Creatio Reviews & Product Details

Cutting down amount of work/time by automating repetitive tasks

Some bugs after system updates not found in testing, usually fixed very quickly.

Being able to automate almost any task greatly reduces work load and has simplified drawn out processes

System is very logical and it is very easy to get used to all functions. With out-of-the box functionality, you can cover all the aspects of your business need. But what is the best – even if you need to adjust something, this process is quite easy on custom’s level. More advanced customization for sure requires time, and for some purposes programing skills but the majority can be adjusted very easy. The other very important issue is that during all the implementation process and further usage period you always have access to support team, free instructions and tutorials and your personal manager. All these factors help improve our usage of the system to achieve the best results.

As system covers many business use-cases, some of the features are not relevant for our business so we had to spend some time to understand what is unneeded for us right now and we can switch this off.

All our sales routine becomes more structured now and after some time of usage, we started to spend less time and efforts for creating your client profile with all the history of interaction. More over now system creates all the needed reports instead of us.

It's quite easy to set up and use the product. We love the possibility to obtain a complete view of our customers, segment them and group for tailored mass mails and campaigns. Personalized email marketing helps us to increase click stats and generate more leads. Also, I like split testing possibility as it allows to be more creative with email content.

Sometimes we have delays with response stats calculation, but I can't say that it's a crucial disadvantage.

We use bpm'online Marketing platform. We changed our marketing approach this year and decided to work more actively in outbound direction. While setting up marketing sections in bpm'online we also worked with the team on finalizing our internal strategy so it took us a little bit more time to set up the system than expected.

The same task can be performed in different ways in the system so each user can find his convenient way while everyone else gets the needed structured result in a system. The other thing is that bpm’online has a good variety of applications that can be additionally installed into a system and make the usage process easier/nicer. Additionally I’d like to mark that for those users who spend a lot of time at clients offices / meetings/ out of the office the process of putting information into a system becomes much easier with the use of mobile app. This app helps to keep abreast whenever you are and update your colleagues almost immediately.

To make everything work you need to follow the certain logic. So if you are not used to work logically, this can be a challenge.

System helps us to organize our workflow and all the time be aware what is going on with our data base, orders etc. Certain list of tasks now can be performed much faster and more correct for further management analysis.

The support I get from BPM is amazing. I couldn't recommend BPM more. They are amazing and walked me through all aspects of the project. Very quick responses.

There really isn't anything I dislike.

BPM helps with standardizing work flows and processes.

Bpmonline is the best platform CRM, I love module Sales because it helpfull for me.

I don't like bpm online android version, but its okey for me.

We are using Bpmonline Sales. Amazing application, Low code and just drag and drop like a puzzle.

Lots of out of the box features, however if you need to very intuitive to set up. Lots of flexibility to easily configure and reconfigure. Very powerful analysis possible.

Not a lot. At times if you have complicated processes to set up it can seem challenging but the support team are always there to simplify and help.

Managing our sales project and pipeline much better. We have a much better platform to share business information

The ease of use and BPM core. bpm'online provides strong functionalities to build processes easily using simple configurations.

Nothing much! May be the process of creating dependent fields could have been simpler.

bpm'online essentially serves as a platform for all operations- be it customer service, sales, marketing, project management or customer loyalty. One of the major benefits of using bpm'online platform is minimalistic need of writing a code to build a process automation. Majority of the features can be built by simple configurations.

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.

We have been using bpm’online for a few years now and we think it’s a fantastic tool. We love the user friendly nature of the system and it’s ease of use. This is a great benefit for new recruits as they can pick up and use the system without having to go through weeks of training. We are also using the automation tool that is provided with bpm’online and this is saving us hours a week on manual tasks including general administration and reporting.

There’s not much we dislike about bpm’online. However, we would love to see more customisation functionality added to the mobile application.

We are currently using bpm’online for our sales, marketing and service teams and we have significantly increased our performance in all areas as well as being completely synchronised across all of our departments.

The dynamic case management enables customers to quickly implement business processes without any coding. The email integration with Exchange or Outlook 365 is very simple to set up and the manual linking to accounts, leads, opportunities or other records is foolproof.

Customizing the GUI sometimes requires coding. Importing data is easy and quick but requires many preparations in Excel.

The dynamic case managements supports a critical business process. The inbuilt approval task controls the progress in this workflow. It is now possible to create mini pages to quickly add, edit or view data without leaving the page.

