bpm'online CRM


 

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.

 

bpm'online CRM - Lead analytics
 
  • bpm'online CRM - Lead analytics
    Lead analytics
  • bpm'online CRM - Recruitment workflow
    Recruitment workflow
  • bpm'online CRM - Campaign workflow
    Campaign workflow
  • bpm'online CRM - Opportunity management
    Opportunity management
  • bpm'online CRM - Opportunity details
    Opportunity details
  • bpm'online CRM - Active cases
    Active cases
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

75 Reviews of bpm'online CRM

 

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Software Advice Reviews (21)
More Reviews (54)

Showing 1-20 of 21

Antonio from Mechanical or Industrial Engineering
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Adaptative

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

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

Review Source
 
 

Jyoti from People's Technology Resource.
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2018

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

Product Quality

Customer 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.

Review Source
 
 

Elina from WIDE:UP
Specialty: Software / IT
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2018

May 2018

A great way to organize company processes

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

John from Account Temps
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

Great customer management tool

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Scott from Neola
Specialty: Consulting
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2017

December 2017

Too early to tell

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Mark from VitasheetGroup
Specialty: Manufacturing
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

July 2017

July 2017

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

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

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.

 
 

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.

 
 
 
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Showing 1-20 of 54

Flavio from Praxi Solutions, Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

Happy business Partner/ Happy Customer in the Insurance Industry

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 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.

Review Source: Capterra
 

Ashley from ZETA Pharmaceuticals, L.L.C.
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Customized to Fit Small Pharmaceutical Company's Needs

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 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!

Review Source: Capterra
 

Ka Shin from MediaCliQ Group

July 2018

July 2018

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

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 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.

Review Source: Capterra
 

Ernesto from BFB Servicios

June 2018

June 2018

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

Review Source: Capterra
 

Tapani from Freelance specialist
Number of employees: 201-500 employees Employees number: 201-500 employees

May 2018

May 2018

Awesome marketing and reporting abilities

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

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

Review Source: Capterra
 

Vanessa from ViY
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

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

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

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.

Review Source: Capterra
 


November 2017

November 2017

powerful 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
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.

Review Source: Capterra
 

Jim from Hershey's Ice Cream
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

July 2017

July 2017

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

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

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

July 2017

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

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

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 Employees number: 501-1,000 employees

June 2017

June 2017

Powerful CRM that streamlines the processes in the 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
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
 

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

Review 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.

Review 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

Review 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.

Review 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.

Review 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.

Review 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.

Review 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.

Review 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.

Review 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

Review Source: Capterra
 
 
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