bpm'online CRM Pricing, Features, Reviews & Comparison of Alternatives

bpm'online CRM Reviews

bpm'online CRM

Boost marketing, sales and service performance!

4.95/5 (58 reviews)
7,875     2,828

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.
www.bpmonline.com

bpm'online CRM Reviews (58)

Latest reviews

 Startup New to CRM

The customer service has been great. Phil is extremely helpful! Took a little getti g used to but nothing other than expected. Would definitely do it again!

Read the full review
Reviewed 25th of February by William Bell

 

 CRM + BPM

I think every organization should continually work on improving its operational efficiency, and we are not an exception. When selecting standard CRM solution to track our contacts, insurance products and all the bunch of the documents, we¿ve discovered bpm¿online, which not only could provide us ...

Read the full review
Reviewed 10th of February by Sergio Bezhnar

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bpm'online CRM Category Leaders

Reviews
Integrations
Mobile
Media
Security

#15 in CRM

View full ranking
56
13
8
14
6
15

GetApp’s ranking highlights the top 25 apps in different categories on GetApp. If an app is listed in more than one category, it has the potential to be ranked in each of these categories. The ranking is independent of any commercial campaign an app vendor has with GetApp. The ranking is based on 5 data points, each scored out of 20: reviews, integrations, mobile apps, media presence, and security.

bpm'online CRM Screenshots (12)

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Security and privacy

Encryption

Yes
Encryption of sensitive data at rest
Yes
HTTPS for all pages

Access control

No
Multi-factor authentication options

Data policy

No
Data backup in multiple locations/GEO regions
This will ask you to sign in with LinkedIn

Specifications

Intended Users
Large Enterprises, Mid Size Business, Small Business
Devices Supported
Android, iPhone-iPad, iPhone, iPad, Web-based
Supported Countries
Asia, Australia, Canada, Europe, Germany, United Kingdom, United States
Supported Languages
Czech, Dutch, English, French, German, Italian, Portuguese, Spanish
Support Options
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials

bpm'online CRM Pricing

Starting from: $25.00/month
Pricing model: One-time License, Subscription
Free Trial: Available (No Credit Card required)

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.

Competitors Pricing

Hatchbuck

Starting from: $59.00/month
Pricing model: Subscription

C2CRM

Pricing model: Subscription

PIVOTAL CRM

Pricing model: Subscription

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Key Features of bpm'online CRM

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

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.

Alternatives to bpm'online CRM

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.

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.

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.

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.

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.

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.

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.

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.

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

Videos

William Bell

Startup New to CRM

25/02/2017

The customer service has been great. Phil is extremely helpful! Took a little getti g used to but nothing other than expected. Would definitely do it again!

Pros

Support. UI.

Cons

Social media Integration is still maturing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Sergio Bezhnar

CRM + BPM

10/02/2017

I think every organization should continually work on improving its operational efficiency, and we are not an exception. When selecting standard CRM solution to track our contacts, insurance products and all the bunch of the documents, we¿ve discovered bpm¿online, which not only could provide us with traditional CRM features but also offered powerful tools to manage business processes. You get 2 in one. Moreover, not only you have the ability to design your own processes from scratch, but also use already existing ones, built according to best practices in many different industries.

Pros

In bpm¿online I can easily create any process and update it any time when I see that the process should be run in a different way, just with simple drag and drop, without any coding and extra efforts.

Cons

The system has good traditional business process management tools and capabilities to organize dized processes. However, it would be great to have more flexibility to dynamically change steps in the process depending on the context. I heard that such possibility should be added to the next update. Looking forward to test it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10

Recommendations to others considering bpm'online CRM

I¿d highly recommend including BPM tools to your checklist while selecting a CRM system. Having your workflows automated can drastically improve operational efficiency

Source: Capterra
Helpful?   Yes   No
Read more
Alex Norwood

This CRM turned out to be an extremely helpful solution for our company

09/02/2017

We liked the idea of having all departments that deal with the customer in our company ¿ sales, service - on one platform. Our teams now have a shared customers database with all information about cars purchased, service works, spare parts, upcoming service appointments, etc. With bpm¿online we eliminate the problem of a dragged-on conversation with the client, as well as errors in the course of work. Even though there are so many different CRMs on the market, it¿s still hard to find what you really need for your business. We chose bpm¿online because it let us line up the sales and service departments inside our company. Besides, we use bpm¿online not only to communicate with our customers but also for our internal operations. Bpm¿online turned out to be an extremely helpful solution for our company.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Bryan Gudmundson

Very flexible with amazing reporting

27/01/2017

BPM gives our business incredible insight into product development, business development, and account ROI. What used to take data entry and analysis can now be automatically from BPM in a matter of minutes.