Our company took advantage of the system integration capabilities which enabled us to connect with various third party systems. We were also able to establish a better connection with guys from sales.

No off-the-shelf connector for Google Analytics

Lead generation, campaign management, sales processes

In our case, the company has gained its benefits from implementation of the customer center. Especially useful we find agent desktop feature with analysis functions related to work performance for each of our service agents. This helped us to evaluate how much time every agent spends on different activities, reduce time spent on data input and analysis, and increase time spent on phone calls. As a result, we observe great increase in agents’ efficiency.

It did take us time to integrate bpm’online with already existing database, what is definitely neutralized by the quality of the clients’ base that we have now.

As our company that depends heavily on quality of the customer center performance, we felt a big relief as we launched bpm’online customer center. Everything is organized in a way to speed up the workflow and improve service for our customers. We now have the ability to process all clients’ requests timely and without hiring new agents, so the system has become a true asset for our company to step forward towards experience getting more and more positive feedbacks from our customers.

After long research bpm’online works for me from the beginning even with default configuration. Overall it's the best CRM I've used in years.

I have no complaints. It stacks up well against other comparable CRM systems.

Try it - you would not be disappointed! You would get a very flexible tool for organizing sales activities and customer relations.

As our company continued to grow and extend over new territories, we faced difficulties in managing and controlling all customer communications, sales processes, invoices and orders of our global clients. With the help of the bpm’online system we are now able to record, store, and organize all the data that we had. In addition, during the integration process the data was deduplicated and cleaned. Also, our core processes were well organized and automated. Templates of processes that come with bpm’online made it much easier for us

We had to make many changes and customization to the system, as the scope of the project was large

Integration of the bpm’online system created a single hub for our data points. Multiple data points about customers’ requests, orders and invoices were synchronized and this information was available in one window. Bpm’online helped us streamline our processes and operations to considerably increase productivity

Bpm'online CRM is one of the most flexible tools that you are able to find on the market. It is really easy to customise and setup. Business processes wizard was modified in the latest edition and now it is much more user-friendly.

There are not so many ready-to-buy products (e.g. connectors) in company marketplace.

Contacts segmentation capabilities are extremely good for marketing people. In addition, it works greatly to setup dashboards to have a clear view on your business.

Creatio provides an intuitive interface, empowering seamless collaboration across sales, marketing, and service. Robust features enhance efficiency, making it a standout CRM for businesses aiming for streamlined operations.

Creatio's reporting capabilities lack advanced analytics, limiting in-depth insights.

Creatio is improving the UI in every release with the beginning from freedom UI which is a remarkable step. It makes the UI very interactive and intuitive which on the other hand other CRMs lack.

I have worked on many projects and with various tools throughout my extensive career, and I would like to say that Creatio's CRM bundle has impressed me the most. The intuitive design of the dashboard and overall layout is very user-friendly. Because of this, my ramp-up time has reduced and a user get started with the day that much sooner. And with so many projects on the go at times, having the ability to easily tweak functionalities to cater project-specific requirements is also great and should not be underestimated.

The pricing for smaller projects/teams might be a point of contention. However, given the ROI, the efficiencies the bundle offers is unbeatable.

Mostly project management capabilities, task automation and data transparency across all teams working on projects.

We started our journey with Creatio 5 years ago. At the start, we used Creatio as a customer base and we gradually added and automated workflows, testing them, making adjustments on the way to design the processes that would meet the needs of the prospects and customers and also the employees. Now, having to no longer paperpush is great! The easiness and intuitiveness with which we could do all that was what I enjoyed the most.

Of course, there was a learning curve, but one exists for any product or software. That being said, we were able to get over that hump pretty quickly with the materials available to us in the knowledge base.

With the vast amount of data and multiple, disparate systems, it was difficult to keep track of prospect funnel progress, invoices, payments, for example. We needed automation and coordination of systems and Creatio delivered.

"Creatio offers an exceptionally user-friendly interface, making it accessible to users with various levels of technical expertise. And it's seamless integration with a range of development standard languages as JScript and C#, significantly simplifies the integration of external tools."

It could further enhance its no-code offerings and provide more debugging tools. These improvements would make Studio Creatio even more comprehensive.

Creatio offers an exceptionally user-friendly interface, making it accessible to users with various levels of technical expertise. And it's seamless integration with a range of development standard languages such as JS and C#, significantly simplifies the integration of external tools. We have a lot of lead sources so had to build multiple integrations. It was pretty easy for me as an experienced engineer.