Bpm’online is a leading software platform that focuses on business process automation and CRM. Equipped with a full suite of out-of-the-box solutions, this software can help you streamline your company processes, boost employee productivity, and make sense of CRM data to provide a better and more consistent service to your clients. As a testament to the robust yet easy-to-use functionalities of this program, it even won our Great User Experience Award for its acceleration-enabled architecture.
Currently, bpm’online CRM is made up of three modules: Bpm’online marketing, Bpm’online sales, and Bpm’online service. With these, users have the power to manage their CRM efforts without having to invest in multiple programs. Each module has specialized tools for the different departments that are involved in your campaigns. This way, you can centralize your database, reduce mundane tasks, and optimize overall workplace efficiency with ease.
For one, the Marketing module provides users with functionalities that can map out customer journeys based on data about your target demographic as well as the purchasing patterns of potential clients. Using this same module, you can also plan and launch data-backed, multi-channel campaigns that can greatly accelerate your lead generation and conversion process.
Next, the Sales module is where users can plan the sales cycle for each customer. This allows sales personnel to easily pick up where your marketing experts left off. Using this, they can follow up on certain transactions and better understand what products and services clients need. With this, you can easily yield repeat sales from existing clients.
Lastly, the Service module provides users with the tools they need to offer hands-on and personalized assistance to their customers. With this, your customer support staff can get access to previous interactions and transactions of each client with the company. This way, they know exactly how to approach your customers, ensuring quality service delivery.
In case you feel like there are still missing functionalities that your operations might need, bpm’online CRM also has open API capabilities that allow it to easily integrate with third-party applications such as ERP, business analytics, social listening, and productivity systems. With this, you can seamlessly combine it with existing business systems or configure it depending on the changing needs of your company.
Show MoreAs an integrated software solution, bpm’online CRM can help you bridge the gap between your marketing, sales, and customer service operations. With this at your disposal, you can boost the effectiveness of campaigns, accelerate sales processes, as well as ensure the consistency of your customer service. To help you get a better idea of what this platform can do for you, we have listed down some of the key advantages that it has to offer:
360-Degree View of Operations
Overseeing the different aspects related to CRM efforts can get overwhelming if you don’t have all the information you need in one place. This is why bpm’online CRM provides you with a unified system that will help you get a 360-degree view of the complete customer journey. It is equipped with centralized customer databases and dashboards that can be accessed by your marketing, sales, and service personnel so that everyone is kept in the loop about the progress of each campaign. With this, you and your staff members no longer need to verify details with other departments or take time to sift through piles of documents to get the data you need.
Optimized CRM Processes
Managing customer relations involve a lot of paperwork and time-consuming tasks that can often put a damper on the productivity of your employees. Using bpm’online CRM, you can get access to tools that will help you plan, automate, and monitor processes to optimize your overall operations. Equipped with built-in calendars, task management tools, document processing options, and analytics solutions, this can eliminate tedious CRM responsibilities to give you more time to focus on attention-demanding duties.
Streamlined and More Efficient Workflow
Knowing what to do in every step of the customer journey is crucial if you want to make the most out of your campaigns. This is why bpm’online CRM is equipped with cross-functional management tools for marketing, sales, and service. With this, you can tackle both front-office and back-office responsibilities for each department in one platform. Moreover, you can align all three aspects of your CRM process for a more efficient workflow that you and your staff can easily maintain.
Better Data-Backed CRM Strategies
As an entrepreneur, you know how important it is to continuously find ways to improve your operations. With bpm’online CRM, you get access to intuitive analytics options that can gauge buying behaviors, perform sales forecasting, and pinpoint problem areas in your strategies. With this, you can take out the guesswork in finding out what makes your customers tick and get right down to planning effective CRM strategies.
Faster, More Hassle-Free Configurations
Each business has specific operational requirements, so it can be difficult to find a system that can accommodate your every request. To make sure you are equipped with everything you need for your CRM operations, bpm’online CRM leverages open API, artificial intelligence, and UX to boost user adoption. These will allow you to configure the platform however you want and integrate it with your existing business systems for a more personalized user experience. To top it all off, the platform has a low-code architecture that won’t require you to have extensive programming knowledge. All you have to do is access their selection of widgets and applications and choose which ones you want to add to your system, and you’re good to go.
