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
- Drag-and-drop administration
- Multiple accounts
- Account hierarchies
- Multiple pipelines and views
- Product Catalogue
- Dynamic organization chart
- Buying Center
- Contact management
- Social selling
- Social media feeds
- Custom profiles and views
- User access permissions
- Template designer for forms
- Auto-calculated fields
- Visual lead management
- Dynamic Target
- Bulk updates
- Document management
- History log
- Notes management
- Activity Stream
- Target Overview
- Notifications
- Suggestions
- Business Overview
- Archive tool
- Opportunity Tracking
- Sales Task Management
- Sales Process Mapping
- Offline CRM
- Built-in HELP
- Sales reports
- Performance Insight Instant Views
- Sales Velocity monitoring
Pricing Info
Pipeliner CRM offers four pricing plans, all billed annually:
Starting at $65/user/month
- Accounts Management
- Contacts Management
- Unlimited Accounts & Contacts
- Feeds (Built-in Internal Messaging)
- Import Accounts and Contacts from CSV files
- Leads Management
- Opportunities Management
- Unlimited Leads & Opportunities
- Opportunities and Leads Pipeline View
- Opportunities, Leads, Accounts, Contacts and Activities List View
- Opportunities, Leads, Accounts and Contacts Compact View
- Opportunities, Leads, Accounts and Contacts Map View
- Dynamic Velocity View
- Dynamic Target Views
- Target Multiple KPIs
- Custom Profile Views
- Tasks Management
- Appointments Management
- Unlimited Tasks & Appointments
- Tasks and Appointments Calendar View
- Reminders
- Mobile Apps (iOS and Android)
- Calling Integration (over Mobile)
- Email Automation
- Mass Email Tracking
- Customizable Email Templates (Text & HTML)
- Email Personalization
- Email Integration
- Import Accounts & Contacts from CSV files
- Import open Leads & Opportunities from CSV files
- Standard Table Reports
- Pivot Table Reports
- Custom Pipeline Stages
- Custom Fields for Opportunity, Lead, Account and Contact Form
- Custom Standard Fields for Products
- Unlimited Custom Fields
- Custom Field Description/User Hint
- Custom Web Resource Fields
- Custom Fields Calculations
- Custom Fields Validation Rules
- Custom Fields Pick-Lists
- Custom Fields Dynamic Dropdowns
- Custom Fields Auto-Number Fields
- Custom Products and Services Catalog
- Office 365 Automatic Email Sync
- Exchange Automatic Emails Sync
- Office 365 Inbox Add-In for Outlook
- Contacts Sync to Outlook (Office 365 and Exchange)
- Tasks Sync to Outlook (Office 365 and Exchange)
- Appointments Sync to Outlook (Office 365 and Exchange)
- Send and Track Emails directly from PL (Office 365)
- Mass Email Tracking (Office 365)
- Customizable Email Templates (Office 365)
- Automation Hub Integrations
- SSL Encryption
- Encryption at Rest
- GDPR Compliance
- 30 MB Attachment Limits
- Attachment Type Restrictions
- Email Domain Restrictions
- Daily Database Backups
- SSL Encryption
- Encryption at Rest
- Online Onboarding Guidance
- User Training (Online course)
- Admin Training (Online course)
Business – $85/user/month
- All Standard features
- Documents Management
- Custom Template Docs and Spreadsheets (Office 365 and Google Docs)
- Notes Management
- Navigator Dashboard
- Opportunities and Leads Archive View
- Multiple Currencies
- Tasks Board View
- Appointment Timezone Checker
- Recurring Tasks
- Activities 1-to-Many to Any
- Export Accounts/Contacts to Excel/CSV
- Export Leads/Opportunities to Excel/CSV
- Bulk Updates Opportunities/Leads/Accounts/Contacts/Activities
- Bulk Ownership Updates
- Merge Contact & Accounts
- Dashboard Reports
- Multiple Custom Pipelines
- Custom Fields per Pipeline Stages (Sales Actions)
- Custom Activities per Pipeline Stages (Sales Activities)
- Custom Business Units
- Save Email Attachments to Pipeliner Records
- Google Drive Integration
- Custom (Bespoke) Integration possible
- Assigned Account Manager
- API Actions Limits
- Onboarding Consultancy and Customisation
- User Training (Web Sessions with Pipeliner Trainer)
- Manager Training (Web Sessions with Pipeliner Trainer)
- Admin Training (Web Sessions with Pipeliner Trainer)
- Standard Data Import from CSV
- Custom Data Migration
Enterprise – $115/user/month
- All Standard and Business features
- Visual Opportunities and Leads Buying Center
- Opportunities Bubble Chart View
- In-App Notifications
- Advanced Reports
- Forecast Reports
- Insights
- Custom User Roles and Permissions
- Custom Accounts Relations
- Custom Standard Fields for Activities
- Custom Activity Types
- Custom Fields Field Permissions
- SharePoint Integration
- Sandbox Environment
- Single Sign-On (SAML 2.0)
- Prioritized Technical Support
- Telephone Technical Support
- Pipeliner Quarterly Review
- Onsite Training
Integrations
Pipeliner CRM offers integrations with over 200 apps for productivity, collaboration, accounting, and eCommerce. These apps include:
- Freshbooks
- Sage Intacct
- Clearbit
- FullContact
- Ethereum
- Zapier
- Dropbox
- Google Drive
- Shopify
- Magento
- Calendly
- EventBrite
- MS Office
- monday
- Wrike
- Google Forms
- SEMrush
- Freshdesk
- Zendesk
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
MTN Business, Tiger, ManpowerGroup
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 sales CRM and automation software that boosts adoption rates and ROI through a highly visual interface, numerous customization options, and robust reporting capabilities. It helps you manage your pipeline to turn leads into sales and sales to repeat purchases. It also generates reports and insights within its dashboard.
Company Email
info@pipelinersales.com
Contact No.
Company's Address
15243 La Cruz Dr
Suite 492
Pacific Palisades, CA 90272
United States
Pipeliner Comparisons
Popular Pipeliner Alternatives
Almost as important as functionalities and user support level are pricing packages provided by bpm'online CRM and Pipeliner. While cost should not be the only factor it’s surely a key thing to consider. You should expect a flexible pricing plan that can be adjusted to your team size and effortlessly scaled up every time your company expands. Be sure that you don’t opt for plans that have additional tools that you won’t find useful and always make an effort to contact with the vendor directly because big companies can often benefit from special pricing. You should also give a chance to a free trial or demo of each software to spend at least some time on actual work with the system. It’s a valuable experience that doesn’t ask you to invest any money and gives you a solid overview of what it’s like to work with bpm'online CRM and Pipeliner.
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