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.


  • 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.


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.


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.


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


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:

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Base CRM: Review

Base CRM was founded in 2008 and is a cost-effective solution for your customer relationship management needs for your growing or established business.

Base CRM allows small, medium, and large businesses to take a more data-driven, scientific approach to sales and customer relations. This all-in-one sales platform increases adoption and data capture and with actionable, quantifiable insights, you can accelerate your performance and increase your revenue in a way that is scalable, measurable, and most importantly — repeatable.




  • Cloud, SaaS, Web
  • Mobile: Android Native
  • Mobile: iOS Native


Mobile Sales Management

Base CRM is highly mobile and features all of the technology that that you can get from your desktop.

Base’s full-featured Mobile Sales Management solutions include:

  • Geolocation
  • Mapping
  • Real-Time Updates
  • Notifications
  • Sales Forecasting
  • Goal Attainment
  • Sales Funnel Analysis
  • Mobile Reports
  • Offline Access
  • Mobile Apps
  • Mobile Lead Management



  • Customer Relationship Management (CRM)
  • Mobile Sales Management
  • Account Management
  • Lead Tracking
  • Native Automatic Dialer
  • Email Intelligence
  • Lead Prioritization
  • Win Rate Optimization
  • Sales Reporting and Analytics
  • Sales Forecasting
  • Sales Intelligence


Plans and Pricing

There are three plans to choose from: The Starter, Professional, and Enterprise Plans — and depending on your CRM needs, size of your business, and number of users, your plan can cost anywhere from $25 per user per month to $125.

Starter Plan: $25 per user / month

This starter plan offers basic sales tracking and customer management for up to 5 users.

  • Leads, Contacts, Deals, Tasks: Unlimited
  • Document Storage: 2 GB / User
  • Mobile Apps
  • Geolocation
  • Base Voice Phone number
  • Call Logging and Recording
  • Lead, Contact, and Deal Management Tools
  • Customization, Filters, and Tags
  • Custom Pipeline Stages
  • Task Management
  • Email Automation
  • Plugins and Integrations
  • Built-In Dialer


Professional Plan: $75 per user / month

This plan offers complete Customer Relationship Management (CRM) features and reporting for growing businesses.

  • Leads, Contacts, Deals, Tasks: Unlimited
  • Document Storage: 2 GB / User
  • Mobile Apps
  • Geolocation
  • Base Voice Phone number
  • Call Logging and Recording
  • Lead, Contact, and Deal Management Tools
  • Customization, Filters, and Tags
  • Custom Pipeline Stages
  • Task Management
  • Email Automation
  • Plugins and Integrations
  • Built-In Dialer
  • Document Management
  • Task Automation
  • Sales Forecasting
  • Activity Reports
Sales Pipeline Management

Sales Pipeline Management

Enterprise Plan: $125 per user / month

The enterprise plan is an all-in-one sales platform for data-driven enterprises that require a full-feature CRM.

  • Leads, Contacts, Deals, Tasks: Unlimited
  • Document Storage: 2 GB / User
  • Mobile Apps
  • Geolocation
  • Base Voice Phone number
  • Call Logging and Recording
  • Lead, Contact, and Deal Management Tools
  • Customization, Filters, and Tags
  • Custom Pipeline Stages
  • Task Management
  • Email Automation
  • Plugins and Integrations
  • Built-In Dialer
  • Document Management
  • Task Automation
  • Sales Forecasting
  • Activity Reports
  • Sales Intelligence
  • Lead Scoring
  • Call Analytics
  • Auto Dialer
  • Product Catalog
  • Multi-Level Permissions
  • Single Sign On
  • Multiple Sales Pipelines
Data Import

Data Import

Onboarding Services

Base also offers onboarding services led by their in-house experts so that your company can be set up for success properly. This service includes data migration, account setup, training, and more.

This package starts at $2,500.

