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.

The 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

59 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

 
 
 
Showing 1-20 of 43

Mark

June 2017

June 2017

Potential Buyer

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The prompt response from the sales team and the willingness to answer my questions. Many vendors just ignore your questions.

Cons

I had a very specific needs related to users having an online calendar to schedule call back support. I was clear with BPM staff prior to the call and accepted the call because they believed they had a solution. On the call they listened to my needs again and then took me through a boilerplate pitch. They were going to investigate their ability to deliver and even offered to build a mock up to show me.

That call as the last time I heard from them. I reached back out and heard nothing. Not even a simple we looked into your need and we are unable to provide the support you desire.

I came away believing they will say anything just to get you on a call for their pitch.

Where are we going? Salesforce with Timetrade as a plugin

Source: GetApp
 

William from Avance Education Solutions
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Startup New to CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The customer service has been great. The suppport staff is extremely helpful! Took a little getting used to but nothing other than expected. Would definitely do it again!

Pros

Support. UI.

Cons

Social media Integration is still maturing.

Source: Capterra
 

Sergio from VIG (Vienna Insurance Group)
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2017

February 2017

CRM + BPM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I think every organization should continually work on improving its operational efficiency, and we are not an exception. When selecting standard CRM solution to track our contacts, insurance products and all the bunch of the documents, we¿ve discovered bpm¿online, which not only could provide us with traditional CRM features but also offered powerful tools to manage business processes. You get 2 in one. Moreover, not only you have the ability to design your own processes from scratch, but also use already existing ones, built according to best practices in many different industries.

Pros

In bpm¿online I can easily create any process and update it any time when I see that the process should be run in a different way, just with simple drag and drop, without any coding and extra efforts.

Cons

The system has good traditional business process management tools and capabilities to organize dized processes. However, it would be great to have more flexibility to dynamically change steps in the process depending on the context. I heard that such possibility should be added to the next update. Looking forward to test it.

Advice to Others

I¿d highly recommend including BPM tools to your checklist while selecting a CRM system. Having your workflows automated can drastically improve operational efficiency

Source: Capterra
 

Alex from Done Deal

February 2017

February 2017

This CRM turned out to be an extremely helpful solution for our company

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We liked the idea of having all departments that deal with the customer in our company ¿ sales, service - on one platform. Our teams now have a shared customers database with all information about cars purchased, service works, spare parts, upcoming service appointments, etc. With bpm¿online we eliminate the problem of a dragged-on conversation with the client, as well as errors in the course of work.
Even though there are so many different CRMs on the market, it¿s still hard to find what you really need for your business. We chose bpm¿online because it let us line up the sales and service departments inside our company. Besides, we use bpm¿online not only to communicate with our customers but also for our internal operations. Bpm¿online turned out to be an extremely helpful solution for our company.

Source: Capterra
 

Bogdan from WIDE:UP

December 2016

December 2016

Great tool for personalized marketing

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

With bpm'online CRM I can gather information about consumers and see how each of them is interacting with our product and content. It helps me to make relevant messages and find relevant channels to target the audience.

Source: Capterra
 

Yaroslav from Lachenmeier

December 2016

December 2016

Bpm'online for service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We are using bpm'online to automate service processes, manage orders, and service cases. It's very convenient to work within one system and single interface. Before we were using 3 different programs to track the orders, to check products availability and manage cases and it was a real disaster.

Source: Capterra
 

Evgenia from DGF

December 2016

December 2016

Great interface, robust CRM product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We have tested several systems before selecting bpm'online. And the final decisive criteria was the interface.
User adoption is always a real issue. Even when functionality is good and meets all your requirements the interface can be very difficult and uncomfortable to work in.
bpm'online's interface is very intuitive and user-friendly, which is very important when you work with the system every day. It is easy and nice to work with.

Source: Capterra
 

Valentine from Ajax Systems
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
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Tell us all about your experience:
I am CMO and CRM system is my working tool number one. I have worked with different systems before, they were all good and helped me to achieve the goals. But working with bpm's online is a bit different. It's more than just a CRM system. With bpm's 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's 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 is 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.

