bpm’online sales
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- 360° customer view
- Collaboration tools
- Business Process Management
- Lead Management
- Opportunity management
- Orders and invoices
- Field sales management
- Sales forecasting
- Contract management
- Product management
- Document flow automation
- Project management
- Mobile sales
- Knowledge management
- Synchronization and integration
- System designer
Pricing Info
Pricing Info
bpm’online Sales offers three SMB and enterprise pricing packages for users to choose from. The product can also be purchased within the company’s CRM bundle, and offers a 14-days free trial for all packages. Here are the details:
Team – $25/user/month
- 360° customer view
- Collaboration tools
- Business process management
- Lead management
- Document flow automation
- Knowledge management
- Mobile app
- Analytics
- Synchronization and integration
- Customization and administrative tools
- Opportunity management
- Out-of-the-box process for large sales
- Products and services
Commerce – $30/user/month
- 360° customer view
- Collaboration tools
- Business process management
- Lead management
- Document flow automation
- Knowledge management
- Mobile app
- Analytics
- Synchronization and integration
- Customization and administrative tools
- Sales forecasting
- Products and services
- Product catalogue management
Enterprise – $50/user/month
- 360° customer view
- Collaboration tools
- Business process management
- Lead management
- Document flow automation
- Knowledge management
- Mobile app
- Analytics
- Synchronization and integration
- Customization and administrative tools
- Contract management
- Products and services
- Sales forecasting
- Opportunity management
- Out-of-the-box processes for large sales
- Project management
Integrations
Integrations
bpm’online Sales integrates with the following business systems and applications:
- MS Excel
- MX Exchange
- MS Outlook
- MailChimp
- PBX integration and cloud telephony services
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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 sales is a compact CRM and sales force automation solution for small, medium, and large success-oriented teams.
Company Email
info@bpmonline.com
Contact No.
Company's Address
bpm’online sales Comparisons
Popular bpm’online sales 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
Every time you compare different Sales Tools software you shouldn’t simply analyze their features list and offered pricing plans. Pay attention to the fact that the service must be adjusted to your work processes and company so the more flexible their offer the better. Find our what OSes are supported by bpm'online sales and Method:CRM and be certain you will get mobile support for whichever devices you work on in your company. You should also learn which languages and geographies are supported, because this may be a key element for many businesses.
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