Customer Relationship Management (CRM)

Designed to improve lead generation and keep your customer relationships on track.
The CRM application tracks contacts, activities, tasks, opportunities and campaigns.

Find Contacts

Navigate through your contact list with intelligent search and filter.

Our search and filtering tools help you to quickly find specific contacts or segment relevant contact lists in a snap. You can then save commonly used filters for efficient access or as a basis for additional filters.

Navigating a large list is also made simple by maintaining your place when viewing a contact from the list. Next and previous navigation within the contact itself provides for further convenience by reducing uneccesary page views.

Find Contacts

Record Interactions

Record interactions with a contact through activities, comments and tasks.

It’s easy to remember the quirks, details and preferences of your customers when there are just a few of them. But as your business grows you need tools to track and manage those essential insights.

The CRM records all interactions between your company and the customer, so no matter who picks up the phone, they can easily read up on the customer's history and a little bit about their wants and needs.

Record Interactions

Manage Tasks

Easily create, assign, follow, and comment on outstanding tasks.

Tasks help you get things done - they are activities planned for a future date. Assign them to yourself or to others, add action categories (call, email, meeting) and comments, then check them off when they're done.

For ease of use, tasks can be generated and tracked from a contact, opportunity or campaign. Then when the task is completed, you are prompted to quickly log an activity with the result.

Manage Tasks

Track Opportunities

Generate opportunities and track their status from lead through to sale.

Every deal you close should move through a well-defined and predictable sales process. Opportunities enable you to follow the development of deals through this process.

Opportunities provide a detailed picture of exactly where you and your team stand. When you know the status of each opportunity and which opportunities your team members are pursuing you can coach them effectively and help them focus on the most profitable outcomes.

Track Opportunities

Build Campaigns

Build a campaign and assign bulk tasks based on campaign parameters.

Campaigns allow you to quickly build a list of contacts and define tasks for those contacts en masse, like calling or emailing contacts about your most recent promotion.

Campaigns also allow for the task management of a team of telemarketers or sales people. You might want to target a specific geographic area or demographic, campaigns are the best way to generate tasks against this defined list and assign them to one or many employees.

Build Campaigns

Want to learn more about BMS?

Request a Demo