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

20 Reviews of bpm'online crm

Showing 1-20 of 20

 

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

Best software to synchronize processes

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Functionality

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Customer Support

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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.

 
 

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

Good choice for the fair price

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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.

 
 

from Manor Homes
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

Excellent Pipeline Management!

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We selected BPM Online above alot of other market leaders for various reasons - the automated marketing / nurturing capabilities for new leads without a significant cost to host each Contact file, the business / lead process management, the functionality and also a very good word of mouth referral

Pros

Marketing automation platform - when a bulk email is sent, we can see what parts of the email were clicked most + there are detailed click/open stats for each one of the recipients
Campaigns / Trigger emails - an entire nurturing process can be set up for an contact / lead or opportunity in the system. This means the leads can be automatically handled until they reach a specific goal
Opportunity / Lead management process - smooth handling of leads from 'Qualify' to 'Lead Satisfied' stage > right through to 'Sale Completed'
Dashboard overviews and Customisation of Contact fields etc - this is an easy process, and allows us to track alot of info about the client or sales results.

Cons

Having to search by first name. As a best business rule, we generally all file client details and orders by last name - it makes it difficult for our Sales Consultants to adapt their thinking to search by first name.
Only being able to search for another contact name when in the 'Contact' section - you can't search for a person in the 'Opportunity' section - this creates an additional process for the sales person.
The process customisation was not as easy as I thought it would be.

Advice to Others

Always ensure you are clear on your sales process - or at least have an idea of how this should work once using BPM: i.e when a particular lead type comes in what should happen - will you create an automated task to contact them, how soon after the lead comes in will you call them.
Specify all the automated processes that you would like to happen so you can make the most of the support hours that are provided by BPM.
Take the time to understand the functionality at the beginning - this is a mistake we made at the start. We had a huge project on in our business at the time, and there were a few mistake made on our end that could have been avoided if we took time.
Ensure your contacts / opportunities and any other info you are importing into BPM is up to date - remove duplicates.

 
 

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

Great CRM for a growing business with extensive lead generating activities

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Value for Money

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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.

 
 

from SIU
Specialty: Education
Number of employees: 201-500 employees Employees number: 201-500 employees

User-friednly

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N/A

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.

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.

 
 

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

All business processes are automated within bpm’online CRM

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Value for Money

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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.

 
 

from IBContacts
Specialty: Consulting
Number of employees: 11-50 employees Employees number: 11-50 employees

The best CRM I've used in years

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Functionality

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Customer Support

Value for Money

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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.

 
 

from Independent
Specialty: Software / IT
Number of employees: 1 employee Employees number: 1 employee

Great tool to align real business processes with the CRM

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I have been working with BPMOnline for more than a year, first, implementing it in a company I used to work. Second, as a consultor, working with several clients and doing implementations and customizations in a wide range of businesses. BPMonline provides a robust platform to automate business processes while you keep a 360 view of your customers. With an all-in-one solution, you get marketing, sales and support teams fully integrated in a single tool. All this sounds like a commercial, but it's difficult to describe the product in a different way. While the system is primarily a CRM, the business process tool and customization capabilities, allow you to adjust it to almost any company. The platform runs in a .Net environment. If you use C# and/or JavaScript, you already have 50% of what you need to make advance changes.

Pros

The main advantages over competitors are:
1) User interface is friendly and users like it a lot.
2) Learning curve to start using and customizing the tool is shorted than in other solutions
3) The TCO for what you get, including support and implementation, is lower than most competitors
4) Customer support is outstanding. I have been working in IT for around 20 years. Their customer support is one of the best I ever used. They will tell you if something is possible or not, and alternatives of how to do it.. and their response time is very good.

Cons

- Integration with third party tools, while it's possible, is not as simple as other solutions, mainly because the lack of pre existing solutions in the market. Standard integrations like email, calendar, landing pages and phone systems are pretty easy, but others with legacy systems, are not that easy.
- Changes to objects and forms are easy to do, but they take time to compile. This can delay the customization phase.
- The analytical tool is very easy to use, but the lack of some features like calculated variables, could be an issue for certain implementations.

Advice to Others

One characteristic to mention about this tool, is that there is no "hidden costs", like extra fee for plugins, or limited use of business processes, etc. When you get a quote, it normally has all you need to run the system (and you might be getting even more).
While the system is less common than other options, there is a growing community of partners and people who can help on its implementation and customization.

