Flagship Features
The core capabilities that set bpmPro apart
Projects Board
Your command center for project oversight with visual pipeline management.
- Visual pipeline with color-coded stages
- Traffic light dashboard for project health
- Real-time stage tracking & time calculations
- Smart filtering by status, stage, sales rep
Close Deal Wizard
Modern wizard interface guides users through the complete deal closing process.
- Step-by-step guided workflow
- Configurable work types
- Built-in validations
- Full audit trail
Email Wizard
Send professional proposals directly from bpmPro with PDF preview.
- Interactive email composer
- Smart templates with auto-fill
- PDF preview before sending
- Rich text formatting
Commission Payout Manager
Complete visibility into commission calculations, payouts, and chargebacks.
- Payout tracking & status
- Chargeback support
- Adjusted commissionable cost
- Commission console for approvals
Team Notifications
Automated internal and external notifications throughout the project lifecycle.
- Stage-specific team assignments
- Automated customer alerts
- Professional HTML email templates
- Dual-stage notification support
Stripe Payments
Accept payments and track cash flow with integrated Stripe processing.
- Payment links via email/text
- All major cards accepted
- Automatic payment recording
- Real-time reporting
Project Management
Track every project from lead to completion
Color-coded project stages
Clear phase separation
Identify bottlenecks
Quick health indicators
Smart workflow automation
Prevent accidental data loss
Soft delete for scope reduction
Enhanced visibility
Real-time tracking
Post-mortem analysis
Visual record navigation
Detailed or condensed views
Sales & Quoting
Win more business with professional proposals
Guided deal closing
Send proposals directly
Branded documents
Executive summaries
Strategic pricing presentation
Smart document cloning
Easy navigation
Fast lead capture
Early-stage opportunity tracking
Track referral sources
Multiple contacts per account
Pricing & Tax Management
Flexible pricing with precision controls
Exact markup/margin values
Smart cost distribution
Improved controls
Preserve historical costs
Duplicate pricing quickly
Bulk pricing changes
County tax proration
Proper exemption processing
Special pricing scenarios
Export for accounting
Accounting & Commissions
Track finances and pay your team accurately
Complete payout tracking
Centralized financials
Create and manage invoices
Handle returns and credits
Real-time balance updates
Actual vs estimated costs
Contractor backcharges
Commission adjustments
Track cost changes
Post-contract items
Product & Inventory
Manage your product catalog and orders
Centralized order management
Product catalog management
Hover to see images
Intuitive reordering
Pre-configured packages
Custom or vendor images
Faster data entry
Preserve settings when copying
Industry Integrations
Connect with window & door vendor systems
Import quotes directly
Product imagery and data
Import product data
Accept online payments
Accounting integration
iOS and Android access
Communication & Notifications
Keep your team and customers informed
Automated milestone alerts
Auto-notify on stage entry
Project-level discussions
Branded communications
Configure critical milestones
Tag team members
Reports & Analytics
Data-driven insights for better decisions
Real-time search & navigation
Visual health indicators
Bottleneck analysis
Detailed payout reporting
Conversion tracking
Pipeline visibility
Industry-specific metrics
Key metrics at a glance
Compliance & Documentation
Stay compliant and organized
Track permit expirations
Schedule and record results
Photos and attachments
Recover deleted records
Track all changes
Control who sees what
Service Ticket Module
Extend bpmPro beyond project sales into comprehensive post-installation service management. Perfect for warranty work, maintenance contracts, and repair services.
- Complete service ticket management for post-installation work
- Automated team notifications for service operations
- Printable PDF service work orders
- Full service history linked to projects and customers
- Warranty and maintenance contract tracking
Ideal for businesses that:
- Offer warranty service and support
- Have ongoing maintenance contracts
- Manage post-installation customer care
- Provide window and door repair services
Built on Salesforce
bpmPro leverages the world's #1 CRM platform, giving you enterprise-grade reliability with industry-specific functionality.
- Enterprise-grade security and compliance (SOC 2)
- 99.9% uptime guarantee
- Automatic updates and maintenance
- Seamless integration with 3,000+ business tools
- Scalable from small teams to enterprise
- Mobile apps for iOS and Android
A Big Game Changer
Nour Aljamal, Sales Representative at Hurricane Window and Screen, shares how bpmPro has transformed their day-to-day operations.
"It's been a big game changer for us. The way we track projects, manage our sales pipeline, and communicate with customers has completely transformed."