Training and Support

Should you not opt for Onboarding Services, Base CRM comes standard with the following training and support:

  • Documentation
  • Live Online Training
  • In Person Training
  • Webinars
  • Online Support
  • Business Hour Support

Free Trial

Base offers a full feature 14-day free trial. No credit card required.

You can start your free trial at the link below:

Mobility and Security

Mobility and Security


Base CRM goes under routine security audits by experts in the industry to make sure your data is protected.

  • Payments Protected
  • All Credit Card Information Goes Through PCI Compliant Payment Gateway
  • 256-Bit SSL Encryption
  • Backup Done Automatically on Multiple Amazon Servers Nationwide
  • 99% Uptime
Endless Integrations

Endless Integrations


Base Snap Platform

With the Base Snap platform, you can connect your business tools, sync your sales data across your organization, and keep IT happy!

Base Snap features out-of-the-box integrations and API are built to produce immediate results. Base’s sales-centric UX experts will make sure every integration experience is useful, intuitive, and refined.




Every Base account has access to the API Snap platform and this can be used to connect to any other product.

With sync services and pre-built code libraries in: Python, Ruby, PHP, and Java, whatever side project you are building or what integration, Base can set you up with the SDK’s and API’s that you will need to make it a success.


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Kustomer SMB CRM: The New Kid on the Block

Kustomer, Inc. is a new, CRM startup that is based in New York. This year-old company has received $10 million in Series A funding that will allow Kustomer to further market and develop its CRM technology that is aimed at small and medium sized businesses.

The founders, Brad Birnbaum (CEO) and Jeremy Suriel (CTO), also found Assistly in 2009, as a provider of online customer service technology. Don’t recognize the name? Well, they sold it to Salesforce Inc in 2011, and it was re-named This helped the pair to better understand the realm of CRM technology and makes their new Kustomer CRM very promising.


Kustomer CRM

Their SaaS-based customer relationship management software is intended to help SMB sales representatives use different sources of information about their customers in order to interact with them better and form lasting relationships. This software-as-a-service will allow users to access a vendor’s technology through a web browser as opposed to having to deploy it on their own infrastructure.

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Since customer relationship management is one of the most important and fundamental aspects of a successful business, Kustomer, Inc.’s new CRM is something that any small to medium business owners should take into consideration as they shop around for a first-time or replacement CRM software.

With this CRM, a business can have a simple but powerful interface that will provide a full summary and understanding of their customers as real people rather than numbers and stats alone. Ditching outdated point solutions, Kustomer plans on this software model to better manage and get to know your customers in order to provide better services as well as retain their patronage.


  • Combine All Customers’ Conversations via Timeline
  • Track Events and Activities
  • Conversation History
  • Text Messages / Email / Live Chat


  • Custom Objects
  • Searches
  • Cross-Channel


    Cross-Channel Timeline

  • Personalized Messages and Communications (no ticket number and no “do not reply” mention)
  • Sentiment (Negative or Positive)


  • Snooze (Intelligent Reminders for Follow-Ups)
  • Collaboration (Notes, Following, @ Mentions)
  • Chat
  • Workflows


  • Reporting and Analytics


  • Integrations with Third-Party Apps

API-first platform integrates third-party customer interaction apps such as: Slack, Shopify,, Clearbit, Mparticle, Magneto, Twilio, and more.

Watch Kustomer CRM’s Innovative Features in the following Video: 


Kustomer, Inc. says it will provide their new CRM technology software free of charge through March of 2017. This is a great time to try out this CRM as in January, they will announce their pricing that they will begin to charge in April of 2017.

Try Kustomer CRM Free:

Now is the time to try Kustomer CRM if you have a small to medium business. You will be able to try out this software for a few months — for free — and see if it is a good fit for your business in the long run.

Take advantage of this chance, because the brains behind this software brought you a very popular platform and have since learned from it. This makes Kustomer a potential sleeping giant, and you could get ahead of the curve.


