Creatio Reviews & Product Details

Intuitive interface makes it so easy and enjoyable to work with the system. Any user can learn and start using the application fast. It saves you a lot of time since your staff adopt a new software faster. Additionally, it is the efficiency that we gained thanks to the unique and powerful tools for customer management with BPM engine. This engine made the work of our staff much easier and more efficient. It saves a lot of time and minimizes errors.

While the product is great and certainly improved efficiency, our pharma vertical solution is not on the latest version of bpm’online platform as of today. We lack some functionality that we’d like to have from bpm’online’s latest updates, that I know my team would benefit from.

Now the staff can deliver more results with fewer efforts. The system helped us to build better campaigns, organize customers’ data, provide our clients with the accurate and correct agreements on time, plan and analyze all our activities. Our sales reps who systematically work outside the office benefitted from the availability of the mobile app. It contains the same range of modules and features, and is synchronized with the system creating a homogenous single hub for our staff to work in.

It was a pleasure to work with the bpm’online team. The team demonstrated the flexibility and support throughout entire process. We were also happy with a dedicated Customer Success Manager. It eased the process, provided us with the useful guides and tips. Using a full bundle product enhanced our operational processes since we had the tools to manage the entire customer journey from customer acquisition to customer retention.

I cannot say that I ‘dislike’ something about the system, however you need to consider to have trainings prior to the deployment.

Bpm’online helped us to improve our customer relationship. The complete information about a client was recorded in one location, so that the staff could keep a track of it and access information when it was necessary. Bpm’online strengthened our growth – we started from the satellite offices in the Netherlands & Austria and plan to roll out globally with the head-office in Germany.

From a management point of view, I like the 100% visibility on the progress of each opportunity as it moves across the pipeline. The interface is simple to use and it is much easier now for sales reps to access their data from anywhere. Bpm’online synchronizes the data from calendar, e-mail, and mobile apps, so managers are able to timely track what is being done in the fields.

Based on our success we have with bpm’online, I am satisfied with everything the system offers us. I highly recommend bpm’online.

I really value bpm’online CRM for being able to manage and share all important data between departments and across the entire company, allowing our sales team to do more meaningful sales activities and better decision-making.

I like Creatio’s analytics and reporting capabilities. I have real-time access to all the required data to make informed business decisions.

Data visualization could be better, but the vendor is already working on improvements.

Creatio is being used to automate our trade marketing activities. The platform serves as a single source of truth, keeping all the data about our key accounts and interactions with them. Tailor-made dashboards help us monitor the efficiency of our activities and, based on results, make changes to our promo plan. Shortly, we plan to start using Creatio to manage approvals.

The BPM component of this CRM solution is definitely the selling point. The ease of configuration and customization makes it very suitable for medium size implementations. They constantly release new features and improvements, so their on the right track.

The UX needs a lot of improvement. Also, it lacks some basic CRM features - they can be achieved by customization and processes. But those are features much needed in a CRM solution.

Sales automation. Business process automation. Lead Management.

Simple and intuitive user interface for both the users and the admins and developers. The BPM component is a very strong feature that sets it aside from the other competitors: it helped us achieve a quite complex level of customization without the need of coding and custom development. This is very important in maintaining the product robust. Also,

The software solution is not yet mature and has a lot to prove. The competition is very strong and in order to make it to the big league, it needs to improve a lot in terms of functionality and user experience. There are still important features missing, but the good thing is that the update release cycle is short. Also, the mobile application has to be updated with a lot of functionality that is only available on desktop.

We're using bpm'online for managing, tracking and reporting our sales activities. We're integrating new business processes with very much ease, on a regular basis.

Quite standard features with the simplified interface. Easy to start, not sophisticated, quickly developing

No updates description e-mails for users, never know beforehand what will be changed during the next updates

Standard Business process management

Their Support team is off the charts good and the UI is very sharp. They answer quickly, and with a detailed solution to the issue, if they have one.

Need an understanding of HTML code to navigate their Marketing platform, which has been a problem for our small team. We actually ended up deciding not to use their marketing platform at all. It was not user friendly in the least and had too many workarounds to make it effective. It was a huge time waster for us.

We had no workable system before BPM, so having a centralized information center has been the largest benefit received.

They were very prompt in getting back to me and wanting to set up time for a call

I had a very specific needs related to users having an online calendar to schedule call back support. I was clear with BPM staff prior to the call and accepted the call because they believed they had a solution. On the call they listened to my needs again and then took me through a boilerplate pitch. They were going to investigate their ability to deliver and even offered to build a mock up to show me. That call as the last time I heard from them. I reached back out and heard nothing. I came away believing they will say they can do anything to get you on a call to give you their pitch in hopes you will fall in love and ignore your real needs.

