bpmPro runs on Salesforce.com, the world's leading customer relationship management (CRM) system.
You can organize your customers, vendors, suppliers, contractors, and employees in one place. You can efficiently store your leads and track converted sales.
bpmPro features a powerful and versatile quoting module built specifically for drafting proposals for windows and doors.
With this module, you can produce estimates in less time, and, equally valuable, standardize your sales proposals across the sales staff.
bpmPro keeps track of orders for every project that require manufacturing products.
bpmPro tracks all job-related expenses, including manufactured products, raw materials, installation labor, and other professional expenses.
bpmPro allows for custom sales commission calculations, enabling both the Admin Department and the sales team to monitor the sales commissions earned and paid out, all in real time.
bpmPro provides sales and operations staff with access to customer payment information on the go. This way, authorized staff are aware of the balance due on every project and can use the information in real-time without interfering with the accounting software.
bpmPro keeps track of permitting data, such as expiration dates and inspections, which is key to avoiding delays.
Additionally, having scheduled permit expiration log reports alerts staff to take early action and avoid paying renewal permit fees.
bpmPro tracks building permit inspections.
You can schedule inspections, store results, add comments, and upload pictures and documents for easy reference and record-keeping.
bpmPro enables users to track phone calls and emails sent to customers, vendors, suppliers, and coworkers, ensuring efficient communication management and improved collaboration.
bpmPro creates fully customizable reports, empowering you to understand overall company performance and individual project productivity.
You can easily track and monitor the success of different lead sources in closing sales.
bpmPro has specific key performance indicators (KPIs) tailored for window and door dealers.
KPIs include the time-to-quote ratio, time-to-close ratio, total project life cycle, and several others, all designed to meet the unique needs of the industry and enable efficient performance tracking and analysis.
bpmPro supports access from conventional desktop computers, tablets, and mobile phones.
As this software runs on the Salesforce platform, you can easily download the Mobile App for both Apple and Android devices, providing you with the flexibility to manage your processes on the go.