Streamline your data management process with the CSV Online File + Bpm’online integration

A CSV file is a type of file used to store your contacts data from different sources, such as your email marketing software, CRM, etc. For example, by downloading a CSV file of your leads, you can upload these data on other tools in order to better manage your follow up and sales processes. CSVs contain information separated by commas, saved in a .csv format.

CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets. However, with CSVs you can’t define or save cells, columns, or rows. Moreover, you can’t save formulas.

CSVs are also used for managing ecommerces for importing and exporting product, customer, and order information.

Bpm’online is a software that offers a product for the automation of business processes and CRM. Equipped with a complete suite of solutions, Bpm'online can help you simplify business processes, increase employee productivity and make sense of CRM data to provide better service to your customers.

Bpm’online CRM has composed by three different modules: Bpm’online marketing, Bpm’online sales, and Bpm’online service, thanks to these modules users have the power to manage their CRM data without having to invest in more programs. Each module has specialized tools for different departments. This way, you can centralize your database and optimize the overall efficiency of your work.

Bpm’online CRM has open API capabilities that allow it to easily integrate with third-party applications like ERP, business analytics, social listening, and productivity systems. Thanks to these features, you can combine Bpm'online CRM with existing business systems or configure it according to the needs of your business.