I had a very specific needs related to users having an online calendar to schedule call back support. i.e. Apple Genius bar. They didn't solve my need.

Creatio's robust customization options, which allow tailoring processes to specific business needs. Additionally, the platform's analytics and reporting tools contribute to informed decision-making, enhancing overall efficiency. The responsive customer support is also frequently praised for addressing queries promptly.

Integration complexities with certain legacy systems and limited third-party app.

Creatio addresses challenges in business process management, streamlining workflows, and enhancing overall efficiency.

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.

Creatio's platform is a well-built tool that empowers our school to handle substantial quantities of data with remarkable efficiency. This capability is pivotal in managing the extensive records and information associated with each student, from enrollment details to academic performance metrics. With Creatio, we can design and implement complex workflows that reflect the multifaceted processes of our educational services. These workflows are essential for coordinating the many moving parts of our operations, including class scheduling, assignment distribution, and examination coordination.

With the freedom to build and automate solutions there are limitations in how quickly results are attained; essentially, nothing happens with the snap of one's fingers and that can be frustrating.

School Populo was looking to future-proof its business and digitally transform its operations. We want our operations to be more efficient, adaptable and accessible in the digital realm.

The off the shelf functionality is excellent and the opportunity for future development is very exciting.

That there is no excuse not to implement CRM ideas anymore

Quote tracking Marketing improvement

Having implemented Sales Creatio as our go-to CRM solution, the level of integration and functionality it provides, especially with the BAS connectors, has truly transformed our sales process. The intuitiveness of the platform paired with these connectors allows for a seamless transition of data and processes, catering specifically to our business-as-usual needs and the unique demands of the automotive sector. The Smarttender Connector, in particular, has been a game-changer for us. It integrates flawlessly with Sales Creatio, ensuring we stay ahead in tender management and tracking. This connector has saved us countless hours by automating what used to be manual entries and by providing real-time updates on tender statuses.

The Creatio Marketplace has some great apps available for use, but overall, the selection is limiting. We were lucky to find exactly what we were looking for.

Overall, Sales Creatio and its connectors offer a robust, end-to-end CRM ecosystem that works in harmony to deliver results. It's not just about managing relationships, it's about enhancing them through smart technology and integrations that understand the rhythm of your business. Highly recommended for any organization looking to elevate their CRM capabilities and streamline their sales operations.

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.

We are in the service sector and Creatio has been instrumental in addressing our challenges. Not only do they provide technologies, but also they make sure that we as business benefit from using the platform.

Getting the hang of all Creatio's tricks took some time. But once we got the essence, it was worth the hustle.

Our corporate customer satisfaction soared with Creatio. It’s now easy to manage all our interactions, see each touchpoint with every customer, forecast sales, budget our operational spending, and adjust strategy in response to the market needs.

Response to recommendations and continuing support, adaptability, ease of use. It has been great to take the base features and customize to our unique situations.

Still missing a few key features of its competitiors and some of the legacy systems require additional time to implement into the new FreedomUI since we have had creatio a long time.

The need for an adaptible business process to track both issues and new customer implementations as well

Creatio allows you to customize from top to bottom using low-code tools. Changes can be made with little to no programming knowledge saving both time and money. Creatio also has some great partners for more complex implementations and their support/customer success teams are top-notch.

Many online reference materials are either outdated or difficult to understand for those with limited programming experience. It would be helpful to revisit these documents and include sample videos.

Creatio supports our Sales Team through their sales cycle. Many of the processes which were previously manual operations have now been automated, giving back time to focus on driving additional sales.

Creatio enables our business users to create workflows customized to their needs without requiring technical knowledge. It also helped us replace our old CRM and marketing automation solutions into a single platform with one source of truth for our data

There was one sales data vendor that we subscribed to where the integration was not available in the Creatio marketplace. Creatio built a custom integration for us.

We wanted to be able to create more automation and workflows on our CRM and Marketing. Business users can now create workflows on the fly without needing technical knowledge, helping us save time and increase efficiency.

Creatio is very flexible and therefore easily accommodates to varying needs of various companies and departments. In addition, the system provides robust reporting and productivity tools.

In terms of the system capabilities I use daily, Creatio works perfectly well. Of course, sometimes , like with any software, we experience issues. But they get resolved pretty quickly.

We adopted Creatio to manage customer-centric operations and automate project management workflows. The system provides a unified customer view that helps maintain cross-departmental alignment. Automated project workflows help us manage costs, set deadlines, break projects into tasks, assign them to owners, and track their productivity. With Creatio, we optimized operational activities and ensured visibility for project stakeholders.