bpm'online Reviews

Bpmonline is highly configurable and customisable solution that has increased the efficiency and productivity for users. We love the business processes and the automation functionality it offers to eliminate manual work on regular, smaller tasks. It was great to customise the built-in processes to our specific business needs. The other good thing about this solution is that users were able to move to Bpmonline quite quickly, without the need of lot of training. Data migration through data import was not that difficult either, once we cleaned the data.

Would like to see more integrations/connectors for industry standard applications e.g. Zapier, Sage, MYOB etc. Also, AI is not as mature as its competition so that needs to be worked upon by Bpmonline.

The product is recommended. However the company should have their requirements well-thought of so that the right partner can design and implement the right solution. Data migration is not that difficult, again the implementation partner needs to understand the business before undertaking the solution. Would also mentioned that if a company is moving away from an existing CRM, their users should not expect that they will get the exact same solution on Bpmonline. Bpmonline solution will increase the efficiency by improving the processes as well as automating some of the tasks.

We are using Bpmonline for all: Marketing, Sales, and Service. And number of automated processes within these areas.

The ability to fully automate our email marketing process is a huge increase in efficiency. We are now able to send out trigger emails based on almost anything we want, so that our reps and marketing team don't have to manually send out every email we want to send. Now, if a customer fits a certain criteria, we can have the system automatically send them a specific, personalized email. The best feature is that we can ultimately customize almost everything within the CRM and set it up exactly how we want it. Additionally, our Partner Success Manager Harry Taimur has been exceedingly helpful and has gone above and beyond to help us out.

There are less integrations with other products and services than some competitors, although the marketplace is constantly updating with new integrations.

BPM is great if you are looking for a relatively inexpensive CRM (compared to other competitors) that gives you a high level control in terms of customizing your experience and business process. There is a learning curve, but once you start to understand the capabilities of the CRM, the possibilities are limitless.

We are now able to send out trigger emails and automate our email marketing processes. We can now run reports and see live dashboards and updates within our funnel to have a better idea of our current overall picture. Our lead/opportunity flow is smoother and more efficient than before. The internal communication tools make it easier for internal employees to communicate, follow, and track activities in the form of call backs, reminders, etc.

Bpm’online is an easy to use system. We were able to customize and adjust it based on our specific needs and goals for our client. The business process platform is a huge advantage.

Frankly, it is hard to find anything to complain about the platform. Even though our team faced some minor issues in the initial stages of the implementation, the support team quickly resolved them. Due to system versatility and customizability, almost all business tasks can be solved using the various flexible tools that the software has to offer.

Do your research. I would strongly recommend other potential buyers to read user guides and watch webinars in the initial stages of the product implementation or usage. Delving deeper into bpm’online functionality to understand how it works will help you get the most out of the technology.

Bpm’online functionality is built on a scalable platform for more efficient workflows. As a bpm’online partner, we can now provide our customers with high-end tools so that they can effectively manage all marketing, sales and customer service channels. With the implementation of bpm’online, we reduced technology costs and eliminated expenses associated with unexpected software upgrades and personnel.

The ability to customize and tailor the software to your own unique business processes and needs.

There are a lot of system settings that can be learned and utilized.

Give it a try for sure! Really explore the marketplace, and the process engine.

I use bpm'online for CRM and email marketing, as well as tracking customer renewals and product information. Being able to create our own data sets to use and then creating or customizing some process flows enable us to stay on top of software renewals and what is going on with our customers.

Being able to easily track and send emails through the system has been a huge help in seeing the interactions with our clients and prospects.

We have also modified the sales process to fit our needs, based on the type of opportunity.

The ability to scale bpm'online into all operations of the business, because of the Marketing, Sales and Service offering on one platform. Additionally the ability to create, drive and monitor process easily.

Initial system set up can be challenging as bpm'online has massive scope and capability, and to keep your requirements in check can be difficult.

I utilise bpm'online to monitor and process Marketing and Sales initiatives. By using bpm'online the I'm able to stat a process once a lead is automatically registered in the system through lead generation efforts developed in bpm. We can then automate communication and launch the right sales process based on a multitude of factors and data. This allows slick handling of of all aspects of the sale cycle and increase conversion.

With BPMOnline you maintain your data base, you manage your projects, sales and cash flow, as well as keep your team well organised and focused. The most amazing thing about BPMOnline for the company staff is that it's also interactive and really fun to use!

There is nothing to dislike as long as you explain the exact business needs to the talented BPMOnline team, so that they adjust and tailor your own system to your specific requirements. It ends up being perfectly yours!

Learning business process management and a new world of solving the challenges and tasks will be open to you.

All our work is based inBPMOnline! We start the day by logging in and end the day by logging out. All our Clients, suppliers, customer relationship, sales & marketing, project management, calendars, cash flow and even accounting system are all in one place! The way we can link all of them just by clicking a button makes our life easy and lets us perfectly focus on business outside 'admin work'.

The user-friendly design, business process functionality and user-modification flexibility. These features allow our firm to not only improve the efficiency and productivity of business but help us to innovate and adapt to market changes in the Financial industry with unprecedented agility.

We have yet to come across anything we dislike with the system - fortunately the user friendly ability to configure the system allows us to swiftly find new ways of resolving obstacles when they arrive.

BPMs staff and transparency of the system gives their client the upper-hand to truly evaluate and determine if the endless features of the system accomodate your needs. From personal experience, BPM works so closely with their clients and always allows them to test the system without limitations and even start building on it during the trail period to then transfer all those changes and implement (unfortunately the other majors do not - they are always so contract orianted

The CRM helps us streamline our internal business processes - from generating documents to data entry and calculations, email management and insightful analytics.

I like the UI, the easy customisation capabilities and the bpm engine. The on-premise version offering is also a great plus !

The vendor is really reactive and listen to our needs. It's really a new philosphy in the CRM's world.

Even if we find something that doesn't fit us, the bpm'online team put so much hard work to resolve it, then we have nothing to complain about anymore.

The amount of things you can do is so large, that it requires some training.

Take a look at bpm'online's webinars to have a good idea on how the product can fit you.

Try the trial version available on their websites, it really helped our company to choose !

We manage all of our marketing campaigns, the case management and the sales monitoring in one single tool. That's really useful because everything is interconnected and provide us the 360° overview on all our business really quickly.

