bpm'online CRM


 

Bpm'online is a process-driven CRM for marketing, sales, and service automation. The solution allows companies to manage the complete customer lifecycle – from lead to sales and to ongoing customer service.

This solution gives users the ability to align marketing, sales and service activities on one single CRM platform. Bpm’online provides three integrated products, which can be used separately or in a single CRM bundle.

Bpm’online marketing is a multichannel marketing software that enables marketing specialists to create and support ongoing communication with clients. 

Bpm’online sales is an SFA tool for managing the entire sales cycle – from lead generation to managing repeat customers.

Bpm’online service provides customer service tools to help with customer engagement.

Bpm’online can be deployed on-demand (SaaS) or on-site, where data is hosted in-house on the company’s servers. In both cases, users can access bpm’online from anywhere with a web browser or the mobile app. The system is both Windows and iOS-compatible. 

 

bpm'online crm - Out-of-the box processes
 
  • bpm'online crm - Out-of-the box processes
    Out-of-the box processes
  • bpm'online crm - Complete view of customer journey
    Complete view of customer journey
  • bpm'online crm - Engaging Interface
    Engaging Interface
  • bpm'online crm - Analytics and Reporting
    Analytics and Reporting
  • bpm'online crm - Accounts and Contacts
    Accounts and Contacts
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

58 Reviews of bpm'online crm

 

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Software Advice Reviews (16)
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Showing 1-16 of 16

Bryan from UpSellit
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2017

January 2017

Very flexible with amazing reporting

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

BPM gives our business incredible insight into product development, business development, and account ROI. What used to take data entry and analysis can now be automatically from BPM in a matter of minutes.

Pros

At UpSellit, we develop custom e-commerce campaigns for a diverse range of clients. Every campaign is developed from the ground up and some campaigns are built before we close the sale. We need a solution that seamlessly blends sales tracking with project management. BPM's process creator allowed me to build my own complex process that adapts to our client needs in real-time and aligns with our unique sales process. The highly customizable reporting is a very close second favorite feature. I'm able to run reports on every single step of our complex sales process and gather insights and business intelligence I only thought possible with solutions that cost 10X what BPM charges.

Cons

I decided to build out our custom BPM processes and reports myself (instead of hiring one of the 3rd party developers BPM offers). This was a much larger undertaking than I anticipated. Some components of the process wizard aren't very intuitive, but their support team has gone above and beyond to help me, spending countless hours working with me to make sure we have the perfect system for our business.

 
 

Tatyana from lifecell
Specialty: Telecommunications
Number of employees: 201-500 employees Employees number: 201-500 employees

January 2017

January 2017

Lifehack for the service team

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
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Functionality
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As our company that depends heavily on the quality of the customer center performance, we felt a big relief as we launched bpm’online customer center. Everything is organized in a way to speed up the workflow and improve service for our customers. We now have the ability to process all clients’ requests timely and without hiring new agents, so the system has become a true asset for our company to step forward towards experience getting more and more positive feedbacks from our customers.

Pros

In our case, the company has gained its benefits from implementation of the customer center. Especially useful we find agent desktop feature with analysis functions related to work performance for each of our service agents. This helped us to evaluate how much time every agent spends on different activities, reduce time spent on data input and analysis, and increase time spent on phone calls. As a result, we observe a great increase in agents’ efficiency.

Cons

It did take us time to integrate bpm’online with already existing database, what is definitely neutralized by the quality of the clients’ base we have it now.

Advice to Others

Try to learn as much as possible about system capabilities – you will be surprised by a number of new possibilities it can open for your company. Their tech support and Academy videos are always at your disposal.

 
 

Alejandr from Proflux
Specialty: Distribution
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2016

December 2016

Expirience with Bpm´online

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

We were having big troubles with a CRM of a big and known ERP because it was not really functional, it was very difficult to give all the power to the sales department.
With Bpm´online, they have all the control, in and out of the office. They can track the projects, they can have their contacts, they´re clients, so all the information even in they´re cellphones.
Bpm´online it's all we need.

 
 

Olivia from Reply
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

Great CRM for sales

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

Bpm’online has become a real catch for our sales reps. I would say it was a stone age of our company’s history, as we were not employing CRM on mobile. The system allowed us to carefully plan the time, work faster with a higher level of productivity. To be honest, we’ve gained a competitive edge with that magnificent soft. Thank developers.

Pros

With many features in one bpm’online pack, there is one that stands out most. In our case, we stress field sales function. Our sales reps are happy now with the possibility to build schedules and routes as they plan the day. Right from their tablets, they make product presentations and check items availability at stock. Besides, the system lets them end visits correctly – they can send customers’ orders right after the visit even if offline.

Cons

Compared to the number of advantages we’ve got thanks to bpm, I think the disadvantages are too minor to mention.

Advice to Others

The application goes in several editions. Check out the functions of each to make the best choice for your case.

 
 

Nick from Verta Media
Specialty: Software / IT
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2016

December 2016

CRM to reach out your target audience

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
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Functionality
Product Quality
Quality
Support

Right from the start, our marketing team felt the difference between bpm’online and the previous app we were using. Now, along with proper tools to build the right type of communication with our loyal and new clients, we have instruments to analyze the results and bottlenecks of each business stage. Besides, we are confident to take targeted actions in order to achieve objectives of marketing campaigns.

