bpm'online CRM


72 reviews(5.0/5)
72 reviews(5.0/5)

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

The solution gives users the ability to view marketing, sales and service activities through a 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 application that enables marketing specialists to create and support ongoing communication with clients.

Bpm’online Sales is a sales force automation (SFA) tool for managing the 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 as a cloud-based solution or on-site, where data is hosted in-house on the company’s servers. In both cases, users can access bpm’online using a web browser or the mobile app. The system is both Windows and iOS-compatible.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 8

72 Reviews of bpm'online CRM

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  • Ka Shin from MediaCliQ Group

    July 2018

    bpm'online is a tools that can meet our business needs!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Bpm'online tools that improved our communication not just only with our clients but also with the team of our company. Is ease to use in terms of access our emails, calls, notifications and also client communications.

    Pros

    It's simple to use and user friendly.
    Response from their help desk is pretty quick and willing to answer all the question unlike others.
    Processes automation.

    Cons

    Didn't provide a modular pricing that we can adjust according to what we needs.
    Design features in marketing is limited.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Jyoti from People's Technology Resource.

    Specialty: Software / IT

    Number of employees: 11-50 employees

    July 2018

    Bpm’online’s sales functionality is built on a scalable and user-friendly platform to improve workflow efficiencies and streamline employee communications. As a bpm’online partner, I can now provide my customer with sophisticated tools to manage all sales

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Bpm’online will not only help automate processes but also organize them – it is a win, win situation.

    Pros

    The system is easy to configure, build processes with and make changes as companies grow and change. Bpm’online provides a customizable platform that enables companies to safely store and recognize customer data, connect multiple channels and other related services.

    Cons

    Overtime, the overall look and feel of the software has improved; however, there is still some room for improvement.

    This review was submitted organically. No incentive was offered
    Review Source
  • Ernesto from BFB Servicios

    June 2018

    bpm'online Studio - Great tool to improve process implementation and easy to use

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

    It is a straightforward product. Its user-friendly interface means spending less money on technical specialists to get what you want out of the product.

    Cons

    I don't agree with the price listing for technical support from bpm'online, but they do provide us with a customer success manager as part of the package so I guess there is a balance.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Elina from WIDE:UP

    Specialty: Software / IT

    Number of employees: 51-200 employees

    May 2018

    A great way to organize company processes

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Bpm’online has assisted our company in organizing our accounting processes. In many cases processes were being practiced, however, nothing was documented. Alternatively, processes were documented but not being practiced. Now, all processes are organized. Each user’s activity is identified and each user held accountable. With this complete oversight, human error is easily identified and corrected, and processes easily adjusted to minimize mistakes.

    Pros

    Generous selection of Accounting Connectors, Add-ons and Software Solutions. We have not had to go outside of the bpm’online software in search of such applications.

    Cons

    The time needed to sift through our company processes. It was an intensive, organization project to undertake before we could even think about implementation.

    This review was submitted organically. No incentive was offered
    Review Source
  • Tapani from Freelance specialist

    Number of employees: 201-500 employees

    May 2018

    Awesome marketing and reporting abilities

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Data segmentation, functionality limitations, better understanding of customer behavior, reporting for SEO and other digital marketing purposes

    Pros

    Having the ability to check lead profile accuracy and search the system for duplicate leads is a huge plus. Another great feature is having the ability to connect leads to relevant accounts to enrich lead data. Tools for reporting are awesome: we were able to integrate bpmonline with other tracking solutions so it drastically helps us to identify traffic sources, chanlles and link this data to leads or accounts.

    Cons

    Offer more design features in the marketing campaigns.
    Overall I liked the reporting but dashboard export is a minus

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Vanessa from ViY

    Number of employees: 2-10 employees

    March 2018

    Bpm'online is a very user-friendly CRM; from setup up to managing the customer journey to connecting

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Ease of setup and tailoring to our business, value for money, excellent customer service, and having the ability to track all customer interactions and communications and analyze the campaign effectiveness with dashboards. The results are linked to customers or accounts which gives us insight into customer behavior patterns to further engage effectively with customers.

    Pros

    Ease of setup and tailoring to our business, value for money, excellent customer service, and having the ability to track all customer interactions and communications and analyze the campaign effectiveness with dashboards. The results are linked to customers or accounts which gives us insight into customer behavior patterns to further engage effectively with customers.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • John from Account Temps

    Specialty: Software / IT

    Number of employees: 11-50 employees

    March 2018

    Great customer management tool

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

    We are able to manage all of our customer relationships in BPM. This has allowed us to integrate contact with our other applications as well as expedite the sales process.

    Cons

    We didn’t have the best experience on support or first time. After some smaller escalations support changed their tune and we have never had a problem since.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Scott from Neola

    Specialty: Consulting

    Number of employees: 51-200 employees

    December 2017

    Too early to tell

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I was unable to find another software out of the box that I think can do all that I want. We are a bit discouraged by the add on cost.