The process-oriented philosophy from bpm'online also allow us to make quick changes in the system without the need of external consultants or developpers. Therefore, we can adapt ourselves quickly to the market.

Ability to create multiple workflow stages of working with customers: leads, opportunities, service cases, and projects. By having business rules within the workflow stages which must be completed before the process goal can be achieved.

The easy-to-use visual case designer presents the case (workflow) in a clear and comprehensive way. You can rearrange case stages and elements at any time. To move an element (Example: Approval, Send Email), drag & drop it to the new location within the workflow.

The dynamic case designer is a very powerful tool that you need to take the time to understand before creating your first workflow process. I would recommend absorbing many of the bpm online helpful educational resources to get the most out of the case designer.

By having a standardized workflow process and clearly defined related steps/activities, our team increased efficiency in managing projects both individually and as a team. Our companies new culture of collaboration has helped keep everyone up-to-date on the progress of their tasks.

The ease of use has a great positive result on user adaptation.

Having a seamless integration of Sales, Service and Marketing makes that everyone can answer customer's questions without the customer having to wait, be called back

Giving our sales people all the information they need. Products we offered in Marketing, Sales we made, Contact with the service desk etc.

I'm not a programmer, but I can build 99% of all new functionalities, screens, processes etc which I need in bpm'online. No other program made it this easy for me.

I wanted to build campaigns easier, but they already solved this in the new update!

If you find anything you dislike I found that bpm'online and/or their partner will work on a solution. They go to great lengths to make you happy.

bpm'online is showing that they can compete with the leaders in the business and is faster in development and much better with their support services.

We are using

Marketing for newsletters, trigger emails and web forms

Sales for lead management, opportunities, orders and the integration to ERP

Service and the service portal for our support desk and the customers to report and see the status of their questions.

Automated GDPR solution via Marketplace app

Used processes to automate the whole sales process and updates sales people where needed.

BPM online is very easy and user friendly CRM system which you can tailor to your own needs. It has nice modern interface, not too overloaded with functionality, logic is quite straightforward. Even advanced PC user can create and run customized business processes because they look like a process flow. With a good in-house business integration manager and programmer, inventory module can be developed via one of the modules to connect the whole chain.

My management likes visualization of the whole sales process in dashboards (by regions, by turnover, by clients, by sales manager, etc.)

- Some bugs come out after system updates

- Lack of full functionality to visualize dashboards (compared to Excel)

- Incorrect system processing of duplicates

Evaluate the need to customize BPM online to satisfy your business needs and ask all questions in advance.

- Registration of new sales

- Registration of accounts

- Classification by industry, application, etc.

- Sales funnel: visualization of lead/sale conversion

- Keeping records of sales contracts

- Keeping records of contacts

- Storing of Logistics information

- Visualization of sales (dashboards)

- Notification of data entry (new opportunities, new sales)

Simple and intuitive user interface for both the users and the admins and developers. The BPM component is a very strong feature that sets it aside from the other competitors: it helped us achieve a quite complex level of customization without the need of coding and custom development. This is very important in maintaining the product robust. Also,

The software solution is not yet mature and has a lot to prove. The competition is very strong and in order to make it to the big league, it needs to improve a lot in terms of functionality and user experience. There are still important features missing, but the good thing is that the update release cycle is short.

Also, the mobile application has to be updated with a lot of functionality that is only available on desktop.

We're using bpm'online for managing, tracking and reporting our sales activities. We're integrating new business processes with very much ease, on a regular basis.

The product truly has all three streams (sales, marketing and service) running on the one database, this provides leverage and consistency across the platform. The Business Processing engine is sophisticated and yet flexible enough to be used by a power user. You get everything you need from a good CRM right off the bat but if there is additional data you want to capture as a part of your sales process or service requirements it is extensible to accommodate any requirement.

Within the product you have the ability to design reports or show dashboards for the information you want at your disposal but it would be nice if there were a few more out of the box reports available that could immediately be provided to management as a part of the WOW factor. That said, the dashboards do tend to give management what they want.

Make sure you understand your processes and the data flow for your sales process in particular.

Consistency of process, capturing of lead and sales information relevant to opportunities and ensuring opportunities are adequately followed up on. Too many holes in previous processes that resulted in lost opportunities or inadequate communication.

We have been using bpm’online for a few years now and we think it’s a fantastic tool. We love the user friendly nature of the system and it’s ease of use. This is a great benefit for new recruits as they can pick up and use the system without having to go through weeks of training.

We are also using the automation tool that is provided with bpm’online and this is saving us hours a week on manual tasks including general administration and reporting.

There’s not much we dislike about bpm’online. However, we would love to see more customisation functionality added to the mobile application.

If you are thinking about taking on a new CRM project with bpm’online, I would highly recommend contacting one of their local partners in your region. This helps when it comes to avoiding common mistakes and to ensure smoother transition.

We are currently using bpm’online for our sales, marketing and service teams and we have significantly increased our performance in all areas as well as being completely synchronised across all of our departments.

One of the most exciting CRM/BPM products we have worked with in a long time. Highly flexible and customizable. Robust business process designer that allows for simple to extremely complex processes. Lots of advanced and trending features. bpm'online is well-informed about what companies are looking for today and in the near future. Well supported by bpm’online technical staff and integrator partners.

Too minor to mention compared to the exceptional benefits we are achieving.

By far, one of the fastest and easiest user adoption rates we have seen with any CRM/BPM product. Well-designed UI leveraging robust business processes is a success formula by any standards.

Our goal is to deliver a customer experience that creates customer advocates. We do this for our clients and it is what we hope they experience with us. In order to be able to do that we needed to implement many business processes to easily support our employees and enable our teams to consistently deliver a better experience for our customers across all departments. After finalizing our implementation and seeing this in operation the last couple of years, we can't imagine working without bpm'online anymore.

The system is extremely customizable. When we have an issue, the representatives are extremely helpful and this makes it easy for us to deal with an issue. Our representative was Mary Elliot and we have had the best support from her. The training we received to start using the software was brilliant as Mary was very very patient with us. :)

Nothing really to dislike. Great interface. Even better support. Nothing really to complain about.

We have streamlined our whole sales process with the help of BPM Online. Easy dashboards to view and the funnels help keep track of our leads and customers effectively.

