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Up and running - fast!
What do you like best about the product?
We were able to customize and add/remove data fields, processes and external integrations. I love the ability to create an external web hook that connects to any source that we need, then trigger a BPMonline business process and pass parameters in to do business process automation.
What do you dislike about the product?
Documentation needs improvement, need more examples to develop quicker.
What problems is the product solving and how is that benefiting you?
automating business processes. we've been able to do everything that we've wanted using business processes and external REST API integrations.
Recommendations to others considering the product:
exercise a trial version for 30 days.
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Amazing highly congifurable solution to meet most of our needs
What do you like best about the product?
Bpmonline is highly configurable and customisable solution that has increased the efficiency and productivity for users. We love the business processes and the automation functionality it offers to eliminate manual work on regular, smaller tasks. It was great to customise the built-in processes to our specific business needs. The other good thing about this solution is that users were able to move to Bpmonline quite quickly, without the need of lot of training. Data migration through data import was not that difficult either, once we cleaned the data.
What do you dislike about the product?
Would like to see more integrations/connectors for industry standard applications e.g. Zapier, Sage, MYOB etc. Also, AI is not as mature as its competition so that needs to be worked upon by Bpmonline.
What problems is the product solving and how is that benefiting you?
We are using Bpmonline for all: Marketing, Sales, and Service. And number of automated processes within these areas.
Recommendations to others considering the product:
The product is recommended. However the company should have their requirements well-thought of so that the right partner can design and implement the right solution. Data migration is not that difficult, again the implementation partner needs to understand the business before undertaking the solution. Would also mentioned that if a company is moving away from an existing CRM, their users should not expect that they will get the exact same solution on Bpmonline. Bpmonline solution will increase the efficiency by improving the processes as well as automating some of the tasks.
A robust, meticulously built CRM System!
What do you like best about the product?
The user-friendly design, business process functionality and user-modification flexibility. These features allow our firm to not only improve the efficiency and productivity of business but help us to innovate and adapt to market changes in the Financial industry with unprecedented agility.
What do you dislike about the product?
We have yet to come across anything we dislike with the system - fortunately the user friendly ability to configure the system allows us to swiftly find new ways of resolving obstacles when they arrive.
What problems is the product solving and how is that benefiting you?
The CRM helps us streamline our internal business processes - from generating documents to data entry and calculations, email management and insightful analytics.
Recommendations to others considering the product:
BPMs staff and transparency of the system gives their client the upper-hand to truly evaluate and determine if the endless features of the system accomodate your needs. From personal experience, BPM works so closely with their clients and always allows them to test the system without limitations and even start building on it during the trail period to then transfer all those changes and implement (unfortunately the other majors do not - they are always so contract orianted
Refreshing CRM with a robust process engine
What do you like best about the product?
Low-code platform that speeds the time to roll out implementations. Their business process designer makes it easier to create automation that adds great value to the end user experience.
What do you dislike about the product?
There is a little bit of a learning curve due to the flexibility of the platform there are many paths to approach different business cases and translating them into the software platform so having a full understanding of the platform will impact the end result.
What problems is the product solving and how is that benefiting you?
- Transparency across departments
- streamlined business process integration
- Open-ended API allows for integration across many different software suites
- User adoption of the platform is high
- Transition from legacy software
- streamlined business process integration
- Open-ended API allows for integration across many different software suites
- User adoption of the platform is high
- Transition from legacy software
Robust, highly customizable CRM for a fraction of the price.
What do you like best about the product?
The ability to fully automate our email marketing process is a huge increase in efficiency. We are now able to send out trigger emails based on almost anything we want, so that our reps and marketing team don't have to manually send out every email we want to send. Now, if a customer fits a certain criteria, we can have the system automatically send them a specific, personalized email. The best feature is that we can ultimately customize almost everything within the CRM and set it up exactly how we want it. Additionally, our Partner Success Manager Harry Taimur has been exceedingly helpful and has gone above and beyond to help us out.
What do you dislike about the product?
There are less integrations with other products and services than some competitors, although the marketplace is constantly updating with new integrations.
What problems is the product solving and how is that benefiting you?
We are now able to send out trigger emails and automate our email marketing processes. We can now run reports and see live dashboards and updates within our funnel to have a better idea of our current overall picture. Our lead/opportunity flow is smoother and more efficient than before. The internal communication tools make it easier for internal employees to communicate, follow, and track activities in the form of call backs, reminders, etc.
Recommendations to others considering the product:
BPM is great if you are looking for a relatively inexpensive CRM (compared to other competitors) that gives you a high level control in terms of customizing your experience and business process. There is a learning curve, but once you start to understand the capabilities of the CRM, the possibilities are limitless.
The best Tool SaaS Plataform
What do you like best about the product?
A friendly and easy interface, the most complete 360° customer view.
What do you dislike about the product?
Trainning material on internet could be more detailed.
What problems is the product solving and how is that benefiting you?
create a Service Center
A great product with great UI and features!
What do you like best about the product?
The ease of use and BPM core. bpm'online provides strong functionalities to build processes easily using simple configurations.
What do you dislike about the product?
Nothing much! May be the process of creating dependent fields could have been simpler.
What problems is the product solving and how is that benefiting you?
bpm'online essentially serves as a platform for all operations- be it customer service, sales, marketing, project management or customer loyalty. One of the major benefits of using bpm'online platform is minimalistic need of writing a code to build a process automation. Majority of the features can be built by simple configurations.
Recommendations to others considering the product:
bpm'online is an ideal choice if companies are looking for a product which provides great amount of out-of-the-box functionalities, flexibility to build new features, ease of automating your business processes and ensuring a great end-user experience.
The next-generation CRM
What do you like best about the product?
I like the UI, the easy customisation capabilities and the bpm engine. The on-premise version offering is also a great plus !
The vendor is really reactive and listen to our needs. It's really a new philosphy in the CRM's world.
The vendor is really reactive and listen to our needs. It's really a new philosphy in the CRM's world.
What do you dislike about the product?
Even if we find something that doesn't fit us, the bpm'online team put so much hard work to resolve it, then we have nothing to complain about anymore.
The amount of things you can do is so large, that it requires some training.
The amount of things you can do is so large, that it requires some training.
What problems is the product solving and how is that benefiting you?
We manage all of our marketing campaigns, the case management and the sales monitoring in one single tool. That's really useful because everything is interconnected and provide us the 360° overview on all our business really quickly.
The process-oriented philosophy from bpm'online also allow us to make quick changes in the system without the need of external consultants or developpers. Therefore, we can adapt ourselves quickly to the market.
The process-oriented philosophy from bpm'online also allow us to make quick changes in the system without the need of external consultants or developpers. Therefore, we can adapt ourselves quickly to the market.
Recommendations to others considering the product:
Take a look at bpm'online's webinars to have a good idea on how the product can fit you.
Try the trial version available on their websites, it really helped our company to choose !
Try the trial version available on their websites, it really helped our company to choose !
Brazilian public contests company is delighted and partner/developer is satisfied
What do you like best about the product?
bpm online is very easy to use, very user friendly. Simple and fast customization and helps the customer reach their goals faster
What do you dislike about the product?
It's hard to say what I do not like in bpm online. Grupo Marca is starting as a partner / integrator of the system and all the difficulties we may have are quickly remedied by the support team.
What problems is the product solving and how is that benefiting you?
We are using bpm online to automate all processes in a public bidding company. There are 8 departments working simultaneously in an interdependent way and the main goal is to fulfill all the steps in the correct time, according to the schedule.
If you learn how to use the system, you will get what you need out of it
What do you like best about the product?
There are nearly unlimited customization options. You can create/edit new fields, reports, dashboards, etc. without having to rely on customer support.
What do you dislike about the product?
Learning the language in the section wizard and understanding how to customize your reports, printables, etc. takes time and isn't necessarily intuitive.
What problems is the product solving and how is that benefiting you?
BPM has enabled us to accurately record and track all aspects of our sales activities. Our team has become more efficient and gained insight in to tasks such as tracking orders & invoices.
Recommendations to others considering the product:
be honest with yourself regarding you and/or your team's ability to do backend web work. If you want this tool to do what you want, chances are you'll need to do some customization. Customization requires technical skill.
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