Show MoreScenario 1:
Marketing department of the company A is conducting different activities to generate leads. As the company grows, the numbers of leads grow correspondingly. However, marketing specialists do not have the full picture of channels from which these leads come from and which activities are the most successful. Moreover, in order to properly evaluate all marketing channels and generate more leads of higher quality, they need a correct information from sales department on how leads are converted into opportunities and closed deals. On the other hand, sales team had no visibility which channels generated serious ready-to-buy leads, not “tire-kickers,” or the journey the client took before he or she was reached by a sales rep. Another problem was the inability of the support team to share customer information with sales and do a better job of managing opportunities.
The issue is that every department used its own software, and the lack of integration between departments did not allow them to share the information. Practically they need all the information associated with every specific case, but CRM-system had different solutions for all three departments, not integrated one with another.
By implementing bpm’online, all three departments successfully united their customer data: now they have a possibility to track the complete customer journey – from acquisition to order, and to ongoing customer maintenance, included repeat and cross-sales. This gave marketing better understanding of which channels to use to generate better leads, sales receives timely information on the full history of lead behavior to better personalize communications and close more deals. Customer support team now better understands all client needs to deliver excellent personalized customer service. The customer provides his details and describes his need only once, without the necessity to repeat this information to representatives of various departments.
Scenario 2:
Within its business operations, company B interacts with its customers in several different ways, following a variety of processes to see what works best. The processes are dynamic and need to be modified frequently. So the ability to modify processes on the fly was absolutely crucial in their search for the perfect CRM solution for their organization. Company B’s selling process usually starts with a web inquiry followed by the nurturing process as a prospect becomes a lead. It’s very important to constantly test different approaches to see what better converts leads into sales opportunities and eventually to happy customers. Bpm’online’s business process management engine was a tipping point in choosing this CRM as it allowed company B to adjust processes quickly and easily. As a result, the time to close a deal shortened and conversion increased as best sales processes are implemented quickly within an organization.
Scenario 3:
A B2B telemarketing agency C works on behalf B2B clients. For their sales machine to be effective they needed to improve the productivity of their staff. As the pace of technological change is always increasing, agency C had a clear vision to remain competitive in this environment. To keep its leadership ranking, agency C needs to embrace technology change very rapidly.
In order to increase staff productivity company C was looking for a solution with improved data visibility, accessibility, management and process automation. With bpm’online, agents can automate their routine, manual workload, decreased the number of unnecessary screens, and reduced the complexity of fields and buttons. Bpm’online’s smart contextual interface displays only relevant functions and information, an engaging action-driven interface helps users stay focused on critical information and suggests the next steps needed for the best results. Adding CRM features to the solution gave agents a 360-degree view of their campaign targets and ongoing results. The system also stores a complete customer history of all communications.
As a result, with a better CRM, Company C could increase time spent calling (by reducing data entry time) and therefore complete campaigns quicker, reduced staff churns due to increased productivity, improved account management and reporting. Bpm’online’s simplifies and intuitive interface allowed to make the switch to the new system quickly and easily, as the time for agents training was minimal.
bpm’online CRM Pricing Plans:
$25/user/month
$30/user/month
$50/user/month
$27
$50/user/month
$35/user/month
$50/user/month
bpm’online CRM Pricing Plans:
$25/user/month
$30/user/month
$50/user/month
$27
$50/user/month
$35/user/month
$50/user/month
Bpm’online offers different pricing packages for sales, marketing, and service. You can also integrate all three modules into a single CRM bundle and get an estimate for it from the vendor. There is also a free trial available. You can easily sign up for bpm’online free trial here.
Pricing for Sales Module
Team Package – $25/user/month (cloud)
Commerce Package – $30/user/month (cloud)
Enterprise Package – $50/user/month (cloud) or $850/user (on-site)
Pricing for Marketing Module
Active Contact Package
User License
Pricing for Service Module
Customer Center Package
Service Enterprise Package
We realize that when you choose to purchase a CRM Software it’s vital not only to see how professionals evaluate it in their reviews, but also to check if the real users and businesses that use this software are indeed happy with the service. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and bpm’online CRM reviews across a broad array of social media sites. The information is then displayed in a simple to digest way revealing how many people had positive and negative experience with bpm’online CRM. With that information at your disposal you will be equipped to make an informed buying choice that you won’t regret.
