bpm'online

bpm'online

4.7
(100)

Unique synergy of intelligent BPM platform and unified CRM, with extensive marketplace of apps and templates.

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bpm’online review by Ammar Q.
Ammar Q.
Validated Reviewer
Verified Current User
Review Source

"Amazing highly congifurable solution to meet most of our needs"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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

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bpm’online review by Stephen T.
Stephen T.
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Verified Current User
Review Source

"Robust, highly customizable CRM for a fraction of the price."

What do you like best?

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.

What do you dislike?

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

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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.

What CRM solution do you use?

Thanks for letting us know!
bpm’online review by Flavio L.
Flavio L.
Validated Reviewer
Verified Current User
Review Source

"Happy business Partner/ Happy Customer in the Insurance Industry "

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Chris I.
Chris I.
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Verified Current User
Review Source

"Refreshing product and company"

What do you like best?

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

What do you dislike?

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

Recommendations to others considering the product

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

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Brendon L.
Brendon L.
Validated Reviewer
Verified Current User
Review Source

"Bpm'online CRM "

What do you like best?

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.

What do you dislike?

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Valerie K.
Valerie K.
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Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"An amazing solution for organising all your business processes all together! "

What do you like best?

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!

What do you dislike?

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!

Recommendations to others considering the product

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

What business problems are you solving with the product? What benefits have you realized?

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'.

bpm’online review by Thanos N.
Thanos N.
Validated Reviewer
Verified Current User
Review Source

"A robust, meticulously built CRM System!"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

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

What business problems are you solving with the product? What benefits have you realized?

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

bpm’online review by Zbinden D.
Zbinden D.
Validated Reviewer
Review Source

"The next-generation CRM"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

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 !

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Julie C.
Julie C.
Validated Reviewer
Review Source

"Automating Dynamic Work with Business Process Management"

What do you like best?

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.

What do you dislike?

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Davey D.
Davey D.
Validated Reviewer
Verified Current User
Review Source

"One platform to serve all departments"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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 review by Ekaterina M.
Ekaterina M.
Validated Reviewer
Verified Current User
Review Source

"Very user friendly CRM system"

What do you like best?

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.)

What do you dislike?

- Some bugs come out after system updates

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

- Incorrect system processing of duplicates

Recommendations to others considering the product

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

What business problems are you solving with the product? What benefits have you realized?

- 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)

bpm’online review by Mihai J.
Mihai J.
Validated Reviewer
Verified Current User
Review Source

"Great solution - not mature yet"

What do you like best?

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,

What do you dislike?

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Scott C.
Scott C.
Validated Reviewer
Review Source

"Flexible, Comprehensive and a fraction the price of the big guys"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

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

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by User
User
Validated Reviewer
Verified Current User
Review Source

"Bpm’online is a well balanced sales, marketing and service CRM software"

What do you like best?

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.

What do you dislike?

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

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Diana L.
Diana L.
Validated Reviewer
Review Source

"Best Agile CRM/BPM"

What do you like best?

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.

What do you dislike?

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

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Abhimanyu S.
Abhimanyu S.
Validated Reviewer
Verified Current User
Review Source

"Our experience with BPM Online has been nothing short of great."

What do you like best?

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. :)

What do you dislike?

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

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Victoria J.
Victoria J.
Validated Reviewer
Review Source

"Growing a business with BPM"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Derek H.
Derek H.
Validated Reviewer
Verified Current User
Review Source

"BPM Online integration for a business with 200 staff"

What do you like best?

The level of customisation available in the product

What do you dislike?

The support documentation can be confusing at times

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Vahid S.
Vahid S.
Validated Reviewer
Review Source

"Excellent CRM, easy to use tool capable of handling anything your business requires"

What do you like best?

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.

What do you dislike?

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.

What business problems are you solving with the product? What benefits have you realized?

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 review by Andre V.
Andre V.
Validated Reviewer
Review Source

"Amazing platform with compettitive prices"

What do you like best?

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.

What do you dislike?

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

Recommendations to others considering the product

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!

What business problems are you solving with the product? What benefits have you realized?

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 review by Ashley H.
Ashley H.
Validated Reviewer
Verified Current User
Review Source

"Customized to Fit Small Pharmaceutical Company's Needs"

What do you like best?