Source: Capterra
 

Dmytro from Quantum Int

December 2016

December 2016

Comprehensive CRM tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I have been using the system almost for a year and I can say that that is a very comprehensive business tool. Before we used several different applications to track information about our clients, the status of deals and their progress and separate apps to track tasks for the team and collaborate. It was really a challenge to switch between them. With bpm¿online we have everything in one place and can be focused on real results instead of remembering which app to open to track the information we need.

Source: Capterra
 

Natalie from Manor Homes

November 2016

November 2016

Great automation and sales pipeline management!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We signed up to BPM Online in favour of various other CRM market leaders for a few reasons - its value for money, the entire lead management through to close of an opportunity, automated marketing platform to create trigger emails based on specified activities that new leads may perform

Source: Capterra
 

Vladimir from RLClub
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

Efficient CRM tool to optimize and automate key processes

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I like to work with the bpm¿online system. It connected all the dots between our marketing, sales and service departments creating one single environment. Now we have a complete view of all business activities.
The system is powered by bpm engine which enabled us to optimize and automate key processes within the company.

Thanks to bpm¿online we solved a whole range of business problems - we aligned our marketing, sales and service departments. The system mapped and automated our processes so that we were able to close all the gaps and increase our productivity. Additionally, bpm engine ensured that we were able to flexibly change our processes when needed. Constant improvements led to more efficient and smooth operations and satisfied customers.

Cons

Like any time you start something new, there is a learning curve. Thus, read user guides and watch videos on the website, dig into the functionality of the product.

Advice to Others

Deploying bpm¿online can tremendously improve your business operations and increase your staff productivity.

Source: Capterra
 


November 2016

November 2016

User-friednly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Bpm’online is simple and easy to use. Working with the system is fun, customization does not require any programming or coding skills. Overall, bpm’online is a user-friendly system with an extensive functionality.

Cons

There is nothing much to dislike about the system. Even when I faced some difficulties in the beginning of the implementation, the support team always quickly resolved them.

Advice to Others

I would recommend bpm’online as it is easily to use and seamlessly aligns the work of marketing, sales, and service departments on a single platform. Another great advantage of the bpm’online system is its powerful business process management engine.

Source: GetApp
 

Olena from IBContacts

November 2016

November 2016

The best CRM I've used in years

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

After long research bpm¿online works for me from the beginning even with default configuration. Overall it's the best CRM I've used in years.

Pros

Bpm¿online is absolutely essential for me - it organizes all my day-to-day activities.

Cons

I have no complaints. It stacks up well against other comparable CRM systems.

Advice to Others

Try it - you would not be disappointed! You would get a very flexible tool for organizing sales activities and customer relations.

Source: Capterra
 

Rommel

October 2016

October 2016

Great CRM running over a nice business process tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

BPMOnline, like most of the commercial tools out there, is a CRM build over a customizable framework. The main different with other tools, is what this framework offers, and the knowledge required to work on it. First, the business process tool is easy to use yet powerful and robust. It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools. The framework was build in .NET, so certain customizations and scripts are build either in c# (server side code) or javascript (client side code). If you know those languages, your learning curve in BPMOnline (which is normally shorter than others) will be even shorter than the rest of users.

On the user side, the system is very friendly and intuitive, so you normally don't get lost in tons of options. Most of then are hidden and reserved for administrators.

Pros

Main advantages for BPMOnline:
1) Marketing, Sales and Services is fully integrated and normally don't require external or additional tools to work.
2) No hidden costs. The cost model and licenses are quite simple. Your contract normally provides all (and more) of what you need. It's really weird to find unexpected restrictions in the licenses you buy.
3) Learning curve for users, administrators and technicians is very short. With good guidance during implementation, you can take control very fast.

Cons

Some areas that requires improvements:
1) Integration to third party tools. There are certain integrations that come with the tool like email and phone systems. But others like legacy system or very particular solutions, requires development that can be difficult (not impossible). The lack of existing solutions in the market (free or paid) force you to develop those integrations.
2) Changes are easy to do, but they normally requires compilation. This can take some time, and if it's executed incorrectly, you can affect your instance.
3) The security is very detailed and can be aligned to every model. But, some changes applies just to new records, not to historical information. This can require customizations to work properly.
4) Analytics tool is simple to use and powerful, but it still require some additional features, like calculated variables and export.

