bpm’online CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Campaign Membership
- Campaign Management
- Lead and Opportunity Management
- Quotas, and Forecast
- Case or ticket assignment
- Automatic ticket numbers
- Fully Featured Reporting Functionality
- Foreign Currency & Exchange Rates
- Manage Products and Pricing Schemes
- Sales Order Processing
- Unlimited Customizable Dashboards
- Notes, Activities and Notifications
- Capacity to send Outbound Emails
- Account & Contact Management
- Sales Management & Automation
- Marketing Management
- Customer Service Management
- Order Processing
- Invoicing & Credit Notes
- Automation Engine & Workflows
- Customizable Layouts
- Security
- Data Management
- Reporting & Dashboards
- Mobile
- Sandbox & Testing
- Events Management
Pricing Info
Pricing Info
Workbooks offers the following enterprise pricing plans, choose what’s best for your business:
Free Plan – $0
- 2 users completely free
- Free online support
- Contact management
- Sales force automation
- Marketing automation
- Customer support
- Order management
- Invoicing & credit notes
- Reporting & views
Workbooks.com CRM – $30/user/month
- Most free package features
- Unlimited users
- Optional Add-ons
Workbooks.com Business – $65/user/month
- All features from previous packages
- Unlimited users
- Unlimited platform and support options
Integrations
Integrations
Workbooks integrates with the following software and applications:
- Adobe Sign
- Barbour ABI
- Basecamp
- Box
- Campaign Master
- Constant Contact
- Creditsafe
- dotdigital
- Eventbrite
- EventHQ
- GoCardless
- GoogleDocs
- GoToMeeting
- Hellosign
- Hubspot
- Import/Export
- Lead Forensics
- Loqate
- MagneticOne Mobile
- MailChimp
- Microsoft Azure
- Microsoft Exchange Server
- Microsoft Outlook
- Microsoft SQL Server
- Mondago
- MPZ Mail
- MySQL
- Piesync
- Quickbooks
- Sage
- Wolters Kluwer
- Xero
- Zapier
- Zendesk
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Amstore, ClinkClink, Megatech Ltd
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
Workbooks helps sales leaders, sales people, and marketers with the necessary tools to create leads, handle the sales pipeline and close more deals.
Company Email
info@workbooks.com
Contact No.
Company's Address
Unit 9 Suttons Business Park,
Suttons Park Avenue,
Reading, Berkshire RG6 1AZ,
United Kingdom
Workbooks Comparisons
Popular Workbooks 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
The apps analyzed on this page are merely a sliver of our complete CRM Software category and you should keep in mind that there might be more desirable services out there. If you want to make sure you make the optimal decision for your team we definitely suggest that you try out more services first. You can also consider to consult our top 10 CRM Software list to see which services are currently the best ones and leaders in the market.
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