bpm'online CRM

bpm'online CRM

Boost marketing, sales and service performance!

4.8/5 (74 reviews)

bpm'online CRM Overview

Bpm’online CRM is a process-driven cloud based software that connects the dots between marketing, sales and customer service, efficiently managing the complete customer journey – from lead to order, and to ongoing account maintenance.

The BPM platform is an integral part of all solutions that raises the company above the most CRM vendors. Merger of CRM with BPM helps a business of any size design and automate processes to deliver outstanding customer experience.

Bpm’online marketing
A holistic multichannel marketing management application powered by out-of-the-box best practice processes delivering demand generation excellence through identifying customers’ needs and nurturing their interests until they are successfully transformed into opportunities. With the help of innovative visual campaign designer for efficient marketing campaign automation, marketing professionals plan the sequence of activities in a campaign and define rules for transition between the steps.
The app allows easily converting website visitors into leads, track sources and channels. A built-in content designer makes it easy to create simple and eye-catching email templates, which can be then tested through email split testing. Trigger emails allows for the automation of the lead nurturing process – from lead capture to sales-ready opportunities.

Bpm’online sales
Bpm’online sales is a process-driven cloud based CRM that drives efficient sales processes and enables total control over the entire customer journey - from lead generation to repeat sales. Employ out-of-the-box processes that will guide you through the most effective actions to make the most of your sales pipeline, minimizing missteps and boosting results.
The updated version of bpm’online sales dramatically expands the solution’s field force management and order management workflows. Innovative guided field selling tools available in bpm’online mobile app, guide the field sales rep through the steps they need to accomplish during the visit. The supervisors can intelligently plan visits for each sales rep, view locations on the map to choose the most convenient route, and monitor actual visits by geo-tags from field sales representatives’ check-ins in each of the locations.

Bpm’online service
Bpm'online service is a cloud-based solution with out-of-the-box processes for full-cycle service management, to deliver omnichannel customer service and support. Service agents can benefit from working in a unified environment to handle a rapidly growing number of service requests and cases, managing case queues and delivering personalized communications. The updated self-service portal with the new Home Page provides instant access to all the necessary information.

Eventually, if you’re looking for a faster implementation, with a monthly subscription that includes upgrade and support costs, a cloud-based bpm'online CRM can get you started quickly while avoiding capital expenses.

Pricing

Starting from
$25/month
Pricing options
Free Trial
One Time License
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, Europe, Germany, United Kingdom, United States

Supported Languages

Czech, Dutch, English, French, German and 3 others, Italian, Portuguese, Spanish

bpm'online CRM 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 CRM Pricing

Starting from
$25/month
Pricing options
Free Trial
One Time License
Subscription
Value for money

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

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

bpm'online CRM Features

  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Automatic Reminders
  • CRM Integration
  • Calendar Management
  • Contact Database
  • Customizable Branding
  • Data Import/Export
  • Email Integration
  • Social Media Integration
  • Third Party Integration

  • Custom Fields
  • Customer Database
  • Customizable Reporting
  • Customizable Templates
  • Electronic Payments
  • Mobile Integration
  • Reporting & Statistics

Additional information for bpm'online CRM

Key features of bpm'online CRM

  • 360° customer view
  • Business process management
  • Case and request management
  • Collaboration tools
  • Dashboards, Analytics and Reporting
  • Document and contract automation
  • Email-marketing and event management
  • Knowledge management
  • Lead management
  • Marketing campaign management
  • Mobile sales
  • Omnichannel communications
  • Orders and invoices
  • Porduct management
  • Project management
  • Service catalogue
  • Synchronization, integration and import
  • System designer and unlimited customizations

Benefits

Out-of-the-box processes

Bpm’online applications include out-of-the-boxt that guide users through the most effective actions and make it easy to jump start using the system and bring industry best practices to their work.

A complete view of the customer journey

Bpm’online delivers end-to-end processes to manage the complete customer journey. Connecting the dots between marketing, sales and customer service allows companies to effectively manage every step of the customers’ interactions.

Engaging interface that users love

Bpm’online products have engaging user interface with a social look and feel, which makes working with the application easy and user adoption period.

Email integrations

Bpm'online CRM integrates with Gmail and Outlook.

GetApp Analysis

An intelligent solution for business process management (BPM), bpm’online CRM covers the complete customer journey. The web-based software is designed to align marketing, sales, and service on a single platform. It provides tangible benefits to businesses, with an online interface that has a social look and feel, and a convenient user experience that works across all platforms and devices.

Bpm’online has discovered a way to merge extended CRM functionality with its BPM capabilities. This allows for efficient management of the complete customer journey— from lead all the way to order, and ongoing account maintenance. Bpm’online CRM is setup as a bundle, with three products on one platform. These products include: bpm’online marketing, bpm’online sales, and bpm’online service. Key features of bpm’online CRM include 360° customer views, project management, business process management, mobile sales, opportunity management, omni-channel communications, orders and invoices, and lead management.

Agent Home

What is bpm'online CRM?

Bpm’online CRM is a process-driven CRM that enables companies of all sizes to gain the agility to change processes at lightning speed. It also aligns marketing, sales, and service on a single CRM platform. Continued agility means businesses that use bpm’online CRM can continue to test, modify, and improve their processes, with the ultimate goal of boosting marketing, sales, and service performance.