Advice to Others

I had the opportunity to evaluate this CRM agains other common competitors. BPMOnline provides out-of-the-box, a lot of features that in others require plugins or external tools, which means, additional costs and customizations. This was the main factor to choose it.
Another considerations are: learning curve, implementation time and user training required. In all those factors, the time and cost are normally below other solutions.

Source: GetApp
 

Tapani from Freelance
Number of employees: 1 employee Employees number: 1 employee

September 2016

September 2016

Great solution to manage your business processes and workflows

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Bpm’online streamlined the workflow of our departments in one homogeneous environment, connecting all processes and eliminating the gaps. We are very satisfied with it.

Pros

1. Flexibility. People on different technical levels can modify processes in bpm’online it’s easy with the drag and drop features. Thanks to ability to change and modify processes our business stays at the top of game.
2. Mature platform. Technologically the platform is quite powerful and provided us with tools to configure our system with almost no coding.

Cons

Sometimes we had some errors when creating sub-processes in the business process designer, which was resolved with one of the recent releases.

Advice to Others

Bpm’online is a great solution to manage your business processes and workflows. Consider this product when you need an easy-to-use yet mature tool for sales, marketing and service processes.

Source: GetApp
 

Louise from GCE TEchnologies
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

September 2016

September 2016

Bpm'online helped us improve performance

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Sales and marketing management system. With this application we have got great results with minimal time spent and maximum success. We are happy with results!

Pros

With bpm’online we managed to integrate and our processes and operations in one application. Our sales reps have access to all the information they need, even if it’s lead’s website behavior data. We automated a standard sales process for the entire team and it helped us improve performance.

Cons

Would be good to have a bit more modular pricing so that we could adjust it and pick what we really need.

Advice to Others

For midsized companies this tool is the leader. The system gets up and running very quickly, and it is quite easy to use yet powerful.

Source: GetApp
 

Valerie from ConferenceWise Group
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2016

September 2016

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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!

Pros

All our work is based inBPMOnline! We start the day by logging in and end the day by logging out. All our Clients, suppliers, customer relationship, sales & marketing, project management, calendars, cash flow and even accounting system are all in one place! The way we can link all of them just by clicking a button makes our life easy and lets us perfectly focus on business outside 'admin work'.

Advice to Others

As long as you explain the exact business needs to the talented BPMOnline team, they adjust and tailor your own system to your specific requirements. It ends up being perfectly yours!

Source: GetApp
 

Kirsi from Pension Fennia
Number of employees: 201-500 employees Employees number: 201-500 employees

September 2016

September 2016

CRM that we like to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Bpm’online automated key marketing processes for us. All marketing activities, metrics and KPIs can now be shared across departments in a single dashboard. Marketing automation and smart business process management saved us hours of work.

Pros

What our team liked the most:
• Powerful and easy-to-use bpm engine that makes operational processes run smoothly AND effectively.
• Intelligent analytics and dashboards that help us analyze the efficiency of any campaign we run.
• Fully customizable system.

Cons

It would be nice to have a wider range of connectors to some marketing apps we are using.

Advice to Others

Be future-oriented and look for the vendors that provide you with the innovative technological solutions that can scale with your company’s growth.

Source: GetApp
 

Martin

September 2016

September 2016

Intelligent business with bpm'online CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We gained total control over the complex lead management processes in our company which was our main aim and now we plan, implement and analyze lead management easily!

Pros

We like mature lead management tools of bpm’online. We can track leads’ needs from their first visit to our website, nurture them and hand off to sales, when leads are sales-ready. All in one system.

Cons

Sometimes minor errors occurred for example when working with Safari and Internet Explorer browsers but the system is constantly improving.

Advice to Others

The bpm’online system provides an intelligent lead segmentation and lead management capabilities. Your lead generation experts would definitely appreciate it.

Source: GetApp
 

Matrin from Xpress

September 2016

September 2016

Intelligent business with bpm'online

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We gained total control over the complex lead management processes in our company.

We like mature lead management tools of bpm¿online. We can track leads¿ needs from their first visit to our website, nurture them and hand off to sales, when leads are sales-ready. All in one system.

Source: Capterra
 
 
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