bpm’online CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
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
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
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
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Keep real-time activity history
- Unlimited contacts per record
- Customer service tickets
- Automatic “lead status only”
- Share opportunities
- Share calendars
- Share documents with assigned roles
- Method Integration Engine
- Real-time sync for invoices, time track entries, and customer data
- Access CRM via web browser anywhere
- QuickBooks lists syncing
- QuickBooks transaction syncing
- View all QuickBooks transactions in one place
- Invoice customization
- Drag-and-drop tools
- Custom fields and tables
- Custom screens
- Custom buttons and actions
- Custom reports, charts and graphs
- Customer payment portal to view and pay invoices
- Payment gateways: Intuit Merchant Services; PSi Gate; Authorize.Net
- Accepts PayPal
Pricing Info
Method:CRM has two enterprise pricing options that are both cost-effective. We outlined the details below to help you determine which one suits your needs best:
Contact Management – $28/user/month or $25/user/month/annual billing
- Real-time QuickBooks Synchronization
- Customer and Vendor Management
- Lead Management
- Contact Records and Communication History
- Self-service Portals
- Emails and Activities
- Calendar
- Workflow Automation
- Custom Reports
- Activities Reports
- Customization
- Integrations
- User Permissions Control
- Google and Intuit SSO
- Data Import and Export
- Free One Hour Customization Consultation
- Email, Live Chat, and Phone Support
CRM Pro – $49/user/month or $44/user/month/annual billing
- All Contact Management Features
- Estimates
- Sales Orders
- Invoices and Sales Receipts
- Payment Processing
- Payment Acceptance through Contact Portals
- Opportunity Stages
- Sales Opportunities
- Web to Lead Forms
- Sales Opportunities Reports
CRM Enterprise – $85/user/month or $74/user/month/annual billing
- All CRM Pro features
- Purchase Orders management
- Bills management
- Customer support cases management
- Support cases in portals
- Email marketing campaigns
Available for a fee are add-ons that can further enhance whichever plan you select.
Integrations
Method:CRM integrates with the following platforms:
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Gmail
- Google Calendar
- Outlook
- MailChimp
- Zapier
- PayPal
It also has APIs to help you connect with your favorite solutions.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
HME Mobility & Accessibility, GTM Landscaping, Dean Markley,
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
A one-of-a-kind CRM that seamlessly integrates with QuickBooks for accurate estimates and a faster sales process. Equipped with customer service tools, opportunity management features, invoicing options, as well as real-time reporting functionalities, this allows you to keep a better eye on your leads and respond to them swiftly.
Company Email
method@method.me
Contact No.
Company's Address
Method:CRM
410 Adelaide St. West
3rd Floor
Toronto, Ontario M5V 1S8
Canada
Method:CRM Comparisons
Popular Method:CRM Alternatives
The services examined on this page are merely a sliver of our full CRM Software category and you should keep in mind that there could be better options out there. If you would like to ensure you make the wisest choice for your team we definitely encourage you to test more solutions first. You may also want to study our top 10 CRM Software ranking to learn which solutions are now the best ones and leaders in the market.
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