BPA CRM for SharePoint
 
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Partner Solutions

BPA CRM is a totally "open" application making it easy for our Partners to develop their own add-ons and modules.

Our philosophy at BPA is to build a strong community around BPA CRM helping our customers to get affordable and tailored CRM solutions for their needs.

Download our partner program and send an email at partner@bpa-solutions.net with your expression of interest.

EASY IMPORT
DOT-IT

By DOT-IT

Easy Import is a new connector for BPA CRM. Easy Import is a tool to scan and import your physical documents in BPA CRM. Easy Import will work with your existing OCR and scanning software and peripherals. You can even scan and import many documents at once. Finally you can update metadata to be stored in BPA CRM.

Easy Import will help you improving your relationship with customers in having all documents like purchase orders, request for quotes, invoices,… stored in a central repository. Documents will be automatically linked to the right organizations and contacts.

DOT-IT Web Site

CRM ONLINE
Netconnect
Online CRM on Team Portal

By NetConnect

CRM Online is a unique and complete CRM solution built on SharePoint – now available as a hosted solution. The user-friendly dashboard empowers end users to easily set up new sites and invite internal or external members.

People are working from multiple locations, are always on the go and need instant access to work-related information and resources. CRM Online gives team members access to all up-to-date customer information anytime, anywhere through a hosted SharePoint portal.
 
CRM Online runs on our user friendly Team Portal platform, which features a dashboard for managing all your sites, projects, contacts and more. The hosted service provides users with rich out-of-the-box SharePoint functionality to make it easier to communicate and collaborate on documents, maintain task lists, implement workflows and share information.

By choosing CRM Online and a hosted SharePoint solution, you can focus on your core business and let us take care of all the provisioning and technical aspects of running SharePoint services. You and your team can work more efficiently and effectively, saving time and resources and also reducing travelling.

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Online CRM Details

SOLVION OCS CONNECTOR
Solvion

By Solvion

The Solvion OCS (Microsoft Office Communications Server) extension for BPA CRM allows seamless integration of VoIP telephony into BPA CRM.

Incoming calls can be instantly tracked to your BPA CRM contacts. Information of the incoming call person and company name pops up automatically –  detailed information of the calling customer including all historical interactions gets opened.

Keeping track of customer communication is easier than ever by using the Solvion OCS extension for BPA CRM! The BPA CRM feature of creating a call protocol is guided by the Solvion OCS extension.

Open a protocol activity that is already pre-filled with the duration of the call and just add your notes! everything else gets added automatically by the Solvion OCS extension.

But it does not end with incoming calls! You can call your customers directly from BPA CRM by clicking the desired phone number or by simply dialing a number from your company phone and it will trigger the Solvion OCS extension.

Using the Solvion OCS extension for BPA CRM greatly enhances phone and CRM integration by providing a seamless communication process with your customers.

 

 
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BPA Solutions ¦ BPA Workflow for SharePoint
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