Data import from / to Excel
Employ a built-in utility for data import from / to Excel to quickly import or export your accounts and contacts data, list of users, product catalogue, documents and invoices, etc.
MS Exchange integration
Enjoy seamless integration with Microsoft Exchange to simplify the processes of synchronizing email, contacts, and tasks. You can adjust synchronization frequency (daily, hourly or more frequent) and always have all the relevant data on hand.
MS Outlook integration
SmartCloud Connect, developed by Invisible Solutions, turns your Microsoft Outlook mailbox into an active bpm’online window. Create, manage and link leads, customers, opportunities or any other bpm’online records directly from your mailbox or Outlook Calendar.
Mail integration via IMAP / SMTP
Keep the entire history of electronic communications with the client in bpm’online sales, regardless of the mail provider. Send and receive email without leaving the application.