Creatio Reviews & Product Details

With the help of bpm’online we have all key business tools integrated into one system. We don’t waste time switching between the apps and stay focused on what’s important.

Deployment deadlines. It took us almost 4 months to set up the system to our requirements and about a month to go through necessary personnel trainings and start working in it. However, we absolutely understand why we are doing that. Moreover, the vendor always tries to listen to your needs and will propose you a phased deployment plan depending on your priorities

I have been using the system almost for a year and I can say that that is a very comprehensive business tool. Before we used several different applications to track information about our clients, the status of deals and their progress and separate apps to track tasks for the team and collaborate. It was really a challenge to switch between them. With bpm’online we have everything in one place and can be focused on real results instead of remembering which app to open to track the information we need.

I believe that nowadays, when design standards are so high, it is absolutely unacceptable not to pay attention to the “face” of your product. I was really impressed by bpm’online’s interface, it is neat and clean.

Nothing in particular so far. All issues are resolved quickly.

We have tested several systems before selecting bpm’online. And the final decisive criteria was the interface. User adoption is always a real issue. Even when functionality is good and meets all your requirements the interface can be very difficult and uncomfortable to work in. bpm’online’s interface is very intuitive and user friendly, which is very important when you work with the system every day. It is easy and nice to work with.

I love the way the bpm'online goes through in my business process. It's so easy to build a customize process and that helps me a lot. Our team are so excited about how Marketing, Sales and Services with bpm'online can, definitely, could work together and speak the same language to improve customer satisfaction and revenues.

The Services product is awesome, but if you are using all ITIL process. If you are not, its kind of too much functionality and data do insert.

All of my client communications, like nurturing program, inbound and outband marketing campaign.. And also solve me a big problem between marketing and sales. With bpm'online, now both departments are integrated and speaking the same language.

the ability for users to define their workspaces and workflows on the fly is simply fabulous. bpm'online has an amazing workflow engine. it is so easy to use. we also love the fact that bpm offers an on-premise option should we one day decide to bring in in-house. the native mobile app is yet another plus. I am a non-technical user but I was able to start using the system within a day. the online tutorials and other resources are great.

I have not found anything that I don't like, yet.

as a medium sized company with executives on the field most of the day, we wanted a true cloud solution with a native mobile app. we also wanted the flexibility to define things ourselves without going back to a central administrator with minor requests. bpm allows that. also, we were switching from a cloud crm working off a thin client. bpm'online offered us everything we wanted. no regrets.

I’ve been using bpm’online for almost a year now and all I can say that I won’t be looking for another software soon, as I’m completely satisfied with the existing solution. With such a nice and clean interface it did not take long to learn how to use the software, it also provides great functionality, and the pricing is very good.

I think every app can have its drawbacks. However, I can say that I am satisfied with those features that I use in bpm’online. Whenever I have to deal with the new ones, all I need is open a user guide.

I’m using the marketing functionality of the product, but our sales team are also working in bpm’online. What I like most about the system is that we use it to generate, capture and manage all leads and then our sales reps use the same software to work with those leads further. This helps us to save lots of time and also provides better analytics. What’s valuable about this product is that both sales and marketing are now kind of speaking the same language.

Bpm’online stood out far and away from the other systems we were looking at. We really like the BPM capabilities and having everything on one platform. Our service department in particular really advocated internally for bpm’online because of its rich functionality. We are very happy to be using bpm’online for case management and knowledge management capabilities in particular. Being able to serve client’s tax information and documents with the click of a couple buttons is a real advantage internally.

Even if something didn’t work properly, which can happen with any software, their customer service was quite helpful to assist us in resolving any issues.

Our processes are not typical for traditional CRM, but bpm’online is a very flexible solution that we are able to use throughout the organization. It also met our industry regulations/standards so that was also a great benefit.

Bpm’online is for us the most relevant and efficient solution. It provided us with the useful and simple to use set of tools that simplified our operations in service, marketing and sales. It’s important that you can have all three CRM products on a single platform, even if you implement them in different periods of time. We appreciated the fact that bpm’online constantly improves the product and each update is done easily even for deeply customized solutions. Above all is that bpm’online wins a price competition compared to other vendors being also recognized by the market analytics and experts.

Generally, all the minor technical issues are solved swiftly by the support service, so there is nothing to complain about. I'd like email templates to be more optimized for various devices and email clients. And as far as I know the team is working on it.

With the help of the bpm’online system, we have streamlined our internal processes such as exchange of data, document flows, corporate communication, etc. We analyzed and synchronized marketing processes, which helped to cut off inefficient campaigns and invest budget on a truly lead gen resources. Now any sales rep have access to the information about accounts and contacts, sales qualified leads, orders and opportunities, invoices and contract status updates, etc. It resulted in the increased efficiency and productivity of our sales reps. Sophisticated sales forecasting tool of the bpm’online enabled us to intelligently plan and forecast our sales activities. We also benefited from the service solution, getting the full control on contact center workload and improving our case management process.

I like to work with the bpm’online system. It connected all the dots between our marketing, sales and service departments creating one single environment. Now we have a complete view of all business activities. The system is powered by bpm engine which enabled us to optimize and automate key processes within the company.

Like any time you start something new, there is a learning curve. Thus, read user guides and watch videos on the website, dig into the functionality of the product.

Thanks to bpm’online we solved a whole range of business problems - we aligned our marketing, sales and service departments. The system mapped and automated our processes so that we were able to close all the gaps and increase our productivity. Additionally, bpm engine ensured that we were able to flexibly change our processes when needed. Constant improvements led to more efficient and smooth operations and satisfied 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.

Thanks to bpm'online, we got all our marketing and lead management tools on one platform. Now we can run various campaigns, send personalized mass mail and gather lead data from multiple channels without the necessity to use different systems and apps. It saves time and increases productivity, as our marketing staff does not need to manually exchange lead data with the sales department, the bpm'online system does it for them automatically.

Like any time you start something new, there is a learning curve. This can lead to some decision paralysis for where to start. You will have to develop your own priorities and find a way to deal with it. Bpm'online offers a lot of educational material on its academy platform; just do not forget to explore it first.

We now house all of our marketing and lead management processes on one platform. It's great to track everything you are doing in one place instead of pulling reports from different apps.