bpm'online studio

bpm'online studio

Intelligent platform for business process management

4.8/5 (74 reviews)

bpm'online studio Overview

Bpm’online studio is the powerful alliance of BPM (business process management) and case management technologies to effectively manage, optimize and monitor business processes while automating time-consuming operations.

Business process management
Bpm’online studio provides advanced tools to manage business processes of any complexity and type: a built-in intuitive process designer allows to easily model your own processes with the help of multiple preconfigured elements to create business processes, or to use out-of-the-box ones that are based on industry best practices. The system also provides a set of powerful tools designed to help users analyze and monitor process execution metrics. Bpm’online’s BPM engine enables users to effectively execute large amounts of processes at once while not affecting the overall system performance.

Case management
The system offers top-notch tools to manage unstructured processes that require more creative approaches. Users can dynamically select the best path and activities to achieve better results thanks to the availability of context-based patterns. No tech knowledge is required to build a new process – bpm’online users can easily add the necessary steps for every stage as well as change a process sequence, moving the stages and steps to fit their needs with simple to use drag-n-drop tools.

System designer
The bpm’online system can be easily customized, which allows users to modify almost every section in accordance with specific business requirements. The Section Wizard enables users to create new and edit existing sections, folders and tabs, and hide unnecessary ones completely or selectively, for example for specific user groups. Because the system has an open configuration, bpm’online provides capabilities to broaden functionality of every app as it uses a reliable HTML5 and AJAX technologies and supports the most common standards and protocols.

Core configuration
Bpm’online studio includes a set of professional tools for contact and account data management, omnichannel communication, management of organizational structure, task management, etc. All the contact and account information, including the history of interactions, is kept in a single database, and the Smart Data scientist tool enriches it through all open sources. The software enables users to manage their tasks, arrange meetings and plan activities with the help of the built-in calendar. Bpm’online offers multiple tools for effective communication with customers as well as streamline collaboration within teams and across departments; users can make calls, send e-mails and collaborate in the messenger and enterprise social network (ESN) right from the system.

Pricing

Starting from
US$25,00
Pricing options
Free Trial
One Time License
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, Europe, Latin America and 3 others, Middle-East and Africa, United Kingdom, United States

Supported Languages

English

bpm'online studio Reviews

Overall rating
4.8/5
96% positive reviews
62
Excellent
9
Very good
1
Average
1
Poor
1
Terrible
Veronika C.

Powerful CRM that streamlines the processes in the company

Used Daily for 2+ years
Reviewed on 2017/06/29
Review Source

Pros

Working as a marketing manager in the big company, which has several offices all over the world, I can see the importance for us to effectively coordinate the teamwork and develop a unified approach to our customers. Bpm’online helped us to automate our core processes and align marketing, sales and service on a single platform.
Our sales team is happy with the system, especially with lead management, opportunity management, field sales management and sales forecasting features. With bpm’online, they are able to manage end-to-end sales cycle and communication with the customers via multiple channels. Our service team outlines the problem management feature, as it allows unifying similar cases into a problem, assigning agents to resolve it. Moreover, customer support managers can track the agents’ performance in terms of problem resolution efficiency. As a marketing manager, I really enjoyed the website behavior tracking function. With the help of bpm’online marketing, all the information on the pages visited by a client and the time spent on each page is sent to the system. Thus, it enables to understand the needs of a prospect better, track the most effective lead generation channels and launch trigger campaigns based on lead’s preferences. By the way, it is so easy to create a campaign now with the intuitive campaign designer and then monitor its efficiency. What is more, with bpm’online, we automated our routine tasks, and now we are fully concentrated on the important issues.

Cons

Working with bpm’online during quite a long period of time I have not noticed any essential drawbacks which I can mention.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Rommel B.

Great CRM running over a nice business process tool

Reviewed on 2016/10/31
Review Source

BPMOnline, like most of the commercial tools out there, is a CRM build over a customizable framework. The main different with other tools, is what this framework offers, and the knowledge required to work on it. First, the business process tool is easy to use yet powerful and robust. It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools. The framework was build in .NET, so certain customizations and scripts are build either in c# (server side code) or javascript (client side code). If you know those languages, your learning curve in BPMOnline (which is normally shorter than others) will be even shorter than the rest of users.

On the user side, the system is very friendly and intuitive, so you normally don't get lost in tons of options. Most of then are hidden and reserved for administrators.

