Process Director switches the focus from custom solutions development to business process optimization.

Support when errors occur can be cumbersome. I don't have much experience in this area, so replicating errors, getting logs to capture the info, and deciphering the errors is time consuming.

Process Director has allowed us focus on delivering business solutions that improve our overall customer experience while streamlining operations, increasing accountability and transparency.

Highly recommended for rapid deployment of processes for an organization.

Developer Friendly :  Lot of components are really reusable that helps the developers to save considerable amount of time. Timeline : One of the best object I have come across.

Our implementation focus has been driven by public safety, compliance issues, and return-on-investment.

I like that through the WYSIWYG editor you can quickly build and create forms and assign each field visibility and access.

Great customer support that goes above and beyond to help solve issues. Direct Assistance is available if you need one on one help to solve unique issues.

Troubleshooting issues - sometimes finding root cause is difficult. Bug fixes not clearly communicated as to how they were addressed in the next software release.

Product performs as advertise and is easy to use. Excellent for low code/no code programming but adds ability to extend functionabity through c.

The product makes its easy to tackle complex workflows quickly and effectively, allowing us to address evolving business needs without delays.

It allows you to build, run, monitor and do continuous improvement easily. The support staff and our Account Manager are very prompt and responsive.

Also this product helps to develop the flow as engine and it nicely integrates with our company proprietary software.

We have been able to develop simple processes for quick hits to improve a process as well as solve and improve complex processes.

Very convenient and low/no code solution. Process Director gives the ability to see trends over time.

The new web form builder not only elevates the end-user's experience, but makes form creation even easier. Forms are responsive and can be created and deployed in no time.

Process Director has allowed us to streamline our processes tremendously. It works well and ensures a great workflow between different departments.

Reduce development cost, easy to use once you get familiar with the product.

There are lots of BPM software solutions available. Please be careful when purchasing one, especially one with a hefty price tag like BP Logix.

The ease of use and extensibility of Process Director has been a game changer for us.

Also found BP Logix tech support to be above average, though product development support is not included in the basic software license.

Controlling user access to the level needed. Regular software updates and free training on new features.

Out of the box integration with Active Directory and built-in connectors to multiple database systems facilitate identity management and data connections to ERP systems or other applications.

This  software was customized to meet a number of operational needs and was able to be manipulated as our business needs grew. Outstanding programming and very rapid support response.

I like the product and find it easy to build a form, but often get tripped up on some of the data flow features and the jumping around from spot to spot to accomplish what I need.

We have been able to leverage data across the enterprise to re-engineer processes to achieve much greater efficiencies, compliance, data accuracy and cost savings.

Great tool to build, run, monitor and improve your business process.

Process Director was easy to install and not many additional infrastructure capacity was needed. It's also easy to maintain.

It's easy to use whether the user is in the institution or outside.

You can usually do everything you need to do in Process Director, but it can sometimes be difficult to figure out the first time.

Easy to setup and manage workflows. Lowcode software is the new wave of the future.

Very user friendly and it is really very easy to extend for complicated decision making flows. PDF Creation : Creating PDF in multiple documents get accomplished in very simple steps.

The interface can get a bit confusing at times and slow to navigate with lots of popups.

Because of the point and click it can be difficult to figure out how to do some things.

With introduction of Process Director we have improved our end user experiences by reducing the overall processing time. Easily trackable requests/forms.

It has been an amazing resource for acquiring and organizing our leads and the calendar and note taking ability is unmatched.

The most hated part of Zoho is its Customer support , it is very pathetic and sometimes it is very glitchy which makes the CRM unusable.

Easy to use, has a good free tier, innovative, friendly UI and UX, a good product in general, good mobile application.

Easy setup, they have different templates for different industries which is nice, can quite easily adjust it with the Zoho Creator, customer support is great too.

This is such an amazing application and customer support on this product is amazing.

I LOVE THAT WE CAN ACCESS FROM ANYWHERE. WOULD LOVE TO INCORPORATED FOR THE FULL STAFF BUT IS BEING USED FOR CERTAIN STAFF ONLY.

The best is contacts and accounts flexibility. Also seamless integration with Zoho Finance suite, which is very good.

Great product for the price. Easy of use and being compatible with other CRM programs, makes it a winner for our company.

My overall experience has been one filled with struggle and frustration.

I really loved the software and recommended it to many of my customers and they are happy with it for months now.

We've got some problem with the email invitations often sent into the spam folder of our customers... but it's a common problem with other CRM I guess.

It is useful for business purpose as it helps maintaining connection with clients and helps to build great customer relations.

I have used other platforms, however there is something very user friendly about this solution, the customer support team and extremley helpful and on hand to answer any enquiries they are patient.

The integration is really awesome, also tracking the invoices and payment really impressive, just I'm not totally satisfied with​ the interface.

Reporting part is also good as compared to other clients, apart from this it analytics capabilities are also awesome.

You get different answers from different customer representatives and the lack of an account manager is painful. App store is full of apps that barely work or aren't maintained.

The reporting system of this software is the best thing I like most about this software. The format of reporting is the best thing.

Best CRM available in the market, Very easy to setup and use. My clients love using the CRM and very user friendly software tool.

Overall, we are happy with Zoho. They are good people, provide great support, and you can't beat the value for money equation.

