bpm'online

bpm'online

4.6
(143)

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

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Showing 143 bpm’online reviews
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Krasilnikov A.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Good Solution for Efficient Customer Service"

What do you like best?

Our company was looking for a flexible platform to boost the quality and automation of customer service, and bpm'online service appeared to be just the right one.

The platform helped us to keep pace with the company’s dynamic growth without sacrificing the quality of our service. Quick implementation of the basic functional package and additional services also proved the product as a successful manager of change for the company.

Primarily, we set-up case management tool to deal with the upcoming requests and added some additional features, such as “waiting for response” stage and ratings section. We were pleased with the flexibility and customization options of the platform that helped us tailor best solutions to automate our processes.

In order to control case processing time and ensure fast reaction of the employees, the system was set-up to automatically send notification to the team leader if the case has not been addressed within 20 minutes.

What do you dislike?

We required additional support with setting up the integration of Microsoft Azure AD and bpm'online as well as with the functioning of some landing forms. However, bpm'online customer center did a good job responding to the issue instantly.

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

Since our company incorporates a number of market fields (retail, manufacturing, consulting, medicine etc.), the complexity of data and processes needed to be efficiently managed in one single system, which was one of the most crucial factors of choosing bpm'online service. With the help of bpm'online service, we managed to integrate a range of tasks needed for quality service on the one single platform.

Our clients are now able to track cases in the real-time, the requests are automatically processed, and all the case management stages can be easily monitored by the team.

Previously, we had a difficulty in setting up the system of reporting and controlling the quality of service. Analytical and customer feedback tools have now enabled us to track the results and keep enhancing the quality and efficiency of processes.

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Volodymyr K.
Validated Reviewer
Verified Current User
Review Source

"Bpm’online - investment that pays off"

What do you like best?

The best part about bpm’online is that it provides us with a unified environment where we can process all the vital information. Our employees can easily interact with customers, schedule events and conduct marketing activities. By the way, we made a choice in favor of two products - bpm’online sales and bpm’online marketing.

Bpm’online helps us to obtain more customers – the system helps us to understand their needs faster. Creating effective marketing campaigns became much easier as well. By having a complete picture of our business school, it’s easier for us to develop an effective strategy for its further improvement.

What do you dislike?

Support team can be slow at times. Nevertheless, I should give those technical specialists a credit – they explain everything clearly and answer all my questions, even the trickiest ones.

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

A couple of months after bpm’online implementation we have noticed significant changes. And those changes were definitely positive. The best part about the system is that now our school can use sales and marketing tools in a single IT ecosystem, which is really awesome!

Order history section contains all the important information about transactions and customer needs, as well as sources of those needs and other marketing information. With bpm’online, it’s much easier to maintain long sales cycle as well as streamline lead processing.

Bpm’online encouraged us to build first-class marketing campaigns – this allows us to attract new customers and increase the loyalty of the existing ones. Shorty put, we are happy with this CRM and planning to keep using it further.

What CRM solution do you use?

Thanks for letting us know!
Renaud V.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 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 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).

Denys V.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 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 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?

Timothy L.
Validated Reviewer
Verified Current User
Review Source

"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 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.

Luis G.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 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 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.

Frederic B.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 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 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.

Ammar Q.
Validated Reviewer
Verified Current User
Review Source

"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 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.

Thanos N.
Validated Reviewer
Verified Current User
Review Source

"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 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.

Stephen T.
Validated Reviewer
Verified Current User
Review Source

"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 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.

Davey D.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 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 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.

Ekaterina M.
Validated Reviewer
Verified Current User
Review Source

"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 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)

Mihai J.
Validated Reviewer
Verified Current User
Review Source

"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 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.

Flavio L.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 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 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.

Alex F.
Validated Reviewer
Verified Current User
Review Source

"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 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

Chris I.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 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 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.

Gift S.
Validated Reviewer
Review Source

""bpm'online Reviews""

What do you like best?

Bpmonline is exceedingly configurable arrangement that has expanded the effectiveness and profitability for clients. It was incredible to tweak the worked in procedures to our particular business needs. It helped us to develop and adjust to showcase changes in the Financial business with phenomenal spryness.

What do you dislike?

We are yet to gone over anything we detest with the framework - luckily the easy to understand capacity to arrange the framework enables us to quickly discover better approaches for settling deterrents when they arrive.

Recommendations to others considering the product:

I trust it is an item which would enable any organizations to develop with it. Regardless of whether you are a little or huge organization, and whether you are inside a particular industry with extraordinary prerequisite, bpm'online is flexible to the point that it will cook for everybody necessities.

