST based web APIs to integrate with third-party applications.
Does this service offer multi-user capability (e.g. teams)?
Second CRM is designed for Team environment, with very details settings and configurations for Roles and Permissions, Groups, team hierarchy, etc to support any organisational structure.
Does this service offer guides, tutorials and or customer support?
Second CRM offer: Support Portal (user manual, video tutorials, faq), Online Live Support, Email and Phone Support.
FAQs
Does this service offer an API?
Yes we have a open API that each customer can use to connect other applications.
Does this service integrate with any other apps?
NetDispatcher integrates with many of the common CRM, accounting, ERP systems out of the box and offers a public API (Application Programming Interface) to enable fast link between systems. Sage, Microsoft NAV and Quickbooks are among the common one. We have over 70 different API connectors.
What platforms does this service support?
We hae a web application that supports any device that has a web broswer and data connection. We have all the same features as a mobile app like caching, offline mode and GPS. On our road map we have a IOS and Android app coming out also.
Who are the main user groups of this service?
We can work with any company that has a mobile work force. Usually when customers has over 5 trucks or 20 or more field service tech it makes sense to use our software. We have a domain experience in landscaping and HVAC
What are some applications this service is commonly used in tandem with?
Most common are Accounting programs like Quickbooks and Sage.
Does this service offer multi-user capability (e.g. teams)?
Yes we have multi-user support and sites for different business locations and crew base teams support.
What is this service generally used for?
We help schedule and dispatcher your field techs work order and track time in the field.
Does this service offer guides, tutorials and or customer support?
We have a online academy the users can use or we have web-based and onsite training avaible for a fee.
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