Funding and Financial Support

Financial support has already poured in by investment firms Canaan Partners, Social Leverage, BoxGroup, Boldstart Ventures, and Plug and Play Ventures, who have provided the $10 million in funding. In addition to seed funding of $2.5 million from several firms, Kustomer, Inc. has had $12.5 million to craft and create a brand new CRM software for the modern SMB.


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Nutshell CRM for SMBs: Review

Make the most out of your relationships with your customers and shop around for the right CRM (Customer Relationship Management) software that is the right fit for your new or existing business. For small and medium businesses (SMB) out there, you know better than anyone that there are a huge range of CRMs to choose from. One of these is called Nutshell.


Nutshell CRM is a highly rated service according to users. In fact, their popularity has earned them 100% user satisfaction on a multitude of CRM review websites. We were intrigued about what makes Nutshell such a satisfying CRM service, so we decided to gather feature and pricing information ourselves the review below.


What Makes Nutshell Different?

Nutshell allows you to eliminate most of the problems that businesses encounter when trying to attract and retain its customers. This is the bread and butter of any business — retention and satisfaction. Nutshell is designed to meet the needs of small, medium, and large businesses alike.

The features offered in this CRM are on par with the largest names in the CRM software industry, specifically regarding its analytics and reporting features, which actually surpass all competitors that are small business centered.


Benefits of Using Nutshell

There are no user limits, no storage restrictions, and no reporting caps with this software. The price for unlimited service is actually extremely affordable — from $20 a month up to $75 a month for a complete functionality package. You can also try the company’s 14 day free trial to see if this software is right for you.

Another benefit of using Nutshell is the seamless integration of the following business applications and systems, including:

  • Google Drive
  • Box
  • DropBox
  • Microsoft Exchange
  • RightSignature
  • Quote Roller
  • Zendesk
  • Zapier
  • Twitter
  • MailChimp

And many others, as well.



The easy to use dashboard is at the core of the appeal of Nutshell CRM. This user-friendly dash is where you will find all upcoming meetings, activities, tasks, and contact history. If you sync it with Google Calendar, it will aggregate all of the important dates and allow you to focus on managing leads.


You can also assign roles to your employees in the Setup section, which is great for large teams where not all users are supposed to manage things such as pricing data or access customer history.


Unlike a lot of small business CRMs, Nutshell’s plan with display contacts in a comprehensive way. You can click on a contact and see: their name, history of your relationship, latest emails, and conversations. You can also contact them on the spot with the software, edit their records, or arrange a face to face with them.

Importing contacts is also simple — you can import the full list of your Google Account (which automatically syncs) or via the Excel spreadsheet you have been using. You can also input contacts manually.

Dividing your contacts is also what sets Nutshell apart — you can divide the contacts into: People, Leads, or Companies and email an entire group at the same time.

Speaking of leads, you can define a price when generating leads and tracking sales, according to your own criteria. You can then adjust that price to the market where your service or product is to be placed. The Nutshell system lumps opportunities together and assigns people and sources to each lead so you can track everything at once. You can edit and customize this at any time to suit your liking.


As for reporting, Nutshell has a great system in place. The user (you) can pull out high level summaries, detailed performance reports and charts, sales forecasts, analytics, and team activity lists. Exported files and reports will be saved as CSV files.

Reports and Analytics

Reports and Analytics

Devices Supported

  • Windows
  • Android
  • iPhone / iPad
  • Mac
  • Web-Based


  • Cloud Hosted


Language Support

  • USA
  • UK
  • Canada
  • International

Pricing Model

  • Monthly Payment
  • Annual Subscription


Plans and Pricing

There are three plans to choose from that are suitable for most business types.


Price: $20 per user / per month (if billed annually)

$22 per user / per month if billed monthly.

This basic CRM can help to get your team on the same page and is useful for small businesses.

  • Pipeline Tracking
  • Contact Management
  • Sales and Forecast Reporting
  • Email and Calendar Sync
  • Small Business Software Integration
  • Business App Integrations & API
  • Phone, Live Chat, and Email Support
  • Custom Import Help



Price: $35 per user / per month (if billed annually)

$39 per user / per month if billed monthly.

