Creatio Reviews & Product Details

Bpm'online is a very powerful CRM platform with easy and intuitive interface. What makes it stand out from the crowd is the engine of business processes underneath that helps to streamline and automate daily routine. Out-of-the-box process plus easy to use process designer gives you almost unlimited capabilities for process automation.

My experience with bpm'online is very positive in general. The only minor areas of improvement for me would be data integration and import ( make it easier to migrate from a previous solution) and more advanced analytic and reporting capabilities.

If you want to eliminate human factor and ensure your sales team works according to the highest standard BPM part would help you be successful. Also, it is crucial when we talk about new employee ramp up and overall user adoption.

Flexibility of the system with the possibility of customization without involving development. System reliability and availability are excellent. The availability of additional Apps and Connectors giving the ability to integrate with third-party services or to add utilities. Good filters and the ability to create custom dashboards. Good support when needed. Partner network giving local support

As an SME customer, the costs build up prohibitively if you were to bolt on everything that you would really like to have. User Licensing is somewhat inflexible. Low and no code development available now, but because our system processes were mapped and integrated at the lower code levels by a partner some years ago, it seems we are not able to take full advantage of this for making our own process changes, without perhaps starting from scratch again. We are therefore largely reliant on partner to implement changes.

Mapping our end to end business process with an Activity lead system for our users to follow. Providing current status for all jobs in progress and statistical analysis over all past, present and future business.

Simple to categorize and document a variety of contact touch points and easy to reference

When creatio makes updates to its system, it often interupts our usage and requires additional work from our IT department to fix. Time they don't necessarily have.

We have six phone representatives and over 1000 dealers that can call at anytime. It's likely that when they call, they won't be speak to the same person they last spoke with. Creatio is a great help in being able to review previous call history and being brought up to speed on previous issues/conversations

The multi-package structure is nice, you can do most things waiting in crm, you can go through it with code, it's nice

I don't like business processes, a bit confused people may have trouble understanding, sometimes their bugs are very different, they work on support for money.

we had to keep the multi-currency structure separate for a client recently, thanks to the low-code platform we did exactly what our client wanted and that's great

CRM capabilities with low code or no code tech stack allowing to build industry-specific workflow

Round the clock customer support needs improvement

Variety of use cases related to customer 360 and CRM capabilities

IT's a good tools for manager our personal commercial. We use it for to have tracing about the sell od team.

I have had problems with the databases because when joining accounts or similar contacts I have not been able to delete the history and I remain with history in two accounts

N/A

- programming using the web interface - works with javascript & C# - update to date technology

- sometimes it's slow when using web UI - slow when compiling codes

- Time off request - Integrated with in house database

Even though the tool has standard settings, everything (or almost everything) can be configured to fit precise needs. This goes from simple fields on a page, the modeling and management of processes, or the dynamic reporting dashboards. The configuration goes far and beyond what one could expect from such a solution, without requiring technical knowledge. You don't have to fit your mode functioning to the solution, you fit the solution to your mode of functioning. Additionally, the different levels of process management allow to really manage the flow of actions and information in the company for all the organization. It proposes scenariis for marketing campaign, simple dynamic case management as well as BPMN, useful for all cases you might need to modelize. We especially appreciated working with their consultant. At any problem we encountered, our main contact would go out of his way to help us out, often through direct calls and screen sharing as to ensure everything would work as we wished for. The presence and dedication is highly appreciable.

Lacking a deeper connection with social media, which is honestly the only thing missing. Fortunately often compensated by great add-ons created by partners, but fundamentals in the tool would be nice. Another point is that the tool is very user friendly and easy to comprehend, but if you want to go further into admin actions or process definition it does require specific knowledge about the structure and parameters of the platform (nothing impossible nor illogical though, and as mentioned before, they're always ready to help).

It has been especially useful for the coordination between marketing and sales team as what regards lead nurturing and transfer. The process and responsibilities are now clearly defined and feedback from one side or the other ensured, which has helped with clarifying exactly what needed to change in our operating mode.

System has a powerful out of the box functionality and predefined business processes. Some of them are very general and there is a need to customize them to our specific business needs, but a great thing here that system has advanced set of tools like system wizard that helps me to fine-tune even the most complex processes, organize correct workflow for different departments in our organization and make them work together. Bpm’online provides very logical and user-friendly capabilities for changing business logic and functionality. Even employees who have no programming skills can successfully customize applications on their own. Another thing that is definitely important that with each new version system gets easier tools for customization thus the functional part becomes more advanced.

- After an update sometimes it’s hard to get used to new functions, some “old” settings really change their look so it takes some time to make needed alterations.

The software allows us to organize correct our workflow, store all the relevant data in one place and provide an easy access to this information to each member of our team. This is very time-saving and effective and in this way we have structured information about our deals, customer profile and our business results in one place. Thanks to bpm’online, transferring business needs into a system view within the shortest time is now a reality.

Bpm’Online is a very complete and flexible platform with many possibilities for creating new and tailored business processes to fit the organization needs. It performs well and offers a very quick and efficient service and technical support. The platform provides the ability to create tailored reports, quickly filter data and clearly consult the history and timeline of clients. For Case Management this feature has proven to be very effective.