Working with BPM allows contractors to log in and see job schedules, contact details and work updates. The knowledge base is a wonderful resource for WHS information and forms, business policies and fact sheets. Being cloud based gives BPM a universal accessibility across any platform. This and the very high standard of support are the two most important features that make using BPM so pivotal to running a service oriented business efficiently.

Some menu options are clunky. The contacts filter search needs to be reset after each selection. Being HTML has it's trade offs though am looking forward to seeing navigation menus require less mouse clicks.

BPM is eminently adaptable, universally accessible and once set up is user friendly. Fantastic for a field -based client service, oriented business. The support is professional and personable. Having a support officer to work with who gets to know my business demonstrates to me that BPM knows what business is all about. As the business grows I'll be able to add more functionality.

Contractors in the field with varying IT skills are all using it successfully. Other diary management systems did not work across all platforms nor did they allow for client management information and storage of information. BPM helps manage customer care.

The level of customisation available in the product

The support documentation can be confusing at times

Pay for the highest level of support that you can afford. The support team from BPM are great. But they don't work for free (would you expect them to?). Once you understand the workings of the system, the support team can create some very neat features as requested.

Integrating BPM into a business with high customer needs: lots of personal information that is not what BPM is designed for- but the product can be modified quite well to adapt to the client's needs. BPM has the feature set that allows the client to try out new workflows that had not been considered before.

This application can scale to any business of any size. It's unique and customized environment can be curtailed to any industry. It has limitless capability to customize to an individual's needs. Easy reporting capability and very powerful analytics tools which give you power to manage and monitor business perfectly. bpm'online has been developed in .NET platform which allows developers to customise application faster. They have also regular updates with lots of new functionalities.

There are some added extras that would be very useful to a business, but as with any business model, these extra features are not always free.

It is a good platform for gathering the customer data and working around it in order to improve customer relationships, marketing and increase sales numbers. It has a great level of customization and integrates well with third-party apps.

Bpm'online is a strong platfom with all capabilities needed to manager simple or complex processes considering all processes across organizations (BPM), Marketing, Sales and Service . Configurable and with very user friendly interface allow business people getting independent from IT department managing from simple to medium complexity changes in the platform and help companies to accelarate time to market.

Platform is still little known in Brazil and South America. Bpm'online should carry out some publicity actions to strengthen the brand

It's not only about robustness, but also very competitive prices. If I were you, I would download a free trial and call a representative for more information. You will not regret!

Problems solved: implementing 360° customer view, maximize opportunity conversion, deep undestanding of customer journey

Benefits: increasement of customer engagement and wallet share percentage.

bpm'online has a plethora of training videos and tools to help users get acquainted with the system. As a small pharmaceutical company, we have grown exponentially simply by using the Sales product from bpm'online. It has been very easy to customize the system to fit our needs.

I cannot think of one thing that I dislike about this system!

bpm'online has allowed us to discover several issues within our organization; those issues are related to follow-up and the sharing of information regarding customers, quotes & sales. These problems have all been fixed by utilizing bpm'online's "Activities" module.

Bpm’online provides us with the flexibility to create, adapt and renew processes. Within a short

period, we were able to change the way we approached our clients, improved time to first contact,

delivered a faster product and closed more sales than ever before.

More app/connector selection in the Marketplace would be nice. Other than that, there is nothing

else worth reporting.

This is a great platform and easily customizable to suit business needs. You will not

regret having a software company cater to your needs.

We chose bpm’online because of the flexible, low-code BPM platform. We could change things

on the fly when needed to keep production moving. We evolved from a homegrown system with a limited

capacity to an extremely flexible system that opened the door to a world of possibilities, bringing our

success formula to a new level.

Intuitive interface makes it so easy and enjoyable to work with the system. Any user can learn and start using the application fast. It saves you a lot of time since your staff adopt a new software faster. Additionally, it is the efficiency that we gained thanks to the unique and powerful tools for customer management with BPM engine. This engine made the work of our staff much easier and more efficient. It saves a lot of time and minimizes errors.

While the product is great and certainly improved efficiency, our pharma vertical solution is not on the latest version of bpm’online platform as of today. We lack some functionality that we’d like to have from bpm’online’s latest updates, that I know my team would benefit from.

BPM + CRM engine is an easy yet very powerful tool for your business to use.

Now the staff can deliver more results with fewer efforts. The system helped us to build better campaigns, organize customers’ data, provide our clients with the accurate and correct agreements on time, plan and analyze all our activities. Our sales reps who systematically work outside the office benefitted from the availability of the mobile app. It contains the same range of modules and features, and is synchronized with the system creating a homogenous single hub for our staff to work in.

Very good and deep possibility to design extensive and complex business processes, for sales, marketing as well as service. Clear user interface, clear structure, very good analysis possibility.

Fast implementation of requirements

Many system settings that need to be learned first.

The system could offer more customization options for administrators without deep technical and programming skills

It's very fast and easy to adapt business requirements.

Professional, fast and personable support.

We use bpm'online along the entire CRM process.

We use it for our sales, marketing and service.

I’ve been using bpm’online for almost a year now and all I can say that I won’t be looking for another software soon, as I’m completely satisfied with the existing solution. With such a nice and clean interface it did not take long to learn how to use the software, it also provides great functionality, and the pricing is very good.

I think every app can have its drawbacks. However, I can say that I am satisfied with those features that I use in bpm’online. Whenever I have to deal with the new ones, all I need is open a user guide.

Although this solution is obviously one of the most user-friendly on the market, rich set of functionality still requires some homework to be done. Before starting to work with the app, take advantage of couple of training that they offer, and you won’t regret a minute spent on learning.

I’m using the marketing functionality of the product, but our sales team are also working in bpm’online. What I like most about the system is that we use it to generate, capture and manage all leads and then our sales reps use the same software to work with those leads further. This helps us to save lots of time and also provides better analytics. What’s valuable about this product is that both sales and marketing are now kind of speaking the same language.

It was really a swift implementation. The bpm’online software was easily integrated with our order management system and other third-party applications. Smart charts and reporting helped us track our real time sales performance and forecast sales, so we did not lose any opportunity in any country.

As we purchased the basic support package, technical support was provided only via email, not phone. To receive technical support and consultation via telephone, you need to buy an extended support package.

The bpm’online system is great for tracking opportunities in an efficient way, together with dashboards and reporting it creates a complete sales management system.

It efficiently connects the dots between marketing, sales and service departments in a way that makes sense to your business and your business goals.