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

We are presently ready to convey trigger messages and robotize our email showcasing forms. We would now be able to run reports and see live dashboards and updates inside our pipe to have a superior thought of our present generally picture. Our lead/opportunity stream is smoother and more proficient than previously. The inside specialized instruments make it simpler for inner workers to impart, pursue, and track exercises as call backs, updates, and so on. With the usage of bpm'online, we decreased innovation costs and wiped out costs related with startling programming updates and work force.

Leonova O.
Validated Reviewer
Review Source

"CRM that has won our trust"

What do you like best?

Before we found bpm’online, we were using manual Excel data entry. Even though initially Excel worksheets satisfied our business needs, with time we have realized that they lack some features that are critical for our industry. The data was scattered, which did not allow us to perform quality sales data analysis. In addition, it was hard for us to analyze employee engagement. After a few weeks of search, we decided to implement bpm’online - CRM that promised to automate sales process workflow. And the best thing about this system is that it fulfilled its promises.

What do you dislike?

We are looking forward to more first-class sales features from bpm’online.

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

Bpm’online CRM allowed us to take our customer service to a completely new level. Thanks to this CRM, activity planning has been simplified – now, our managers can easily record all their agreements with clients in a single system. What’s more, bpm’online enables us to save a lot of time so that we can work on increasing the client portfolio. We plan to use it further.

Alex n.
Validated Reviewer
Review Source

"Good CRM for printing industry"

What do you like best?

In the beginning, we were using another system. Even though initially that software satisfied our needs, with time we have noticed that it lacks some critical features that are necessary for our business sector. That is why we decided to switch to another CRM with advanced sales and marketing capabilities.

What we were looking for is a system that will automate notifications of order statuses and provide analytics that would allow us to effectively respond to customer behavior. We decided to implement bpm’online since it promised to streamline our order processing and thereby increase sales. Our final decision was to implement bpm’online sales commerce and bpm’online marketing products.

What do you dislike?

As for now, everything works fine, but as they say, there is always room for improvement. We look forward to new sales and marketing features from bpm’online.

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

Bpm’online allows us to attract new customers and maintain the interest of the existing ones – that is important for our company. Behavior tracking tool allows us to track visitor behavior on our website as well as identify lead generation channels and sources. All information is collected in the lead profiles and is displayed in dashboard analytics. Now, we can easily track lead sources, evaluate the effectiveness of lead generation channels used in our marketing campaigns, and focus our efforts on the best performing channels.

Overall, bpm’online implementation allowed us to increase sales by 20%! That is a huge difference comparing to what we’ve had before. The software enabled us to improve the quality of customer service and increase customer loyalty. Now, we regularly use the analytics that allows us to segment customers according to their behavior and target communications.

Termo T.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 scores.

"CRM that actually works "

What do you like best?

Bpm’online helps us to organize all the important data in a centralized database so that we can keep track of all the information. Bpm’online stores important details of our customers thus reducing the time of our employees. We don’t have to manually enter the data – that’s what I like best about bpm’online!

What do you dislike?

As of now, everything works fine. It would be great if bpm’online adds even more new features for sales management

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

Bpm’online is good at solving many different issues. For example:

• It helps us manage our sales processes more efficiently

• Stores all the vital data in a single environment

• With its help we can get custom analytics when it’s needed

• Organizes document flow between all employees;

Bpm’online allowed us to quickly update the information and receive reports on the work of both tender and sales departments. We are completely satisfied with the system!

Anthony H.
Validated Reviewer
Verified Current User
Review Source

"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 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.

Stanislav K.
Validated Reviewer
Review Source

"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 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.

Tatiana Z.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 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 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.

Dmitry K.
Validated Reviewer
Review Source

"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 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!

Дмитрий .
Validated Reviewer
Review Source

"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 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.

Brendon L.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 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 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.

U
User
Validated Reviewer
Verified Current User
Review Source

"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 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.

Valerie K.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 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 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'.

Zbinden D.
Validated Reviewer
Review Source

"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 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.

Julie C.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 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 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.

U
User
Validated Reviewer
Verified Current User
Review Source

"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 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.

Scott C.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 scores.

"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 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.

U
User
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 scores.

"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 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.

Diana L.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 scores.

"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 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.

Garett L.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 scores.

"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 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

U
User
Validated Reviewer
Verified Current User
Review Source

"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 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.

Carlos F.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 scores.

"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 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.

Abhimanyu S.
Validated Reviewer
Verified Current User
Review Source

"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 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.

Eduardo S.
Validated Reviewer
Verified Current User
Review Source

"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 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.

Victoria J.
Validated Reviewer
Review Source

"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 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.

Derek H.
Validated Reviewer
Verified Current User
Review Source

"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 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.

Vahid S.
Validated Reviewer
Review Source

"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 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.

Andre V.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 scores.

"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 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.

Ashley H.
Validated Reviewer
Verified Current User
Review Source

"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 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.

Daniel M.
Validated Reviewer
Review Source

"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 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.