Pros

We mainly employ bpm’online for our email and marketing campaigns. The system allows us to keep a complete clients’ history, track client’s behavior and create a message that hits the point in our relationships with each customer. It is also our main analytical tool to analyze bulk emails efficiency and conversion rates.

Cons

Well, it’s hard to dislike something that makes your life easier, and there’re no serious drawbacks that I can mention. I think our next step would be synchronizing our marketing and sales activities with the help of bpm’online.

Advice to Others

Bpm'online is the solution definitely worth trying. Don’t get confused by the number of functions inside: the vendor has high-quality support and piles of tutorials.

 
 

Valentive from Ajax Systems
Specialty: Manufacturing
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2016

December 2016

Pre-defined processes in my CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
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Support

I am CMO and CRM system is my working tool number one. I’ve worked with different systems before, they were all good and helped me to achieve the goals. But working with bpm’online is a bit different. It’s more than just a CRM system. With bpm’online you do not just keep the contacts and basic information about clients, with the actions you did and will do next, but you move through a pre-defined process and on every stage you have tips what to do in order to close the deal.

Pros

Processes in bpm’online CRM is a great benefit for our business. I know many cases when the deal was not closed successfully just because a sales rep did not provide necessary information on time or forgot to follow-up.

Cons

That’s not the cheapest solution on the market, but it worth money. You get all necessary functionality to run the business and even more.

Advice to Others

I would definitely recommend working with the systems that have process management capabilities as that can help increase efficiency and productivity of your sales team.

 
 

Shaji from Captv8
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

Best software to synchronize processes

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

With the deployment of the bpm’online system, we finally united our three main departments: marketing, sales and service, which allowed our head of departments to automate lots of routine processes. Now marketing and sales managers work as one team, instantly share the business information on the leads, potential buyers and orders, etc. Coherent communication and internal operations increased the productivity of the staff.

Pros

Firstly, bpm’online synced our internal processes and data, and created a unified business hub for our marketing and sales. The system became one single entry point for all data and no information was lost.
Secondly, the system has a very friendly interface. Our staff quickly adopted a new system. An intuitive interface is a crucial feature that our marketers and sales reps were looking for since they are the ones who work with the system on day-to-day basis. Now previously complicated reports are made in 1-2-3 clicks.

Cons

When we just deployed the system, the out-of-box processes didn’t cover all our operations. So we had to work with client support managers to make additional customization.

Advice to Others

Bpm’online provides tons of features, so at the initial stage don’t expect from yourself to use all of them.

 
 

Derek from Livewire Engineering and Consulting
Specialty: Consulting
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

Good choice for the fair price

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

There were numerous CRM options for us to choose from, and they all seem to have strengths. What we liked about bpm’online was that it provides one place for everything we need, from business development through to managing projects, processing orders and more.
We’re still making internal decisions on naming conventions and numerous details which is stalling the process. I think we will benefit from being able to allocate tasks to various people which will help us to track and manage all of our projects.

Pros

We like the fact that we could host it on-site. The customization of the system is also great, however it does mean that more work needs to put invested up front. We have not got to a point where our entire company is using the system, but we have made some headway. I can see that it will help streamline our business.

Cons

Other CRM’s have a cleaner look and feel, and slightly more engaging graphics. I feel that there might be a little too much clutter on some of the pages, but understand that it can be customized. Customization of the system has been taking too long, however this is mostly due to us not having the time or resources to dedicate to setting bpm’online up 100% for our business. So while it is beneficial that we can customize just about everything, the drawback that we have experienced is that we have been struggling internally to make decisions on the way forward.

Advice to Others

Bpm’online is a very good choice and is priced fairly. It’s useful for businesses that have sales and project management. The staff have been extremely helpful and efficient as well.

 
 

Julia from SE Ranking
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

Great CRM for a growing business with extensive lead generating activities

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

We use bpm’online for lead management purposes. From lead generation and integration with our landing pages to tracking channels efficiency and conversion rates. Analytics tools is a big part of the deal as now we can measure success of our marketing campaigns and concentrate on what works best.

Pros

Plenty of great tools for marketers at a reasonable price. By setting up visual dashboards, we now have the ability to track information on leads and channels.

Cons

Although it’s always possible to sign up for a training I’d prefer to have more video tutorials available. Nevertheless, whenever I have questions their support is very helpful.

Advice to Others

The product has a lot of different functions and features. So, before you start using it, think well about your goals. Then, learn the product and concentrate on those tools you really need to achieve these goals.

 
 

Dmytro from MBA Strategy
Specialty: Education
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2016

November 2016

All business processes are automated within bpm’online CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

My company have been using BPM Online for many years. Having marketing, sales and service in a single platform has easily been one of the best benefits to date. Outlook integration works perfectly and really saves time for everyone. And from a support standpoint, they provide top-notch service 24/7. Within bpm’online we automate sales processes and pipeline management, email marketing, event management, billing clients’ hours.

