bpm’online CRM Solutions

Boost sales, marketing, and customer service performance with a process-driven CRM
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Set the Goals Before the Shift

Many mid-to-large sized companies often suffer from a lack of versatility to update and manage ever-changing processes.

This can stem from poor planning, insufficient team members, or simply usage of outdated or inappropriate technologies.

A lack of streamlined technological and operational processes means that projects are setup to fail from the beginning. To prevent this, it is crucial to set clear goals before undertaking a project and support them with the advanced automation solutions.

  • Get more leads
  • Close more sales
  • Use mobile and desktop solutions
  • Take advantage of collaboration tools
  • Reduce operational costs
  • Improve productivity
  • Optimize workflow
  • Enhance overall processes
  • Adhere a holistic approach
  • Work in a single CRM platform
  • Gain the agility

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bpm’online CRM Migration — A Shift In Your Company’s Growth

With three interconnected applications on one platform, the system delivers end-to-end processes to manage the complete customer journey—from lead to order and continued customer service.

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Gartner Logo

bpm’online has been recognized a Leader in 2019 ‘Gartner’s Magic Quadrant’ for Sales Force Automation


Forrester Logo

bpm’online was named a Strong Performer in The Forrester Wave™: Digital Process Automation for Wide Deployments

Q1, 2019


bpm’online CRM Implementation, Customization, and Integration

Hundreds if not thousands of processes are carried out in your company every day. Whether or not those procedures are efficient and effective can have a monumental impact on your bottom line.

CRM Customization

We use various methods to discover, model, analyze, measure, improve, and finally streamline business processes through every aspect of your company.

Workflow Automation

Based on analysis of your processes we will automate everyday business tasks to streamline the workflow through the entire customer journey.

Data Migration from other CRM Systems

Switching to bpm’online CRM requires some custom migration solutions. Velvetech will ensure fast and secure transition from another CRM.

Customer-Specific Configuration

Despite of numerous pre-built configurations, each customer requires some bespoke components. Velvetech provides customer-specific configuration.

bpm’online Integration

To support separate processes and manage data from different applications, Velvetech offers seamless integration in a single informational environment.

bpm’online Administration

Thanks to high flexibility, bpm’online solutions enable you to create and define different user roles and grant access rights to your team.

Call Center Integration

Integration of bpm’online CRM with a phone system will allow your agents to make calls directly from the CRM.

Application Development

We develop web and mobile apps and extensions for bpm’online platform in order to fit business needs with additional services.

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Extend Your bpm’online Experience with Our Applications

PandaDoc Document Management for bpm’online CRM

Install PandaDoc document management connector for automated document generation, management, and tracking within the bpm’online platform.

PandaDoc for bpm'online
How to Get Started

Our specialist will contact you to schedule a personalized consultation within one business day.

Velvetech offers complimentary consultations; after which, we will provide you with a proof of concept in just 3 days, an accurate outlook of the cost and timeline of your project and a competitive estimation, and an assembled team — ready to start your project within 7 days.

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