Creatio Reviews & Product Details

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 like the UI, the easy customisation capabilities and the bpm engine. The on-premise version offering is also a great plus ! The vendor is really reactive and listen to our needs. It's really a new philosphy in the CRM's world.

Even if we find something that doesn't fit us, the bpm'online team put so much hard work to resolve it, then we have nothing to complain about anymore. The amount of things you can do is so large, that it requires some training.

We manage all of our marketing campaigns, the case management and the sales monitoring in one single tool. That's really useful because everything is interconnected and provide us the 360° overview on all our business really quickly. The process-oriented philosophy from bpm'online also allow us to make quick changes in the system without the need of external consultants or developpers. Therefore, we can adapt ourselves quickly to the market.

First the Vision which offer to accelerate the business and the solution implementation. Second the Solution fully complete in all CRM Aereas and include natively processes designer in an easy to use way. Third the way to empower the Business in administrate the solution. Last but not least, the power of bpm'online organisation in R&D, Support and Marketing.

I dislike prospect who hesitates to choose bpm'online because of the size of the customer compare to SalesForce.Com

CRM database immediatly avalaible including processed from Lead to invoice operationnal very fast. Marketing module including Masse mailing easy to use and very powerfull including Landing page. Way to follow incidents and provide a customer Portal.

The ease of use has a great positive result on user adaptation. Having a seamless integration of Sales, Service and Marketing makes that everyone can answer customer's questions without the customer having to wait, be called back Giving our sales people all the information they need. Products we offered in Marketing, Sales we made, Contact with the service desk etc. I'm not a programmer, but I can build 99% of all new functionalities, screens, processes etc which I need in bpm'online. No other program made it this easy for me.

I wanted to build campaigns easier, but they already solved this in the new update! If you find anything you dislike I found that bpm'online and/or their partner will work on a solution. They go to great lengths to make you happy.

We are using Marketing for newsletters, trigger emails and web forms Sales for lead management, opportunities, orders and the integration to ERP Service and the service portal for our support desk and the customers to report and see the status of their questions. Automated GDPR solution via Marketplace app Used processes to automate the whole sales process and updates sales people where needed.

Ability to create multiple workflow stages of working with customers: leads, opportunities, service cases, and projects. By having business rules within the workflow stages which must be completed before the process goal can be achieved. The easy-to-use visual case designer presents the case (workflow) in a clear and comprehensive way. You can rearrange case stages and elements at any time. To move an element (Example: Approval, Send Email), drag & drop it to the new location within the workflow.

The dynamic case designer is a very powerful tool that you need to take the time to understand before creating your first workflow process. I would recommend absorbing many of the bpm online helpful educational resources to get the most out of the case designer.

By having a standardized workflow process and clearly defined related steps/activities, our team increased efficiency in managing projects both individually and as a team. Our companies new culture of collaboration has helped keep everyone up-to-date on the progress of their tasks.

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.

The system is extremely customizable. When we have an issue, the representatives are extremely helpful and this makes it easy for us to deal with an issue. Our representative was Mary Elliot and we have had the best support from her. The training we received to start using the software was brilliant as Mary was very very patient with us. :)

Nothing really to dislike. Great interface. Even better support. Nothing really to complain about.

We have streamlined our whole sales process with the help of BPM Online. Easy dashboards to view and the funnels help keep track of our leads and customers effectively.

Very good and deep possibility to design extensive and complex business processes, for sales, marketing as well as service. Clear user interface, clear structure, very good analysis possibility. Fast implementation of requirements

Many system settings that need to be learned first. The system could offer more customization options for administrators without deep technical and programming skills

We use bpm'online along the entire CRM process. We use it for our sales, marketing and service.

Drag and Drop Business Process Development, Dynamic Case Management, Ease of Use.

Nothing much as of now. The UI can be improved.

Integrations, Workflows, Dynamic Case Management and the list goes on.

The product truly has all three streams (sales, marketing and service) running on the one database, this provides leverage and consistency across the platform. The Business Processing engine is sophisticated and yet flexible enough to be used by a power user. You get everything you need from a good CRM right off the bat but if there is additional data you want to capture as a part of your sales process or service requirements it is extensible to accommodate any requirement.

Within the product you have the ability to design reports or show dashboards for the information you want at your disposal but it would be nice if there were a few more out of the box reports available that could immediately be provided to management as a part of the WOW factor. That said, the dashboards do tend to give management what they want.

Consistency of process, capturing of lead and sales information relevant to opportunities and ensuring opportunities are adequately followed up on. Too many holes in previous processes that resulted in lost opportunities or inadequate communication.