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bpm’online is a marketing, sales, and intelligent service management software provider offering CRM products and automations for each of...
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Provider Overview

bpm’online is a marketing, sales, and intelligent service management software provider offering CRM products and automations for each of these fields. They’re recognized as a market leader by a number of industry analysts such as Forrester, Gartner, and Nucleus Research.

Intended Customers:
Businesses of all sizes.

Free Trial:
Yes, 14-day free trial.

Free Version:

Features Included in All bpm’online Plans:




360 Degree Customer View 360 Degree Customer View

Customer Center Software

Service Enterprise Software

Segmentation Collaboration Tools 360 Degree Customer View Unified Customer Base
Website Behavior Tracking Business Process Management Omnichannel Communications Omnichannel Communications
Lead Management Lead Management Contact Center Contact Center
Trigger Campaigns Opportunity Management Case Management Business Process Management
Personalized Email Marketing Orders and Invoices Knowledge Management Request Management
Event Management Field Sales Management Service Catalogue Problem Management
Business Process Management Sales Forecasting Business Process Management Change Management
Productivity Tools Contract Management Synchronization and Integration Release Management
System Designer Product Management System Designer Service Catalogue
Document Flow Automation Service Level Management
Project Management Configuration Management
Mobile Sales Knowledge Management
Knowledge Management Synchronization and Integration
Synchronization and Integration System Designer
System Designer

All Available bpm’online Plans & Pricing:
Plans are customizable and based on the number of users. You can use their calculator to determine the price.

Help & Support Options:
You can contact bpm’online here:

USA: +1 617 765 7997
UK: +44 20 3384 0040
Australia: +61 261 452 888


Bpm’online also has an online community that can be reached here.

They offer technical support, a self-service portal, customer success management, and an online community.

Awards & Recognitions:
Recognized by Gartner as the only challenger for lead management in the 2018 Magic Quadrant for sales force automation.

Bpm’online was named a Leader in The Forrester Wave™: CRM Suites for Midsize Organizations, 2016.

In addition, bpm’online has been recognized as a Strong Performer in The Forrester Wave™: Sales Force Automation Solutions, 2017, The Forrester Wave™: Lead-To-Revenue Management Platform Vendors, 2016; The Forrester Wave™: Customer Service Solutions For Midsize Teams, 2017, and The Forrester Wave™: Dynamic Case Management, Q1 2018.

Editor’s Bottom Line for bpm’online:
bpm’online is a CRM software provider for sales, marketing, and service teams interested in optimizing the customer experience and journey. They’ve been recognized as an industry leader by many top analysts such as Gartner, Forrester, and Nucleus Research. They offer customers a customizable solution for whatever kind of software they’re interested in purchasing, giving the customer the power to use the software however they see fit for their business and employees.

The fact that they offer a customizable pricing plan shows that bpm’online is interested in providing help to businesses of all sizes. This plays a significant role in being an industry leader for sales, marketing, and service. Many providers choose only one of these three to specialize in; only the big names like Zoho, Salesforce, Zendesk, and others are capable of effectively offering large numbers of products. However, bpm’online offers powerful features in each of their products that can help any business, regardless of size.

bpm’online’s features are primarily based on management and automations. This, like with other CRM software, allows agents to prioritize the customer experience while the software handles the more time-consuming, mundane tasks that often get in the way of the important work like building lasting relationships with their customers. Their most striking feature is the 360-degree customer view that allows users to look at contact data, view customers on a map via their sales software, phone numbers, social media profiles, and more. This, on top of customer segmentation, helps businesses prioritize the customer’s needs.

Overall, bpm’online is an excellent option for businesses looking for sales, marketing, or service management software. They’ve received recognition from top industry analysts for good reason. Their pricing plan is customizable and affordable for businesses of all sizes, small businesses included. Pricing is based on the number of users, but small teams only need a couple of employees at most using the software, so the price should never get too out of control. If you’re focused on learning more about who your customers are and what motivates them to make a purchase, bpm’online is a great option to consider.

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