Merging CRM and BPM software helps businesses automate processes and deliver better customer experiences. All bpm’online products are backed by an impressive business process management platform, and organizations don’t need access to an IT specialist to change processes on a dime. Businesses that are looking for the fastest possible implementation can utilize the cloud-based bpm’online CRM with a monthly subscription, which is inclusive of all update and support costs.

Self-Service Portal

bpm'online CRM Main Features

Campaign Management

When organizations use bpm’online, they’re able to create their own multi-channel campaigns. The software allows for communication chains with defined conditions for transition between stages and monitoring processes. It also allows businesses to setup criteria for successful conversions and modify campaign flows in real-time.

When you manage your campaigns with bpm’online, you’re able to maintain constant dialogue with prospects. Bpm’online supports multiple types of marketing campaigns, including one-time campaigns and trigger campaigns. Trigger campaigns can be launched immediately after customers have filled in web forms, or after any pre-set scenario has occurred.

Campaigns

Field Sales Management

With a single window in bpm’online sales, managers can keep track of their field forces and create scheduled visits for each representative. Bpm’online provides users with the ability to view locations on maps, monitor actual visits with geo-tags, and leverage the resulting data to improve departmental efficiencies.

Create your own rules for representatives working in the field based on their roles within your organizations or the customers they’re visiting. Bpm’online can “hint” at the appropriate action during each step of the customer interaction—prompting representatives to check-in, demo products, or place orders. The results of interactions between your representatives and your customers are accessible via bpm’online immediately after each meeting has occurred.

Activities

Managing Sales Pipelines

Tracking leads in a systematic way from the initial communication through the closing of a deal is imperative for growing organizations. Bpm’online CRM provides a way for its users to streamline their pipelines to ensure the continued success of their sales operations.

Define your company’s sales processes within bpm’online and use the pipeline to track progress between each sequence. By mapping your customer journey through all the stages of the pipeline, you’ll be able to uncover (and remove) any bottlenecks along the way. In addition, it provides sales teams with reminders of when to follow up with clients. Sales pipeline tools also improve communication internally between various departments.

Sales Pipeline

Opportunity Management

Bpm’online’s out-of-the-box business process defines tactics for each business opportunity and identifies key decision makers within prospective organizations. The software converts leads into opportunities and runs reference processes to decrease workloads for managers. It also tracks competitors and analyzes strengths and weaknesses.

Using bpm’online’s opportunity management capabilities, you can quickly generate sales forecasts that take your clients’ budgets, opportunity stages, and probability into account. Regardless of the status, you can track each opportunity’s complete history, including all activities, emails, quotes, files, feed discussion, and internal notes. You can also return to any stage of the client interaction when you’re looking for clues into what went wrong.

Opportunity Management

bpm'online CRM Integrations

Bpm’online CRM has a three-tier architecture, providing greater scalability and configurability of its applications. Bpm’online CRM uses an open API, which enables the system to become integrated with almost any third-party application using SOAP or RESTfull web-services, as well as the OData protocol based around REST. Bpm’online also utilizes AJAX/ AJAJ technology.

Bpm’online CRM provides all the necessary tools. Among most popular native integrations are Google (Gmail, Contacts, Calendar), MS Exchange, and Mailchimp/Mandrill. Social media integrations include Facebook, Twitter, and more.

bpm'online CRM Pricing

Bpm’online offers a number of editions and pricing schedules, allowing clients to select the editions that best fit their business models. All bpm’online licenses include a basic support plan, product maintenance and free updates. Pricing for bpm’online starts at $25 per user, per month. Depending on company size, number of users and customer needs, more features can be added at a custom price.

bpm'online CRM Bottom Line

  • Process-driven CRM solution
  • Used by more than 6,500 customers worldwide
  • Merges extended CRM functionality with BPM capabilities
  • Helps with process modification and testing in response to the immediate needs of businesses
  • Wide range of out-of-the-box integrations

bpm'online CRM FAQs

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

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

bpm'online CRM offers the following pricing plans:

Starting from: $25/month

Pricing model: One Time License, Subscription

Free Trial: Available

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

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

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

bpm'online CRM offers the following features:

  • 360° customer view
  • Business process management
  • Case and request management
  • Collaboration tools
  • Dashboards, Analytics and Reporting
  • Document and contract automation
  • Email-marketing and event management
  • Knowledge management
  • Lead management
  • Marketing campaign management
  • Mobile sales
  • Omnichannel communications
  • Orders and invoices
  • Porduct management
  • Project management
  • Service catalogue
  • Synchronization, integration and import
  • System designer and unlimited customizations

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

bpm'online CRM has the following typical customers:

Large Enterprises, Mid Size Business, Small Business

Q. What languages does bpm'online CRM support?

bpm'online CRM supports the following languages:

Czech, Dutch, English, French, German, Italian, Portuguese, Spanish

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

bpm'online CRM has the following pricing plans:

One Time License, Subscription

Q. Does bpm'online CRM support mobile devices?

bpm'online CRM supports the following devices:

Android, iPhone, iPad

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

bpm'online CRM integrates with the following applications:

ActiveDEMAND, HubSpot CRM, HubSpot Marketing, Mailchimp, PDFfiller, PandaDoc, PieSync, Robly, Skedify, Twitter

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

bpm'online CRM offers the following support options:

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