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Updated on: May 26, 2020
What is bpm’online CRM ?
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bpm’online CRM

Low-code, process automation and CRM platform
(200 Ratings) Write Review

bpm’online CRM is a leading low-code, process automation and CRM company. Today, that company serves thousands of customers worldwide. bpm’online CRM’s agile CRM platform enables midsize and large enterprises to accelerate sales, marketing, service and operations. bpm’online CRM embraces the “Everyone a Developer” concept for a seamless Business-IT alignment. bpm’online CRM has been highly recognized by key industry analysts, receiving multiple awards. That company has been highly recognized as a market leader by key industry analysts.

bpm’online CRM Awards

Highly Rated
Fastest Growing
Most Popular
Most Searched

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 Location / Phone Number Boston, Massachusetts / +1 617 765 7997
Deployment SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac Category CRM Software

bpm’online CRM Pricing

Pricing ModelFree Trial , Quotation Based
Creatio
Custom

Features

  • 360° customer view
  • Segmentation
  • Website behavior tracking
  • Lead management
  • Trigger campaigns
  • Personalized email marketing
  • Event management
  • Business process management
  • Productivity tools
  • System designer
  • Collaboration tools
  • Opportunity management
  • Orders and invoices
  • Field sales management
  • Sales forecasting
  • Contract management
  • Product management
  • Document flow automation
  • Project management
  • Mobile sales
  • Knowledge management

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.

bpm’online CRM FAQs

bpm’online CRM is CRM Software. bpm’online CRM offers the following functionalities:

  • Contact Management
  • Call Logging
  • Product Catalog
  • Lead Scoring
  • Project Management
  • Referral Tracking
  • Marketing Automation
  • Customer Support
  • List Management
  • Quotes (Proposals)

Learn more about bpm’online CRM features.

bpm’online CRM provides a custom pricing for their software.

Learn more about bpm’online CRM pricing.

No, bpm’online CRM does not offer a free plan.

Learn more about bpm’online CRM pricing.

Yes, bpm’online CRM provides API.

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bpm’online CRM Reviews

OVERALL RATING
4.6
Based on 200 Rating(s)
Rating Distribution
  • 186
  • 8
  • 2
  • 4
  • 0
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Timothy LindsaySource : trustradius.com
(Reviewed on 05 May 2020)
Really Solid Product

Use Cases and Deployment Scope

It is being used by the Sales department to keep track of sales and products. It is also used to create emails to send requests for orders.

Pros and Cons

  • Business logic
  • Customization
  • Technical support
  • General UI, look and feel
Edit
  • Saving changes can be slow occasionally.
  • Setting permissions is confusing because there are so many levels.
  • I personally do not like the "user prefix" when creating objects. I think that there should be a "system prefix" that is restricted instead.

Likelihood to Recommend

It is well suited for a situation where you need to do a lot of marketing and have limited or no IT staff at your company. Normal customizations are easy once you understand how everything works together. If you need to do custom integrations or fit the product to work with an unusual product then it will still work, but it is less ideal.
Read Timothy Lindsay's full review

...more
ethan valerySource : trustpilot.com
(Reviewed on 23 January 2020)
CRM for sales and marketing

Clear interface, good tools to connect sales and marketing teams

...more
Administrator in PrintingSource : g2crowd.com
(Reviewed on 28 November 2019)
"Impressive way to automate your business."

What do you like best?

Creatio is at the same time database and process tool. It has everything which modern company needs for automation. You can create user pages which fill dozens of tables behind, create tasks, send predefined emails, or emails from templates, send emails automatically, structuring your processes, fully. Business rules in the pages, or process elements features, provides you the possibility to control your data quality. The flexibility of this software is outstanding providing users the ability to create everything their company needs.

What do you dislike?

There is still the space for improvement in processing of very large processes. Some smaller customer convenience features can be improved, as well.

Recommendations to others considering the product:

We can recommend this software very strong to potential users. It provides the company by everything necessary at one place. In addition, Creatio has great customer support team which can help you to implement this software without using third parties services.

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

Creatio helped us to support our employees to do what is necessary to be done. Our staff now get the structured tasks with all necessary explanations about task content and they don't have to manage their tasks lists, since Creatio does it for them. We decreased the number of mistakes made by our operators and increased the data quality. Finally, we increased efficiency and effectiveness of our operations.

...more
Mihai JSource : g2crowd.com
(Reviewed on 27 November 2019)
"Very promising solution, but not mature enough to be among the top players yet"

What do you like best?

The BPM component of this CRM solution is definitely the selling point. The ease of configuration and customization makes it very suitable for medium size implementations.

They constantly release new features and improvements, so their on the right track.

What do you dislike?

The UX needs a lot of improvement. Also, it lacks some basic CRM features - they can be achieved by customization and processes. But those are features much needed in a CRM solution.

Recommendations to others considering the product:

The team behind Creatio is really helpful and reliable - easy to do business with.

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

Sales automation. Business process automation. Lead Management.

...more
Telma SSource : g2crowd.com
(Reviewed on 24 November 2019)
"Creatio: Sistema altamente personalizado para vendas"

What do you like best?