The Knowledge Base is a very static repository, and it doens’t allow the user to dig-into some subject or navigate it. There is a need to use multiple screens (especially to use documents taken from the Knowledge Base) which is not very user friendly. The chat app integration was not very good (many code adjustments needed).

If you’re looking for a Customer Support solution, the bpm’Online platform is a very efficient tool which allows management of specific roles and functions, monitoring and supervision. If you know your processes well and have a struturred idea of waht you need to take out of the plaftorm, bpm’Online (with the help of the very supportive customer service) can deliver.

From a marketing perspective, the ability to automate trigger emails, create campaigns based on the status of an incoming lead was important to us - BPM Online does exactly that. The complete process from incoming lead, through to close of sale.

Customising the default processes can be difficult Not being able to apply a change to a bulk selection - i.e have to make changes to each individual item Having to search by first name rather than last name Having to go to 'Contact' if I want to look up a name - I can't search from the 'Search Panel' if I am under Opportunities section.

Being able to nurture our leads until they become a hot prospect. This has significantly reduced the amount of phone calls our sales consultants have to make. The ability to qualify each lead at a different stage based on its source is very useful, It allows the Sales consultants to then prioritise which leads they must call first.

Creatio is most suitable for : Calendar/Reminder System Email Marketing Internal Chat Integration Importing data Keeping track of activities

Creatio is less appropriate for: Taking action with Real time tracking Integration with other platforms Can be more prompt wrt Customer Service Visualization of dashboards Deployment of data from different environments

Creatio is helping my organization to align the company's employees along with our clients. It mainly addresses the problem of organizing all the data systematically so that it is easily accessible for everyone. Creatio is also helping us for the following things: Calendar/Reminder System Email Marketing Internal Chat Integration Lead Qualification Marketing Automation Task Management

I feel free to customize, starting from modifying an existing module or making it from zero, it's easy just drag and drop, then a system can be build. Bpm in the build system is very fast. Meanwhile, the marketing module is good, especially the analytic email blasting feature.

This application is heavy, running program is not fast, very dependent on resources and specifications that are quite large. And for mobile that still need further development.

Bpm very helpful, especially in the marketing section, called the email blasting (bulk email) process to new leads or existing customer. The benefits that I felt were helped by the results of the bulk email analysis, starting from how many customers click, unsubscibed, etc. So that I can plan more directed and targeted promos.

The customer support manager is extremely helpful. The response time to queries is really good.

The complexity in the academia access. Predefined entities are not classified. No mention of the class methods, attributes etc. Sample codes should provide what functionality they would help achieve. Difficulty in getting developer sessions while developing is another sore point.

Trying to create HR services on an integrated studio bpm'online platform.

The intuitiveness of the application and being able to walk in and work out the logic of the application easily

Some of the application setup features could be tweaked to make them easier to use

The problem of merging 2 CRM's to one and unifying processes

Userfriendly interface, easy to find any contact, a lot of opportunities for customization and set for the real needs.

sometimes difficult to integrate with other systems, work windows close after some time without activities without saving the info.

all the information about contacts or companies is in one place,so easy to understand the current relations, correspondence and deal professional. So you don't miss any info and you don't depend on one manger who had contacts with some companies.

I like that this can be used for all facets of our business. From CRM to Project Management Solution even have the ability to create and manage cases within it. I like the ability for it to be a single solution CRM for both the front end and back end of your business. I like how this also has a mobile app so I can quickly search my accounts while in the field as well as add notes. Also, we store a lot of our client facing documents in this system so when I'm going through a sales process I can quickly pull the necessary documents.

I feel like because it is so detailed, there are way too many clicks. For example, from Creating an Account to Adding a Content, I shouldn't have to click 10+ different spots. (this might be how our company has it set up). Also, the marketing arm for us isn't as strong as Hubspot. We're looking for easy and better analytics. Also, as I mentioned, it is very in-depth with lots of clicks. One of my biggest frustrations is that when I create an opportunity from the account, it keeps me in the account. Instead of taking me to the opportunity, I then have to click back into the opportunity to edit it or add to it. Also, I think the look is somewhat "blah" I've used Salesforce in the past, and it is a lot "prettier" in my opinion. I thought I'd type out some more things. Some of these might be based on how we have this setup, but for example, when I'm creating an opportunity, it has to open new screens/windows, and it is super time-consuming and frustrating. I understanding wanting detail, but if you're not doing anything with the detail as a company, there has to be a way to turn it off.

We're using this as our Sales CRM and our Implementation/Customer Service tool/ticketing system. We tried using this as our marketing arm as well which makes the most sense since we have all the contact/employee data in the system to easily send email blast out of, however, for us it wasn't as detailed or analytical as other systems. So... We now export our list to Hubspot and then run our campaigns out of there. More work and more steps but better results.

I liked that color coding the stages was possible but only with the help of an outside consultant. This was not something I could spend time learning how to do.

entering in contact information was not simple or quick. There was a lag in time for the system to process it and the forms and fields were not straightforward.

It could act as a database for information but the amount of manual input required felt like I could have just used excel to capture the information. It could sort information and leads ok.