Devices Supported
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bpm’online CRM offers open API options that allows it to be integrated with virtually any third-party application. Be it phone systems and social listening tools or analytics programs and ERP applications, this can blend seamlessly with your preferred business systems. Among the products you can integrate it with are:
bpm’online CRM average rating:
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ADD A REVIEWThe most favorable review
PROS: Implementation was swift with this thing. bpmonline integrated with our order management system easily. The same goes for third-party apps. Reporting and smart charts enabled us in tracking sales performances in real-time.
CONS: We bought the basic support version. Sadly, technical support was only offered through e-mail. Never through a phone call. If you want to get consultation and technical support over the phone, you'll to make a purchase of its extended support package.
The least favorable review
PROS: It has an intuitive UI. That makes it all the more simple and a joy to work with. Users can quickly learn and begin using the application quickly. It saves a lot of time as your staff quickly adapts to it.
CONS: The product is good and showcased enhanced efficiency. Unfortunately, our Pharma Vertical solution isn't the latest version for the BPM platform. We're lacking certain functions that we'd want. It would've been great if the latest updates from BPM would benefit our team.
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A BPM for growing my business.
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PROS: Collaborating with a BPM makes it possible for contractors to log in, look into their working schedules, see contact details, and be peeled with work updates. The knowledge base has been a tremendous help for forms, fact sheets, company policies, and WHS details.
CONS: Some options within the menu are a bit clunky. The contacts filter search requires re-seting after every selection made. Being HTML does have its downsides although I'm already looking forward to getting navigation menus that entail lesser clicks.
BPM is great in business growth.
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PROS: Using BPM makes it possible for contractors to log in and view their job schedules. They can also see updates with work and contact details. It's great having the knowledge base as a resource when it comes to WHS info and forms, fact sheets, and business policies. Functioning as a cloud-based platform ensures remote and global access across platforms.
CONS: Certain options within the menu are a bit clunky. The contacts filter search requires some re-setting after every selection. Functioning as an HTML does have drawbacks. But I do look forward to clicking less on the navigation menus.
A very helpful solution that made a difference for our company.
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PROS: We like the thought of getting all departments dealing with customers into our company. That means having customer support and sales in a single platform. Now, our teams own a database of shared customers. These would consists of vehicles bought, services being done, scheduled service appointments, and etc.
CONS: While there are a ton of CRMs in today's market, it's a bit difficult to see what you want in business. bpm'onlne was a perfect option. So far, there's nothing much I hate about it.
A CRM that’s simple to operate.
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PROS: Implementation was really swift this tool. It can easily be integrated with our current order managment system as well as other known third party apps. The reporting and smart checks are enabled us to keep track of our sales performance in real-time as well as forecast sales.
CONS: When we bought the basic support plan, we didn't realize that technical support is only available through email. So that means zero phone support. To get to extended technical assistance and consultation over the phone, you'll need to opt for their extended support plan.
Your target audience can finally be reached with a CRM like this!
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PROS: We're primarily making use of bpm'online for marketing and e-mail campaigns. The system gave us the ability to finish history of clients. It also lets us track client behavior. We can come up with a message that would be beneficial to our relationship for each and every customer we deal with.
CONS: It's difficult to hate a sofware that has made your life a lot simpler. Personally, there's zero major drawbacks that are worth mentioning. I feel the next step to take is to have our marketing and sales activities in sync through bpm'online.
An awesome platform to use!
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PROS: I like its overall functionality. Great UI. It appears to have everything I'll ever want in offering quality service. Simple to work with.
CONS: It took a bit of time to have the system customized. But it's finally done to meet our needs. With the system now up and running, all the functionality we want are in place.
We’ve scaled to new heights thanks to bpm’online.
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PROS: This tool has given us the flexiblity we need for making, conforming to, and renewing processes. In a short period of time, we were capable of switching our approach to clients, improving the time it takes for first contact, delivering products quickly, and closing more sales.
