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Powerful CRM - superb when you need automations
What do you like best about the product?
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 about the product?
The learning curve is steep. The system can do almost anything. Special consideration must be given at the design phase.
What problems is the product solving and how is that benefiting you?
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.
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Intelligent tool for everyone
What do you like best about the product?
The same task can be performed in different ways in the system so each user can find his convenient way while everyone else gets the needed structured result in a system. The other thing is that bpm’online has a good variety of applications that can be additionally installed into a system and make the usage process easier/nicer.
Additionally I’d like to mark that for those users who spend a lot of time at clients offices / meetings/ out of the office the process of putting information into a system becomes much easier with the use of mobile app. This app helps to keep abreast whenever you are and update your colleagues almost immediately.
Additionally I’d like to mark that for those users who spend a lot of time at clients offices / meetings/ out of the office the process of putting information into a system becomes much easier with the use of mobile app. This app helps to keep abreast whenever you are and update your colleagues almost immediately.
What do you dislike about the product?
To make everything work you need to follow the certain logic. So if you are not used to work logically, this can be a challenge.
What problems is the product solving and how is that benefiting you?
System helps us to organize our workflow and all the time be aware what is going on with our data base, orders etc. Certain list of tasks now can be performed much faster and more correct for further management analysis.
Recommendations to others considering the product:
choose the correct CRM coordinator from your side. System can be perfect, but if a wrong person drives changes, you may face in result with many difficulties.
BPM online review
What do you like best about the product?
This tool has helped us in creating email campaigns with ease. Easily one of the best CRM come Marketing Automation tools available today BPM
What do you dislike about the product?
Nothing much to dislike really. It takes a little time to get used to but after that it’s a breeze.
What problems is the product solving and how is that benefiting you?
CRM and marketing automation
Tailor-makeable CRM
What do you like best about the product?
Even though the tool has standard settings, everything (or almost everything) can be configured to fit precise needs. This goes from simple fields on a page, the modeling and management of processes, or the dynamic reporting dashboards. The configuration goes far and beyond what one could expect from such a solution, without requiring technical knowledge. You don't have to fit your mode functioning to the solution, you fit the solution to your mode of functioning.
Additionally, the different levels of process management allow to really manage the flow of actions and information in the company for all the organization. It proposes scenariis for marketing campaign, simple dynamic case management as well as BPMN, useful for all cases you might need to modelize.
We especially appreciated working with their consultant. At any problem we encountered, our main contact would go out of his way to help us out, often through direct calls and screen sharing as to ensure everything would work as we wished for. The presence and dedication is highly appreciable.
Additionally, the different levels of process management allow to really manage the flow of actions and information in the company for all the organization. It proposes scenariis for marketing campaign, simple dynamic case management as well as BPMN, useful for all cases you might need to modelize.
We especially appreciated working with their consultant. At any problem we encountered, our main contact would go out of his way to help us out, often through direct calls and screen sharing as to ensure everything would work as we wished for. The presence and dedication is highly appreciable.
What do you dislike about the product?
Lacking a deeper connection with social media, which is honestly the only thing missing. Fortunately often compensated by great add-ons created by partners, but fundamentals in the tool would be nice.
Another point is that the tool is very user friendly and easy to comprehend, but if you want to go further into admin actions or process definition it does require specific knowledge about the structure and parameters of the platform (nothing impossible nor illogical though, and as mentioned before, they're always ready to help).
Another point is that the tool is very user friendly and easy to comprehend, but if you want to go further into admin actions or process definition it does require specific knowledge about the structure and parameters of the platform (nothing impossible nor illogical though, and as mentioned before, they're always ready to help).
What problems is the product solving and how is that benefiting you?
It has been especially useful for the coordination between marketing and sales team as what regards lead nurturing and transfer. The process and responsibilities are now clearly defined and feedback from one side or the other ensured, which has helped with clarifying exactly what needed to change in our operating mode.
Recommendations to others considering the product:
bpm'online proposes a free 14-day demo version. This allows to take a quick dip into the system before choosing it.
User friendly and rapidly customizable CRM solution with excellent workflow management capability
What do you like best about the product?
Sales, Marketing and Service functionalities are available on the same platform and similar UI.
Modules, Forms and Fields can be easily customized.