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.

What do you dislike?

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

What business problems are you solving with the product? What benefits have you realized?

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 review by Daniel M.
Daniel M.
Validated Reviewer
Review Source

"We are reaching new heights with bpm’online"

What do you like best?

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.

What do you dislike?

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

else worth reporting.

Recommendations to others considering the product

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

regret having a software company cater to your needs.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Anton C.
Anton C.
Validated Reviewer
Verified Current User
Review Source

"Merz Pharma "

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

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

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Martin Z.
Martin Z.
Validated Reviewer
Verified Current User
Review Source

"CRM in bpm'online "

What do you like best?

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

What do you dislike?

Many system settings that need to be learned first.

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

Recommendations to others considering the product

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

Professional, fast and personable support.

What business problems are you solving with the product? What benefits have you realized?

We use bpm'online along the entire CRM process.

We use it for our sales, marketing and service.

bpm’online review by Elena D.
Elena D.
Validated Reviewer
Verified Current User
Review Source

"Bpm'online for marketing processes "

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Avery T.
Avery T.
Validated Reviewer
Verified Current User
Review Source

"Easy to use CRM"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Dmitriy B.
Dmitriy B.
Validated Reviewer
Verified Current User
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"All business processes are automated within bpm’online CRM"

What do you like best?

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

What do you dislike?

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.

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by josef m.
josef m.
Validated Reviewer
Verified Current User
Review Source

"CRM that meets your business needs"

What do you like best?

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

What do you dislike?

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

Recommendations to others considering the product

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!

What business problems are you solving with the product? What benefits have you realized?

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

bpm’online review by Alex N.
Alex N.
Validated Reviewer
Review Source

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

What do you like best?

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.

What do you dislike?

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Justin W. H.
Justin W. H.
Validated Reviewer
Review Source

"If you learn how to use the system, you will get what you need out of it"

What do you like best?

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

What do you dislike?

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

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Pieter B.
Pieter B.
Validated Reviewer
Verified Current User
Review Source

"Excellent service"

What do you like best?

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.

What do you dislike?

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

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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 review by Mark C.
Mark C.
Validated Reviewer
Verified Current User
Review Source

"best practise, effective product"

What do you like best?

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.

What do you dislike?

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

Recommendations to others considering the product

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

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Tommi L.
Tommi L.
Validated Reviewer
Verified Current User
Review Source

"Perfect CRM for us"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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 review by Jeremy V.
Jeremy V.
Validated Reviewer
Verified Current User
Review Source

"one of the coolest experiences with bpm'online CRM "

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Stéphane B.
Stéphane B.
Validated Reviewer
Review Source

"Distributor working exclusively on bpm'online in France (Paris)"

What do you like best?

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.

What do you dislike?

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

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by User
User
Validated Reviewer
Verified Current User
Review Source

"An amazing product out of the box, even more exceptional when paired with the right partner. "

What do you like best?

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!

What do you dislike?

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.

Recommendations to others considering the product

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

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Garett L.
Garett L.
Validated Reviewer
Verified Current User
Review Source

"Refreshing CRM with a robust process engine"

What do you like best?

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.

What do you dislike?

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.

What business problems are you solving with the product? What benefits have you realized?

- 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

bpm’online review by Stefano M.
Stefano M.
Validated Reviewer
Verified Current User
Review Source

"Great User Experience!"

What do you like best?

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.

What do you dislike?

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.)

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Rommel B.
Rommel B.
Validated Reviewer
Verified Current User
Review Source

"More than meets the eye!"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

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

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Tapani H.
Tapani H.
Validated Reviewer
Verified Current User
Review Source

"Great solution to manage your business processes and workflows!"

What do you like best?

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.

What do you dislike?

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

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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

bpm’online review by Carlos F.
Carlos F.
Validated Reviewer
Verified Current User
Review Source

"Brazilian public contests company is delighted and partner/developer is satisfied"

What do you like best?

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

What do you dislike?

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Olivia M.
Olivia M.
Validated Reviewer
Review Source

"Great CRM for sales"

What do you like best?

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.

What do you dislike?

