bpm'online
January 24, 2018

bpm'online

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with bpm'online

bpm'online is being used throughout our entire organization (5 people). For us, prior to bpm'online we had no organized, sytematic way of keeping track of our community members, or any other information. We had a contact management system that was recommended to us, but it was not well-suited to our needs.
  • Customer service is stellar. Especially our current support specialist, Daniel. He is quick to respond, willing to help, and always accomplishes what he says he will.
  • The UI is very aesthetically pleasing, and overall very intuitive. The customizeabilty of the system is undeniable.
  • They are continually taking suggestions and working to make improvements. Each release has new features that are interesting to us.
  • The marketing platform is not very user friendly in our experience, coming from a system like MailChimp that has a lot of freedom and very few limitations on what you can send and how it was sent. The marketing platform seems to have a lot of stipulations around size requirements of photos, text, etc. We've actually stopped using the marketing side all together, which is disappointing for us, because having a marketing platform attached to your contact management system is great for data and integration, but we found that the time spent and the quality of outreach we were able to create just wasn't worth it.
  • No other complaints really.
  • To soon to tell with our sales/outreach side. We've been shaping that as we have been building out the system. Overall, for better information tracking, report running, etc. it has been great.
We switched from Quickbase to this platform and our whole set up was more organized on both sides, which helped set us up for success. I've head good things about QuickBase overall, but we just didn't have the bandwidth on our side or the support for our team members that we felt we needed during set up (this is word of mouth, I did not personally participate in the QuickBase set up process).
Very customizeable. I might suggest that you have a developer on staff to help with set up. This would have made things much easier.