This is a more performance-geared package and can shorten the sales cycle while winning more deals. With this plan you receive everything that is included in the Starter Plan, plus:

  • Team Activity Reporting
  • Funnel Reporting
  • Sales Process Automation
  • Click-to-Call Dialing



Price: $70 per user / per month (billed annually)

No monthly payment option is available for this plan.

You get everything that is included in the Pro Plan, plus:

  • Professional Onboarding
  • Quarterly Success Business Reviews
  • Dedicated Customer Success Manager


Free Trial

You can enjoy a 14 day free trial of Nutshell CRM (no credit card required), at the link below!

Free Trial:


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Marketing 360: #1 CRM Software for Small to Medium Businesses

Nothing is more important in the world of customer relationship management than marketing your business. Marketing 360 CRM is the perfect software for SMB’s (Small to Medium Businesses). This CRM is able to manage all of your leads and customers, assign tasks, track deals, track the sales pipeline, assign contacts to employees, and more. You can use Marketing 360 CRM on your desktop, tablet, or smartphone for easy and reliable access.


Rated as the #1 CRM Software for SMB’s, Marketing 360 has an incredible reputation for all-in-one software solutions that has nearly no competition. With it, you can follow business leads, communicate with customers, create long-term relationships, and manage your brand.


Intended Users

As stated in the software title itself, Marketing 360 CRM for SMB’s is intended for Small to Medium Businesses. This web-based marketing platform is suited well for entrepreneurs and those seeking to analyze their business data, run social media advertising campaigns, and increase the performance of their business and boost their sales.



This software has an incredible amount of features, including the following:

  • Marketing Automation
  • Social Marketing
  • Analytics
  • Campaign Management
  • Call Center Management
  • Document Management
  • Lead Management
  • Lead Scoring
  • List Management
  • Contact Management
  • Customer Support
  • Landing Pages / Web Forms
  • UXi Feature
  • Listing Ads
  • Social Targeting Ads
  • Project Management
  • Website Visitor Tracking
  • Search Marketing
  • Web Analytics
  • Quotes / Proposals

Marketing 360’s UXi websites feature helps to create web pages that are brand-consistent, easy to navigate, and highlight your call to action phrases and buttons. The system also provides website templates that are customizable and edited with the help of a simple drag-and-drop function.

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The Natural Listing Ads feature is intended to improve your website’s search results by tracking the keyword volume and ranks. Analyzing a competitor’s SEO performance with the same keywords and phrases results in real-time reports that provide organic conversion rates.

The software’s Social Targeting Ads feature helps to target potential clients on the basis of gender, age, location, interests, and more.

Marketing 360 CRM is scalable and easy to use, which makes it a great choice for growing with your Small to Medium Business.


Deployment Options

Marketing 360 CRM can be run on a variety of platforms:

  • SaaS (Subscription as a Service)
  • Web
  • Cloud
  • Mobile



This CRM also has great mobile access as well.

Android and iOS are both supported.



Unfortunately, one of the cons of this CRM software is that the pricing is not easily accessible. You have to contact the software company directly or go their website for a quote. Being the best in the business means you get to name your price and have customers call you.

While the hidden price is somewhat of a con for those comparing prices, the customers who have used this software have nothing but positive things to say about its functionality as well as the customer service they have received.

In addition to the SaaS option, there is a Free Version of the Marketing 360 CRM for SMB’s.



Upon purchasing this CRM software, the training offered to users is very flexible and supportive. You receive documentation, live online help, in person help, and webinars to help you make the most of this CRM.


Free Trial

You can sign up for a 45 Day Free Trial of Marketing 360 CRM Software for Small to Medium Businesses here:

Overall, Marketing 360 CRM has received countless five star ratings for ease of use, customer service, features offered, functionality, support, quality, and overall use of this software. Try it for yourself at:



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