    Pros

    Appears to have the majority of features I won’t in a customer database management/CRM/Project Managme t software.

    Cons

    Overall program cost was a bit deceptive. Lots of add on cost.

    Setup is a bit on the technical side, but several resources.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Verified Reviewer

    November 2017

    powerful crm tool

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

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

    Cons

    software can be very clunky and unresponsive. It can sometimes act inconsistently with how it performs.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Mark from VitasheetGroup

    Specialty: Manufacturing

    Number of employees: 501-1,000 employees

    July 2017

    BPM online - Very user friendly and practical CRM offering all the functionality you could possibly need.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    BPM has helped our organisation establish a platform for recording sales team actives and business opportunities across Europe. Has improved communication within teams and between teams. Has provided us with a 360 degree view of the customer account and allowed us to service the customer better, increasing customer satisfaction, while improving our own sales effectiveness.

    Pros

    Extremely intuitive to set up and use. Extremely flexible to customise to specific process and reporting needs. Strong metrics and analysis reporting functionality allowing tracking of virtually any performance indicator. Fantastic service throughout from pre-sales, implementation and on going post implementation support. Cost effective in every aspect.

    Cons

    Difficult to fault. At times the functionality is so plentiful and rich that this could lead to some confusion with regards to best practice method to implement solutions, however the BPM team offers solid support to always guide you through the best approach to match and fulfil your requirements.

    This review was submitted organically. No incentive was offered
    Review Source
  • Jim from Hershey's Ice Cream

    Number of employees: 501-1,000 employees

    July 2017

    The team at bpm'online has made a huge change in sales attitude smooth and easy.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Previously, all customer relationship management was done via paper Daily Planners, Weekly Planners, printed-out prospect books (usually kept in Excel or in physical binders), and "Customer Profit Plans" (current-account location surveys). The CRM has allowed us to eliminate not only the huge amounts of physical paper, but also the huge amount of admin time it took to compile these sheets and develop reports for management oversight.

    Pros

    What I've enjoyed most about the software so far has been the contact with the BPM team, as well as the implementation firm that they chose to work with us. The business analysts and accounts managers are sharp, they were open to learning our business, and have been super easy to contact whenever needed.

    Cons

    The mobile application was only slightly difficult to get used to navigating, but there was a lot of customization on the implementation end. Once trained, BPM's mobile platform worked very well.

    Review Source: Capterra
  • Tawsif from BlackBox Control

    July 2017

    Great company, very good communication and one-to-one help, decent platform.

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

    It is very customizable and suits most of our needs. The customer service is fantastic and always willing to help. Nataly from bpmOnline at times went above and beyond her duties to help out.

    Cons

    Sometimes the software can be very clunky and unresponsive. It can sometimes also act inconsistently with how it performs.

    Review Source: Capterra
  • Veronika from Terrasoft

    Number of employees: 501-1,000 employees

    June 2017

    Powerful CRM that streamlines the processes in the company

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

    Working as a marketing manager in the big company, which has several offices all over the world, I can see the importance for us to effectively coordinate the teamwork and develop a unified approach to our customers. Bpm’online helped us to automate our core processes and align marketing, sales and service on a single platform.
    Our sales team is happy with the system, especially with lead management, opportunity management, field sales management and sales forecasting features. With bpm’online, they are able to manage end-to-end sales cycle and communication with the customers via multiple channels. Our service team outlines the problem management feature, as it allows unifying similar cases into a problem, assigning agents to resolve it. Moreover, customer support managers can track the agents’ performance in terms of problem resolution efficiency. As a marketing manager, I really enjoyed the website behavior tracking function. With the help of bpm’online marketing, all the information on the pages visited by a client and the time spent on each page is sent to the system. Thus, it enables to understand the needs of a prospect better, track the most effective lead generation channels and launch trigger campaigns based on lead’s preferences. By the way, it is so easy to create a campaign now with the intuitive campaign designer and then monitor its efficiency. What is more, with bpm’online, we automated our routine tasks, and now we are fully concentrated on the important issues.

    Cons

    Working with bpm’online during quite a long period of time I have not noticed any essential drawbacks which I can mention.

    Review Source: GetApp
  • June 2017

    Potential Buyer

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    Review Source: GetApp
  • William from Avance Education Solutions

    Number of employees: 11-50 employees

    February 2017

    Startup New to CRM

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Sergio from VIG (Vienna Insurance Group)

    Number of employees: 51-200 employees

    February 2017

    CRM + BPM

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Alex from Done Deal

    February 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Bryan from UpSellit

    Specialty: Software / IT

    Number of employees: 11-50 employees

    January 2017

    Very flexible with amazing reporting

    Ease-of-use
    Functionality
    Quality
    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

    January 2017

    Lifehack for the service team

    Ease-of-use
    Functionality
    Quality
    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.

  • Alejandr from Proflux

    Specialty: Distribution

    Number of employees: 11-50 employees

    December 2016

    Expirience with Bpm´online

    Ease-of-use
    Functionality
    Quality
    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.

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