The bpm’online system was fully adapted to our corporate sales techniques and standards and automated vital sales processes. Moreover, our teams benefited from a greater forecast accuracy, better conversion of leads to opportunities, and more effective collaboration between our sales forces. Sales managers gained greater visibility into each deal and hence can now more effectively manage each sale as the system synchronized the work of our sales reps in all offices.

Smart dashboards and reports provided us with crucial sales data used to understand the health of the sales pipelines and forecast actual results.

We have had the full bpm’online CRM for marketing, sales and service for several years now and can’t imagine our business without it. Implementation was very fast and we started using the out-of-the-box processes right away. The best part of the implementation was sales module. Integration was seamless with our other systems. No coding experience or extensive training was needed

To some extend it can be a bit complicated for non-techy users. At the same time, once our team started using it daily, they absolutely loved it.

The complete CRM product has exceeded expectations and is so easy to use. Their sales team was very easy to deal with throughout purchase process. I’d definitely recommend this product! User interface of bpm’online is quite user-friendly and looks fresh.

Having marketing, sales and service in a single platform has easily been one of the best benefits to date. Outlook integration works perfectly and really saves time for everyone. And from a support standpoint, they provide top-notch service 24/7. Within bpm’online we automate sales processes and pipeline management, email marketing, event management, billing clients’ hours.

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

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

If you're looking for an easy-to-use and cost-effective CRM, this is a good one to try. Their process engine is a big advantage as well!

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

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. Bpm'online was the right choice and there is not much I dislike.

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.

There are nearly unlimited customization options. You can create/edit new fields, reports, dashboards, etc. without having to rely on customer support.

Learning the language in the section wizard and understanding how to customize your reports, printables, etc. takes time and isn't necessarily intuitive.

be honest with yourself regarding you and/or your team's ability to do backend web work. If you want this tool to do what you want, chances are you'll need to do some customization. Customization requires technical skill.

BPM has enabled us to accurately record and track all aspects of our sales activities. Our team has become more efficient and gained insight in to tasks such as tracking orders & invoices.

It was a pleasure to work with the bpm’online team. The team demonstrated the flexibility and support throughout entire process. We were also happy with a dedicated Customer Success Manager. It eased the process, provided us with the useful guides and tips. Using a full bundle product enhanced our operational processes since we had the tools to manage the entire customer journey from customer acquisition to customer retention.

I cannot say that I ‘dislike’ something about the system, however you need to consider to have trainings prior to the deployment.

Business processes engine is a very powerful tool but it is advisable to choose a vendor that can provide you with a personal Customer Success Manager. Believe me, they take their time for you.

Bpm’online helped us to improve our customer relationship. The complete information about a client was recorded in one location, so that the staff could keep a track of it and access information when it was necessary. Bpm’online strengthened our growth – we started from the satellite offices in the Netherlands & Austria and plan to roll out globally with the head-office in Germany.

Bpm’online is really easy to use, we were able to customise and adjust it based on our needs and goals. The business process platform is a huge advantage! With bpm’online you’ll never have to bend the way your software works in order to make it support how your business operates.

The interface is intuitive, which makes bpm’online easy to work with. I also like their dashboards.

Overall it is good for us. There might have been a few glitches at the beginning, but nothing specific I dislike about the platform.

Give it a try. It's really powerful yet very easy to use.

Bpm’online helped us integrate all data that we were using. The system helped us to better structure and automate complex workflows. Process automation improved productivity and efficiency of the work.

At the same time, the system allowed the staff to demonstrate more personalized approach to each customer having all the client’s information available at a client’s profile.

Being a small company I had to be very careful when choosing CRM software as the resources for the investment were limited, but still I wanted best possible product to help me to grow our business. With bpm'online I got exactly that.

As a result of implementing the bpm’online system, we aligned our workflows of marketing and sales on a single platform. Thus, we got a complete view of all touchpoints with a client.

Another thing about the bpm’online system is ease of use. There was no need for me to follow any tech trainings. I was able to use it right away after it was deployed. Also the support team's proactivity helped.

It's quite hard to find anything to complain about the bpm'online and even if a slight error sometimes occurred it was quickly resolved by the support team.

Bpm’online can harmonize the work of your marketing and sales teams. It makes easier for your sales team to engage with the clients as sales reps can see what is happening on both sales and marketing sides and can view as much information on a prospect/ lead/ client as they need.

We are in process of integration an ERP system with the bpm’online system with help of Partner of bpm’online so that no data was lost or missed out.

In addition, implementing the bpm’online CRM is time and cost effective as we were able to use the system right away.

Bpm’online helped us to seamlessly integrate scattered sources of our customer data. We were able to organize marketing and sales teams in a single environment and automate our business processes.

In my opinion, the most valuable feature is their set of built-in best practice processes – our sales used these processes and started to work with the system right away. Bpm’online process mapping and process automation helped us to minimize errors and smoothen operations. As a result, we were able to achieve higher customer satisfaction. By the end of the project, the number of attracted customers grew and our average purchase volume increased.

We didn't have any major issues with the system, even though some pitfalls or slight issues could happen from time to time. In general, we were quite satisfied with bpm’online.

Using bpm’online for business process automation can help increase operational efficiency, which is essential for any business.

Gather information and ask questions, make use of the ‘community’ and ‘academy’ as they provide helpful information. Through discussions on the community platform, I gained valuable insights into specific features of the product.

Our main objectives were to improve the relationship between marketing and sales departments and to optimize business processes. We faced a problem of scattered customer data since marketing and sales departments were using an ERP system, Excel and Access, and analytical data was shared via email and skype. The first benefit of implementing bpm’online was consolidation of all information related to customers for a complete 360 degree customer view.

The second benefit was that we enhanced our business processes. The system mapped and automated our processes so that we were able to achieve higher sales volumes and higher customer satisfaction and enhance our business performance.

First the Vision which offer to accelerate the business and the solution implementation.

Second the Solution fully complete in all CRM Aereas and include natively processes designer in an easy to use way.

Third the way to empower the Business in administrate the solution.

Last but not least, the power of bpm'online organisation in R&D, Support and Marketing.

I dislike prospect who hesitates to choose bpm'online because of the size of the customer compare to SalesForce.Com

CRM database immediatly avalaible including processed from Lead to invoice operationnal very fast.