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

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Nickolas R.
Nickolas R.
Validated Reviewer
Review Source

"CRM to reach out your target audience "

What do you like best?

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.

What do you dislike?

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Eduardo S.
Eduardo S.
Validated Reviewer
Verified Current User
Review Source

"Outstanding product"

What do you like best?

Clean interface. Powerful customizations with its business process engine.

What do you dislike?

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Lucas M.
Lucas M.
Validated Reviewer
Verified Current User
Review Source

"One of the most powerful CRM that I could work"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

I strongly recommend

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Mark R.
Mark R.
Validated Reviewer
Review Source

"Potential Customers"

What do you like best?

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

What do you dislike?

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.

Recommendations to others considering the product

Run away

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Administrator in Construction
Administrator in Construction
Validated Reviewer
Verified Current User
Review Source

"Automation at best!"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Yaroslav S.
Yaroslav S.
Validated Reviewer
Review Source

"The best platform I have ever worked with"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Dmitriy S.
Dmitriy S.
Validated Reviewer
Review Source

"Pay attention to the deployment deadlines and plan to minimize its influence on your business "

What do you like best?

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.

What do you dislike?

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

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Rebecca M.
Rebecca M.
Validated Reviewer
Review Source

"BPM Product Review"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

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

What business problems are you solving with the product? What benefits have you realized?

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

bpm’online review by Shaji R.
Shaji R.
Validated Reviewer
Review Source

"does everything we expect a CRM to do, with least effort and training."

What do you like best?

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.

What do you dislike?

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

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Daniel M.
Daniel M.
Validated Reviewer
Review Source

"Best CRM for Travel Agency Marketing Campaigns "

What do you like best?

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.

What do you dislike?

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

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Michael G.
Michael G.
Validated Reviewer
Verified Current User
Review Source

"complete digital platform including marketing, sales, supply chain, service and en plus automation"

What do you like best?

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.

What do you dislike?

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

What business problems are you solving with the product? What benefits have you realized?

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

bpm’online review by Eve M.
Eve M.
Validated Reviewer
Review Source

"Amazing flexibility allows us to use CRM in non-traditional ways"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

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

What business problems are you solving with the product? What benefits have you realized?

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 review by Ulisses Benedito d.
Ulisses Benedito d.
Validated Reviewer
Review Source

"Just one CRM solution for all customer journey from lead until service"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Vladimir Z.
Vladimir Z.
Validated Reviewer
Review Source

"Efficient CRM tool to optimize and automate key processes"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

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

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Cassandra D.
Cassandra D.
Validated Reviewer
Review Source

"CRM that brings marketing on new level"

What do you like best?

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.

What do you dislike?

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Kirsi K.
Kirsi K.
Validated Reviewer
Verified Current User
Review Source

"CRM that we like to use"

What do you like best?

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.

What do you dislike?

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

Recommendations to others considering the product

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

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by User in Financial Services
User in Financial Services
Validated Reviewer
Verified Current User
Review Source

"Grow your business with bpm'online"

What do you like best?

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

What do you dislike?

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

Recommendations to others considering the product

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

What business problems are you solving with the product? What benefits have you realized?

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

bpm’online review by Louise F.
Louise F.
Validated Reviewer
Verified Current User
Review Source

"Bpm'online helped us improve performance"

What do you like best?

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.

What do you dislike?

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

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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

bpm’online review by User
User
Validated Reviewer
Review Source

"A great product with great UI and features!"

What do you like best?

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

What do you dislike?

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

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Egor P.
Egor P.
Validated Reviewer
Verified Current User
Review Source

"BPM online in real estate industry"

What do you like best?

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.

What do you dislike?

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).

Recommendations to others considering the product

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

What business problems are you solving with the product? What benefits have you realized?

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 review by Samuel T.
Samuel T.
Validated Reviewer
Verified Current User
Review Source

"Bpm online is a hidden gem! "

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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!

bpm’online review by Евгения .
Евгения .
Validated Reviewer
Review Source

"Bpm'online for sales processes"

What do you like best?

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.

What do you dislike?

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

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Jax C.
Jax C.
Validated Reviewer
Verified Current User
Review Source

"Simply the Best!"

What do you like best?

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

What do you dislike?

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.

