bpm’online CRM: Review

What is bpm’online CRM?

Bpm’online is a process-driven customer relationship management (CRM) software that is also used for sales, marketing, and service automation. This CRM solution gives companies the ability to manage the customer lifecycle completely, from lead to sales and ongoing customer service.

With seamless integration, the CRM as well as Marketing and Sales products in this software, work together to offer the best service to customers while increasing sales and being proactive in marketing.

Intended Users

This Boston-based software company has designed their CRM for use by small and large companies alike. The best fit is for companies that are seeking to manage their omnichannel communications.

Deployment

  • On-premise
  • Web, SaaS, Cloud
  • PC
  • Mobile App

Bpm’online can be deployed on demand (SaaS) or on-site, where your data is hosted in-house on your company servers. Regardless of your choice, you can use this CRM software from anywhere in the world on any device with a web browser or mobile app.

The bmp’online CRM system is compatible with both Windows and iOS.

Features

This CRM solution gives companies the ability to align their marketing, service activities, and sales activities from one central CRM platform on-site, from the web, or via mobile.

The bpm’online software offers three integrated products to users, which you can use separately or in a single CRM package: CRM, Sales, and Marketing.

CRM

Bpm’online’s service gives users customer service tools they need to help with customer engagement, retaining customers, and solving consumer problems.

The bpm’online products feature a robust business process management platform that makes this CRM easy to use. You don’t need to have a specialty in IT to know how to use this software.

You can personalize communications with your clients — with this product, you can:

  • Manage All Client Requests in a Single View
  • Phone, Email, Chat, Social Network, and Customer Portal Management

The interface is also a pleasure to work with. The interface is clean and easy to use — a claim that every CRM software says they have — but in this case, it’s true. The system gives users access to features and information quickly and easily, regardless of what device you are using. As long as you have an internet connection, you can use your PC, laptop, tablet, or smartphone.

Marketing

The integrated marketing product is a multi-channel marketing software that gives specialists the ability to create and support ongoing communication with clients.

Sales

The sales product is an SFA tool for the management of the entire sales cycle — from lead generation to managing repeat customers.

360 Customer View

Account and contact manager have never been easier than in this software. With the 360 degree customer view, you can create a single database of all contacts and accounts you work with. The bpm’online customer service will keep a record of all of your contact’s data and addresses with map view capability, social media profiles, service history, corporate relationship structures, and you entire history of interactions.

With this, you can build a real 360 degree view of your customers in order to give been better service.

Intelligent Data Enrichment

Your CRM data can be managed quicker and with minimal effort on your part by leveraging automatic smart data enrichment. This software’s CRM data scientist will identify phone numbers, email addresses, social media profiles, and other information about a company from open sources.

This intelligent tool helps users (you) to get a complete and up-to-date customer data profile with no additional effort.

Additional Features

Additional features of the 360 Customer Review includes:

  • Customer Segmentation
  • Data Enrichment through Social Media
  • Search for and Merge Duplicates
  • Service History
  • Customer Database Analytics

Plans & Pricing

There are different plans to choose from in order to find the perfect fit for your business.

Customer Center

This plan is the perfect fit for companies seeking to automate helpdesk and contact center operations. This plan has tools to deliver customer service and manage omnichannel communications.

Price: $35 per user / month for the Cloud option

Price: $600 per user for on-premise option

  • Unified Customer Database
  • Omnichannel Communications
  • Service Catalogue
  • Business Process Management
  • Contact Center
  • Case Management
  • Knowledge Management
  • Synchronization and Integration
  • System Designer

Service Enterprise

This plan is a great fit for medium and large businesses that are looking to automate internal and external service processes and ITIL processes.

This plan has advanced tools to manage a complete service cycle and to provide service and support to customers and internal users.

Price: $50 per user / month for the Cloud option

Price: $850 per user for the on-premise option

  • Service Level Management
  • Configuration Management
  • Request Management
  • Problem Management
  • Change Management
  • Release Management
  • Unified Customer Database
  • Omnichannel Communications
  • Service Catalogue
  • Business Process Management
  • Contact Center
  • Case Management
  • Knowledge Management
  • Synchronization and Integration
  • System Designer

CRM Bundle

The CRM Bundle is an incredible option that leverages three, full-fledged products for service, sales, and marketing — all on a central CRM platform.

You must contact bmp’online directly for the cost of this plan.

It does include everything you get in the Customer Service plan and Enterprise Plan, plus a full service CRM software.

Free Trial

You can try bpm’online for free at the following link: https://www.bpmonline.com/crm-products

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