--- title: BPA CRM Reviews meta_title: 'BPA CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how BPA CRM works for a business like yours. aggregate_rating: rating_value: 4.0 review_count: 2 scale: '5' date_modified: '2025-03-10' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # BPA CRM Reviews **Vendor:** BPA Solutions Ltd. **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.0/5.0 **Total Reviews:** 2 ## About BPA CRM Very flexible xRM Solution for MS SharePoint ## BPA CRM Reviews ### 1. BPA is Great **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Internet | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2016 **What do you like best about BPA CRM?** Out of all of the CRM systems that I have used, I feel that BPA CRM is one of the best tools because it is way faster than Salesforce and provides better dashboards that are in real time. **What do you dislike about BPA CRM?** You can not easily add different modules from third party apps like Marketo, Leadspace, Outreach, which can be very frustrating for a SDR Manager like myself. **What problems is BPA CRM solving and how is that benefiting you?** I am trying to organize all of my customer's account's data and information in a way that is easy to see across my entire sales floor. ### 2. Most flexible CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2014 **What do you like best about BPA CRM?** BPA CRM is based on MS SharePoint and delivers not just a SharePoint Template, but a complete configuration framework for SharePoint. You can use the "Ready-to-Go" templates from BPA Solutions for CRM or other processes and they do a great job for most SMBs out of the box. But if there is any need, you can modify, configure, enhance these templates in any way you like. And you can do that yourself without developers as the complete system has been designed to be configured by NON-technical people. Out of the box, you get all stuff you need fpr account-, contact-, opportunity-, campaign- and e-mail-management. Additionally, you get a cool set of tools to build reports, charts, data entry forms and more. Not to forget that you have built-in abilities to merge SharePoint data into MS WORD or MS Excel and also a cool integration for outlook, which helps you send Outlook objects back to your BPA system. As everything based on SharePoint, typical SharePoint users will understand pretty easy how to configure and enhance the system and due to the enhancements of the BPA xRM framework, you get rif of almost all things that suck with SharePoint, including the awkward UI. **What do you dislike about BPA CRM?** I would appreciate a more sophisticated pre-configuration for reports, charts and word-templates. And it would be great if it would be possible to buy the system without template, too, if you want to use the BPA xRM framework to create other applications as provided by BPA Solutions. **Recommendations to others considering BPA CRM:** BPA CRM is a very good choice for SMBs that use SharePoint already and want to enhance functionality on this platform. We know the SharePoint market very well and we have not found another system that delivers that kind of flexibility without programming. If you are looking for a specialized social CRM, BPA is outperformed in that discipline by systems like nimble, but BPA delivers the unique ability to integrate a VERY LONG process chain in one tool and with VERY SHORT implementation cycles. **What problems is BPA CRM solving and how is that benefiting you?** We started to implement our internal CRM system based on BPA xRM in 2007. We enhanced the solution to fulfill all application needs we have, so we use one platform for CRM, ERP, Invoicing, project management, contracting, recruiting etc. One of the biggest advantages for us has been that we could grow and shrink the system together with our needs and that we have integrated everything on one platform without integration problems. As we migrated the system from SharePoint 2007 (wss 3.0) to SharePoint 2010 (foundation 4.0) and this year to SharePoint 2013 (Server), we can say that the system is our central base for everything and will probably be that for a long time. ## BPA CRM Discussions - [What is BPA CRM used for?](https://www.g2.com/discussions/what-is-bpa-crm-used-for) - [View BPA CRM pricing details and edition comparison](https://www.g2.com/products/bpa-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-12+16%3A52%3A34+-0500&secure%5Bsession_id%5D=6b46c1ff-23c3-4880-b89d-aa6899aeff53&secure%5Btoken%5D=bafa30cb8b2b87089f36db5f8a1621bdd78c212e32d561014c6818263ac63702&format=llm_user) ## BPA CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top BPA CRM Alternatives - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - 3.8/5.0 (1,462 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,664 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,171 reviews)