Marketing module including Masse mailing easy to use and very powerfull including Landing page.

Way to follow incidents and provide a customer Portal.

I really liked that it just worked. You had BPM processes connecting things and making things happen. We did not even have to do anything ourselves. We did reach an "endpoint" where we needed a little more power out of it, which meant some custom coding. We contacted Kewl Consulting to get them to program some automation and now our CRM is a rocket ship!! Power and speed is how we can execute tasks so quickly, without forgetting a task. The price for licenses was also very competitive so even after working with Kewl Consulting we feel like we got more than our moneys worth!

I did dislike that we had to do some extra programming to get buttons on the page, and have automatic/dynamic arithmetic on the page itself. Our work around was to contact Kewl Consulting to help us with this. It was a surprise in the beginning (no one is ever expecting to pay more than initial), but bpm'online's licensing price was so far that getting Kewl Consulting involved wasn't a sticker shock. Both parties worked quickly to get us exactly what we wanted.

Definitely find a partner to help you set it up. Bpm'online does had a learning curve but it is worth learning!

We used this for all aspects of our company; customer management, relations, automation of pay-role, attendance, bonuses, days off requests. If it's repetitive we automated it.

We also figure out that we needed a Case section - a place where we can have out customers issue their issues to us and we could solve them in a timely manner. It was great, we saved more time than we ever thought we could.

Low-code platform that speeds the time to roll out implementations. Their business process designer makes it easier to create automation that adds great value to the end user experience.

There is a little bit of a learning curve due to the flexibility of the platform there are many paths to approach different business cases and translating them into the software platform so having a full understanding of the platform will impact the end result.

- Transparency across departments

- streamlined business process integration

- Open-ended API allows for integration across many different software suites

- User adoption of the platform is high

- Transition from legacy software

What I really like in this product is its amazing UI and the resulting ease of use. The UI is really intuitive and pleasant to use both for standard users and system administrators. You don't need to be an experienced programmer or an IT professional to perform standard aministration tasks, like creating accounts, assign permissions, setup reports and views, customize object cards or design a workflow: for these common tasks the system is straightforward and full of smart wizards that guide you through these functions.

Besides it is really rich of functionalities that make it absolutely comparable to equivalent products of the CRM "big names".

Another strenght is the way the company cares for its customers. I would define it "very personal", you don't feel you are in touch with a standard multinational where processes are hyper-standardized and unless you bought a significant amount of licenses you are just one of the bunch. Even with few licenses you feel you are meaningful for them, and that's definitely value.

Integration with social media can be improved, especially for marketing. Adding Linkedin within the accessible media is a must.

After-sales objects can be automated a bit more (e.g. orders, invoices, projects, etc.)

Great product, according to the 80-20 law you can do 80% of the job with 20% of the effort (=you can do it yourself) . You have to ask for specialist support just for the remaining 20%. Trust your implementation to a certified local partner.

I have a complete and up-to-date vision of our business: pipeline, forecast and plenty of details for each opportunity. I can easily track all sales activities whether they are a visit, a call or an email.

I can promote my products and services through effective digital marketing tools.

We bought BPM last year and it was chosen over other big guys for three reasons: users feedback was awesome, features vs price and mainly, the customization capabilities using known languages like C# and JavaScript.

After installation, we found even more benefits that wasn't considered at the very beginning of the project which was a positive surprise for us. Business Processes for example, are a big plus and can be used not just for CRM related requirements but for any other requirement in the company.

From technical perspective, there is a learning curve but it's shorter than other CRMs I have used before.

The community around this product is not that big yet. Fortunately, we have received a great support, but outside there, it's not easy to find documentation.

Marketing tools to create campaigns still require some improvements.

Connect to external software using WebServices is possible but not simple. Having a strong business process tool, they should add an easy way to configure WebServices and other elements to call external systems.

Spend more time documenting requirements and understanding the tool before start customizing the out-of-the-box solution.

Our first issue was to consolidate all information related to customers, including standard info like leads, opportunities, etc., but also external info like emails and phone calls. We can also integrate the system with social media to get even more data from customers.

The second benefit was to integrate Marketing team with Sales, creating a standard customer journey. Previously, they were using different systems to achieve their goals.

What do you like best?

1. Flexibility. People on different technical levels can modify processes in bpm’online it’s easy with the drag and drop features. Thanks to ability to change and modify processes our business stays at the top of game.

2. Mature platform. Technologically the platform is quite powerful and provided us with tools to configure our system with almost no coding.

Sometimes we had some errors when creating sub-processes in the business process designer, which was resolved with one of the recent releases.

Bpm’online is a great solution to manage your business processes and workflows. Consider this product when you need an easy-to-use yet mature tool for sales, marketing and service processes.

Bpm’online streamlined the workflow of our departments in one homogeneous environment, connecting all processes and eliminating the gaps.

bpm online is very easy to use, very user friendly. Simple and fast customization and helps the customer reach their goals faster

It's hard to say what I do not like in bpm online. Grupo Marca is starting as a partner / integrator of the system and all the difficulties we may have are quickly remedied by the support team.

We are using bpm online to automate all processes in a public bidding company. There are 8 departments working simultaneously in an interdependent way and the main goal is to fulfill all the steps in the correct time, according to the schedule.

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 routs 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.

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

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.

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.

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.

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.

Clean interface. Powerful customizations with its business process engine.

With a product like this, which offers so many features and different ways to accomplish some tasks, it can become a complex to the end user. Their marketing solution is not very polished and user friendly compared to Mailchimp, but it gets the job done.

Adopting a good CRM for our sales team. Having the CRM as the consolidator of our customer's relevant activities. With bpm'oline we managed to develop a standard workflow for working with leads from our website, for scheduling and doing follow up calls to dormant customers, among other things.

I love the way the bpm'online goes through in my business process. It's so easy to build a customize process and that helps me a lot.

Our team are so excited about how Marketing, Sales and Services with bpm'online can, definitely, could work together and speak the same language to improve customer satisfaction and revenues.

The Services product is awesome, but if you are using all ITIL process. If you are not, its kind of too much functionality and data do insert.

I strongly recommend

All of my client communications, like nurturing program, inbound and outband marketing campaign.. And also solve me a big problem between marketing and sales. With bpm'online, now both departments are integrated and speaking the same language.

