A user can easily define flow and automate their daily repeated work. Automated emails, notification, conditional approval are easily configurable. Track changes of records can e maintained. Dynamic and interactive reports can be created with out of the box dashboards configuration I would suggest to at least have a demo of your requirement once if you choosing a CRM or an automation tool for an organisation
There are limitations in every software tools So do we have in creatio. At some place user want to have more analytics and automation where sometimes creatio cannot achieve it Be can achieve it by integrating with other tools but it will cost extra
Automation of helpdesk query Routing of emails and call to their respective departments Automation of emails (templated) Defining work flow in an department Inventory management Leave management Salary calculation Invoice generation
The platform is customizable, easy to set up, and integrates well with third-party apps. Additionally, the pricing is just right.
There isn't much to dislike. The system has fulfilled our needs at every level.
The data management now exceeds our expectations. Creatio has designed the platform in a way that allows us to organize data easily and make better decisions based on data. Creatio has become our competitive advantage on the market.
I've been involved in many CRM evaluations and implementations over the years and Creatio is the first I've encountered that offered a reasonable time-to-value proposition (quick implementation) and the ability to iterate rapidly as business needs shift or new use cases are discovered. The platform can be easily customized to the needs of most any industry, and adapting it to your own business can be done in weeks. Where heavy customization in most major CRMs brings a huge technical debt for ongoing support, Creatio's low code approach makes it easy to tailor the system to a customer's needs without this massive overhead.
Cloud customers do not (currently) have access to any sort of infrastructure or performance monitoring. While this is not abnormal for hosted applications, it would be helpful to have direct visibility when users report slowness. This is somewhat mitigated by a very responsive customer service team!
Creatio has made our sales team more efficient by alleviating their need to self-report their outreach attempts and has given leadership more direct visibility to drive best practices and accountability.
After years of using both Marketing and Studio Creatio, the flexibility and scalability of the platform to this day stand out the most. The low-code platform itself works well for all our developers, as it is easy for them to understand, work with and code on. Because of the platform, our app development is consistent, quick and secure, allowing us to respond more efficiently to app changes or new customer needs. As for the Marketing product, the unification of our customer and prospect database was key. We wanted to have a full customer history, of every customer, in one location. We wanted to know which leads were coming from what landing page, which email campaigns were successful and to better organize and stay on top of events. We currently have 100+ developer events a month.
Recently, Creatio updated its pricing model. The previous model worked better for us. At times, although we do have a wonderful Customer Success Manager, the response time for our inquiries can be delayed. Additionally, although Creatio currently has great offers in the Marketplace, the offers could definitely be improved upon, especially in terms of variety. Creatio has several hundred partners, it would be nice to see more read-to-go apps and connectors developed and offered to customers.
We definitely appreciate the tool for its ability to manage all the infrastructure and application lifecycle – almost like a one-stop-shop for all your development needs. But also the: 1) Flexibility: the ability to design and configure the platform to our needs – and the ease of doing it! 2) Analytics and Reporting: Creatio provides us with powerful insights and data needed to compile reports based on lead performance and email, landing page and campaign health performance. As a result of better campaign tracking and monitoring, we are better able to adapt our marketing strategy and reap rewards. 3) Improved Inter-Departmental Communication: the immense improvement in Sales and Marketing synergy. 4) Creatio’s Marketplace: some great ready-to-use applications, connectors or add-ons which further reduce time-to-market.
What stood out for us from the very start was cost-efficient deployment and strong technical support. The system’s efficiency is great; it is rich in contact center capabilities and has powerful low-code and business process automation tools. We believe that the system has a lot of potential for us, there is a lotof untapped functionality that we still need to discover.
Building AI-powered solutions within the system requires some dedicated in-house resources. Knowing all the low-code development tools we could use to grow our operational efficiency, we would like to create more advanced tailor-made business solutions in future.
With the help of the platform, we were able to improve our customer service operations significantly. Our case management and customer interactions became far more organized, hence, our employee productivity increased, too. With all the solutions the platform offers, our contact center is able to work at full speed, being efficient as never before.
Earlier we couldn’t manage to analyze the performance of our sales team. As a result, it was hard for us to plan business development strategy. To make things worse – our employees worked with tables. We knew that it was high time to change the way we run our business. We decided to give bpm’online sales a try, and…. it met our expectations!
I dislike just one thing – that we didn’t implement bpm’online earlier.
With bpm’online we can easily analyze both quantitative and qualitative performance indicators. For example, now we can quickly calculate sales conversion rate and lead value. Recently we’ve discovered that our sales volume increased by 35% after bpm’online sales implementation. We were pleasantly shocked. The system allows us to measure employee productivity performance so that we can properly gauge worker efficiency, identify who is working hard and who isn't. We can now determine how to properly compensate our workforce, and improve our workplace's overall productivity. Good job, bpm’online!
Low-code platform that speeds the time to roll out implementations. Their business process designer makes it easier to create automation that adds great value to the end user experience.
There is a little bit of a learning curve due to the flexibility of the platform there are many paths to approach different business cases and translating them into the software platform so having a full understanding of the platform will impact the end result.
- Transparency across departments - streamlined business process integration - Open-ended API allows for integration across many different software suites - User adoption of the platform is high - Transition from legacy software
I really liked that it just worked. You had BPM processes connecting things and making things happen. We did not even have to do anything ourselves. We did reach an "endpoint" where we needed a little more power out of it, which meant some custom coding. We contacted Kewl Consulting to get them to program some automation and now our CRM is a rocket ship!! Power and speed is how we can execute tasks so quickly, without forgetting a task. The price for licenses was also very competitive so even after working with Kewl Consulting we feel like we got more than our moneys worth!
I did dislike that we had to do some extra programming to get buttons on the page, and have automatic/dynamic arithmetic on the page itself. Our work around was to contact Kewl Consulting to help us with this. It was a surprise in the beginning (no one is ever expecting to pay more than initial), but bpm'online's licensing price was so far that getting Kewl Consulting involved wasn't a sticker shock. Both parties worked quickly to get us exactly what we wanted.
We used this for all aspects of our company; customer management, relations, automation of pay-role, attendance, bonuses, days off requests. If it's repetitive we automated it. We also figure out that we needed a Case section - a place where we can have out customers issue their issues to us and we could solve them in a timely manner. It was great, we saved more time than we ever thought we could.