CONS: More connector/app selection within the Marketplace would be a plus. Aside from that, there's really nothing else to report. It does what it's supposed to do. If there were any faults, I would happily mention them. Fortunately, it has no negative marks.
A highly versatile BPM/CRM.
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PROS: It's one of the most hyped products that we've ever had in a long while. It's easily customizable. Very flexible. It's business process designer lets people do highly intricate processes. It comes with plenty of trending and advanced functionality.
CONS: There's nothing much to add in this section, unfortunately. We noticed a lot of things that came with this tool. So, we feel it deserves a warm reception from users like us. We were able to benefit tremendously with ever since we started using this. Highly recommended!
An ideal CRM to have in sales.
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PROS: It has so many beneficial features. But there's one main thing that stands out. For us, it's the field sales functionality. Right now, our sales reps are thrilled in building routes and schedules as they're planning out their day.
CONS: When it comes to comparing bmp's advantages over its downsides, I have nothing to say. The "bad" things are way too small to even mention here.
A really cool experience using this.
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PROS: bpm'online was a tremendous help in the integration of fragmented customer data sources. With it, we get to finally organized our sales and marketing teams. We're able to do so in a single environment. What's more, we were able to automate our business processes with it.
CONS: So far, nothing major within the system. But some small problems are expected to occur from time to time. Right now, we're happy using bpm'online.
For use in marketing processes.
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PROS: I've been making use of this tool for close to a year now. All I can say is that I won't have to look for another third party tool. I'm very much happy with the solution I'm deploying now. It has a clean UI and it doesn't take too long to using this software properly.
CONS: I feel no app is perfect. Obviously, apps have their share of drawbacks. However, I feel that I'm totally happy with features offered with this tool. Whenever I come across new problems, all I need to do is make use of the user guide to help me out. Support will always be there when you need them.
My own take with bpm’online.
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PROS: Its UI is very intuitive. It makes everything super simple. Working with this system is pure fun. Users can easily learn and get the tool up and running. It saved us plenty of time since our staff won't have to go through a learning curve in using the tool.
CONS: While the tool itself is fantastic and has made great strides with efficiency, our solution isn't updated to the latest version (as of this writing). We're currently missing features that we badly want to own from the tool's latest updates. I'm sure when we get those, our team can tremendously benefit from it.
A personal take on BPM.
Read full review >Overall impression
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PROS: It has an intuitive UI. That makes it all the more simple and a joy to work with. Users can quickly learn and begin using the application quickly. It saves a lot of time as your staff quickly adapts to it.
CONS: The product is good and showcased enhanced efficiency. Unfortunately, our Pharma Vertical solution isn't the latest version for the BPM platform. We're lacking certain functions that we'd want. It would've been great if the latest updates from BPM would benefit our team.
It does so much more than you could ever imagine!
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PROS: We recently bought bpm. It was the perfect choice for us compared to the other big folks. Some of the biggest reasons why we opted for it: great user feedback, functionality for its price, and customization options. After installing it, we unlocked further upsides with it, which was a pleasant surprise for us.
CONS: This product's community is just starting out. So it's not something to completely appreciate. The good news is, it came with excellent support. The sad news is, documentation is difficult to spot.
A CRM that’s easy to utilize.
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PROS: Implementation was swift with this thing. bpmonline integrated with our order management system easily. The same goes for third-party apps. Reporting and smart charts enabled us in tracking sales performances in real-time.
CONS: We bought the basic support version. Sadly, technical support was only offered through e-mail. Never through a phone call. If you want to get consultation and technical support over the phone, you'll to make a purchase of its extended support package.
User experience has been fantastic!
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PROS: A lot of things to love with this product. Its UI is flat out amazing. Easy to utilize. UI is highly intuitive.
CONS: Social media integration could use some improvement specifically in the marketing department. Accessibility to LinkedIn is a must-have. There should me further automation with after-sales objects.
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A BPM for growing my business.
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
BPM is great in business growth.
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
A very helpful solution that made a difference for our company.
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
A CRM that’s simple to operate.
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
Your target audience can finally be reached with a CRM like this!
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
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