Recommendations to others considering the product

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

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Martin B.
Martin B.
Validated Reviewer
Verified Current User
Review Source

"Intelligent business with bpm'online"

What do you like best?

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.

What do you dislike?

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

Recommendations to others considering the product

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

What business problems are you solving with the product? What benefits have you realized?

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

bpm’online review by User in Telecommunications
User in Telecommunications
Validated Reviewer
Review Source

"Lifehack for the service team "

What do you like best?

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.

What do you dislike?

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by User in Electrical/Electronic Manufacturing
User in Electrical/Electronic Manufacturing
Validated Reviewer
Review Source

"Ajax Systems experience"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Michael C.
Michael C.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Great CRM for cost-conscious businesses who want to leverage BPM Workflow"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

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

What business problems are you solving with the product? What benefits have you realized?

Sales Management with improved efficiency and reporting.

bpm’online review by Executive Sponsor in Information Technology and Services
Executive Sponsor in Information Technology and Services
Validated Reviewer
Review Source

"A holistic CRM solution at an affordable cost"

What do you like best?

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

What do you dislike?

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

What business problems are you solving with the product? What benefits have you realized?

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.

bpm’online review by Francesco B.
Francesco B.
Validated Reviewer
Review Source

"bpm'online: definitely a product to consider in the big CRM scenario"

What do you like best?

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

What do you dislike?

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.

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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

bpm’online review by User
User
Validated Reviewer
Review Source

"Great product and support"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

Tracking conversations done by other team members.

Monitor service progress.

Have a centralised system for all information.

bpm’online review by Bogdan B.
Bogdan B.
Validated Reviewer
Review Source

"Great tool for personalized marketing"

What do you like best?

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.

What do you dislike?

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.

What business problems are you solving with the product? What benefits have you realized?

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’online review by Adam P.
Adam P.
Validated Reviewer
Review Source

"Everything we've ever needed "

What do you like best?

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

What do you dislike?

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

What business problems are you solving with the product? What benefits have you realized?

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

bpm’online review by Consultant
Consultant
Validated Reviewer
Review Source

"Easy to use CRM with an outstanding process engine"

What do you like best?

The dynamic case management enables customers to quickly implement business processes without any coding. The email integration with Exchange or Outlook 365 is very simple to set up and the manual linking to accounts, leads, opportunities or other records is foolproof.

What do you dislike?

Customizing the GUI sometimes requires coding. Importing data is easy and quick but requires many preparations in Excel.

What business problems are you solving with the product? What benefits have you realized?

The dynamic case managements supports a critical business process. The inbuilt approval task controls the progress in this workflow. It is now possible to create mini pages to quickly add, edit or view data without leaving the page.

bpm’online review by Vincent T.
Vincent T.
Validated Reviewer
Review Source

"Dynamic and easy customisable CRM"

What do you like best?

This CRM allows the non-technical users to customise their screens without any technical knowledge. Even more, business processes can be added without programming skills.

What do you dislike?

Debugging of more complex business processes and web services could be improved.

What business problems are you solving with the product? What benefits have you realized?

We can automate a lot of the workflows, which is a great help for the end-user and reduces errors made by the user.

bpm’online review by Alan L.
Alan L.
Validated Reviewer
Review Source

"Easy to use and packed full of great features"

What do you like best?

The best thing about bpm online is how easy it is to use, unlike others I've seen, it is really simple to move around the system. I also like that it's adapted to your company's needs so it works with your existing business processes. It has great reporting dashboards that can be customised by our users and provide a great overview for our team managers.

What do you dislike?

At this stage there's nothing that I dislike, it's a nice system that provides everything you need in one simple package.

Recommendations to others considering the product

I went through the demo with one of their partner consultants. I had already watched the video but by talking through the system I was able to get a better picture of how it would fit my company.

What business problems are you solving with the product? What benefits have you realized?

The system will save the team time and give a quick and clear overview of where the company is.

bpm’online review by Alejandro O.
Alejandro O.
Validated Reviewer
Review Source

"User friendly and Functional CRM"

What do you like best?

It´s so intuitive and so easy to understand.

What do you dislike?

It doesn´t have many options to connect to other softwares

Recommendations to others considering the product

Does not have many option to connect to other software

What business problems are you solving with the product? What benefits have you realized?