 
 

from GCE TEchnologies
Specialty: Banking

Bpm'online helped us improve performance

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Likes Best

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.

Likes Least

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

Recommendations

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.

 
 

from ConferenceWise Group
Specialty: Other services

An amazing solution for organising all your business processes all tog

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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!

 
 

from Agovo
Specialty: Software / IT

Bpm online is a hidden gem!

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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.

 
 

from Syzygy
Specialty: Software / IT

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

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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.

 
 

from CBS Outdoor France
Specialty: Advertising

one of the coolest experiences with bpm'online CRM

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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.

 
 

from Alpen Pharma Group
Specialty: Pharmaceuticals

Grow your business with bpm'online

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Likes Best

As our company continued to grow and extend over new territories, we faced difficulties in managing and controlling all customer communications, sales processes, invoices and orders of our global clients. With the help of the bpm’online system we are now able to record, store, and organize all the data that we had. In addition, during the integration process the data was deduplicated and cleaned.
Also, our core processes were well organized and automated. Templates of processes that come with bpm’online made it much easier for us.

Likes Least

We had to make many changes and customization to the system, as the scope of the project was large.

Recommendations

Leverage process templates in bpm’online when you start working with the system.

 
 

from Courtesy
Specialty: Food / Beverage

Easy to use CRM

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Likes Best

It was really a swift implementation. The bpm’online software was easily integrated with our order management system and other third-party applications. Smart charts and reporting helped us track our real time sales performance and forecast sales, so we did not lose any opportunity in any country.

Likes Least

As we purchased the basic support package, technical support was provided only via email, not phone. To receive technical support and consultation via telephone, you need to buy an extended support package.

Recommendations

The bpm’online system is great for tracking opportunities in an efficient way, together with dashboards and reporting it creates a complete sales management system.
It efficiently connects the dots between marketing, sales and service departments in a way that makes sense to your business and your business goals.

 
 

from Perry Sport
Specialty: Retail

The business process platform is a huge advantage!

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Likes Best

Bpm’online is really easy to use; we were able to customize and adjust it based on our needs and goals. With bpm’online you’ll never have to bend the way your software works in order to make it support how your business operates.
The interface is intuitive, which makes bpm’online easy to work with. I also like their dashboards.

Likes Least

Overall it is good for us. There might have been a few glitches at the beginning, but nothing specific I dislike about the platform.

Recommendations

Give it a try. It's really powerful yet very easy to use.

 
 

from DelconRelays
Specialty: Manufacturing

Perfect CRM for us

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Likes Best

Being a small company I had to be very careful when choosing CRM software as the resources for the investment were limited, but still I wanted best possible product to help me to grow our business. With bpm'online I got exactly that.
As a result of implementing the bpm’online system, we aligned our workflows of marketing and sales on a single platform. Thus, we got a complete view of all touchpoints with a client.
Another thing about the bpm’online system is ease of use. There was no need for me to follow any tech trainings. I was able to use it right away after it was deployed. Also the support team's proactivity helped.

Likes Least

It's quite hard to find anything to complain about the bpm'online and even if a slight error sometimes occurred it was quickly resolved by the support team.

Recommendations

Bpm’online can harmonize the work of your marketing and sales teams. It makes easier for your sales team to engage with the clients as sales reps can see what is happening on both sales and marketing sides and can view as much information on a prospect/ lead/ client as they need.

 
 

from Savedo GmbH
Specialty: Other services

Excellent service

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Likes Best

It was a pleasure to work with the bpm’online team. The team demonstrated the flexibility and support throughout entire process. We were also happy with a dedicated Customer Success Manager. It eased the process, provided us with the useful guides and tips. Using a full bundle product enhanced our operational processes since we had the tools to manage the entire customer journey from customer acquisition to customer retention.

Likes Least

I cannot say that I ‘dislike’ something about the system, however you need to consider to have trainings prior to the deployment.

Recommendations

Business processes engine is a very powerful tool but it is advisable to choose a vendor that can provide you with a personal Customer Success Manager. Believe me, they take their time for you.

 
 

from HaloPays
Specialty: Banking

Simply the Best!

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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.

 
 

from Adaptiva SPA
Specialty: Software / IT

Complete End to End CRM

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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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