Compare bpm'online sales vs Pocket Sales 71 vs Flow XO

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84%
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63%
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80%
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bpm'online sales screenshot view 1 more Pocket Sales 71 screenshot view 5 more Flow XO screenshot view 3 more

Software Description:

Bpm'online sales is a cloud CRM system for comprehensive sales force automation from lead management to large enterprise sales. Employ out-of-the-box reference processes to manage the entire sales cycle! Bpm'online recognized in Gartner 2016 Magic Quadrant for the CRM Customer Engagement Center, as well listed in Five Categories of The Gartner CRM Vendor Guide 2016 (SFA, Partner Relationship Management, Inside Sales and Customer Service Software).
There are three editions available: team, commerce and enterprise. Prices start from $25 per user / month.

Product Features

  • 360° customer view
  • Opportunity management
  • Orders and invoices
  • Sales forecasting
  • Products and services
  • Collaboration tools
  • Quote management
  • Contract management
  • Document flow automation
  • Project management
  • Field sales

Software Description:

What is PocketSales71?
An application-based solution to track sales forces combined with a rapid reporting mechanism. Furthermore, it can be a timely solution to upgrade and modernize your sales instrument. This allows it to be more efficient and effective by utilizing every resource possible. As your organization grows, responding in real-time to simplistic requests can be virtually impossible. In order to facilitate this process, we are providing this sales automation software.

Wouldn’t it be great if you could easily automate, assemble, and yet produce more:
* Sales team tracking
* Invoices and statements
* Due payment management
* Events, Training and more …

Save time and money with a system that:
* Integrates triggers to automatically generate and distribute the appropriate communications
* Delivers communications in real time or at any other moment when a designated action occurs

Software Description:

Flow XO is a platform that allows users with no technical experience to build sales and marketing workflows on top of their existing cloud applications.
Each supported service is built as a module which is called by the Flow XO core. A service is split into separate methods, and each method is either a trigger (looks for new records, or receives new records via a webhook) or an action (creates, updates or deletes records).
It builds workflows quickly and easily,with simple workflow designer, even for novice users.

Features:

  • Referral Tracking
  • Batch Permissions & Access
  • Password & Access Management
  • Social-Media Integration
  • Contact Sharing
  • Expense Tracking
  • Multi-Currency
  • Dashboard
  • Third-Party Plugins/Add-Ons
  • External Integrations
  • Supplier Management
  • Lead Scoring
  • Project Management
  • Inventory Tracking
  • File Sharing
  • Data Import
  • Data Visualization
  • Data Export
  • Multi-User
  • API
  • Audience Targeting
  • Budgeting
  • Contact Management
  • Customer Management
  • Calendar Management
  • Scheduling
  • Marketing Automation
  • Google Apps Integration
  • Notifications
  • Lead Management
  • Email Integration
  • Forecasting

Features:

  • Click-to-Dial
  • Google Apps Integration
  • Project Management
  • Referral Tracking
  • Marketing Automation
  • Multi-Currency
  • Calendar Management
  • Scheduling
  • Customer Management
  • Dashboard
  • Call Tracking
  • CRM Integration
  • Sales Motivator
  • Lead Management
  • Notifications
  • Inventory Tracking
  • Multi-User
  • Contact Management
  • Contact Sharing
  • External Integrations
  • Audience Targeting
  • Expense Tracking
  • Email Integration
  • Forecasting
  • Data Export
  • API

Features:

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

Summary:

  • Marketing: Drip marketing campaigns; Lead management; Post event follow up.

  • Onboarding: Claims handling; Order processing & approval; Welcome emails.

  • Renewals & Retention: Annual renewals; Collecting feedback; Handling cancellations.

  • Upselling: Upgrade offers; Customer reviews; Identifying cross-selling opportunities.

Team

$25.00
1 user(s) / month
Included in plan:
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Lead management
  • Document flow automation
  • Knowledge management
  • Mobile app
  • Analytics
  • Synchronization and integration
  • Customization and administrative tools
  • Customization and administrative tools
  • Out-of-the-box process for large sales
  • Products and services

Commerce

$30.00
1 user(s) / month
Included in plan:
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Lead management
  • Document flow automation
  • Knowledge management
  • Mobile app
  • Analytics
  • Synchronization and integration
  • Customization and administrative tools
  • Orders and invoices
  • Products and services
  • Product catalogue management

Enterprise

$50.00
1 user(s) / month
Included in plan:
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Lead management
  • Document flow automation
  • Knowledge management
  • Mobile app
  • Analytics
  • Synchronization and integration
  • Customization and administrative tools
  • Opportunity management
  • Out-of-the-box process for large sales
  • Orders and invoices
  • Sales forecasting
  • Contract management
  • Products and services
  • Product catalogue management
  • Project management

Subscription

$12.00
1 user(s) / month

Pricing:

  • Credit card required: No
  • Free: 2 workflows; 100 tasks; 5 minute triggers
    Micro: $19 per month; 5 workflows; 5,000 tasks; 5 minute triggers.
    Plus: $49 per month; 10 workflows; 15,000 tasks; 1 minute triggers.
    Pro: $99 per month; 20 workflows; 45,000 tasks; 1 minute triggers.

FAQs:

    Who are the main user groups of this service?
    • Enterprises
    • Mid-size companies
    • Startups
    • Small companies
  • Does this service offer guides, tutorials and or customer support?
  • Support:

    • Phone support
    • Knowledge base
    • Customer success management
    • Academy
    • Community
    • ITIL/ITSM
  • What is this service generally used for?
    • Account and contact management
    • Intelligent data enrichment
    • Data enrichment through social media
    • Profile completeness
    • Customer segmentation
    • Interactions and communication history
    • Search and merge duplicates
    • Customer database analytics
  • What are some applications this service is commonly used in tandem with?
    • Twitter,
    • Facebook,
    • Google Contacts and Calendars,
    • LDAP,
    • IMAP,
    • MS Exchange,
    • Google Maps,
    • OpenStreetMap,
    • MailChimp / Mandrill
  • 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.

  • Does this service offer multi-user capability (e.g. teams)?
  • Software offers multi-user capability.

FAQs:

    No FAQs associated with this application.

FAQs:

    What is this service generally used for?
  • It is used to build automated sales & marketing workflows.

  • What platforms does this service support?
  • Flow XO is a cloud-based service.

  • What are some applications this service is commonly used in tandem with?
  • It is used in tandem with Google apps and various CRM and email marketing platforms.

  • Does this service integrate with any other apps?
  • Flow XO integrates with: Google apps, Campaign Monitor, Mailchimp, Pipedrive, FreshBooks, Trello, Slack, Twilio etc.

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

  • Does this service offer guides, tutorials and or customer support?
  • They offer knowledge base and live chat.

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
2.35k
Followers:
193

Publisher:

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

Other:

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

Other:

Who uses Pocket Sales 71
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
Japanese, English
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.
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