Home/CRM Software/bpm’online CRM
Updated on: February 21, 2019
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bpm’online CRM

Delivering solutions to all your CRM requirements
★★★★★
★★★★★
(254 Ratings) Write Review

Bpm’online provides a platform for handling all customer related functions to all types of businesses. It aims at delivering end-to-end processes from converting a lead to a sale to handling their after-sales queries. With bpm’online CRM, you can build and change business processes easily by minimising the involvement of IT using its low-coding technologies. It allows you with an opportunity to keep pace with the dynamic business environment with continuous tests to modify and improve processes. Integrate all stages of marketing, sales and service on a single platform with excellent tools and features to ensure healthy functioning of your CRM processes.

bpm’online CRM Features Show All Features

bpm’online CRM Technical details

Support 24/7 (Live rep) Business Hours Online Customer Type Large Enterprises Medium Business Small Business
API Contact NA
Deployment SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac Category CRM Software

bpm’online CRM Pricing

Pricing ModelFree Trial , One-time license , Subscription
How much does bpm’online CRM cost ?
The pricing for bpm’online CRM starts at $25.0 per user per month. bpm’online CRM has 6 different plans such as - Team Edition at $25.0 per user per month, Commerce at $30.0 per user per month, Customer Center Service at $35.0 per user per month, Enterprise at $50.0 per user per month, User License at $850.0 per user and Service Enterprise at $850.0 per user.
Team Edition
$25 /User/Month
  • Ideal for small and medium businesses with direct sales teams
  • Out-of-the-box process for opportunity management: from lead to contract
Commerce
$30 /User/Month
  • Ideal for e-commerce
  • A complete set of tools for short sales cycle and e-commerce
Enterprise
$50 /User/Month
  • 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.
Customer Center Service
$35 /User/Month
  • 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
User License
$850 /User
  • Cloud $50/user/month billed annually
  • On-site $850 per license/lifetime
  • With the purchase of 1000 active contacts the first license is free
Service Enterprise
$850 /User
  • Cloud $50/user/month
  • On-site $850 per user
  • Ideal for medium and large businesses struggling to automate internal and external service processes, including ITIL processes.
  • Sophisticated tools to manage a complete service cycle, and provide exceptional service and support to customers and internal users.
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Disclaimer: The pricing details were last updated on 27/03/2018 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

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bpm’online CRM Reviews

OVERALL RATING
4.8
Based on 254 Rating(s)
Rating Distribution
  • 245
  • 5
  • 1
  • 3
  • 0
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Source : g2crowd.com
★★★★★
★★★★★
(Reviewed on 18 February 2019)
"Good CRM for equipment manufacturers "

What do you like best?

Earlier we couldn’t manage to analyze the performance of our sales team. As a result, it was hard for us to plan business development strategy. To make things worse – our employees worked with tables. We knew that it was high time to change the way we run our business.

We decided to give bpm’online sales a try, and…. it met our expectations!

What do you dislike?

I dislike just one thing – that we didn’t implement bpm’online earlier.

What business problems are you solving with the product? What benefits have you realized?

With bpm’online we can easily analyze both quantitative and qualitative performance indicators. For example, now we can quickly calculate sales conversion rate and lead value.

Recently we’ve discovered that our sales volume increased by 35% after bpm’online sales implementation. We were pleasantly shocked.

The system allows us to measure employee productivity performance so that we can properly gauge worker efficiency, identify who is working hard and who isn't. We can now determine how to properly compensate our workforce, and improve our workplace's overall productivity. Good job, bpm’online!

...more
Source : g2crowd.com
★★★★★
★★★★★
(Reviewed on 13 February 2019)
"CRM that takes relationships with customers to the next level"

What do you like best?

Bpm’online increased our sales funnel conversion rates. It provides us with a bunch of new effective tools for managing diverse sales processes. For example, the system allows for effective lead management, which means our sales reps are able to easily track and capture leads through multiple sources.

Bpm’online forecasting tools enable us to forecast sales volume based on different criteria while opportunity management feature allows for generating sales forecasts taking into account client’s budget, opportunity stage and probability.

What do you dislike?

Currently there is no complaints about the system.

What business problems are you solving with the product? What benefits have you realized?

Bpm’online CRM allowed us to manage all the sales processes in a single environment. Automatic task reminders increased customer satisfaction while standardized processes simplified the training of new employees. Additionally, this CRM helps us maintain communication history.

Bpm’online allows us for adding leads from different sources into a single database. The system enables us to distribute the leads based on the prospect’s needs and profile, which is very convenient. In addition, we use the dashboards to analyze statistics on leads, such as number and quality of the new leads, conversion rate, etc.

...more
Source : g2crowd.com
★★★★★
★★★★★
(Reviewed on 13 February 2019)
"CRM that efficiently automates sales processes "

What do you like best?

Being a real estate developer, we were seeking for a tool that will help us keep track of all the internal business processes. Prior to bpm’online implementation, we were using Excel Spreadsheets. Because Excel wasn’t effective enough we decided to switch to bpm’online.

Bpm’online CRM allows us to automate any internal businesses processes. This system allows us to keep all the vital data in a single place so that we don’t have to worry about missing or forgetting something. Also, this system simplifies communication with clients a lot.

What do you dislike?

As for now, nothing to complain about. But we would like to have an opportunity to integrate bpm'online with other services.

What business problems are you solving with the product? What benefits have you realized?

With bpm’online we can easily manage long sales cycle. Also, the system allows

for analyzing the sales performance of our team. Recently, we’ve discovered that bpm’online allowed us to increase sales by 25%! Isn’t it impressive?

