bpm'online

bpm'online

4.6
(137)

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

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

"CRM that efficiently automates sales processes "

What do you like best?

Being a real estate developer, we were seeking for a tool that will help us keep track of all the internal business processes. Prior to bpm’online implementation, we were using Excel Spreadsheets. Because Excel wasn’t effective enough we decided to switch to bpm’online.

Bpm’online CRM allows us to automate any internal businesses processes. This system allows us to keep all the vital data in a single place so that we don’t have to worry about missing or forgetting something. Also, this system simplifies communication with clients a lot.

What do you dislike?

As for now, nothing to complain about. But we would like to have an opportunity to integrate bpm'online with other services.

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

With bpm’online we can easily manage long sales cycle. Also, the system allows

for analyzing the sales performance of our team. Recently, we’ve discovered that bpm’online allowed us to increase sales by 25%! Isn’t it impressive?

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bpm’online review by Timothy L.
Timothy L.
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"BPM'Online Service Enterprise"

What do you like best?

There are many good qualities, but the best is that it is highly customizable. The UI looks and feels great too. There is also a marketplace where you can get packages to add-on functionality or change the experience, which is helpful if you don't have time to make your own solution.

What do you dislike?

Setting up business rules (used to drive behavior on screen) and business processes (automation) can be difficult until you understand how everything works together.

Recommendations to others considering the product

If it doesn't look like it has something you need, check the marketplace.

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

We are using BPM'Online to keep track of leads, determine quote prices, and create orders. All of this was done on paper before, and it is really helping streamline the process. We were able to customize it to create separate orders based on location, which really cuts down on our admin. time.

What CRM solution do you use?

Thanks for letting us know!
bpm’online review by Luis G.
Luis G.
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Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Great customizable platform for CRM and BPM "

What do you like best?

The platform allow us to develop almost any business situation with highly custom forms and processes, almost codeless. The Dynamic Case Management remind us the importance for the processes to be focused on a journey, specially the customer journey that comes upfront for all the CRM out-of-the-box services provided. The connection between all objects give us a real 360º view of a customer or any other object we are working on. Finally, the capacity that I can provide to my customer for them to update and do minor changes without extensive training and risk.

What do you dislike?

It didn't reach the 95% codeless, specially regarding the mobile app, but its getting there.

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

I'm solving problems in areas so different as logistics, quality management, human resources and sales. The capacity to automate and dematerialize a process in a simple and quick manner allows almost anyone to produce quick changes on the processes, on data, on business rules. At the end we can get a fully customizable solution.

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

"Powerful CRM - superb when you need automations"

What do you like best?

Many solid CRM exists in the market, but very few allow for business process automation. As an example, in our most recent project, we have to build a CRM solution for an Investment Management organization. They can now find in their CRM the information that was gathered into multiple administration systems, which improves the productivity of the users. More importantly, we built a number of notifications for the Financial Planners when certain "life events" take place. They can now have a proactive approach to customer service. The business processes are easy to update as the client needs evolve.

What do you dislike?

The learning curve is steep. The system can do almost anything. Special consideration must be given at the design phase.

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

The main purpose of the project was to centralize customer data in one location, provide productivity tools to users and generate leads based on specific client behaviours.

bpm’online review by Ammar Q.
Ammar Q.
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"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.

bpm’online review by Thanos N.
Thanos N.
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"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 Stephen T.
Stephen T.
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"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.

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

"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.
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"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.
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"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 Flavio L.
Flavio L.
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Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"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 Alex F.
Alex F.
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"My Experience with BPM'online"

What do you like best?

The fact that I don't have to be an IT expert to be able to define or create a process to be customized based on my needs, I love how easy it is to understand the functionalities and the processes.

A big portion of our processes are customized and BPM support and developers easily comprehend our needs when we create them

What do you dislike?

Reporting is limited, although you can create filters and dashboards and even export to excel if you want a specific report within BPM where you add some Mathematical formulas, then you find yourself very limited.

Recommendations to others considering the product

Easy to understand, great support

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

It allows us to better identify our metrics.

Now we are able to better track our client journey and identify strategies to better approach them

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

"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 Anthony H.
Anthony H.
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"Implementation was easy! It's important to invest company's resources in system learning."

What do you like best?

We have been using bpm'online for last 7 months. It took us only 8 weeks to implement the system which is a great experience compering to the previous CRM vendor. I like bpm'online customer success /support team. Those guys helped us a lot while we were setting up everything.

What do you dislike?

Each new system requires a lot of time to learn its capabilities. It would be fantastic if there are more hints in CRM sections, e.g. how to reassign multiple records, how to move items from folder to folder etc.

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

CRM covers lead generation and sales needs. We are using bpm'online for quite a short period, but there is already a huge progress. Sales guys never forget to call back and actively work with prospects.

bpm’online review by Stanislav K.
Stanislav K.
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"Great CRM for exceptional license management and sales process automation"

What do you like best?

Prior to the implementation of bpm'online sales enterprise, all work with customer requests was performed in mail client that could not be customized to meet our organization’s needs. We were looking for a sales automation tool that will provide us with the complete picture of managers’ performance by the means of analytics reports. Finally, we decided on bpm’online sales enterprise.

The best thing we like about bpm’online is that it helps us to monitor and maintain our organization’s software licenses. License management in CRM system helps to track them in more effective way now. Utilizing this tool allows us to produce high quality data and provides the added benefit of transparency.

What do you dislike?

We are happy with the system. Like everything about it.

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

Bpm’online implementation enabled our business development department to streamline the process of client licensing. Client access licensing is performed so much faster now! The best part is that with bpm’online our sales reps spend less time on sales closing. Intelligent business processes enable us to configure notifications about license term expiration. In addition, the software allows to automatically generate contracts and documents required to close the deal. License renewal management has been simplified a lot.

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

"Good CRM for logistics companies"

What do you like best?

Before bpm’online we used Outlook to handle customer requests. However, with time we discovered that Outlook does not allow us to measure employee performance properly and collect customer data accurately. Also, it always huge problem for clients to duplicate their requests in case of absence their Manager. In addition, reporting has become difficult. We decided to switch to bpm’online CRM.

What we like about bpm’online is that it has an intuitive interface and a social look and feel, which makes working with the software easy. Bpm’online CRM allowed us to automate communications with clients and improve collaboration between multiple departments.

What do you dislike?

Can’t think of any disadvantages at the moment, everything is working fine.

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

Bpm’online enabled us to aggregate all the needed information in a single environment. This allows us to monitor and analyze manager performance. Having a 360-degree view of all the customers helps us predict their preferences – it is much easier to win their trust now. And there is no need to ask clients to repeat information they already discussed with other Manager.

With bpm’online we can easily measure customer satisfaction. We can communicate with customers directly from the system. This includes making calls, managing email, approving contracts and collaborating in the enterprise social network. Will use this system further.

bpm’online review by Dmitry K.
Dmitry K.
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"Good CRM for equipment manufacturers "

What do you like best?

Earlier we couldn’t manage to analyze the performance of our sales team. As a result, it was hard for us to plan business development strategy. To make things worse – our employees worked with tables. We knew that it was high time to change the way we run our business.

We decided to give bpm’online sales a try, and…. it met our expectations!

What do you dislike?

I dislike just one thing – that we didn’t implement bpm’online earlier.

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

With bpm’online we can easily analyze both quantitative and qualitative performance indicators. For example, now we can quickly calculate sales conversion rate and lead value.

Recently we’ve discovered that our sales volume increased by 35% after bpm’online sales implementation. We were pleasantly shocked.

The system allows us to measure employee productivity performance so that we can properly gauge worker efficiency, identify who is working hard and who isn't. We can now determine how to properly compensate our workforce, and improve our workplace's overall productivity. Good job, bpm’online!

bpm’online review by Дмитрий .
Дмитрий .
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"CRM that takes relationships with customers to the next level"

What do you like best?

Bpm’online increased our sales funnel conversion rates. It provides us with a bunch of new effective tools for managing diverse sales processes. For example, the system allows for effective lead management, which means our sales reps are able to easily track and capture leads through multiple sources.

Bpm’online forecasting tools enable us to forecast sales volume based on different criteria while opportunity management feature allows for generating sales forecasts taking into account client’s budget, opportunity stage and probability.

What do you dislike?

Currently there is no complaints about the system.

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

Bpm’online CRM allowed us to manage all the sales processes in a single environment. Automatic task reminders increased customer satisfaction while standardized processes simplified the training of new employees. Additionally, this CRM helps us maintain communication history.

Bpm’online allows us for adding leads from different sources into a single database. The system enables us to distribute the leads based on the prospect’s needs and profile, which is very convenient. In addition, we use the dashboards to analyze statistics on leads, such as number and quality of the new leads, conversion rate, etc.

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

"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 Renaud V.
Renaud V.
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Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"All information I need to do my job in one platform!"

What do you like best?

The automation and flexibility of the platform it provides. We have been able to implement and change our processes as our business evolved. It has helped our business to get more sophisticated without hiring more staff.

What do you dislike?

The portal for our customer is not easy to configure but I know bpm'online is going to release a new version of their portals which will allow us to configure it as we wish using the same flexibility/capabilities as what the back-end interface currently offers.

Recommendations to others considering the product

I believe it is a product which would allow any companies to grow with it. Whether you are a small or large company, and whether you are within a specific industry with special requirement, bpm'online is so flexible that it will cater for everyone requirements.

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

Transparency of information. It was a struggle to find out where we were at within the business but now we have Dashboard with all our KPIs. We are not spending days on creating reporting in spreadsheet anymore, it makes my life much easier. The other problem it tackled was reminders. For each process, we know where we are at and it is not up to someone to remember anything. Anyone can take over from anyone else as long as they have the necessary skills of course (but all information and processes are up-to-date).

bpm’online review by User
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"Powerful system with very logical interface "

What do you like best?

System is very logical and it is very easy to get used to all functions.

With out-of-the box functionality, you can cover all the aspects of your business need. But what is the best – even if you need to adjust something, this process is quite easy on custom’s level.

More advanced customization for sure requires time, and for some purposes programing skills but the majority can be adjusted very easy.

The other very important issue is that during all the implementation process and further usage period you always have access to support team, free instructions and tutorials and your personal manager. All these factors help improve our usage of the system to achieve the best results.

What do you dislike?

As system covers many business use-cases, some of the features are not relevant for our business so we had to spend some time to understand what is unneeded for us right now and we can switch this off.

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

All our sales routine becomes more structured now and after some time of usage, we started to spend less time and efforts for creating your client profile with all the history of interaction. More over now system creates all the needed reports instead of us.

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 Zbinden D.
Zbinden D.
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"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.
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Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"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 User
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"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 Scott C.
Scott C.
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"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
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"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.
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"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 Garett L.
Garett L.
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"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 User
User
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"Great interface with good tools inside"

What do you like best?

All information that I need is in one place. There is no need to store info in different systems, files, any other places, because now everything is well organized and stored in one system. It is rather simple to find and edit info, even when you are out of the office - mobile app is always with me.

I like an option to create my personal analytic - it is easy and looks fantastic.

What do you dislike?

There is nothing that I can dislike now.

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

bpm'online saves my time - many routing tasks are now performed in one click, and there is no option for me to forget smth :)

Also rather useful thing is printables - you just enter the info in a system and all the needed drafts of the document are prepared.

bpm’online review by Carlos F.
Carlos F.
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"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 Abhimanyu S.
Abhimanyu S.
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"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 Eduardo S.
Eduardo S.
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"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 Victoria J.
Victoria J.
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"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.
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"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.
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"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.
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"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.
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"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.
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"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.
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"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 Basabraj G.
Basabraj G.
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Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"User friendly and rapidly customizable CRM solution with excellent workflow management capability"

What do you like best?

Sales, Marketing and Service functionalities are available on the same platform and similar UI.

Modules, Forms and Fields can be easily customized.

Powerful visual process designer which enable us to automate our workflows, approvals and notifications.

Easy to use with intuitive interface; flexible searching and dashboards.

Fully cloud based system and can be accessed from anywhere, 24x7.

Lower and transparent pricing.

What do you dislike?

Needs more connectors to popular applications and social media.

Needs capability for designing complex reports by analysts and admins without development.

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

Lead capture from multiple channels such as website, email, file import.

Lead status tracking and send automatic notifications on status change.

Quotation generation using templates.

Sales pipeline tracking and sales performance reporting.

Account management and customer visits management.

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

"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 User
User
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"Why should bpmonline ?"

What do you like best?

I feel free to customize, starting from modifying an existing module or making it from zero, it's easy just drag and drop, then a system can be build. Bpm in the build system is very fast.

Meanwhile, the marketing module is good, especially the analytic email blasting feature.

What do you dislike?

This application is heavy, running program is not fast, very dependent on resources and specifications that are quite large. And for mobile that still need further development.

Recommendations to others considering the product

Bpmonline can be the right choice for building a CRM, because bpm has provided a default CRM module that is in accordance with existing standards, and of course it can be customized freely.

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

Bpm very helpful, especially in the marketing section, called the email blasting (bulk email) process to new leads or existing customer.

The benefits that I felt were helped by the results of the bulk email analysis, starting from how many customers click, unsubscibed, etc. So that I can plan more directed and targeted promos.

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

"Optimization of the sales department"

What do you like best?

Before the introduction of bpm'online, InTech already had experience using CRM systems – we knew what we liked and didn’t like based on past experiences. Given the previous experience, we were looking for a tool that would allow not only to automate sales processes, but also to monitor and analyze the results of the work of the sales department. Bpm'online met these requirements, and its interface became an additional advantage of the system.

InTech can now analyze the effectiveness of the sales department in the context of the following results:

• volume of closed and potential orders;

• the amount of work done by managers in the context of calls, meetings, activities for the time period;

• customer base growth.

What do you dislike?

Can’t say that we dislike anything at this point. At InTech, we have seen great results from bpm’online sales and credit the software for more sales and process transparency.

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

The main task of implementing bpm'online was to collect all data on customers in a single system to conduct transparent work. Managers can go through all the stages of working with a client with high quality: from script conversations to invoicing.

bpm’online review by Elena D.
Elena D.
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"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.
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"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.
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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 User
User
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"Intelligent tool for everyone "

What do you like best?

The same task can be performed in different ways in the system so each user can find his convenient way while everyone else gets the needed structured result in a system. The other thing is that bpm’online has a good variety of applications that can be additionally installed into a system and make the usage process easier/nicer.

Additionally I’d like to mark that for those users who spend a lot of time at clients offices / meetings/ out of the office the process of putting information into a system becomes much easier with the use of mobile app. This app helps to keep abreast whenever you are and update your colleagues almost immediately.

What do you dislike?

To make everything work you need to follow the certain logic. So if you are not used to work logically, this can be a challenge.

Recommendations to others considering the product

choose the correct CRM coordinator from your side. System can be perfect, but if a wrong person drives changes, you may face in result with many difficulties.

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

System helps us to organize our workflow and all the time be aware what is going on with our data base, orders etc. Certain list of tasks now can be performed much faster and more correct for further management analysis.

bpm’online review by Administrator
Administrator
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content

"Tailor-makeable CRM"

What do you like best?

Even though the tool has standard settings, everything (or almost everything) can be configured to fit precise needs. This goes from simple fields on a page, the modeling and management of processes, or the dynamic reporting dashboards. The configuration goes far and beyond what one could expect from such a solution, without requiring technical knowledge. You don't have to fit your mode functioning to the solution, you fit the solution to your mode of functioning.

Additionally, the different levels of process management allow to really manage the flow of actions and information in the company for all the organization. It proposes scenariis for marketing campaign, simple dynamic case management as well as BPMN, useful for all cases you might need to modelize.

We especially appreciated working with their consultant. At any problem we encountered, our main contact would go out of his way to help us out, often through direct calls and screen sharing as to ensure everything would work as we wished for. The presence and dedication is highly appreciable.

What do you dislike?

Lacking a deeper connection with social media, which is honestly the only thing missing. Fortunately often compensated by great add-ons created by partners, but fundamentals in the tool would be nice.

Another point is that the tool is very user friendly and easy to comprehend, but if you want to go further into admin actions or process definition it does require specific knowledge about the structure and parameters of the platform (nothing impossible nor illogical though, and as mentioned before, they're always ready to help).

Recommendations to others considering the product

bpm'online proposes a free 14-day demo version. This allows to take a quick dip into the system before choosing it.

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

It has been especially useful for the coordination between marketing and sales team as what regards lead nurturing and transfer. The process and responsibilities are now clearly defined and feedback from one side or the other ensured, which has helped with clarifying exactly what needed to change in our operating mode.

bpm’online review by Administrator
Administrator
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content

"Great tool to merge different needs in one platform "

What do you like best?

System has a powerful out of the box functionality and predefined business processes. Some of them are very general and there is a need to customize them to our specific business needs, but a great thing here that system has advanced set of tools like system wizard that helps me to fine-tune even the most complex processes, organize correct workflow for different departments in our organization and make them work together.

Bpm’online provides very logical and user-friendly capabilities for changing business logic and functionality. Even employees who have no programming skills can successfully customize applications on their own.

Another thing that is definitely important that with each new version system gets easier tools for customization thus the functional part becomes more advanced.

What do you dislike?

- After an update sometimes it’s hard to get used to new functions, some “old” settings really change their look so it takes some time to make needed alterations.

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

The software allows us to organize correct our workflow, store all the relevant data in one place and provide an easy access to this information to each member of our team. This is very time-saving and effective and in this way we have structured information about our deals, customer profile and our business results in one place.

Thanks to bpm’online, transferring business needs into a system view within the shortest time is now a reality.

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bpm'online
4.6
(137)