Bpm online é um arranjo extremamente configurável que expandiu a eficácia e a lucratividade para os clientes. Foi incrível ajustar os procedimentos trabalhados para nossas necessidades comerciais específicas. Isso nos ajudou a desenvolver e ajustar para mostrar as mudanças nos negócios financeiros com uma força fenomenal.

What do you dislike?

No estágio inicial de implementação, realmente não dispunha de alguns materiais de aprendizado que, de outra forma, nos ajudariam a guiar nossos funcionários pelo sistema, fazendo com que aprendessem mais rapidamente como usá-lo.

Recommendations to others considering the product:

Aprenderá o gerenciamento de processos de negócios e um novo mundo de solução de desafios e tarefas.

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

A implementação on-line do Bpm permitiu que nosso departamento de desenvolvimento de negócios simplificasse o processo de licenciamento de clientes. O licenciamento de acesso para cliente é realizado muito mais rápido agora! A melhor parte é que, com o bpm'online, nossos representantes de vendas gastam menos tempo no fechamento das vendas. Os processos comerciais inteligentes nos permitem configurar notificações sobre a expiração do termo da licença. Além disso, o software permite gerar automaticamente contratos e documentos necessários para fechar o negócio. O gerenciamento de renovação de licenças foi bastante simplificado.

...more
Edward DSource : g2crowd.com
(Reviewed on 10 October 2019)
"Robust, flexible product - however it has a steep learning curve"

What do you like best?

The UI is modern, user-friendly and is rich with functionality. We have tripled the functions we are using in bpm'online in the last year but I still believe we have quite a bit more to learn.

The support is also great, and timely.

What do you dislike?

As the platform is highly-configurable, it is partially 'build it yourself' which makes it a bit more difficult to set up to start with, but once setup it is very flexible.

Due to the platform's 'vertical' database design, it also takes a while to update the database and frontend; for example adding new columns and presenting them on the interface.

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

bpm'online was integral to our organisation's digital marketing strategy. Our organisation moved from traditional salespeople-oriented marketing to near-100% pure digital in the matter of a few months, which has allowed us to quickly scale efficiently.

Our CSM was fantastic at helping us set this up, providing us free teleconferences to train us on the functionality.

One suggestion for future would be to provide better-looking bulk email templates out-of-the-box as I have built most of the ones I think are presentable to the customer.

I look forward to exploring the Customer Portal, mobile app and AI in future.

...more
Akshaya BSource : g2crowd.com
(Reviewed on 01 October 2019)
"Recommend for business process"

What do you like best?

The business process automation is very good. And there are many plugins , which is helpful in 3rd party connectivity. The notification bar is a key to handle the updates on everything.

What do you dislike?

In contact center infrastructure need more more unfriendly improvements and easier configurations.And process publishing time is too high , which is the major time consumer.

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

bpm'online is developer independent for managing the sections which used for business.So I can save the implementation time for CRUD UIs.

...more
Sriraksha KSource : g2crowd.com
(Reviewed on 01 October 2019)
"Best & Ease CRM"

What do you like best?

Configuration is a minutes job which doesn't requires more efforts. Integration with third party applications seems easy with some coding. Very nice CRM , it can full fill the users needs as much as possible.

What do you dislike?

Mobile App is not user friendly. Customization is not clear. Document is not proper which explains it. Even to hide field based on condition it is difficult. Debugging is very difficult, which pain for a developer to debug his code upfront.

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

Integration with third party application

...more
Shailey NSource : g2crowd.com
(Reviewed on 27 September 2019)
"Cloud Based CRM - easy implementation"

What do you like best?

Easy Configurations, Effective business Processes .

What do you dislike?

Everything in bom'online is Contact oriented. There should be different category for users/ Contacts/ leads etc.

Recommendations to others considering the product:

Easy Implementation

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

I am trying to implement bpm'online for our clients who have not used any CRM before . So it is giving them how CRM can help their business grow and make the work easy !

...more
User in Aviation & AerospaceSource : g2crowd.com
(Reviewed on 27 September 2019)
"Delighted with the bpmonline CRM tool"

What do you like best?

The ease of use, operational efficiency and interoperability existing software tool suite is what sets BPM online apart

What do you dislike?

More detailed documentation of the mobile services and training will be helpful

Recommendations to others considering the product:

BPM'online is ease of use and operational efficiency

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

Setting up the process of the organization and timely reminders and with the interoperability existing software tool suite it is easy and efficient to work

...more
Read All Reviews

Videos on bpm’online CRM

Creatio (formerly bpm'online) sales demo video
Creatio (formerly bpm'online) sales demo video
Introducing Studio Creatio Free | Featured presenter: Katherine Kostereva, CEO at Creatio
Sprig Maximizes the effectiveness of their Process Automation with bpm'online

bpm’online CRM Screenshots

Business rules engine
Business process modeling
Workflow management
Collaboration
Analytics
Integrations
Business rules engine
Business rules engine
Business process modeling
Workflow management
Collaboration
Analytics
Integrations

Articles on bpm’online CRM

Free and Open Source Softwares
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Customers

Skeyes
Upward Sports
DFS Aviation Services
PharmaLink
Onco360
Oki