# BSI Customer Suite Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about BSI Customer Suite Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/241854/BSI-Customer-Suite/pricing

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# 

 BSI Customer Suite Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)

BSI Customer Suite

## What is BSI Customer Suite?

Customer experience software designed for businesses within the banking, retail, insurance, investment, and health and wellness industries. It helps midsize businesses with customer data storage and management, artificial intelligence, and customer relationship management. Features of the platform include marketing automation, customer lifecycle management, reporting and insights, data-based automation, and customer data management.

## What is BSI Customer Suite used for?

[Financial CRM](https://www.capterra.com/financial-crm-software/)[Online CRM](https://www.capterra.com/online-crm-software/)[Customer Data Platform](https://www.capterra.com/customer-data-platform-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

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Negative

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for pricing

Free trial  
not available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### BSI Customer Suite

0.0

VS.

[4.6 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting Price

Contact vendor

Starting Price

$9

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.5 (5,671)

Value For Money

0.0 (0)

Value For Money

4.3 (4,311)

Customer Service

0.0 (0)

Customer Service

4.4 (4,113)

## BSI Customer Suite alternatives

[4.5 (3,042)](https://www.capterra.com/p/132666/Pipedrive/reviews/)

Starting price

$19.00

Per User, Per Month

[4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Highest Rated

[4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

Starting price

$14.99

Per User, Per Month

[4.2 (983)](https://www.capterra.com/p/113540/Bitrix24/reviews/)

Starting price

$61.00

Per User, Per Month

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

API

Application programming interface that allows for integration with other systems/databases

Appointment Management

Manage various aspects of appointments including booking, rescheduling, canceling

Audience Targeting

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Buyer Management

Track all information required to develop and sell lots in housing projects

Calendar/Reminder System

Notifications/alerts for upcoming events or tasks

BSI Customer Suite 52 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Application programming interface that allows for integration with other systems/databases

Manage various aspects of appointments including booking, rescheduling, canceling

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Track all information required to develop and sell lots in housing projects

Notifications/alerts for upcoming events or tasks

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Track all company interactions with current clients

Manage, organize, and store contact information

Track, store, and access client contracts or licenses

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A collection of customer information such as contact details, demographics, previous interactions, etc.

Process of dividing customers into groups based on common characteristics

Import and export data to and from software applications

Manage and store data in a database

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Primarily serving architecture, engineering, and construction industry professionals

Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.

For realtors, real estate investors, property managers, and other real estate professionals.

Form predictions based on past and present data/trends

Track interaction history by documenting conversations for contacts

Incorporation of a chat or messaging system within an organization's internal communication infrastructure

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Score a lead on their quality or likelihood to buy based on certain behaviors

Enable businesses to implement machine learning algorithms on business data such as sales and revenue

Automate workflows and trigger campaigns based on customer actions

Records of patients' medical history

Access software remotely via mobile devices

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Process and analyze human language in text or audio form

Track all opportunities for potential sales and convert them into recurring revenue

Allow communication between the company and patients via messages, SMS, emails, phone, and more

Adjust communications based on previous interactions or personal preferences

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Predict future data based on historical data sets

Plan and coordinate all the resources, costs and time needed to execute assignments

Generate quotes or estimates for customers

View and track pertinent metrics to find patterns and gain insights from data

Ensure that quotes/invoices are correct before sending to customers

Pipeline view and tracking lead status

Search and filter data across systems to locate required information by entering keywords or certain criteria

Group leads or contacts based on their specific characteristics

Online portal through which end users can access the system, manage tasks, or obtain information

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Create, manage and track all task activities and progression

Organize customer data and accounts by user or geography

Set up connections to third-party platforms to improve business processes

SaaS, web-based, online deployment

Create, design and manage workflows for repetitive tasks

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## Pricing

### Starting price

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for pricing

Free trial  
not available

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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