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bpm’online CRM

Low-code, process automation and CRM platform

(209 Ratings) Write Review

bpm’online CRM has been rebranded to Creatio. Check Creatio

What is bpm’online CRM and how does it work? 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.

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bpm’online CRM Awards

bpm’online CRM Features Show All Features

CRM Features

Quotes (Proposals)Quotation or a proposal is one which establishes a contractual relationship. A quotation is a supplier`s response to a request by a prospective customer - one legal entity offers a contract to another. The supplier is legally bound to the conditions of his quotation.
List ManagementList management is a series of procedures for gathering information about subscribers, analyzing their activities, ensuring the validity of their email addresses, cleaning an email list of inactive users, and so on. These steps assist companies in maintaining a healthy email list, which is essential for email marketing success.
Customer SupportCustomer support is a service provided to help customers resolve any technical problems that they may have with a product or service.
Marketing AutomationMarketing automation refers to software frameworks and technologies that help marketing departments and companies market more efficiently across multiple channels online while also automating tedious tasks. Marketing automation assists you in identifying potential buyers and automating the process of cultivating those leads to the point that they are ready to be sold to. It automates behaviors that bring customers to the point where they can be approached directly by the sales team with the goal of closing a deal and beginning a long-term partnership, and the data it collects can help you decide which marketing tactics to use.
Referral TrackingReferral tracking means collecting data across the entire referral process; from a customer registering to become a referrer, to them sharing a referral link or code with their friend, to that friend following that link or using that code to become a customer, or taking any other action that has value to you, like downloading an app — and everything in between.
Project ManagementProject management is the use of procedures, strategies, expertise, knowledge, and experience to meet particular project goals within agreed-upon guidelines while adhering to project approval requirements. Final deliverables are limited by a finite timeframe and budget in project management.
Lead ScoringLead scoring is a methodology used by sales and marketing departments to rank leads, or prospective customers by assigning values to them based on their behaviour relating to products or services.
Product CatalogA product catalog is a type of marketing collateral that lists essential product details that help buyers make a purchase decision. These details include product features, descriptions, dimensions, price, weight, availability, color, customer reviews, and more.
Call LoggingCall logging/recording aids in the management and analysis of the sales calls. It may also allow you to make, receive, record, redirect, and assign ownership to calls, as well as serve as a call logger to ensure that missed calls are never forgotten again. Call logging gives you a better understanding of what's going on with your sales calls.
Contact ManagementThe process of storing, organizing, and monitoring information about your clients, prospects, and sales leads is known as contact management. In its most simple form, an address book or an Excel or Google spreadsheet with entries for all of the people with whom you do business can be used to handle your contact details. Many companies, on the other hand, prefer to use advanced contact management software. This is particularly useful if you have a large number of contacts to keep track of or several people who need access to the information.

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	Official Website	https://www.bpmonline.com/
Deployment		Category	CRM Software

bpm’online CRM Pricing

Pricing ModelFree Trial , Quotation Based

Creatio

Custom

Features

CRM
Marketing
Sales
Service
BPM Platform
Studio

Disclaimer: The pricing details were last updated on 15/12/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about bpm’online CRM pricing.

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bpm’online CRM Reviews

OVERALL RATING 4.5 Based on 209 Rating(s)

Rating Distribution

Excellent 83 %
Very Good 14.8 %
Average 1.1 %
Poor 0.5 %
Terrible 0.5 %

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Videos on bpm’online CRM

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

bpm’online CRM FAQs

Q. What is bpm’online CRM used for?

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

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

Learn more about bpm’online CRM features.

Q. What are the top alternatives for bpm’online CRM?

Here`s a list of the best alternatives for bpm’online CRM:

Q. Does bpm’online CRM provide API?

Yes, bpm’online CRM provides API.

Articles on bpm’online CRM

Free and Open-Source Software Best free and open source CRM software to scale up your business in 2020 With the changing business dynamics that came about with and post COVID-19, the way organizations... read more