BPA CRM Packaged Solutions

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Choosing BPA CRM Standard you’ll be able to select your needed BPA add-ons and tailor you CRM solution to your needs. You pay only for what you need.
 
Or you can start with prebuilt packaged solutions including preselected add-ons to lower your costs.

• BPA CRM Professional includes our most valuable add-ons. Choosing this package you’ll get a complete CRM at the best price.
• BPA CRM Enterprise includes additional features to deploy a complete CRM in a company-wide organization. This package includes external data and web connectors. It’s also possible to share and consolidate data in different CRM sites.

Features	BPA CRM Standard	BPA CRM Professional	BPA CRM Enterprise
Sales Force Automation
Manage accounts, contacts, opportunities and activities
Have a shared team calendar with colors
Copy Outlook emails in BPA CRM (BPA Outlook Connector)
Generate mail merged documents (BPA Mail Merge)
Get advanced item-level permissions (BPA Permissions)
Mobile access to BPA CRM (BPA Mobile)
Generate quotes (BPA Quote Generator)
Have a visual tool to help salespeople reducing sales lifecycle and increase revenues (BPA Sales System)
Marketing
Manage marketing campaigns
Mass select campaign members (BPA Query)
Send emails to campaign members
Mass mail merge documents (BPA Mail Merge)
Connect BPA CRM to your web site (BPA Web Connector)
Customer Service
Manage customer cases and solutions
Create a case from an email (BPA Outlook Connector)
Have a self-service support portal
Collaboration
Have advanced documents and attachments management
Have advanced alert and workflow management
Send emails directly from BPA CRM
Manage Email templates
Manage news, calendars, links, surveys, discussion boards, blogs, wikis and pictures
Automation
Automate your CRM processes with SharePoint Designer
Receive automatic alerts
Dynamically manage item-level permissions (BPA Permissions)
Manage advanced forms and workflow rules (BPA Workflow)
Analytics
Display real time metrics in a prebuilt dashboard
Export CRM data in an Excel spreadsheet
Display graphical charts in BPA CRM
Build advanced multi list reports (BPA Query)
Display KPIs in Scorecards (BPA KPI)
Integrated CRM
Be natively integrated to Microsoft Office and Technologies
Copy Outlook emails in BPA CRM (BPA Outlook Connector)
Copy OWA emails in BPA CRM (BPA OWA Connector)
Connect BPA CRM with external data (BPA External Data Connector)
Connect BPA CRM with your web site (BPA Web Connector)
Connect BPA CRM with OCS (OCS Connector)
Advanced features
Get intelligent edit capabilities (BPA Data Editor)
Get advanced item-level permissions (BPA Permissions)
Get cross site/server replication capabilities (BPA Replication)
Custom applications
Have a fully customized CRM solution in hours with no development
Add your custom lists, fields, views, tabs, pages or web parts
Extend to other business applications like Project, Quality or Recruiting management