BPMonline is a process-driven CRM solution that helps business to do right and coordinated actions in your marketing, sales, and service support by integrating customer data with your business process management tools. It is intended for small and medium enterprises as well as large corporations with scalable features.
Built around the BPM platform, this software solution helps you design and automate business processes to improve your customer service relations, meeting or surpassing even your most skeptical customers. Drag and drop tools of this CRM make customization quick with solutions for cloud and on-premise infrastructure.
In addition, the tool is accessible through the BPMonline CRM Mobile, maintaining its feel and look across different tablet and phone platforms. It also works with top productivity tools, including Google Calendar, MS Word, and MS Outlook. The software solution can be integrated to your own business app in various ways, such as .Net managed assemblies, web services, and COM or DLL.
Product Quality Score
Ease of use
Value for money
BPM Online features
Main features of BPM Online are:
Lead Management with the use of export function (website, MS Excel, and other sources)
Sales Management for quota, pipeline, opportunity, projections, and forecasts
Online Knowledge Management library
Analytics using dashboards, real-time diagrams, and customizable reports
Customer Data Management that is integrated with Facebook, Twitter, and LinkedIn
Time Management and Communications that can be fully synced with MS Outlook, Google Calendar, and popular schedulers
Document Management that is compatible with MS Word
Marketing Management for multi-platform campaigns, budget planning, audience segmentation, track responses, and ROI estimation
Administrative Tools with wizards to manage data fields, processes, and lookups without programming
BPMonline CRM Mobile for Android and iOS devices
BPM Online Benefits
Enjoy BPM and CRM functions in just one solution:
View customers’ buying behavior in detail
Supervise marketing activities and events
Simplify document processing
Design, track, automate, and manage business processes
Forecast accurate sales plan
Monitor employee deliverables and calendar tasks
Better sales analytics and measurements for better business results
Customization is easy:
The system auto creates RIA interface, which can be changed with a mouse.
Enjoy an integrated set of tools to tweak an application, such as a wizard to add fields, objects, and links; a complete component library to customize the feel and look without coding; and business processes to change business logic
Integrated AJAX and Silverlight technologies to make UI design process smooth as well as practical
Integrate quicker with Open Configuration:
Developers can tweak, rebuild, and extend BPMonline CRM modules, functionality, and business logic with the use of latest web-based technologies
Greater flexibility through Agile Deployment:
Deploy an On-Demand (SaaS) or On-Site solution depending on your company policy. The On-Demand platform includes not only CRM updates but also technical support, while the On-Site package entails one-time payment, a lifetime license for the CRM solution, as well as maintenance services for the first year of CRM tool’s purchase.
Take advantage of the Customer Success Manager (CSM):
A unique service exclusive to BPMonline users. At no added cost, CSM enables and supports clients to maximize the tool’s software capabilities.
Customer Support Types
BPM Online Integrations
The following BPM Online integrations are currently offered by the vendor:
BPMonline CRM + Agent Desktop
Google Calendar, MS Outlook, and other top calendar apps
BPMonline CRM + Service Desk
MS Excel, MS Word
BPM Online pricing is available in the following plans: