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.



76 Reviews of bpm'online CRM

Overall rating

5.0 / 5 stars

Showing 1 - 20 of 76 reviews

December 2018

Salvador from TicTop Sales

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Best CRM for medium and big size companies

Very easy to use and integrate teams on working them.

Pros

Bpmonline is supported over a powerful bpm engine. It makes maximun flexibility on sales, marketing and support processes. Also it can be expanded with new applications from its marketplace.
In a very short time, a company can be selling with a very productive way.

Cons

Slow execution on application data load.

October 2018

Antonio from Mechanical or Industrial Engineering

Company Size: 11-50 employees

Review Source


Ease-of-use

4 of 5

Value for money

5 of 5

Functionality

5 of 5

October 2018

Adaptative

It's a excellent CRM with the perfect level of complexity

Pros

The flexibility of making a bpm process and work areas that allows you to organize the information in the hole system

Cons

You have to be aware of the changes that you make from the beginning or it would be difficult to go back

September 2018

Flavio from Praxi Solutions, Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2018

Happy business Partner/ Happy Customer in the Insurance Industry

Bpm’online functionality is built on a scalable platform for more efficient workflows. As a bpm’online partner, we can now provide our customers with high-end tools so that they can effectively manage all marketing, sales and customer service channels. With the implementation of bpm’online, we reduced technology costs and eliminated expenses associated with unexpected software upgrades and personnel.

Pros

Bpm’online is an easy to use system. We were able to customize and adjust it based on our specific needs and goals for our client. The business process platform is a huge advantage.

Cons

Frankly, it is hard to find anything to complain about the platform. Even though our team faced some minor issues in the initial stages of the implementation, the support team quickly resolved them. Due to system versatility and customizability, almost all business tasks can be solved using the various flexible tools that the software has to offer.

September 2018

Ashley from ZETA Pharmaceuticals, L.L.C.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2018

Customized to Fit Small Pharmaceutical Company's Needs

bpm'online has allowed us to discover several issues within our organization; those issues are related to follow-up and the sharing of information regarding customers, quotes & sales. These problems have all been fixed by utilizing bpm'online's "Activities" module.

Pros

bpm'online has a plethora of training videos and tools to help users get acquainted with the system. As a small pharmaceutical company, we have grown exponentially simply by using the Sales product from bpm'online. It has been very easy to customize the system to fit our needs.

Cons

I cannot think of one thing that I dislike about this system!

July 2018

Ka Shin from MediaCliQ Group

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2018

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

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.

July 2018

Jyoti from People's Technology Resource.

Company Size: 11-50 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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

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.

June 2018

Ernesto from BFB Servicios

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

June 2018

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

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.

May 2018

Elina from WIDE:UP

Company Size: 51-200 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2018

A great way to organize company processes

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.

May 2018

Tapani from Freelance specialist

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2018

Awesome marketing and reporting abilities

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

March 2018

Vanessa from ViY

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

March 2018

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

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.

March 2018

John from Account Temps

Company Size: 11-50 employees

Review Source


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

3 of 5

Functionality

3 of 5

March 2018

Great customer management tool

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.

December 2017

Scott from Neola

Company Size: 51-200 employees

Review Source


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

5 of 5

December 2017

Too early to tell

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.

November 2017

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

4 of 5

November 2017

powerful crm tool

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.

July 2017

Mark from VitasheetGroup

Company Size: 501-1,000 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2017

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

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.

July 2017

Jim from Hershey's Ice Cream

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

July 2017

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

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.

July 2017

Tawsif from BlackBox Control

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

4 of 5

July 2017

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

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.

June 2017

Veronika from Terrasoft

Company Size: 501-1,000 employees

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2017

Powerful CRM that streamlines the processes in the company

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.

June 2017

Anonymous

Review Source: GetApp


Ease-of-use

1 of 5

Value for money

1 of 5

Customer support

1 of 5

Functionality

1 of 5

June 2017

Potential Buyer

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

February 2017

William from Avance Education Solutions

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

February 2017

Startup New to CRM

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.

February 2017

Sergio from VIG (Vienna Insurance Group)

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2017

CRM + BPM

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.