Pros

Main advantages for BPMOnline:
1) Marketing, Sales and Services is fully integrated and normally don't require external or additional tools to work.
2) No hidden costs. The cost model and licenses are quite simple. Your contract normally provides all (and more) of what you need. It's really weird to find unexpected restrictions in the licenses you buy.
3) Learning curve for users, administrators and technicians is very short. With good guidance during implementation, you can take control very fast.

Cons

Some areas that requires improvements:
1) Integration to third party tools. There are certain integrations that come with the tool like email and phone systems. But others like legacy system or very particular solutions, requires development that can be difficult (not impossible). The lack of existing solutions in the market (free or paid) force you to develop those integrations.
2) Changes are easy to do, but they normally requires compilation. This can take some time, and if it's executed incorrectly, you can affect your instance.
3) The security is very detailed and can be aligned to every model. But, some changes applies just to new records, not to historical information. This can require customizations to work properly.
4) Analytics tool is simple to use and powerful, but it still require some additional features, like calculated variables and export.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Josef M.

CRM that meets your business needs

Used Daily for 2+ years
Reviewed on 2016/09/22
Review Source

The bpm’online tools with omnichannel capabilities improved the communication not only with our clients but also within each team and department of our company. Our team had access to all emails, calls, notifications and could track client communications efficiently. It synchronized the work of our marketing, sales and services departments creating a single business environment.

Pros

There are many things that we like about the bpm’online system. Firstly, availability of advanced tools for omnichannel communications. It ensures effective and direct communication with our clients and we also benefit from always having up-to-date data about all our clients and their preferences.
We liked the easy customization and user-friendly interface. The scalability and security of our data was also important.
Working with the customer support team during the implementation was pleasant as they demonstrated strong technical expertise and understanding of our organizational needs.

Cons

The eco-system is not as large as some of the other big vendors have. At the same time, we got a more personalized approach from bpm’online.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Daniel M.

Best CRM

Used Daily for 1-5 months
Reviewed on 2016/09/27
Review Source

With the deployment of the bpm’online software, we aligned the work of our marketing, sales and service teams and integrated data from different locations and channels. What our agents liked is that the bpm’online system enabled them to deliver personalized services and to support each client. Business process management capabilities are a huge advantage of bpm’online for us. Moreover, the bpm’online platform is scalable and flexible and meets the changing needs of the travel market. Finally, the implementation process was thoroughly planned which ensured the success of the project.

Pros

People like the personalized approach and high-class service that we deliver when they travel. That enabled us to grow very fast. Unfortunately, our CRM system was failing to keep up with the pace of our growth. Hence, there was a need for a more effective CRM solution. We were looking for a software that would support and foster our business expansion and growth. Thanks to the intelligent bpm’online software, we reduced technology costs, and improved productivity. We achieved considerable improvement of sales and marketing productivity. Our improved interactions with clients resulted in increased revenue and customer loyalty.

Cons

There wasn’t anything to dislike. The project was carefully planned and thought through – thus, everything worked fine.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Derek B.

Good choice for the fair price

Used Daily for 1-5 months
Reviewed on 2016/11/18
Review Source: SoftwareAdvice

There were numerous CRM options for us to choose from, and they all seem to have strengths. What we liked about bpm’online was that it provides one place for everything we need, from business development through to managing projects, processing orders and more.
We’re still making internal decisions on naming conventions and numerous details which is stalling the process. I think we will benefit from being able to allocate tasks to various people which will help us to track and manage all of our projects.

Pros

We like the fact that we could host it on-site. The customization of the system is also great, however it does mean that more work needs to put invested up front. We have not got to a point where our entire company is using the system, but we have made some headway. I can see that it will help streamline our business.

Cons

Other CRM’s have a cleaner look and feel, and slightly more engaging graphics. I feel that there might be a little too much clutter on some of the pages, but understand that it can be customized. Customization of the system has been taking too long, however this is mostly due to us not having the time or resources to dedicate to setting bpm’online up 100% for our business. So while it is beneficial that we can customize just about everything, the drawback that we have experienced is that we have been struggling internally to make decisions on the way forward.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

bpm'online studio Pricing

Starting from
US$25,00
Pricing options
Free Trial
One Time License
Subscription
Value for money

$25 per user / month (annual contract required).

Bpm’online offers a number of various editions and pricing, which allows users to select the edition that best fits their business model.