Pros

We have had the full bpm’online CRM for marketing, sales and service for several years now and can’t imagine our business without it. Implementation was very fast and we started using the out-of-the-box processes right away. The best part of the implementation was sales module. Integration was seamless with our other systems. No coding experience or extensive training was needed.

Cons

To some extend it can be a bit complicated for non-techy users. At the same time, once our team started using it daily, they absolutely loved it.

Advice to Others

The complete CRM product has exceeded expectations and is so easy to use. Their sales team was very easy to deal with throughout purchase process. I’d definitely recommend this product! User interface of bpm’online is quite user-friendly and looks fresh.

 
 

Valerie from ConferenceWise Group
Specialty: Other services

September 2016

September 2016

An amazing solution for organising all your business processes all tog

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

With BPMOnline you maintain your data base, you manage your projects, sales and cash flow, as well as keep your team well organised and focused. The most amazing thing about BPMOnline for the company staff is that it's also interactive and really fun to use!

Likes Least

There is nothing to dislike as long as you explain the exact business needs to the talented BPMOnline team, so that they adjust and tailor your own system to your specific requirements. It ends up being perfectly yours!

Recommendations

An amazing solution for organising all your business processes all together!

 
 

Sam from Agovo
Specialty: Software / IT

September 2016

September 2016

Bpm online is a hidden gem!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

Bpm online is a hidden gem! From when I first discovered bpm’online I have always liked the modern and simple user interface and reporting features. It’s great to have found a system that works not only for the users, but also for the management team. Our sales team are field based so it was important to find a system that was cloud-based so they could update their records whilst out on the road. Personally, I love how easy bpm is to customise and to create new business processes – this feature has saved me a lot of time and the company a lot of money.

Likes Least

There’s not much that I dislike about the system however it would be great to have an app store where you can see what other sites and systems bpm can integrate with without having to contact the company each time.

Recommendations

I would recommend that you test out the system first and show the people in your company who are going to be users so that they can decide whether they will like it too. It’s really important to get a system that your company like and use.

 
 

Lana from Syzygy
Specialty: Software / IT

September 2016

September 2016

CRM that is able to solve all business pains and helps to increase pro

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

Business process automation is something I really like in bpm'online. System is smart and leads you through the whole processes from lead generation to closing the actual deal and supporting your client. Everything you need to close a deal successfully is there. Great interface, absolutely user-friendly and rich functionality for very reasonable price. Customer success management is another great thing about bpm'online. I never have problems with my CRM as my CSM thinks ahead of me.

Likes Least

There is nothing really to dislike in bpm'online. However, I'd recommend to purchase additional support plan that includes telephone support and provides faster response and resolution toime

Recommendations

If you're looking for a highly functional cloud CRM software at a reasonable price, bpm'online definitely deserves to be on the shortlist.

 
 

Jeremy from CBS Outdoor France
Specialty: Advertising

September 2016

September 2016

one of the coolest experiences with bpm'online CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

Bpm’online helped us to seamlessly integrate scattered sources of our customer data. We were able to organize marketing and sales teams in a single environment and automate our business processes.
In my opinion, the most valuable feature is their set of built-in best practice processes – our sales used these processes and started to work with the system right away. Bpm’online process mapping and process automation helped us to minimize errors and smoothen operations. As a result, we were able to achieve higher customer satisfaction. By the end of the project, the number of attracted customers grew and our average purchase volume increased.

Likes Least

We didn't have any major issues with the system, even though some pitfalls or slight issues could happen from time to time. In general, we were quite satisfied with bpm’online.

Recommendations

Using bpm’online for business process automation can help increase operational efficiency, which is essential for any business.
Gather information and ask questions, make use of the ‘community’ and ‘academy’ as they provide helpful information. Through discussions on the community platform, I gained valuable insights into specific features of the product.

 
 

Jax from HaloPays
Specialty: Banking

March 2016

March 2016

Simply the Best!

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

There's just so much to like about Bpm’online. From their comprehensive toolset and the way all their products seamlessly blend together into one complete package. To the incredible customer service. Bpm’online goes above and beyond with their software and service.

Likes Least

Nothing. Honestly. Maybe simplifying some of the advanced features. But these are "Advanced" features and thus, by definition, require a little more complexity.

Recommendations

With all the features we need in one integrated package we can manage the complete end-to-end customer journey and ensure outstanding experiences across multiple touchpoints. Whether sales or support through email, web forms or phone, we track everyone efficiently. No one falls through the cracks. There simply aren't any cracks to fall through.

 
 

Ignacio from Adaptiva SPA
Specialty: Software / IT

March 2016

March 2016

Complete End to End CRM

Ease-of-use

Functionality

Product Quality

Customer Support

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Product Quality
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Likes Best

The flexibility and fast way to custom and the BPM skin to bring process like the company work

Likes Least

The separate CRM versions and to pay each license per separate and not having an unique special price for the complete suite

Recommendations

Recomendations are to think in Bpm'online like an specialized CRM for small, medium and big companies...you decide your need, because licenses are very competitive

 
 
 
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