...more
Source : g2crowd.com
★★★★★
★★★★★
(Reviewed on 07 February 2019)
"Optimization of the sales department"

What do you like best?

Before the introduction of bpm'online, InTech already had experience using CRM systems – we knew what we liked and didn’t like based on past experiences. Given the previous experience, we were looking for a tool that would allow not only to automate sales processes, but also to monitor and analyze the results of the work of the sales department. Bpm'online met these requirements, and its interface became an additional advantage of the system.

InTech can now analyze the effectiveness of the sales department in the context of the following results:

• volume of closed and potential orders;

• the amount of work done by managers in the context of calls, meetings, activities for the time period;

• customer base growth.

What do you dislike?

Can’t say that we dislike anything at this point. At InTech, we have seen great results from bpm’online sales and credit the software for more sales and process transparency.

What business problems are you solving with the product? What benefits have you realized?

The main task of implementing bpm'online was to collect all data on customers in a single system to conduct transparent work. Managers can go through all the stages of working with a client with high quality: from script conversations to invoicing.

...more
Source : g2crowd.com
★★★★★
★★★★★
(Reviewed on 24 January 2019)
"Very easy when it comes to customization"

What do you like best?

- programming using the web interface

- works with javascript & C#

- update to date technology

What do you dislike?

- sometimes it's slow when using web UI

- slow when compiling codes

What business problems are you solving with the product? What benefits have you realized?

- Time off request

- Integrated with in house database

...more
Source : g2crowd.com
★★★★★
★★★★★
(Reviewed on 14 January 2019)
"My Experience with BPM'online"

What do you like best?

The fact that I don't have to be an IT expert to be able to define or create a process to be customized based on my needs, I love how easy it is to understand the functionalities and the processes.

A big portion of our processes are customized and BPM support and developers easily comprehend our needs when we create them

What do you dislike?

Reporting is limited, although you can create filters and dashboards and even export to excel if you want a specific report within BPM where you add some Mathematical formulas, then you find yourself very limited.

Recommendations to others considering the product

Easy to understand, great support

What business problems are you solving with the product? What benefits have you realized?

It allows us to better identify our metrics.

Now we are able to better track our client journey and identify strategies to better approach them

...more
Daniel P.Source : capterra.com
★★★★★
★★★★★
(Reviewed on 12 January 2019)
With much to improve, but proven alternative.

Pros: Simple and basic user interface for any principle that uses BPM as a serious management for business processes.

The BPM tool is solid, you can design and implement any process of a slightly simple tranche. Since the coding is in the background (automated by the tool), we take care of the technical and procedural management of each project.

Cons: A technical level requires many updates, it has basic but powerful features. Its larger competitors incorporate truly powerful tools to create correct BPM flows of guaranteed quality.

The incorporation of external services has not yet matured.

Overall: The idea of using bpm / online, indicated a change in the terms of use and escape of the domain and the monopoly of the great tools that BPM offers.

This tool allows us to manage small processes that, in other occasions, we would have to design and leave in files.

...more
Source : g2crowd.com
★★★★★
★★★★★
(Reviewed on 02 January 2019)
"All information I need to do my job in one platform!"

What do you like best?

The automation and flexibility of the platform it provides. We have been able to implement and change our processes as our business evolved. It has helped our business to get more sophisticated without hiring more staff.

What do you dislike?

The portal for our customer is not easy to configure but I know bpm'online is going to release a new version of their portals which will allow us to configure it as we wish using the same flexibility/capabilities as what the back-end interface currently offers.

Recommendations to others considering the product

I believe it is a product which would allow any companies to grow with it. Whether you are a small or large company, and whether you are within a specific industry with special requirement, bpm'online is so flexible that it will cater for everyone requirements.

What business problems are you solving with the product? What benefits have you realized?

Transparency of information. It was a struggle to find out where we were at within the business but now we have Dashboard with all our KPIs. We are not spending days on creating reporting in spreadsheet anymore, it makes my life much easier. The other problem it tackled was reminders. For each process, we know where we are at and it is not up to someone to remember anything. Anyone can take over from anyone else as long as they have the necessary skills of course (but all information and processes are up-to-date).

...more
Salvador A.Source : capterra.com
★★★★★
★★★★★
(Reviewed on 15 December 2018)
Best CRM for medium and big size companies

Pros: Bpmonline is supported over a powerful bpm engine. It makes maximun flexibility on sales, marketing and support processes. Also it can be expanded with new applications from its marketplace.

In a very short time, a company can be selling with a very productive way.

Cons: Slow execution on application data load.

Overall: Very easy to use and integrate teams on working them.

...more
Source : g2crowd.com
★★★★★
★★★★★
(Reviewed on 12 December 2018)
"Powerful CRM - superb when you need automations"

What do you like best?

Many solid CRM exists in the market, but very few allow for business process automation. As an example, in our most recent project, we have to build a CRM solution for an Investment Management organization. They can now find in their CRM the information that was gathered into multiple administration systems, which improves the productivity of the users. More importantly, we built a number of notifications for the Financial Planners when certain "life events" take place. They can now have a proactive approach to customer service. The business processes are easy to update as the client needs evolve.

What do you dislike?

The learning curve is steep. The system can do almost anything. Special consideration must be given at the design phase.

What business problems are you solving with the product? What benefits have you realized?

The main purpose of the project was to centralize customer data in one location, provide productivity tools to users and generate leads based on specific client behaviours.

...more
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bpm’online CRM Screenshots

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bpm'online CRM Screenshots

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The research is compiled using multiple sources, let us know of any feedback on feedback@saasworthy.com