Compare bpm'online CRM vs Insightly vs DealerSocket

Insightly

CRM
 (526)
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Crozscore:

84%
what is this?
100%
43%
no significant changes

Crozscore:

92%
what is this?
92%
49%
interest falling

Crozscore:

83%
what is this?
45%
interest falling
bpm'online CRM screenshot view 1 more Insightly screenshot DealerSocket screenshot view 5 more

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.

Join our interactive live presentation of the newest version of bpm’online 7.11. September, 28

Register on our website for the event and explore bpm'online 7.11 that features amazing new AI capabilities, a revamped campaign designer and over 200 other enhancements to its CRM and BPM solutions. Save your seat today!

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:

DealerSocket offers a CRM solution for Franchise, Independent, and car dealers to handle fresh ups, phone ups and Internet leads all from one central platform. Many businesses spend a lot of time and money to get test drive appointments, and DealerSocket is taking aim at just this problem.

The platform comes with stylish and intuitive design, along with the dashboard that shows the review of the dealers performance. It streamlines car sales and marketing activities with proactive tools to manage leads, inventory, and customer experience.

The marketing automation module of this solution is mainly intended to create profitable opportunities designed to contact the right customer with the right message at the right time. The marketing features include: Multi-step Campaign Management, Email Marketing, Data Mining, MarketPlace, Reporting, and Call Management.

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

Features:

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

Features:

  • Call Tracking
  • Scheduling
  • Lead Management
  • Notifications
  • API
  • Data Export
  • Data Import
  • Data Visualization
  • Marketing Automation
  • Inventory Tracking
  • External Integrations
  • Lead Scoring
  • Dashboard
  • Customer Management

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

Summary:

  • Customer Database

  • Form Printing

  • Lease Management

  • Multi-step Campaign Management

  • Email Marketing

  • Email Marketing

  • MarketPlace

  • Fresh-ups

  • Phone-ups

  • Internet leads

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.

FAQs:

    No FAQs associated with this application.

FAQs:

    Does this service offer an API?
  • Yes, it offers API.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • Does this service integrate with any other apps?
  • Integrations: Auto/Mate, AutoStar, Autosoft, CDK Digital Marketing, FEX DMS, DealerTrack, Reynolds & Reynolds, Quorum, MyDealerLot.

  • What is this service generally used for?
  • This service is generally used for CRM, marketing automation, and sales management.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Live Support, Email Support, Phone Support.

  • What platforms does this service support?
  • This is a web-based software, with Android and iOS native apps offered.

  • Who are the main user groups of this service?
  • DealerSocket is used by more than 100,000 users at over 3800 auto dealerships throughout the U.S., Canada, and Australia.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
14.3k
Followers:

Publisher:

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

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
13.5k
Followers:

Other:

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

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses DealerSocket
  • SMEs
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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