It’s great to have such an amazing chat support. Overall I’m loving this database and all of its functions.

I love the free account and so does my team. It’s easy to use (once setup) and customer service has always been great.

This is a very easy to use CRM that helps stay on top of all my contacts. Amazing features for a free crm.

This is absolutely great CRM for a medium and big companies. One of the best clients cards, easy integrations and great solution for sales and marketing.

This is a good software to use for the beginners, support is awesome and compared to other alternatives in the market this is pocket friendly as well.

India customer service that can be hard to understand, the use of CRM platform can be confusing and disjointed.

Misleading information during the trial phase. Always upselling their useless apps through Zoho one.

Highly recommended and nice product for startups especially, who are looking for budget friendly and reliable product.

Great features, great integrations, nice price. Good instructions, and even a full course on Linkedin Learning.

The UI is so confusing that I had trouble discovering the features that I needed.

Sometimes, i can even login to the platform and keep showing an error for the Captcha. Other than that, the email template that are provided is difficult to edit and not many option to customized it.

I primarily use it for business e-mails and internal communication. I love how clean and organized it keeps all of my e-mails, and I love the tabs and how customizable my inbox is.

Reminders are extremely helpful in followups. Campaign analytics are really awesome and gives the best analytics to identify the top leads.

The RingCentral integration is especially great with company wide caller ID that syncs with all Modules and the integration between the Zoho ecosystem is just great.

The calendar is pretty good, it has a very good and constant feedback, graphs and charts are really useful.

We are happy overall with the Zoho experience. It is perfect for us to collect sales data and to see graphically where we are for the year.

It is super user friendly and customizable to fit your needs. It allows you to really connect with your customers - with ease.

US Dollar

BP Logix Process Director is a compliance management solution that offers both workflow as well as business process management (BPM) compliance within a single solution. The software is best suited to the needs of financial services, health care, government and other regulated industry segments. Cloud-based and on-premise deployments are available.


The form builder tool lets users create and modify electronic forms with data validation features. These forms can be electronically signed by users for the purpose of compliance and security. Users can also create modifiable and parallel business processes.


Users can place checks at every step of their processes to help maintain compliance with governmental and organizational regulations. The software also helps users to manage audits, track and report any changes to auditable forms and maintain an audit log for specific events and actions. BP Logix Process Director also offers multi-factor authentication and form data encryption.



LongDescription

Lifecycle Management

Faculty/Staff Management

Admissions Management

Financial Aid Management

Source Control

Graphical User Interface

ISO Standards Management

Student Portal

Database Support

Access Controls/Permissions

Process Change Tracking

Equipment Management

Housing Management

Workflow Configuration

Ad hoc Reporting

Change Management

Complaint Management

Student Information/Records

Approval Process Control

Calendar Management

Collaboration Tools

Scheduling

Risk Management

Process Modeling & Designing

Assessment Management

Self Service Portal

Version Control

Mobile Access

Compliance Management

Performance Metrics

Curriculum Management

Training Management

Maintenance Management

Fundraising Management

Forms Management

Graphical Workflow Editor

Document Coding & Control

Defect Tracking

Alerts/Notifications

Business Process Automation

Audit Management

Supplier Quality Control

Compliance Tracking

Reporting/Analytics

Alumni Management

Supplier Management

Customizable Dashboard

Customizable Forms

Communications Management

Business Process Control

Corrective and Preventive Actions (CAPA)

Third-Party Integrations

Task Management

Document Management

Web browser (OS agnostic)

Windows 10

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

11-50

51-200

201-500

501-1000

1000+

Process Director

In Person

Live Online

Webinars

Documentation

Videos

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions.


Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for urgency and can display relevant statistics or documents when performing searches. Users can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM.


Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.



Commenting/Notes

Third-Party Integration

Real-Time Analytics

Engagement Tracking

A/B Testing

Rewards Management

Content Delivery

Cataloging/Categorization

Website Analytics

Sales Analytics

Customer Surveys

Forecasting

Multi-Channel Marketing

Business Card/Badge Scanning

Surveys & Feedback

User Management

Social Marketing

Meeting Management

Internal Chat Integration

Text Analysis

Product Catalog

Mobile Alerts

Lead Capture

Performance Management

Email Alerts

Customizable Reports

Document Storage

Proposal Generation

Activity Tracking

Data Synchronization

Customer Segmentation

Progress Tracking

Drip Campaigns

Customer Service Analytics

Sales Pipeline Management

Referral Tracking

Contract/License Management

Task Scheduling

Marketing Calendar

Calendar/Reminder System

Relationship Tracking

Transaction History

Incentive Management

Project Management

Lead Distribution

Multi-Campaign

Pipeline Management

Communication Management

Customer Accounts

Customer Database

Team Assignments

Goal Management

Call Management

Free Edition  (CRM for entrepreneurs) - Forever free upto 3 Users.

Standard Edition (Sales tracking for Small Businesses) - $14/user/month (billed annually).

Professional Edition (Complete CRM for any SME) - $23/user/month (billed annually).

Enterprise Edition (CRM for multi-level organizations) - $40/user/month (billed annually).

Ultimate Edition (CRM for large-scale organizations) - $52/user/month (billed annually).

Process Director vs Zoho CRM

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