They were very prompt in getting back to me and wanting to set up time for a call

I had a very specific needs related to users having an online calendar to schedule call back support. I was clear with BPM staff prior to the call and accepted the call because they believed they had a solution. On the call they listened to my needs again and then took me through a boilerplate pitch. They were going to investigate their ability to deliver and even offered to build a mock up to show me.

That call as the last time I heard from them. I reached back out and heard nothing.

I came away believing they will say they can do anything to get you on a call to give you their pitch in hopes you will fall in love and ignore your real needs.

Run away

I had a very specific needs related to users having an online calendar to schedule call back support. i.e. Apple Genius bar. They didn't solve my need.

From a marketing perspective, the ability to automate trigger emails, create campaigns based on the status of an incoming lead was important to us - BPM Online does exactly that.

The complete process from incoming lead, through to close of sale.

Customising the default processes can be difficult

Not being able to apply a change to a bulk selection - i.e have to make changes to each individual item

Having to search by first name rather than last name

Having to go to 'Contact' if I want to look up a name - I can't search from the 'Search Panel' if I am under Opportunities section.

I love this product - but as a company we made the mistake of rushing in without clearly defining what we expected BPM to achieve.

Key things I would suggest that you write out / or get clear on before using up all your support hours are:

- Define the sales process: do you need automated tasks when new leads come in, when should those tasks be due, what happens once the lead is contacted - do you have a qualification method

- Ensure the list of contacts and opportunities that you are importing is up to date: check for duplicate contacts before importing into BPM

- Assign on staff member to handle the implementation, but ensure they have enough time to handle this. We made the mistake of implementing BPM at a very busy period and a lot of mistakes were made on our side.

- Align names of each lead / opportunity stage to your current process - this will make it easier for staff to transition when they understand the key terminology

- Close off your existing CRM system - the best thing we did! This makes staff have to get used to the new system.

Being able to nurture our leads until they become a hot prospect. This has significantly reduced the amount of phone calls our sales consultants have to make.

The ability to qualify each lead at a different stage based on its source is very useful, It allows the Sales consultants to then prioritise which leads they must call first.

The functionality and the interface. I have everything I need to provide best in class service. The interface is nice and easy to work with.

It actually took some time to customize the system to our specific needs, but now when the system is already up and running, we have all the necessary features in place.

I’d recommend bpm’online for service, I can’t say I’ve worked with many systems before and can make a deep comparison but as a user I am absolutely satisfied with bpm’online. And it wasn’t difficult to start using it, most of the steps you do are just intuitive.

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.

With the help of bpm’online we have all key business tools integrated into one system. We don’t waste time switching between the apps and stay focused on what’s important.

Deployment deadlines. It took us almost 4 months to set up the system to our requirements and about a month to go through necessary personnel trainings and start working in it. However, we absolutely understand why we are doing that. Moreover, the vendor always tries to listen to your needs and will propose you a phased deployment plan depending on your priorities

I have been using the system almost for a year and I can say that that is a very comprehensive business tool. Before we used several different applications to track information about our clients, the status of deals and their progress and separate apps to track tasks for the team and collaborate. It was really a challenge to switch between them. With bpm’online we have everything in one place and can be focused on real results instead of remembering which app to open to track the information we need.

Their Support team is off the charts good and the UI is very sharp. They answer quickly, and with a detailed solution to the issue, if they have one.

Need an understanding of HTML code to navigate their Marketing platform, which has been a problem for our small team. We actually ended up deciding not to use their marketing platform at all. It was not user friendly in the least and had too many workarounds to make it effective. It was a huge time waster for us.

You need to have a developer to fully utilize this system.

We had no workable system before BPM, so having a centralized information center has been the largest benefit received.

the ability for users to define their workspaces and workflows on the fly is simply fabulous. bpm'online has an amazing workflow engine. it is so easy to use.

we also love the fact that bpm offers an on-premise option should we one day decide to bring in in-house. the native mobile app is yet another plus.

I am a non-technical user but I was able to start using the system within a day. the online tutorials and other resources are great.

I have not found anything that I don't like, yet.

Don't look for well known "brands". Most of them are hype and fluff.

Know your requirements - for today and tomorrow, and evaluate based on that. Most companies get carried away with the fluff and the extras that you get, free. Nothing is free. You pay for it. And no one really uses anything they get for free anyway.

as a medium sized company with executives on the field most of the day, we wanted a true cloud solution with a native mobile app.

we also wanted the flexibility to define things ourselves without going back to a central administrator with minor requests. bpm allows that.

also, we were switching from a cloud crm working off a thin client. bpm'online offered us everything we wanted. no regrets.

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.

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

The bpm’online system is time- and cost-effective. This smart process-based CRM improved the productivity of our agents and increased our revenues. Built-in business processes will allow you to plan the best course of actions that would ensure that your company takes advantage of all the benefits of the software.

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.

Business Processes: automation of changes in data based on parameters setting, automated bulk email sending, integration with other applications, output reports in doc, xls, pdf.

During customization and development of specific features It is difficult to check the debugging process.

Automation of tasks and activities like Leads processing. Quote generation, integration with existing applications, marketing campaigns, event organization, ticketing system.

Bpm’online stood out far and away from the other systems we were looking at. We really like the BPM capabilities and having everything on one platform. Our service department in particular really advocated internally for bpm’online because of its rich functionality.

We are very happy to be using bpm’online for case management and knowledge management capabilities in particular. Being able to serve client’s tax information and documents with the click of a couple buttons is a real advantage internally.

Even if something didn’t work properly, which can happen with any software, their customer service was quite helpful to assist us in resolving any issues.

With a great product and 24/7 support available bpm’online can be a good fit for businesses of different sizes and industries.

Our processes are not typical for traditional CRM, but bpm’online is a very flexible solution that we are able to use throughout the organization. It also met our industry regulations/standards so that was also a great benefit.

Bpm’online is for us the most relevant and efficient solution. It provided us with the useful and simple to use set of tools that simplified our operations in service, marketing and sales. It’s important that you can have all three CRM products on a single platform, even if you implement them in different periods of time. We appreciated the fact that bpm’online constantly improves the product and each update is done easily even for deeply customized solutions.

Above all is that bpm’online wins a price competition compared to other vendors being also recognized by the market analytics and experts.

Generally, all the minor technical issues are solved swiftly by the support service, so there is nothing to complain about. I'd like email templates to be more optimized for various devices and email clients. And as far as I know the team is working on it.

