Discover the leading SaaS software comparison site

Each month we help +100k companies to find efficient online tools

bpm’online CRM Review

 bpm’online CRM OUR SCORE 93%
starting price $25
our score 93%
free trial
  1. What is bpm’online CRM
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is bpm’online CRM?

bpm’online CRM helps businesses address CRM and business process automation needs. This full suite platform helps businesses understand their CRM data, streamline their processes, and help employees become more productive. All of this combined means better service for a business’s clients. Users have three modules available to them once they decide to use bpm’online CRM: bpm’online service, bpm’online marketing, and bpm’online sales. All three modules have specialized tools that can tackle different aspects of a campaign. With these, users can easily improve workplace efficiency, centralize their database, and lessen mundane tasks. Customers’ journeys can be easily mapped using the Marketing module, as it uses data culled from your target demographic as well as potential clients’ purchasing patterns. Campaigns that are backed by data and running on multiple channels can also be planned and launched using this module, leading to more leads and more conversions for the business. Meanwhile, the Sales module encourages repeat transactions from already existing clients. Sales personnel can use this component to plan each customer’s sales cycle and easily understand what products and services they need. Finally, businesses can improve their relationship with customers with the Service module. The tools offered by this module allows staff to look at a customer’s past interactions and transactions with the company, so they can tailor their assistance to fit the customer. The platform’s open API capabilities also allow businesses to fill in any gaps they may encounter with bpm’online CRM. The API allows them to integrate with applications that handle ERP, social listening, productivity systems, and business analytics. This adaptability helps company configure the platform according to their needs.

Product Quality Score

Ease of use
Customer support
Value for money

bpm’online CRM features

Main features of bpm’online CRM are:

  • Customer Data Management
  • Social media platforms integration
  • Document Management
  • Lead Management
  • Knowledge Management library
  • Time Management
  • Communications
  • Analytics
  • Real-time diagrams
  • Customizable reports
  • Dashboards
  • Marketing Management
  • Multi-channel campaigns
  • Audience segmentation
  • Budget planning
  • Response tracking
  • ROI estimation
  • Sales Management
  • Administrative Tools
  • Mobile apps (iOS and Android)

bpm’online CRM Benefits


The main benefits of bpm’online CRM are its 360-degree view of operations, optimized CRM processes, streamlined and efficient workflow, data-backed CRM strategies, and hassle-free configurations. Whether it’s in marketing, sales, or customer service, a business can get a lot of benefits from using bpm’online CRM. Campaigns can be made more effective, sales processes can be accelerated, and customer service made consistently. Here’s more information:

360-Degree View of Operations

The platform gives businesses an end-to-end view of their business without overwhelming them. Its centralized customer databases and dashboards give a complete view of the customer journey. Marketing personnel, service personnel, and sales personnel can access these databases and dashboards, so everyone is appraised of everything that is happening in a campaign. This gets rid of having to check with other departments or digging for needed data.

Optimized CRM Processes

Users who use bpm’online CRM can use it to lessen paperwork and other repetitive and time-consuming tasks. The platform has tools that can streamline and optimize operations, helping users in the planning, automating, and monitoring of processes. Users can concentrate on other duties as the platform’s task management tools, calendars, analytic solutions, and document processing options take care of CRM tasks.

Streamlined and More Efficient Workflow

Marketing, sales, and service tools are available in bpm’online CRM, and all of these work together to make for a smoother workflow. With these tools, businesses can easily handle front-office responsibilities alongside back-office ones, no matter the department. All of these can be done on just one platform. Users can also align their CRM process, making for a more efficient workflow that can be easily maintained by staff.

Better Data-Backed CRM Strategies

Entrepreneurs who use bpm’online CRM are equipped with analytics options that help them further improve their business operations. These tools help them find areas they can improve on in their strategies, measure buying behaviors, as well as forecast sales. This pieces of information help businesses design CRM strategies that really address their customers’ needs.

Faster, More Hassle-Free Configurations

Not only does bpm’online CRM have an open API that makes it easy to integrate with other applications, it is easy enough to understand without having knowledge in programming. This makes it easy for businesses to sync bpm’online CRM with any IT infrastructure they may already have in place. Users simply need to select their preferred applications and widgets and add them to the system.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Support Types

  • Phone
  • Online

bpm’online CRM Integrations

The following bpm’online CRM integrations are currently offered by the vendor:

  • Twitter
  • Google Contacts
  • Google Calendar
  • Google Maps
  • OpenStreetMap
  • Facebook
  • MailChimp
  • Mandrill
  • LDAP
  • IMAP
  • MS Outlook
  • MS Word
  • MS Excel
  • MS Exchange
  • SmartCloud Connect


Customer Support


Pricing Plans

bpm’online CRM pricing is available in the following plans:

Free trial