Creatio is a centralized no-code platform that can help automate industry workflows and CRM. Creatio offers a combination of marketing automation, sales automation, omnichannel service workflow, and more. This allows users to enjoy a seamless automated experience with maximum efficiency and freedom.
Capabilities |
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Segment |
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Deployment | Cloud / SaaS / Web-Based, Desktop Mac, Desktop Windows, Mobile Android, Mobile iPhone, On-Premise Linux, On-Premise Windows |
Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
Training | Documentation |
Languages | English |
Being Business Process Driven it has helped us to map our processes exactly to the CRM system rather than the other way around. This has saved loved of time in map the processes and configuring the system. The users love the up to date User Interface - this have improved take up and reduced training time too.
The installation process could be made simpler but the support is excellent. There has not be an awful lot wrong and if there is some thing that needs changing the technical team seem very eager to either fix right away or put it into their development plan
Streamline Sales, Marketing and Customer Support process for an IT Consultancy. Marketing - integration with Mailchimp has meant an easy way to generate new leads that goes straight into CRM Sales Pipeline and Dashboards - keeps everyone on the ball Customer Care - case management easy to use and manage
If you’re looking for a cloud-based process-driven CRM solution with faster implementation, a monthly subscription that includes upgrades and support costs then look no-further. Bpm'online CRM is your cutting-edge solution that combines all the features of contact management software, sales CRM software, service management software and business process management system all packaged into one fully integrated CRM platform. With BPM'online CRM companies have the opportunity to improve customer experiences and increase revenue growth while reducing overall capital expenses (operational costs). Some of the platform benefits include: *Enterprise Social Network: allow employees across the business to engage, collaborate, and share information. *Drag'n'drop customization: tired of getting locked into a process. Get BPMonline's open configuration software and have the ability to change the platform to fit your business. *Agile deployment: the choice is yours -have it on both On-Demand (Saas) or On-Premise.. *Multi-device: if your business is not yet mobile then it's time to change. BPM'online CRM allows for the same look and feel across all devices (mobile, tablets, laptop, desktop). *Consumer UI: unlike many traditional software, BPM'online CRM reduces the amount of time wasted on routine operations, improves employee productivity and satisfaction.
BPM'online comes integrated with social media channels such as Linkedin, Facebook, and Twitter and however the company is currently working on the ability for the system to be able to listen in on social media conversations-mentions which will be available in future product releases.
Like many businesses, being able to create applications on the fly is definitely a competitive advantage that positively impacts the bottom-line. BPM'online allows the business or IT to create applications quickly and efficiently saving the company a tremendous amount of time and money and avoid the need to rely heavily on coding alone. For our business, our IT projects are simplified and we now have a CRM platform that allows us to go to any market quicker and much faster.
I have used BPMonline since 2005. When we first started to look for a CRM system, hardly any of the products we looked at had the main feature what we wanted; the ability to view a list of any item or type of object (Customer, Contact, Lead, Opportunity, Activity….) from just about any angle and at the same time have detailed information about the item visible in one screen. Or, put in a different way; the ability to view a piece of information that is linked to one or more other pieces of information should be visible in one screen without the need to click an item to view its details. And, if you don’t like what you see, just change it! Need to automate your processes? Easy! Just draw your current processes using the built-in Process Designer and BMPonline will automatically create the proper process flow to aid, to automate and control the workflow at hand. If you need to integrate with your in-house Invoicing and Accounting system (or other systems) there is a set of published calls using the OData protocol to perform operations on all objects BPMonline platform (select, change, delete) using an HTTP-request command, and get responses in Atom, JSON or XML, including opportunities by page, sort and filter data.
The installer for installing BPMonline on your own server is missing some elements such as installing the Redis server but the BPMonline Support crew is very responsive and helpful so that should not be a major issue. The Android and iPhone app is fine but I prefer using the BPMonline mobile phone front end which is still in beta.