Don’t hesitate to work tightly with customer success management. It is a dedicated and savvy team who listens to your business needs and objectives and ensures a successful use of this solution.

With the help of the bpm’online system, we have streamlined our internal processes such as exchange of data, document flows, corporate communication, etc. We analyzed and synchronized marketing processes, which helped to cut off inefficient campaigns and invest budget on a truly lead gen resources.

Now any sales rep have access to the information about accounts and contacts, sales qualified leads, orders and opportunities, invoices and contract status updates, etc. It resulted in the increased efficiency and productivity of our sales reps.

Sophisticated sales forecasting tool of the bpm’online enabled us to intelligently plan and forecast our sales activities. We also benefited from the service solution, getting the full control on contact center workload and improving our case management process.

I like to work with the bpm’online system. It connected all the dots between our marketing, sales and service departments creating one single environment. Now we have a complete view of all business activities.

The system is powered by bpm engine which enabled us to optimize and automate key processes within the company.

Like any time you start something new, there is a learning curve. Thus, read user guides and watch videos on the website, dig into the functionality of the product.

Deploying bpm’online can tremendously improve your business operations and increase your staff productivity.

Thanks to bpm’online we solved a whole range of business problems - we aligned our marketing, sales and service departments. The system mapped and automated our processes so that we were able to close all the gaps and increase our productivity. Additionally, bpm engine ensured that we were able to flexibly change our processes when needed. Constant improvements led to more efficient and smooth operations and satisfied customers.

Thanks to bpm'online, we got all our marketing and lead management tools on one platform. Now we can run various campaigns, send personalized mass mail and gather lead data from multiple channels without the necessity to use different systems and apps. It saves time and increases productivity, as our marketing staff does not need to manually exchange lead data with the sales department, the bpm'online system does it for them automatically.

Like any time you start something new, there is a learning curve. This can lead to some decision paralysis for where to start. You will have to develop your own priorities and find a way to deal with it. Bpm'online offers a lot of educational material on its academy platform; just do not forget to explore it first.

We now house all of our marketing and lead management processes on one platform. It's great to track everything you are doing in one place instead of pulling reports from different apps.

What our team liked the most:

• Powerful and easy-to-use bpm engine that makes operational processes run smoothly AND effectively.

• Intelligent analytics and dashboards that help us analyze the efficiency of any campaign we run.

• Fully customizable system.

It would be nice to have a wider range of connectors to some marketing apps we are using.

Be future-oriented and look for the vendors that provide you with the innovative technological solutions that can scale with your company’s growth.

Bpm’online automated key marketing processes for us. All marketing activities, metrics and KPIs can now be shared across departments in a single dashboard. Marketing automation and smart business process management saved us hours of work.

As our company continued to grow and extend over new territories, we faced difficulties in managing and controlling all customer communications, sales processes, invoices and orders of our global clients. With the help of the bpm’online system we are now able to record, store, and organize all the data that we had. In addition, during the integration process the data was deduplicated and cleaned.

Also, our core processes were well organized and automated. Templates of processes that come with bpm’online made it much easier for us

We had to make many changes and customization to the system, as the scope of the project was large

Leverage process templates in bpm’online when you start working with the system

Integration of the bpm’online system created a single hub for our data points. Multiple data points about customers’ requests, orders and invoices were synchronized and this information was available in one window. Bpm’online helped us streamline our processes and operations to considerably increase productivity

With bpm’online we managed to integrate and our processes and operations in one application. Our sales reps have access to all the information they need, even if it’s lead’s website behavior data. We automated a standard sales process for the entire team and it helped us improve performance.

Would be good to have a bit more modular pricing so that we could adjust it and pick what we really need.

For midsized companies this tool is the leader. The system gets up and running very quickly, and it is quite easy to use yet powerful.

Sales and marketing management. With this application we’ve got great results with minimal time spent.

The ease of use and BPM core. bpm'online provides strong functionalities to build processes easily using simple configurations.

Nothing much! May be the process of creating dependent fields could have been simpler.

bpm'online is an ideal choice if companies are looking for a product which provides great amount of out-of-the-box functionalities, flexibility to build new features, ease of automating your business processes and ensuring a great end-user experience.

bpm'online essentially serves as a platform for all operations- be it customer service, sales, marketing, project management or customer loyalty. One of the major benefits of using bpm'online platform is minimalistic need of writing a code to build a process automation. Majority of the features can be built by simple configurations.

Usability: great UX and UI practices have been gathered in one place, backed up by thousands of users - BPM is a system in which human factors and ergonomics taken into account to fulfill the goals and productivity of the users.

Statistics: a wide range of analytical tools can be applied to form any kind of report, using any data within the system to control the efficiency of your employees.

Business processes: helps organize and systematize processes related to business objectives. Perfect guide for the inexperienced users/employees.

SIP panel and the functionality of VOIP Telephony in general needs to be developed more thoroughly.

Gamification processes do not suit the level of the functionality of the system (a lot of work needs to be done).

Go for a trial: try it yourself, present it to the end-users = make up your mind all together.

Real Estate industry is very specific, competitive and quite sensitive to any innovations, especially when you are running on a franchising model (over 20 independently owned and operated franchised broker offices in Russia). Likewise, customer oriented approach believed to be the key to success and requires a variety of tools to meet the consumer demands.

We managed to solve most of the issues, expand our abilities and gain competitive advantage by offering our agents completely customized (upon their needs) bpm'online Real Estate. We believe this is a game-changer in real estate market.

Bpm online is a hidden gem! From when I first discovered bpm’online I have always liked the modern and simple user interface and reporting features. It’s great to have found a system that works not only for the users, but also for the management team. Our sales team are field based so it was important to find a system that was cloud-based so they could update their records whilst out on the road. Personally, I love how easy bpm is to customise and to create new business processes – this feature has saved me a lot of time and the company a lot of money.

There’s not much that I dislike about the system however it would be great to have an app store where you can see what other sites and systems bpm can integrate with without having to contact the company each time.

I would recommend that you test out the system first and show the people in your company who are going to be users so that they can decide whether they will like it too. It’s really important to get a system that your company like and use.

Our management team love bpm. They find it much easy to see where the marketing, sales and service teams are and whether they’re going to hit their targets. The biggest benefit is that our sales team now actually use our CRM because they use the reporting dashboards to see where they are and to compete with the other sales reps!

