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bpm’online CRM REVIEW

Online marketing, sales and service management

16 user reviews
USER SATISFACTION 100%
OUR SCORE 9.3

What is bpm’online CRM?

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 2017 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.

Overview of bpm’online CRM Benefits

As 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.

Overview of bpm’online CRM Features

  • Customer Data Management integrated with Twitter, Facebook, and LinkedIn
  • Lead Management with export function (MS Excel, website, other sources)
  • Time Management and Communications that syncs with Google Calendar, MS Outlook and popular schedulers
  • Sales Management for opportunity, quota, pipeline, projections, and forecasts
  • Document Management compatible with MS Word
  • Knowledge Management online library
  • Marketing Management for multi-channel campaigns, audience segmentation, budget planning, track responses, and ROI estimation
  • Analytics with real-time diagrams, customizable reports, and dashboards
  • Administrative Tools with wizards to manage lookups, data fields, and processes without programming
  • bpm’online CRM mobile apps for iOS and Android devices

What Problems Will bpm’online CRM Solve?

Scenario 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.

Awards & Quality Certificates

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bpm’online CRM Position In Our Categories

Position of bpm’online CRM in our main categories:

20

bpm’online CRM is one of the top 20 CRM Softwareproducts

20

bpm’online CRM is one of the 20
CRM Software products


bpm’online CRM is also listed in the following subcategories:

Category:Position:Category:Position:
Online CRM Software#10 Social CRM Software#10
Category:Position:
Online CRM Software#10
Social CRM Software#10

There are popular and widely used solutions in each software group. But are they automatically the best fit for your enterprise’s specific requirements? A market-leading software product may have thousands of subscribers, but does it present what you require? For this reason, do not blindly shell out for popular systems. Read at least a few bpm’online CRM reviews and mull over the factors that you wish to have in the software such as the price, main features, available integrations etc. Then, shortlist a few apps that fit your wants. Try out the free trials of these apps, read online comments, get information from the vendor, and do your research thoroughly. This in-depth homework is sure to aid you choose the best software solution for your company’s unique wants.

How Much Does bpm’online CRM Cost?

bpm’online CRM Pricing Plans:
Free trial
Sales Module Team Package
$25/user/month
Sales Module Commerce Package
$30/user/month
Sales Module Enterprise Package
$50/user/month
Marketing Module Active Contact Package
$27
Marketing Module User License
$50/user/month
Service Module Customer Center
$35/user/month
Service Module Service Enterprise
$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)

  • Ideal for small and medium businesses with direct sales teams
  • Out-of-the-box process for opportunity management: from lead to contract

Commerce Package – $30/user/month (cloud)

  • Ideal for e-commerce
  • A complete set of tools for short sales cycle and e-commerce

Enterprise Package – $50/user/month (cloud) or $850/user (on-site)

  • Developed for medium and large enterprises to manage multiple sales channels including field force, wholesale distribution, e-commerce, and POS.
  • Sophisticated tools to manage all sales channels: direct and channel sales, e-commerce, field sales and POS.

Pricing for Marketing Module

Active Contact Package

  • Cloud – $27 (1000 active contacts/month billed annually)
  • Active contact is a contact included in one or more campaigns within a 12-month period
  • Up to 365 emails per year can be sent to one active contact
  • Custom pricing with the purchase of 50,000+ active contacts

User License

  • Cloud – $50/user/month billed annually
  • On-site – $850 per license/lifetime
  • With the purchase of 1000 active contacts the first license is free

Pricing for Service Module

Customer Center Package

  • Cloud – $35/user/month
  • On-site – $600 per user
  • Ideal for companies looking to automate helpdesk and contact center operations
  • A set of tools to deliver excellent customer service and manage omnichannel communications

Service Enterprise Package

  • Cloud – $50/user/month
  • On-site – $850 per user
  • Ideal for medium and large businesses who want to automate internal and external operations and ITIL processes.
  • Sophisticated tools to manage a complete service cycle, and provide exceptional service and support to customers and internal users.

User Satisfaction

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and bpm’online CRM reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with bpm’online CRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

39

NEGATIVE SOCIAL MENTIONS

0

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Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Monthly payment
  • One-time payment
  • Annual Subscription
  • Quote-based
Customer Types
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted
  • On Premise

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

bpm’online CRM User Reviews


Frances 2 months ago
Verified
user



Eric 4 months ago
Verified
user



Santiago 9 months ago
Verified
user



Muriel 10 months ago
Verified
user


What are bpm’online CRM pricing details?

bpm’online CRM Pricing Plans:
Free trial
Sales Module Team Package
$25/user/month
Sales Module Commerce Package
$30/user/month
Sales Module Enterprise Package
$50/user/month
Marketing Module Active Contact Package
$27
Marketing Module User License
$50/user/month
Service Module Customer Center
$35/user/month
Service Module Service Enterprise
$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)

  • Ideal for small and medium businesses with direct sales teams
  • Out-of-the-box process for opportunity management: from lead to contract

Commerce Package – $30/user/month (cloud)

  • Ideal for e-commerce
  • A complete set of tools for short sales cycle and e-commerce

Enterprise Package – $50/user/month (cloud) or $850/user (on-site)

  • Developed for medium and large enterprises to manage multiple sales channels including field force, wholesale distribution, e-commerce, and POS.
  • Sophisticated tools to manage all sales channels: direct and channel sales, e-commerce, field sales and POS.

Pricing for Marketing Module

Active Contact Package

  • Cloud – $27 (1000 active contacts/month billed annually)
  • Active contact is a contact included in one or more campaigns within a 12-month period
  • Up to 365 emails per year can be sent to one active contact
  • Custom pricing with the purchase of 50,000+ active contacts

User License

  • Cloud – $50/user/month billed annually
  • On-site – $850 per license/lifetime
  • With the purchase of 1000 active contacts the first license is free

Pricing for Service Module

Customer Center Package

  • Cloud – $35/user/month
  • On-site – $600 per user
  • Ideal for companies looking to automate helpdesk and contact center operations
  • A set of tools to deliver excellent customer service and manage omnichannel communications

Service Enterprise Package

  • Cloud – $50/user/month
  • On-site – $850 per user
  • Ideal for medium and large businesses who want to automate internal and external operations and ITIL processes.
  • Sophisticated tools to manage a complete service cycle, and provide exceptional service and support to customers and internal users.

What integrations are available for bpm’online CRM?

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:

  • Twitter
  • Facebook
  • Google Contacts
  • Google Calendar
  • LDAP
  • IMAP
  • MS Exchange
  • Google Maps
  • OpenStreetMap
  • MailChimp
  • Mandrill
  • MS Outlook
  • MS Word
  • MS Excel
  • SmartCloud Connect

User reviews


User reviews in total: 16

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The most favorable review

Frances

2 months ago


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!

The least favorable review

Martin

10 months ago


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.

Published 2 months ago
Verified
user
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...



1 person thinks this review is helpful

What do you think about this review? Great Poor
Published 3 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 3 months ago
Verified
user
I like its overall functionality. Great UI. It appears to have everything I'll ever want in offering quality service. Simple to work with.



What do you think about this review? Great Poor
Published 3 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 4 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 4 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 9 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 10 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 10 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 10 months ago
Verified
user
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...



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