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Compare Fi360 Toolkit vs Bizbee

What is better Fi360 Toolkit or Bizbee? It’s a good idea to use our scoring system to provide you with a general idea which Business Process Management Software product is will work better for your company. For overall product quality, Fi360 Toolkit received 6.9 points, while Bizbee earned 8.0 points. At the same time, for user satisfaction, Fi360 Toolkit scored N/A%, while Bizbee scored 100%.

Information regarding their unique elements, tools, supported platforms, customer support, plus more are available below to give you a more accurate review. Remember to get only the tools your business requires so as not to waste resources for tools that are unnecessary.

As of now, the most popular products in our Business Process Management Software category are: Wrike, Promapp, bpm’online studio.

NOAWARDS
YET

SmartScore™

OUR SCORE 6.9

User Satisfaction

CUSTOMER EXPERIENCE N/A

Pricing

Starting from $2400

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Criteria for due diligence
  • Analysis of Fiduciary Score
  • Reporting options that are FINRA-reviewed
  • Investment analyzer
  • 401k & individual monitoring report
  • Summary of firm level watch list
  • 401(k) & individual proposal
  • 401(k) & individual investment policy statement
  • Investment fact sheet
  • Investment profile
  • Investment comparison
  • Model portfolios report
  • Model factsheet

Pricing Info

Fi360 Toolkit offers a single enterprise pricing plan for all users. Here are the details:

  • $2400 – Yearly Subscription
  • Monthly Data Updates
  • Fee Disclosure Solution (Additional Fee)
  • One Base License – One Advisor Login, One Admin Login

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

Fi360 integrates with the following business systems and applications:

  • Epic Advisors
  • American Funds
  • Mid Atlantic Trust Company
  • Castle Rock Innovations
  • Fina Metrica

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

An investment management software designed for investment professionals specifically fiduciaries such as investment advisors, brokers, and investment consultants.

Company Email

sales@fi360.com

Contact No.

Company's Address

3 Penn Center West, Suite 400
Pittsburgh, PA 15276
USA

NOAWARDS
YET

SmartScore™

OUR SCORE 8.0

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $5

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • App Maker
  • CRM
  • ITSM Service Desk
  • Help Desk
  • Knowledgebase
  • Chat
  • HR Automation
  • Inventory Management
  • Expense Management
  • Survey

Pricing Info

Bizbee offers five pricing plans that you can choose from. Here are the details:

Freemium plan

  •  2 Processes
  •  Custom process builder
  •  Sequential workflows

Basic plan – $6 per user per month ($5 if paid on annual basis)

  •  All features of Freemium
  • 10 minimum users required
  •  100+ default processes
  •  Geo location tracking
  •  User groups
  •  APIs
  •  Webhooks

Regular plan – $15 per user per month ($18 if paid on annual basis)

  •  All features of Basic
  •  5 minimum users required
  •  Reports & Custom reports
  •  SLA’s for processes
  •  Conditional workflows
  •  Default dashboards
  •  Customviews
  •  Custom roles

Professional plan – $25 per user per month ($29 if paid on annual basis)

  • All features of Regular
  •  Team workspaces
  •  Gamification
  •  Custom dashboards
  •  Event triggers
  •  Analytics on processes, users & efficiency
  •  Free custom branded mobile app

Enterprise plan – by quote

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

My Perfect Fit, TechPack, NayaGoodi

Integrations

Bizbee integrates with many business systems and applications, among which:

  • G-Suite
  • Office 365
  • Zendesk
  • FreshDesk
  • Asana
  • Workday
  • Dropbox

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Bizbee is a self-service business process automation platform designed primarily to automate business processes and workflows of SMBs and enterprises at a time.

Company Email

support@bizbee.io

Contact No.

Company's Address

Spline Arcade,
Flat No. 401,Plot No.1208,
Ayyappa Society, Madhapur,
Hyderabad - 500081
India

bpm’online studio

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.3

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

by quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Business Process Management
  • Best Practices & Opportunity Management
  • Advanced Customization
  • Open Configuration
  • Visual Process Designer (WYSIWYG)
  • 360-degrees Customer Views
  • Lead Management
  • Lead Segmentation
  • Collaboration Suite
  • File Sharing & Omnichannel Communication
  • Case Management
  • Dashboard Analytics
  • On-Premise and In-Cloud Deployment
  • Extensive API
  • Synchronized Mobile APP
  • Field Sales App

Pricing Info

Bpm’online studio offers different enterprise pricing packages for the sales, marketing, and service module. You can also integrate all three modules into a single CRM bundle, calculate its price on the product’s official website, or get in touch with the vendor who will estimate it for you. There is also a great free trial available that you can use to try out all the key features of the software first. You can easily sign up for bpm’online free trial here.

Here are the details of all the available pricing plans:

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 struggling to automate internal and external service processes, including ITIL processes.
  • Sophisticated tools to manage a complete service cycle, and provide exceptional service and support to customers and internal users.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

L'Oreal, Schneider Electric, BAYER, Heinz

Integrations

The system can be integrated with virtually any third-party application as it provides open configuration and extensive API to allow for any customization required for your business. The company has an extensive experience with integrating with different systems during project implementation (accounting, legal, ERP, social listening tools etc.), as well as a number of out-of-the-box integrations, which include, but are not limited to: Twitter, Facebook, Google Contacts and Calendars, LDAP, IMAP, MS Exchange, Google Maps, OpenStreetMap, MailChimp / Mandrill, etc.

Bpm’online studio offers email synchronization via IMAP and Exchange protocols, and simplified synchronization of MS Exchange and Gmail contacts and calendars. Automatic integration with Google services enables the user to instantly start working with their contacts, emails, and calendar. The administrator can also set up user or group rights to import / export contacts.

The software is seamlessly integrated with SmartCloud Connect, which integrates your Microsoft Outlook window right into bpm’online. You can also use SmartCloud Connect to work with opportunities, activities, leads, contacts, and accounts without logging into bpm’online.

What is more, the service allows leveraging social media integration capabilities to enrich customer profiles with additional data from social media as well as collaborate with customers in social networks. The system can be integrated with various online communities, forums, etc. with open APIs.

Office productivity package integration includes reports in MS Word / PDF, data import from MS Excel.

Bpm’online studio also offers phone integration, including intelligent routing, voice over IP, scheduled callback and SMS. Integration with the social listening tools, ERP systems, platforms for data integration and business analytics is also available.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Bpm'online studio is a complete BPM suite that allows companies to test, improve, and stay in control of their operations and adjust those to the modifying business environment.

Company Email

info@bpmonline.com

Contact No.

Company's Address

280 Summer St., 6th floor
Boston, Massachusetts
USA

The services compared on this page are only a sliver of our complete Business Process Management Software category and you should keep in mind that there may be better alternatives available. If you would like to make sure you make the best possible choice for your team we definitely suggest that you test more software first. It may also be a good idea to study our top 10 Business Process Management Software list to find out which products are now the best ones and dominate the market.

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