Our main trouble was to know what the sales persons were doing.

With the field functionality this problem was solve.

Nowaday, we have a schedule of the visit they need to do and we know if they really did it.

bpm’online review by User in Computer Software
User in Computer Software
Validated Reviewer
Review Source

"Processes are the key!"

What do you like best?

Bpm'online is a very powerful CRM platform with easy and intuitive interface. What makes it stand out from the crowd is the engine of business processes underneath that helps to streamline and automate daily routine. Out-of-the-box process plus easy to use process designer gives you almost unlimited capabilities for process automation.

What do you dislike?

My experience with bpm'online is very positive in general. The only minor areas of improvement for me would be data integration and import ( make it easier to migrate from a previous solution) and more advanced analytic and reporting capabilities.

What business problems are you solving with the product? What benefits have you realized?

If you want to eliminate human factor and ensure your sales team works according to the highest standard BPM part would help you be successful. Also, it is crucial when we talk about new employee ramp up and overall user adoption.

bpm’online review by Yevgeniya A.
Yevgeniya A.
Validated Reviewer
Review Source

"Investment that paid off!"

What do you like best?

From a management point of view, I like the 100% visibility on the progress of each opportunity as it moves across the pipeline. The interface is simple to use and it is much easier now for sales reps to access their data from anywhere. Bpm’online synchronizes the data from calendar, e-mail, and mobile apps, so managers are able to timely track what is being done in the fields.

What do you dislike?

Based on our success we have with bpm’online, I am satisfied with everything the system offers us. I highly recommend bpm’online.

What business problems are you solving with the product? What benefits have you realized?

I really value bpm’online CRM for being able to manage and share all important data between departments and across the entire company, allowing our sales team to do more meaningful sales activities and better decision-making.

bpm’online review by Jack W.
Jack W.
Validated Reviewer
Review Source

"this CRM system has pretty premium features that ACTUALLY benefit daily"

What do you like best?

One of the best things of using it, its User Interface: time and again I hear from my colleagues and partners a consistent praise: cool interface, i love it, you have an amazing UI, very attractive interface etc. Of course, it's got to be that way, especially when someone is hooked with a computer at work, which is majority of CRM users anyway, then wouldn't it be nice to have a nice interface, I mean one that looks simple enough and feels easy enough to navigate (much like the social-media sites, easy adoption without huge learning curve, no one taught me how to use facebook for starters). That Google-like search bar is definitely a plus; to manage the routine, there's this business-process built into it. So instead of thinking what to do next, I can actually focus on "doing" that next thing exactly as my role designed those different 'next-steps' of a process. Feels good.

What do you dislike?

when I see the message "You do not have sufficient access rights" to this and that. Well, then again, it's the management issue I guess. I'm simply expressing my 'dislike' when using it. I think there should be reasonable amount of freedom. But on a serious note, it would probably be nicer to have some sort of geo-tagging based on contact's cell location. This feature would help sales reps like me during a field-tour, and there is some spare time left, so I could (if I wanted to, although unplanned) pay a surprise visit. Just a wish-list. But the benefits of this system far out-weigh competitor CRMs as most others are just databases in silos. Remember this thing has BPM platform? It does great linking-up with other software; wonder why NONE of the other CRM vendors did it!

Recommendations to others considering the product

Before making the decision, try it first. See how you feel with what's on offer, cos there are different modules for different business models. Ask them if they can bolt together different modules to fit your business. I would definitely recommend it, but first you've got to trust your feelings both personal and business.

What business problems are you solving with the product? What benefits have you realized?

Of course needed a standard CRM features, which a lot of vendors offer anyway. But with this system, it goes a little farther: collect the desired data (which means you can customize the software logic and fields as and when changes happen), retrieve data in a colourful way (actually just use that search bar), send data back and forth using MS exchange server (yeah, we still use that), simply click "Next" button if you want to complete something. Now let's see benefits: saves a lot of time, I mean that business process engine makes the system work, while I watch it happen. Saves me substantial amount of time over Q1,Q2,Q3,Q4. This thing should have been called 'the-comfort-crm-with-premium-quality-benefits'

bpm’online review by Benhail K.
Benhail K.
Validated Reviewer
Review Source

"Best CRM/BPM Tool"

What do you like best?