All bpm'online licenses include basic support plan, product maintenance and free updates.

bpm'online studio Features

  • API
  • Activity Tracking
  • Audit Trail
  • Invoice Management
  • Monitoring
  • Reporting & Statistics
  • Third Party Integration

  • Activity Dashboard
  • Auditing
  • Automatic Notifications
  • Compliance Management
  • Custom Fields
  • Customizable Reporting
  • Data Import/Export
  • Document Storage
  • Inventory Management
  • Inventory Tracking
  • Real Time Data
  • Real Time Reporting
  • Workflow Management

Additional information for bpm'online studio

Key features of bpm'online studio

  • 360 Customer View
  • Access rights management
  • Active Directory integration
  • Activity log
  • BPM platform
  • Business process management
  • Business process management engine
  • Business rules
  • Case and request management
  • Case designer
  • Case engine
  • Collaboration tools
  • Contacts and accounts data management
  • Dashboards, Analytics and Reporting
  • Data import
  • Document and contract automation
  • Email-marketing and event management
  • Internal and external communications management
  • Knowledge management
  • Lead management
  • Manage the organizational structure
  • Marketing campaign management
  • Mobile app customization
  • Mobile app for Android, iOS, and Windows Phone
  • Mobile sales
  • Omnichannel communications
  • Online and offline modes
  • Orders and invoices
  • Out-of-the-box processes
  • Porduct management
  • Process designer
  • Process library
  • Process monitoring and analytics
  • Project management
  • Real-time analytics
  • Real-time performance analytics, diagrams & reports
  • Runtime process evolution
  • Sales forecasting
  • Section wizard
  • Security and administration
  • Service catalog
  • Synchronization, integration and import
  • Synchronization, integration and import
  • System designer
  • System designer and unlimited customizations
  • Task management
  • UI customization

Benefits

  • Intelligent tools for business process automation.

  • Powerful alliance of BPM and Case Management technologies.

  • Out-of-the-box solutions for sales, marketing and service.

  • The system is easy to implement, configure and customize thanks to low-coding technologies.

  • Availability of powerful mobile application.

  • Engaging interface with easy-to-use drag-n-drop tools.

  • bpm'online studio FAQs

    Below are some frequently asked questions for bpm'online studio.

    Q. What type of pricing plans does bpm'online studio offer?

    bpm'online studio offers the following pricing plans:

    Starting from: US$25,00

    Pricing model: One Time License, Subscription

    Free Trial: Available

    $25 per user / month (annual contract required).

    Bpm’online offers a number of various editions and pricing, which allows users to select the edition that best fits their business model.

    All bpm'online licenses include basic support plan, product maintenance and free updates.

    Q. What are the main features of bpm'online studio?

    bpm'online studio offers the following features:

    • 360 Customer View
    • Access rights management
    • Active Directory integration
    • Activity log
    • BPM platform
    • Business process management
    • Business process management engine
    • Business rules
    • Case and request management
    • Case designer
    • Case engine
    • Collaboration tools
    • Contacts and accounts data management
    • Dashboards, Analytics and Reporting
    • Data import
    • Document and contract automation
    • Email-marketing and event management
    • Internal and external communications management
    • Knowledge management
    • Lead management
    • Manage the organizational structure
    • Marketing campaign management
    • Mobile app customization
    • Mobile app for Android, iOS, and Windows Phone
    • Mobile sales
    • Omnichannel communications
    • Online and offline modes
    • Orders and invoices
    • Out-of-the-box processes
    • Porduct management
    • Process designer
    • Process library
    • Process monitoring and analytics
    • Project management
    • Real-time analytics
    • Real-time performance analytics, diagrams & reports
    • Runtime process evolution
    • Sales forecasting
    • Section wizard
    • Security and administration
    • Service catalog
    • Synchronization, integration and import
    • Synchronization, integration and import
    • System designer
    • System designer and unlimited customizations
    • Task management
    • UI customization

    Q. Who are the typical users of bpm'online studio?

    bpm'online studio has the following typical customers:

    Large Enterprises, Mid Size Business

    Q. What languages does bpm'online studio support?

    bpm'online studio supports the following languages:

    English

    Q. What type of pricing plans does bpm'online studio offer?

    bpm'online studio has the following pricing plans:

    One Time License, Subscription

    Q. Does bpm'online studio support mobile devices?

    bpm'online studio supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does bpm'online studio integrate with?

    bpm'online studio integrates with the following applications:

    Brandwatch, Facebook, Mailchimp, Mandrill, Microsoft Excel, Microsoft Outlook, Microsoft Word, Pentaho, Tableau, Twitter

    Q. What level of support does bpm'online studio offer?

    bpm'online studio offers the following support options:

    FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials