Who Uses This Software?

Highly customizable and user-friendly, bpl'online applications help businesses of any size and from any industry manage customer-facing processes and deliver an amazing customer experience.

Average Ratings

67 reviews
  • 5 / 5
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service
  • 5 / 5
  • 5 / 5
    Value for Money

Product Details

  • Starting Price
  • Pricing Details
    Custom pricing with the purchase of 100+ seats
  • Free Version
  • Deployment
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
  • Training
    In Person
    Live Online
  • Support
    24/7 (Live Rep)
    Business Hours

Vendor Details

  • bpm'online
  • http://www.bpmonline.com/
  • Founded 2002

About This Software

Bpm`online sales is a cloud CRM system for comprehensive sales force automation from lead management to large enterprise sales. Employ out-of-the-box reference processes to manage the entire sales cycle!
The product guides users through the entire sales process from the initial communication with a customer to the closed deal. Bpmonline sales combines AI with leading UX to accelerate user adoption.

  • Activity Tracking
  • Call Logging
  • Call Management
  • Campaign Management
  • Cataloging / Categorization
  • Channel Management
  • Commission Management
  • Contact Management
  • Contract Management
  • Customer Database
  • Customer Service Analytics
  • Customer Support
  • Customer Support Tracking
  • Customer Survey Creation
  • Document Management
  • Email Marketing
  • Email Response Control
  • FAQ
  • Field Sales Management
  • Interaction Tracking
  • Knowledge Management
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • List Management
  • Live Chat
  • Marketing Automation
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Product Catalog
  • Project Management
  • Proposal Generation
  • Prospecting Tools
  • Quotes / Proposals
  • Referral Tracking
  • Request Escalation
  • Routing
  • Sales Forecasting
  • Sales Pipeline Management
  • Search
  • Self Service Portal
  • Source Tracking
  • Subscription Services
  • Survey Management
  • Territory Management
  • Workflow Management
  • XML / RSS

bpm'online sales Latest Reviews

Automatically translated. Show original review

Powerful CRM that streamlines the processes in the company

5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Working as a marketing manager in the big company, which has several offices all over the world, I can see the importance for us to effectively coordinate the teamwork and develop a unified approach to our customers. Bpm’online helped us to automate our core processes and align marketing, sales and service on a single platform.
Our sales team is happy with the system, especially with lead management, opportunity management, field sales management and sales forecasting features. With bpm’online, they are able to manage end-to-end sales cycle and communication with the customers via multiple channels. Our service team outlines the problem management feature, as it allows unifying similar cases into a problem, assigning agents to resolve it. Moreover, customer support managers can track the agents’ performance in terms of problem resolution efficiency. As a marketing manager, I really enjoyed the website behavior tracking function. With the help of bpm’online marketing, all the information on the pages visited by a client and the time spent on each page is sent to the system. Thus, it enables to understand the needs of a prospect better, track the most effective lead generation channels and launch trigger campaigns based on lead’s preferences. By the way, it is so easy to create a campaign now with the intuitive campaign designer and then monitor its efficiency. What is more, with bpm’online, we automated our routine tasks, and now we are fully concentrated on the important issues.

Cons: Working with bpm’online during quite a long period of time I have not noticed any essential drawbacks which I can mention.

Automatically translated. Show original review

Great CRM running over a nice business process tool

5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: BPMOnline, like most of the commercial tools out there, is a CRM build over a customizable framework. The main different with other tools, is what this framework offers, and the knowledge required to work on it. First, the business process tool is easy to use yet powerful and robust. It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools. The framework was build in .NET, so certain customizations and scripts are build either in c# (server side code) or javascript (client side code). If you know those languages, your learning curve in BPMOnline (which is normally shorter than others) will be even shorter than the rest of users. On the user side, the system is very friendly and intuitive, so you normally don't get lost in tons of options. Most of then are hidden and reserved for administrators.

Pros: Main advantages for BPMOnline:
1) Marketing, Sales and Services is fully integrated and normally don't require external or additional tools to work.
2) No hidden costs. The cost model and licenses are quite simple. Your contract normally provides all (and more) of what you need. It's really weird to find unexpected restrictions in the licenses you buy.
3) Learning curve for users, administrators and technicians is very short. With good guidance during implementation, you can take control very fast.

Cons: Some areas that requires improvements:
1) Integration to third party tools. There are certain integrations that come with the tool like email and phone systems. But others like legacy system or very particular solutions, requires development that can be difficult (not impossible). The lack of existing solutions in the market (free or paid) force you to develop those integrations.
2) Changes are easy to do, but they normally requires compilation. This can take some time, and if it's executed incorrectly, you can affect your instance.
3) The security is very detailed and can be aligned to every model. But, some changes applies just to new records, not to historical information. This can require customizations to work properly.
4) Analytics tool is simple to use and powerful, but it still require some additional features, like calculated variables and export.