Drag and Drop Business Process Development, Dynamic Case Management, Ease of Use.

What do you dislike?

Nothing much as of now.

The UI can be improved.

Recommendations to others considering the product

Try It, You will be amazed to see its possibilities.

What business problems are you solving with the product? What benefits have you realized?

Integrations, Workflows, Dynamic Case Management and the list goes on.

bpm’online review by Caroline S.
Caroline S.
Validated Reviewer
Review Source

"Extremely helpful team. excellent service!!"

What do you like best?

My customer support manager. Kate is exceptional. She listens, responds and gets it done. Thank you very much for your support and understanding.

What do you dislike?

Technical system, but we Will get used to it!

What business problems are you solving with the product? What benefits have you realized?

processes and systems that need to be built to make the foundations of the Business work smarter

bpm’online review by David S.
David S.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"BPMonline is your cutting-edge process-driven CRM solution. "

What do you like best?

If you’re looking for a cloud-based process-driven CRM solution with faster implementation, a monthly subscription that includes upgrades and support costs then look no-further. Bpm'online CRM is your cutting-edge solution that combines all the features of contact management software, sales CRM software, service management software and business process management system all packaged into one fully integrated CRM platform. With BPM'online CRM companies have the opportunity to improve customer experiences and increase revenue growth while reducing overall capital expenses (operational costs).

Some of the platform benefits include:

*Enterprise Social Network: allow employees across the business to engage, collaborate, and share information.

*Drag'n'drop customization: tired of getting locked into a process. Get BPMonline's open configuration software and have the ability to change the platform to fit your business.

*Agile deployment: the choice is yours -have it on both On-Demand (Saas) or On-Premise..

*Multi-device: if your business is not yet mobile then it's time to change. BPM'online CRM allows for the same look and feel across all devices (mobile, tablets, laptop, desktop).

*Consumer UI: unlike many traditional software, BPM'online CRM reduces the amount of time wasted on routine operations, improves employee productivity and satisfaction.

What do you dislike?

BPM'online comes integrated with social media channels such as Linkedin, Facebook, and Twitter and however the company is currently working on the ability for the system to be able to listen in on social media conversations-mentions which will be available in future product releases.

Recommendations to others considering the product

We recommend you try it out first. The BPM'online team believes strongly that the customer should have the opportunity to see the product in action. Just submit a few business requirements specific to your business needs and you will have a platform demo available for use within a few days.

What business problems are you solving with the product? What benefits have you realized?

Like many businesses, being able to create applications on the fly is definitely a competitive advantage that positively impacts the bottom-line. BPM'online allows the business or IT to create applications quickly and efficiently saving the company a tremendous amount of time and money and avoid the need to rely heavily on coding alone. For our business, our IT projects are simplified and we now have a CRM platform that allows us to go to any market quicker and much faster.

bpm’online review by Mohammad K.
Mohammad K.
Validated Reviewer
Review Source

"Strong Bussiness process management solution with ready CRM"

What do you like best?

The BPM inside the tool and building business worflows

What do you dislike?

Premier support is not free even you will get great support once you purchase it

What business problems are you solving with the product? What benefits have you realized?

We use the CRM sales solution for our fashion company to mangae the orders and the inventory of items and to manage the the database of our customers

bpm’online review by Peter S.
Peter S.
Validated Reviewer
Review Source

"BPM Online - Does what it says on the can"

What do you like best?

Being Business Process Driven it has helped us to map our processes exactly to the CRM system rather than the other way around.

This has saved loved of time in map the processes and configuring the system.

The users love the up to date User Interface - this have improved take up and reduced training time too.

What do you dislike?

The installation process could be made simpler but the support is excellent. There has not be an awful lot wrong and if there is some thing that needs changing the technical team seem very eager to either fix right away or put it into their development plan

Recommendations to others considering the product

worth a look - its good

What business problems are you solving with the product? What benefits have you realized?

Streamline Sales, Marketing and Customer Support process for an IT Consultancy.