I believe that nowadays, when design standards are so high, it is absolutely unacceptable not to pay attention to the “face” of your product. I was really impressed by bpm’online’s interface, it is neat and clean.

Nothing in particular so far. All issues are resolved quickly.

We have tested several systems before selecting bpm’online. And the final decisive criteria was the interface.

User adoption is always a real issue. Even when functionality is good and meets all your requirements the interface can be very difficult and uncomfortable to work in.

bpm’online’s interface is very intuitive and user friendly, which is very important when you work with the system every day. It is easy and nice to work with.

The best feature has to be Bpm’online's comprehensive toolset. All products seamlessly blend together into one complete package.

The advanced processes could use a simpler UI comparable to the other areas of BPM. Something simpler. But these are "Advanced" features and thus, by definition, require a little more complexity.

We researched multiple products and found BPM to have the most expansive feature set and integration of any other product.

With all the features we need in one integrated package we can manage the complete end-to-end customer journey and ensure outstanding experiences across multiple touchpoints. Whether sales or support through email, web forms or phone, we track everyone efficiently. No one falls through the cracks. There simply aren't any cracks to fall through.

We like mature lead management tools of bpm’online. We can track leads’ needs from their first visit to our website, nurture them and hand off to sales, when leads are sales-ready. All in one system.

Sometimes minor errors occurred for example when working with Safari and Internet Explorer browsers but the system is constantly improving.

The bpm’online system provides an intelligent lead segmentation and lead management capabilities. Your lead generation experts would definitely appreciate it.

We gained total control over the complex lead management processes in our company.

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 great increase in agents’ efficiency.

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

As our company that depends heavily on 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.

Processes in bpm’online CRM is a great benefit for our business. I know many cases when the deal was not closed successfully just because a sales rep did not provide necessary information on time or forgot to follow-up.

That’s not the cheapest solution on the market, but it worth money. You get all necessary functionality to run the business and even more.

I would definitely recommend working with the systems that have process management capabilities as that can help increase efficiency and productivity of your sales team.

I am CMO and CRM system is my working tool number one. I’ve worked with different systems before, they were all good and helped me to achieve the goals. But working with bpm’online is a bit different. It’s more than just a CRM system. With bpm’online you do not just keep the contacts and basic information about clients, with the actions you did and will do next, but you move through a pre-defined process and on every stage you have tips what to do in order to close the deal.

As an experienced sales professional who has worked with many CRM products, I love the bpm'online user interface as I can see all of my key data without scrolling, making it easy to use to track my customers, accounts, opportunities, and activities. I also like that I don't need to staff dedicated IT development support since bpm'online can be customized using 70% configuration and only 30% development. Their recent ranking by Forrester as a Strong Performer behind the Leaders Salesforce.com and Microsoft Dynamics is well deserved and any business looking to invest in a proven, cost-effective solution will quickly become satisfied customers due to all of the out-of-the-box functionality they include at no extra cost.

The bpm'online research and development organization has been investing a lot of time and money to ensure they have a leading edge product which means they now have quarterly upgrades. However the bpm'online support for these minor and major release upgrades has not yet met my high expectations for seamless upgrades. based on this I would recommend leveraging contracted professional services from one of their implementation partners.

Use it for all of your CRM needs and leverage it for its cutting edge BPM process mapping and process automation.

Sales Management with improved efficiency and reporting.

BPM 'Online CRM product is undoubtedly supreme in terms of customizing it to our business needs. After sales support is commendable!

I am a satisfied customer...So far so good! - nothing to complain.

We needed a centralized repository for our database to create and nurture leads for our business. We have now built a database. it is helping us to track the productivity of each resource, capture all the correspondence with our potential prospects and helping us to promptly follow-up with them.

We are presently working on creating process workflow for lead nurturing. Once this is configured, we will have a solid lead nurturing strategy in place.

A critical attribute of the bpm’online software is that we have the freedom to design it in a way that supports how we communicate with customers, because the industries we target are quite unique. From the initial confirmation of a lead there can be multiple steps before we confirm a project. During this time it often necessary for various parties to be involved in collecting the relevant data and proposal information. At the same time we also need to strictly control who is in contact with the prospect and what information is sent.

The software has allowed us to meet our KPIs in most cases, and in instances where there were bottlenecks or under-performance, the reporting from the system allows us to identify any failures and alter processes so we can turn any weaknesses into future success

It is hard to say that there’s something in particular that I dislike. I have to notice that bpm’online are pretty fast with all the updates and new versions coming out every 3 to 4 month. In connection with this, I’d probably want to see more video tutorials and webinars on what’s new and to be consistently trained on how to use the system with maximum efficiency. Getting acknowledged with their new Academy now. Hopefully this would help to resolve the issue.

Bpm’online CRM is a very good product with rich functionality and a nice interface. What’s more important, it is very customizable, so it is easy to configure the system so that it works the way you want. If you’re looking for a cost-effective and highly functional solutions, you should definitely try bpm’online.

In the past there were always complaints from the operations department that they did not know exactly what the sales personnel had sold, but now with set processes in place all sales movements can be tracked. Due to the improved communication, operational staff are now in sync with sales, so that customer projects and on-going requests can be fully understood and met more quickly and efficiently

The ability to customise each role.

Fully track back any communications from other colleagues, which helps internal communication too.

Friendly user interface, doesn't take long to get used to.

Some of the backend settings can be confusing but Mary and the support team is always very helpful.

A lot of customisation, but need figure out an optimal setup.

Learn the system with default settings first and start configuring once you know what is needed.

There are so many back end settings that can be done.

Tracking conversations done by other team members.

Monitor service progress.

Have a centralised system for all information.

Bpm’online provides great tools to work with the client’s data. We can segment our clients by any of the criteria creating different segments to promote certain messages.

It’s difficult to name any cons, as the system is being updated and improved all the time. Previously I was missing a marketing calendar to sync activities with my colleagues but this functionality has been added.

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.

bpm allows a full degree of product and report customization with ease. No need to be reliant on third party service providers or experts, the tool is open and easy to configure to fit specific organizational requirements

To be blatantly honest, nothing. The platform has enabled us to realize every single operational goal we had hoped for.

No visibility into reports, no opportunity tracking, no realization of effectiveness of marketing programs, access to a global contact management system.