Pros

At UpSellit, we develop custom e-commerce campaigns for a diverse range of clients. Every campaign is developed from the ground up and some campaigns are built before we close the sale. We need a solution that seamlessly blends sales tracking with project management. BPM's process creator allowed me to build my own complex process that adapts to our client needs in real-time and aligns with our unique sales process. The highly customizable reporting is a very close second favorite feature. I'm able to run reports on every single step of our complex sales process and gather insights and business intelligence I only thought possible with solutions that cost 10X what BPM charges.

Cons

I decided to build out our custom BPM processes and reports myself (instead of hiring one of the 3rd party developers BPM offers). This was a much larger undertaking than I anticipated. Some components of the process wizard aren't very intuitive, but their support team has gone above and beyond to help me, spending countless hours working with me to make sure we have the perfect system for our business.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Tatyana Sosyura

Lifehack for the service team

11/01/2017

As our company that depends heavily on the quality of the customer center performance, we felt a big relief as we launched bpm’online customer center. Everything is organized in a way to speed up the workflow and improve service for our customers. We now have the ability to process all clients’ requests timely and without hiring new agents, so the system has become a true asset for our company to step forward towards experience getting more and more positive feedbacks from our customers.

Pros

In our case, the company has gained its benefits from implementation of the customer center. Especially useful we find agent desktop feature with analysis functions related to work performance for each of our service agents. This helped us to evaluate how much time every agent spends on different activities, reduce time spent on data input and analysis, and increase time spent on phone calls. As a result, we observe a great increase in agents’ efficiency.

Cons

It did take us time to integrate bpm’online with already existing database, what is definitely neutralized by the quality of the clients’ base we have it now.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

5/10

Recommendations to others considering bpm'online CRM

Try to learn as much as possible about system capabilities – you will be surprised by a number of new possibilities it can open for your company. Their tech support and Academy videos are always at your disposal.

Source: Software Advice
Helpful?   Yes   No
Read more
Alejandr Oliva

Expirience with Bpm´online

29/12/2016

We were having big troubles with a CRM of a big and known ERP because it was not really functional, it was very difficult to give all the power to the sales department. With Bpm´online, they have all the control, in and out of the office. They can track the projects, they can have their contacts, they´re clients, so all the information even in they´re cellphones. Bpm´online it's all we need.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Olivia Milton

Great CRM for sales

16/12/2016

Bpm’online has become a real catch for our sales reps. I would say it was a stone age of our company’s history, as we were not employing CRM on mobile. The system allowed us to carefully plan the time, work faster with a higher level of productivity. To be honest, we’ve gained a competitive edge with that magnificent soft. Thank developers.

Pros

With many features in one bpm’online pack, there is one that stands out most. In our case, we stress field sales function. Our sales reps are happy now with the possibility to build schedules and routes as they plan the day. Right from their tablets, they make product presentations and check items availability at stock. Besides, the system lets them end visits correctly – they can send customers’ orders right after the visit even if offline.

Cons

Compared to the number of advantages we’ve got thanks to bpm, I think the disadvantages are too minor to mention.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering bpm'online CRM

The application goes in several editions. Check out the functions of each to make the best choice for your case.

Source: Software Advice
Helpful?   Yes   No
Read more
Bogdan Bogdanov

Great tool for personalized marketing

16/12/2016

With bpm'online CRM I can gather information about consumers and see how each of them is interacting with our product and content. It helps me to make relevant messages and find relevant channels to target the audience.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Nick Rekeda

CRM to reach out your target audience

16/12/2016

Right from the start, our marketing team felt the difference between bpm’online and the previous app we were using. Now, along with proper tools to build the right type of communication with our loyal and new clients, we have instruments to analyze the results and bottlenecks of each business stage. Besides, we are confident to take targeted actions in order to achieve objectives of marketing campaigns.

Pros

We mainly employ bpm’online for our email and marketing campaigns. The system allows us to keep a complete clients’ history, track client’s behavior and create a message that hits the point in our relationships with each customer. It is also our main analytical tool to analyze bulk emails efficiency and conversion rates.

Cons

Well, it’s hard to dislike something that makes your life easier, and there’re no serious drawbacks that I can mention. I think our next step would be synchronizing our marketing and sales activities with the help of bpm’online.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10

Recommendations to others considering bpm'online CRM

Bpm'online is the solution definitely worth trying. Don’t get confused by the number of functions inside: the vendor has high-quality support and piles of tutorials.

Source: Software Advice
Helpful?   Yes   No
Read more
Yaroslav Sapozhak

Bpm'online for service

16/12/2016

We are using bpm'online to automate service processes, manage orders, and service cases. It's very convenient to work within one system and single interface. Before we were using 3 different programs to track the orders, to check products availability and manage cases and it was a real disaster.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more

Who is bpm'online CRM For?



  • Experience level: All experience levels
  • Industry: Financial services, professional services, retail, wholesale, and distribution, telecoms, real estate, transportation, and other industries
  • Business size: SMBs, SMEs and large enterprises
  • Departments/roles: All departments
  • Budget/point: Pricing starts at $25 per user, per month
  • Example customers: Heinz, Bayer Corporation, Century 21, Yandex
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