What users are saying about
13 Ratings
13 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.5 out of 101

Likelihood to Recommend

bpm'online

bpm'online is a great tool for activity tracking and account/contact specific notes. It is easy to adjust an account or contact page to include the information you want to reference, and you can create tabs within those pages to segregate information as needed. It is less friendly when it comes to actually using the system for email communications; we use Office365 to send and receive emails and use the SmartCloud connector to help integrate the two systems. The reason for this is that composing an email replaces any information you had visible on the browser tab, requiring you to open a new duplicate tab to refer to information.
Kenneth Harrington-Colon profile photo

Feature Rating Comparison

Sales Force Automation

bpm'online
8.8
Customer data management / contact management
bpm'online
9.1
Workflow management
bpm'online
8.5
Opportunity management
bpm'online
8.4
Integration with email client (e.g., Outlook or Gmail)
bpm'online
8.9
Contract management
bpm'online
9.3
Quote & order management
bpm'online
9.3
Interaction tracking
bpm'online
8.5
Channel / partner relationship management
bpm'online
8.1

Customer Service & Support

bpm'online
9.0
Case management
bpm'online
9.0
Call center management
bpm'online
9.0
Help desk management
bpm'online
9.1

Marketing Automation

bpm'online
7.8
Lead management
bpm'online
7.8
Email marketing
bpm'online
7.7

CRM Project Management

bpm'online
8.6
Task management
bpm'online
8.1
Billing and invoicing management
bpm'online
9.1
Reporting
bpm'online
8.5

CRM Reporting & Analytics

bpm'online
8.4
Forecasting
bpm'online
8.4
Pipeline visualization
bpm'online
8.4
Customizable reports
bpm'online
8.5

Customization

bpm'online
9.1
Custom fields
bpm'online
9.3
Custom objects
bpm'online
8.9
Scripting environment
bpm'online
9.1
API for custom integration
bpm'online
9.1

Security

bpm'online
9.2
Single sign-on capability
bpm'online
9.1
Role-based user permissions
bpm'online
9.2

Social CRM

bpm'online
8.9
Social data
bpm'online
9.0
Social engagement
bpm'online
8.8

Integrations with 3rd-party Software

bpm'online
7.9
Marketing automation
bpm'online
7.9

Platform

bpm'online
8.7
Mobile access
bpm'online
8.7

Pros

bpm'online

  • Easy to integrate
  • Great tools for managing business processes
  • Marketplace
josef mayer profile photo

Cons

bpm'online

  • Development user interface is not for the light-hearted.
  • Compiling of changes to the database can take a long time.
  • The mobile app can become inaccessible without compiling new changes
Kenneth Harrington-Colon profile photo

Alternatives Considered

bpm'online

When compared to bpm'online they are too convoluted and the support system is shoddy at best. We've had multiple issues with their support team, including some instances where the support staff provided inaccurate information. GoldMine has an extremely dated user interface and connecting it to the web requires more effort than is reasonable in this day and age. Microsoft Dynamics CRM has a very awkward user interface, making it difficult to grasp the system as a whole, particularly for level 1 users.
Kenneth Harrington-Colon profile photo

Return on Investment

bpm'online

  • bpm'online is a bit pricey, so utilizing it in place of other tools to help on your ROI is important.
  • Users are seeing the value of a consolidated information source and buy-in is quicker than it was with Salesforce or GoldMine.
  • The automation of internal notifications when particular fields are marked has increased productivity and decreased human error overall.
Kenneth Harrington-Colon profile photo

Pricing Details

bpm'online

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
$3,000*
1.  per installation
Additional Pricing Details
The perpetual license option for on-site deployment is available upon request for enterprise-level customers. The purchase of perpetual license requires a one-time payment and the renewal of support packages on a yearly basis. Please discuss this with your bpm’online account manager. The pricing of bpm’online sales is indicated for monthly use of the software (including technical maintenance and updates to new versions). The system is available for subscription in two deployment options – Cloud and On-site. The minimum annual purchase volume per customer is $3,000 spent for any bpm’online products or vertical solutions. Purchase of add-ons, connectors, as well as support or training services is not counted as part of the minimum purchase volume

Add comparison