bpm’online CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Client and partner relationship management
- Investment documentation
- Email communications
- Research material
- Notes, calls and meeting capturing
- Automatic contact synchronization
- Restricted access
- Contact management
- Sales and marketing management
- Sales pipeline tracking and maintenance
- Interest level management
- Client types
- Investment probabilities
- Compliance integration into workflows
- Auto archiving of marketing emails
- Fund marketing documents watermarking
- Analytics and reporting
- Communications management
- Email campaign center
- Customized website portals
- Unlimited email distributions
- Message monitoring
- Marketing campaign success evaluation
- Report distribution
- Secure online portal
Pricing Info
Pricing Info
Enterprise pricing details and other product information are available upon request.
Integrations
Integrations
- Preqin database
- Microsoft Reporting
- Crystal Reports
- MORNINGSTAR
- HFR DATABASE
- HEDGE FUND INTELLIGENCE GLOBAL DATABASE
- HEDGE FUND DATABASE AND DIRECTORY
- HEDGE FUND DATAFEEDER
- MSCI
- OBIEE
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Horsley Bridge
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Client Relationship and Communications Management software that provides a solid foundation for managing and nurturing client and partner activities.
Company Email
info@backstopsolutions.com
Contact No.
Company's Address
BackStop Solutions
233 S. Wacker, Suite 3960,
Chicago, IL 60606
USA
BackStop CRM Comparisons
Popular BackStop CRM Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Customer Data Management integrated with Twitter, Facebook, and LinkedIn
- Lead Management with export function (MS Excel, website, other sources)
- Time Management and Communications that syncs with Google Calendar, MS Outlook and popular schedulers
- Sales Management for opportunity, quota, pipeline, projections, and forecasts
- Document Management compatible with MS Word
- Knowledge Management online library
- Marketing Management for multi-channel campaigns, audience segmentation, budget planning, track responses, and ROI estimation
- Analytics with real-time diagrams, customizable reports, and dashboards
- Administrative Tools with wizards to manage lookups, data fields, and processes without programming
- bpm’online CRM mobile apps for iOS and Android devices
Pricing Info
Bpm’online offers different pricing packages for sales, marketing, and service. You can also integrate all three modules into a single CRM bundle and get an estimate for it from the vendor. There is also a free trial available. You can easily sign up for bpm’online free trial here.
Pricing for Sales Module
Team Package – $25/user/month (cloud)
- Ideal for small and medium businesses with direct sales teams
- Out-of-the-box process for opportunity management: from lead to contract
Commerce Package – $30/user/month (cloud)
- Ideal for e-commerce
- A complete set of tools for short sales cycle and e-commerce
Enterprise Package – $50/user/month (cloud) or $850/user (on-site)
- Developed for medium and large enterprises to manage multiple sales channels including field force, wholesale distribution, e-commerce, and POS.
- Sophisticated tools to manage all sales channels: direct and channel sales, e-commerce, field sales and POS.
Pricing for Marketing Module
Active Contact Package
- Cloud – $27 (1000 active contacts/month billed annually)
- Active contact is a contact included in one or more campaigns within a 12-month period
- Up to 365 emails per year can be sent to one active contact
- Custom pricing with the purchase of 50,000+ active contacts
User License
- Cloud – $50/user/month billed annually
- On-site – $850 per license/lifetime
- With the purchase of 1000 active contacts the first license is free
Pricing for Service Module
Customer Center Package
- Cloud – $35/user/month
- On-site – $600 per user
- Ideal for companies looking to automate helpdesk and contact center operations
- A set of tools to deliver excellent customer service and manage omnichannel communications
Service Enterprise Package
- Cloud – $50/user/month
- On-site – $850 per user
- Ideal for medium and large businesses who want to automate internal and external operations and ITIL processes.
- Sophisticated tools to manage a complete service cycle, and provide exceptional service and support to customers and internal users.
Integrations
bpm’online CRM offers open API options that allows it to be integrated with virtually any third-party application. Be it phone systems and social listening tools or analytics programs and ERP applications, this can blend seamlessly with your preferred business systems. Among the products you can integrate it with are:
- Google Contacts
- Google Calendar
- LDAP
- IMAP
- MS Exchange
- Google Maps
- OpenStreetMap
- MailChimp
- Mandrill
- MS Outlook
- MS Word
- MS Excel
- SmartCloud Connect
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Bayer, PepsiCo, Allianz, Heineken, Telia Sonera, SpecTec, QNAP, ABLV, Starcom MediaVest, Yandex, Pelco, ZyXEL, VimpelCom, Thurava
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Bpm'online is a leading software platform that focuses on business process automation and CRM.
Company Email
info@bpmonline.com
Contact No.
Company's Address
280 Summer St., 6th Floor,
Boston, MA 02210
bpm’online CRM Comparisons
Popular bpm’online CRM Alternatives
No CRM Software will be perfect enough to cater to all the requirements of a company. While main functionalities of BackStop CRM and bpm'online CRM are obviously a priority you should also thoroughly explore the integrations provided by each software. Very often your team will already be using various kinds of B2B software in your company and it’s definitely better to opt for software that integrate well with one another. With that approach you will be able to ensure a smooth exchange of information between your teams and software used, which can significantly reduce time wasted on migrating between one product and the other.
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