ELMA CRM+

Note

Main features of the CRM module are described in the ELMA BPM Platform Help. ELMA CRM+ application extends customer management functions of the ELMA BPM Platform with additional features: "Sales Dynamics" report, active sales funnel, integration with IP telephony systems. These features are described in this guide.

The ELMA CRM+ application extends ELMA BPM Platform features for customer management, by adding the following functions:

integration with IP telephony systems allows making calls from an object page and registering incoming calls (fig. 1);

Fig. 1. ELMA integration with IP telephony. Incoming call
starting a business process from a contractor, deal, lead or contact page makes working with CRM objects easier (fig. 2);

Fig. 2. Contractor page. Start process button
active sales funnel automatically starts business processes when changing a deal stage, which provides numerous features for sales reps (fig. 3).

Fig. 3. Active sales funnel

This application is not included in the standard system platform and is licensed separately.