Compare Batchbook vs Insightly vs bpm'online CRM

Insightly

CRM
 (577)
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Crozscore:

81%
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95%
46%
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Crozscore:

90%
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90%
49%
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Crozscore:

85%
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100%
43%
interest falling
Batchbook screenshot view 4 more Insightly screenshot bpm'online CRM screenshot view 1 more

Software Description:

BatchBook offers a great deal of information to help its users develop social strategies in order to improve customer relations. From a single application, the entire team can be connected to all of their social media profiles.
Batchbook takes the guesswork out of setting up the CRM by making it as easy as drag-and-drop. Users can drag-and-drop a vCard or spreadsheet into any Batchbook screen to add it to their database.
It'll analyze the fields and try to automatically match them with the fields that are already in use.
It is also possible to select fields for the other data that it doesn't recognize automatically, or make a new custom field.

Software Description:

Insightly is a web-based customer relationship and project management solution for small to medium sized businesses. Insightly is designed to keep all the information needed to run a business in one place, accessible and searchable by all employees, wherever they are in the world.

Software Description:

BPMonline CRM is a cloud-based application that merges CRM (Client Relationship Management) and BPM (Business Process Management) tools. The heart of the application is the business process designer that allows for process modeling and execution. The logic and rules are defined by processes which can be changed when needed. Implementing a new process is as simple as modifying an old one - you simply draw a diagram and save it. The application is easily customizable with the click of a mouse. Users love bpm’online’s engaging interface with a social look and feel, free from redundant information to keep them focused on what’s relevant. Today, the company serves thousands of customers worldwide.
Bpm’online has been widely recognized by key industry analysts (such as Gartner, Forrester, Nucleus, etc.), receiving multiple awards.

Bpm’online CRM bundle offers an interconnected solution that allows you to automate marketing, sales and service:

  • Bpm’online marketing: multichannel marketing software to deliver demand generation excellence.

  • Bpm’online sales: sales force automation to manage the complete sales cycle — from lead to repeat sales.

  • Bpm’online service: innovative customer service tools to deliver exceptional customer experience.

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Features:

  • Dashboard

Features:

  • API
  • Email Integration
  • File Sharing
  • Project Management
  • Contact Management
  • Contact Sharing
  • Lead Management
  • Social-Media Integration

Features:

  • Time Management
  • Project Management
  • Travel Management
  • Dashboard
  • Calendar Management
  • Customer Management
  • Third-Party Plugins/Add-Ons
  • External Integrations
  • Data Import
  • Forecasting
  • Lead Scoring
  • Lead Management
  • Contact Sharing
  • Marketing Automation
  • Contact Management
  • Email Integration

Summary:

  • Contacts Organization: Using tags, custom fields, and activities.

  • Instant Setup: Adding contacts to Batchbook immediately by dragging a vCard or CSV file onto any Batchbook page, or importing from other apps.

  • To-Dos & Lists: To-dos are wildly flexible and can be set up to work wherever you need them most – in e-mail, sms, a calendar or on mobile.

  • Mobile: Users have access to their contacts wherever and whenever they need them, using the mobile version of Batchbook.

  • Unlimited Users: Batchbook enables collaboration across teams

  • Deals: Users can track new leads coming in from webforms, e-mail marketing or social posts.

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

Pricing:

  • Credit card required: N/A
  • $46/month up to 10,000 contacts.
    $63/month for up to 15,000 contacts.
    $80/month for up to 20,000 contacts.
    $96/month for up to 25,000 contacts.
    $113/month for up to 30,000 contacts.
    Free trial available for all pricing plans.

FAQs:

    Who are the main user groups of this service?
  • BatchBook is the CRM for small business.

  • What is this service generally used for?
  • It is generally used as a cloud based customer relationship management tool.

  • What platforms does this service support?
  • Web-based, Android, Windows Phone, iPhone.

  • What are some applications this service is commonly used in tandem with?
  • It is most commonly used with ActiveCampaign; Xero; and Freshdesk.

  • Does this service integrate with any other apps?
  • BatchBook integrates with: MailChimp, FreshBooks, QuickBooks, Xero, ActiveCampaign, Mad Mimi, Yesware, HappyFox, HootSuite, Direct Mail Manager, Eventbrite, Formstack, Google Apps for Work, RightSignature.

  • Does this service offer an API?
  • It offers a RESTful API.

  • Does this service offer multi-user capability (e.g. teams)?
  • Batchbook enables collaboration across teams.

  • Does this service offer guides, tutorials and or customer support?
  • They offer video tutorials, online support, knowledge base, and webinars.

FAQs:

    No FAQs associated with this application.

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Support:

    • Phone support
    • Knowledge base
    • Customer success management
    • Academy
    • Community
    • ITIL/ITSM
  • Who are the main user groups of this service?
    • Enterprises
    • Mid-size companies
    • Startups
    • Small companies
  • What is this service generally used for?
  • Bpm’online CRM bundle offers an interconnected solution that allows you to automate marketing, sales and service:

    bpm'onlise sales - sales force automation software to manage the complete sales cycle — from lead to repeat sales.*

    *bpm'online service *- innovative customer service tools to deliver an exceptional customer experience.

    *bpm'onlie marketing *- multichannel marketing software to deliver demand generation excellence.

  • What are some applications this service is commonly used in tandem with?
  • Integration:

    • Twitter,
    • Facebook,
    • Google Contacts and Calendars,
    • LDAP,
    • IMAP,
    • MS Exchange,
    • Google Maps,
    • OpenStreetMap,
    • MailChimp / Mandrill
  • Does this service offer multi-user capability (e.g. teams)?
  • Software offers multi-user capability.

  • Does this service offer an API?
  • Bpm'online provides open configuration and extensive API to allow any customizations and integrations required for your business.

  • What platforms does this service support?
  • Platforms: Android, iOS, Mac, Windows, Web-based.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
5.16k
Followers:
6.68k

Publisher:

Founded:
2012
Based in:
San Francisco
Employees:
51-200
Likes:
35.1k
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other:

Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses bpm'online CRM
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Polish, Turkish, Hebrew, Russian, Spanish, German, Italian, Arabic, Portuguese, French
Regional Restrictions:
No restrictions.
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