Powerful visual process designer which enable us to automate our workflows, approvals and notifications.
Easy to use with intuitive interface; flexible searching and dashboards.
Fully cloud based system and can be accessed from anywhere, 24x7.
Lower and transparent pricing.
Modules, Forms and Fields can be easily customized.
Powerful visual process designer which enable us to automate our workflows, approvals and notifications.
Easy to use with intuitive interface; flexible searching and dashboards.
Fully cloud based system and can be accessed from anywhere, 24x7.
Lower and transparent pricing.
What do you dislike about the product?
Needs more connectors to popular applications and social media.
Needs capability for designing complex reports by analysts and admins without development.
Needs capability for designing complex reports by analysts and admins without development.
What problems is the product solving and how is that benefiting you?
Lead capture from multiple channels such as website, email, file import.
Lead status tracking and send automatic notifications on status change.
Quotation generation using templates.
Sales pipeline tracking and sales performance reporting.
Account management and customer visits management.
Lead status tracking and send automatic notifications on status change.
Quotation generation using templates.
Sales pipeline tracking and sales performance reporting.
Account management and customer visits management.
Great tool to merge different needs in one platform
What do you like best about the product?
System has a powerful out of the box functionality and predefined business processes. Some of them are very general and there is a need to customize them to our specific business needs, but a great thing here that system has advanced set of tools like system wizard that helps me to fine-tune even the most complex processes, organize correct workflow for different departments in our organization and make them work together.
Bpm’online provides very logical and user-friendly capabilities for changing business logic and functionality. Even employees who have no programming skills can successfully customize applications on their own.
Another thing that is definitely important that with each new version system gets easier tools for customization thus the functional part becomes more advanced.
Bpm’online provides very logical and user-friendly capabilities for changing business logic and functionality. Even employees who have no programming skills can successfully customize applications on their own.
Another thing that is definitely important that with each new version system gets easier tools for customization thus the functional part becomes more advanced.
What do you dislike about the product?
- After an update sometimes it’s hard to get used to new functions, some “old” settings really change their look so it takes some time to make needed alterations.
What problems is the product solving and how is that benefiting you?
The software allows us to organize correct our workflow, store all the relevant data in one place and provide an easy access to this information to each member of our team. This is very time-saving and effective and in this way we have structured information about our deals, customer profile and our business results in one place.
Thanks to bpm’online, transferring business needs into a system view within the shortest time is now a reality.
Thanks to bpm’online, transferring business needs into a system view within the shortest time is now a reality.
Very good and flexible tool supporting business
What do you like best about the product?
Simple to use and configure. Integration with the mail in a few seconds. Variety of our-of-the-box processes. Intuitive and ergonomic user interface. A modern look, very friendly in everyday use.
What do you dislike about the product?
It would be great if the information search was not only based on filters. It will be good to be able to do basic operations such as adding, adding, subtracting etc. in a more simple way than programming.
What problems is the product solving and how is that benefiting you?
The system is irreplaceable in everyday work for a sales team. All in one place with any tool. Good data quality translates into reliable reports and subsequent actions that can be done consciously for different customer groups. This allows focusing on selected priorities
Great customizable platform for CRM and BPM
What do you like best about the product?
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 about the product?
It didn't reach the 95% codeless, specially regarding the mobile app, but its getting there.
What problems is the product solving and how is that benefiting you?
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.
Great services and functionality.
What do you like best about the product?
The support I get from BPM is amazing. I couldn't recommend BPM more. They are amazing and walked me through all aspects of the project. Very quick responses.
What do you dislike about the product?
There really isn't anything I dislike.
What problems is the product solving and how is that benefiting you?
BPM helps with standardizing work flows and processes.
It has been a learning experience on the process of developing on BPM platform.
What do you like best about the product?
The customer support manager is extremely helpful. The response time to queries is really good.
What do you dislike about the product?
The complexity in the academia access. Predefined entities are not classified. No mention of the class methods, attributes etc. Sample codes should provide what functionality they would help achieve.
Difficulty in getting developer sessions while developing is another sore point.
Difficulty in getting developer sessions while developing is another sore point.
What problems is the product solving and how is that benefiting you?
Trying to create HR services on an integrated studio bpm'online platform.
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