Marketing - integration with Mailchimp has meant an easy way to generate new leads that goes straight into CRM

Sales Pipeline and Dashboards - keeps everyone on the ball

Customer Care - case management easy to use and manage

bpm’online review by Lana S.
Lana S.
Validated Reviewer
Review Source

"CRM that is able to solve all business pains and helps to increase profit. "

What do you like best?

Business process automation is something I really like in bpm'online. System is smart and leads you through the whole processes from lead generation to closing the actual deal and supporting your client. Everything you need to close a deal successfully is there. Great interface, absolutely user-friendly and rich functionality for very reasonable price. Customer success management is another great thing about bpm'online. I never have problems with my CRM as my CSM thinks ahead of me.

What do you dislike?

There is nothing really to dislike in bpm'online.

Recommendations to others considering the product

Highly recommend!

What business problems are you solving with the product? What benefits have you realized?

I use it mainly in lead generation and sales. System helped me to generate more leads and close more deals, as a result our profit increased.

bpm’online review by Olivier d.
Olivier d.
Validated Reviewer
Verified Current User
Review Source

"great business adaption by the power of BPM & CRM together"

What do you like best?

ease of use and power of customization. bpm'online is very intuitive

What do you dislike?

to have to save on every action. should be automatic

Recommendations to others considering the product

Go for it, really challenging the big ones

What business problems are you solving with the product? What benefits have you realized?

sales process automation and customer service

bpm’online review by Consultant in Computer Software
Consultant in Computer Software
Validated Reviewer
Review Source

"Great CRM platform to run your business"

What do you like best?

Bpm'online CRM is one of the most flexible tools that you are able to find on the market. It is really easy to customise and setup. Business processes wizard was modified in the latest edition and now it is much more user-friendly.

What do you dislike?

There are not so many ready-to-buy products (e.g. connectors) in company marketplace.

Recommendations to others considering the product

If you are looking for CRM software that could be deeply customised under any specific need you should consider bpm'online in your shortlist.

What business problems are you solving with the product? What benefits have you realized?

Contacts segmentation capabilities are extremely good for marketing people. In addition, it works greatly to setup dashboards to have a clear view on your business.

bpm’online review by Executive Sponsor in Management Consulting
Executive Sponsor in Management Consulting
Validated Reviewer
Review Source

"Сonsulting company Berner&Stafford"

What do you like best?

Having tried many CRM systems before we love how easy and intuitive this app is. It's really easy to setup and administer. Business process management capabilities work perfectly well for our process-driven organization.

What do you dislike?

Even it miss a few features I require I still like it and recommend this tool for others.

Recommendations to others considering the product

We would highly recommend bpm’online to any business that has a sales process in place.

What business problems are you solving with the product? What benefits have you realized?

The day to day activities of all the salesforce team are managed within bpm’online. The system simplifies data entry, information sharing across the entire organization.

bpm’online review by Stephanie H.
Stephanie H.
Validated Reviewer
Review Source

"BPM has been a great solution for our company."

What do you like best?

BPM has been a great solution for our company. It is easily accessible as a cloud-based system and provides great visibility to our sales team and executive team. We really appreciate the great dashboard features. The support is very knowledgeable and helpful as well.

What do you dislike?

we would have to increase our costs to gain some of the features we would like to add but we are not ready to do that.

What business problems are you solving with the product? What benefits have you realized?

Visibility to the leads and opportunities for the purpose of forecasting and improving our sales strategies

bpm’online review by Lucia P.
Lucia P.
Validated Reviewer
Review Source

"The best Tool SaaS Plataform"

What do you like best?

A friendly and easy interface, the most complete 360° customer view.

What do you dislike?

Trainning material on internet could be more detailed.

What business problems are you solving with the product? What benefits have you realized?

create a Service Center

bpm’online review by Ignacio C.
Ignacio C.
Validated Reviewer
Verified Current User
Review Source

"The best CRM experience that I found in the market."

What do you like best?

The user experience and the high customization possibilities about modules, process and indicators.

What do you dislike?

I dislike that there insn't a free license option for 1-3 users at least, for startups companies.

Recommendations to others considering the product

Offer a free plan for reduce number of users, for example 3 or 5.

What business problems are you solving with the product? What benefits have you realized?

I solve sales process and projects for IT company