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User-Friendly Interface: Creatio boasts an intuitive and user-friendly interface, making it easy for both new users and experienced professionals to navigate the platform efficiently. The drag-and-drop interface for building processes and workflows simplifies automation tasks. Versatile Functionality: Creatio offers a wide range of features beyond traditional CRM functionalities. It includes tools for sales, marketing, and service automation, as well as process management and analytics capabilities. This versatility allows businesses to manage various aspects of their operations within a single platform. Automation and Customization: The software provides robust automation capabilities, enabling users to automate repetitive tasks, streamline processes, and improve efficiency. Additionally, Creatio offers extensive customization options, allowing users to tailor the system to their specific business needs without extensive coding knowledge. Integration Capabilities: Creatio offers seamless integration with popular third-party applications and services, such as Microsoft Outlook, Google Workspace, and various marketing automation tools. This integration capability facilitates data synchronization and ensures a smooth workflow across different platforms. Analytics and Reporting: Creatio provides advanced analytics and reporting tools that empower users to gain insights into their business performance. The platform offers customizable dashboards, real-time reporting, and predictive analytics features, enabling data-driven decision-making and strategic planning.
What could be improved: Cost: While Creatio offers a comprehensive set of features, its pricing plans may be considered relatively high for small and medium-sized businesses with limited budgets. Some businesses may find it challenging to justify the cost compared to other CRM solutions on the market. Learning Curve: Despite its user-friendly interface, mastering all the functionalities of Creatio can require a significant learning curve, particularly for users with limited technical expertise. Providing more comprehensive training resources or tutorials could help users make the most of the platform more quickly. Mobile App: While Creatio offers a mobile app for on-the-go access, some users have reported limitations in terms of functionality and usability compared to the desktop version. Enhancements to the mobile app, including improved performance and feature parity with the desktop version, could enhance the user experience for mobile users.
Sales Process - Creatio automates sales workflows, from lead generation to deal closure, streamlining processes and ensuring a consistent and timely sales journey.
- Possibility of a large number of modifications without using code - Customer Support - The speed of the system - Stability of operation - Mobile application - Nice GUI
- some buttons, as on dashborads are in an unintuitive place - the size of some buttons is impossible to modify
Creatio addresses any type of problem both technical problems and those arising from not knowing all the functions.
The speed and ease with which my team can implement solutions to our organizations toughest problems is unparalleled! It has become an integral part of our business operations and streamlined many processes across our organization, bringing all of our users together into one platform as the source of truth.
One obstance that we have had to overcome is the focus on support for product-based businesses within the sales packages. As a service business we had to build a number of our own tools out to accomplish our ideal Sales pipeline.
Creatio allows us to bring processes and information from all across our organization into one platform. This gives us the opportunity to standardize and automate more rapidly than ever before. It also helps us to keep our teams connected and provide better data visualization for our management. For a modern tech focused business - the landscape is everchanging and you need to be able to adapt rapidly, Creatio is a tool that lets us accomplish that.
Creatio is a highly scalable and customizable solution. We constantly incorporate new ideas turning them into efficient workflows.
Creatio Platform fully meets our business needs
We were looking to better organize our sales team operations, and Creatio has proved to be a great solution to address this issue. With Creatio, we have our customer data consolidated in one place and can access it quickly from any device. Our reps easily schedule visits and manage tasks. The system helps us track team performance and turn data into actionable insights boosting results.
I like that Creatio is more than just a CRM. It’s a platform with strong process management capabilities that helps to build required workflows at speed.
Sometimes minor issues happen like with any other software. However, Creatio support team resolves them quickly.
Previously our company didn’t use any software for case management and processes automation. Creatio implementation helped us optimize internal customer service operations. The system provided case categorization capabilities and omnichannel communication options that speed up case processing. With Creatio, we simplified cross-departmental collaboration and accelerated a number of internal processes.
Creatio has been an amazing CRM and BPM automation tool for a long time. Its capability of the business process & workflow management makes a very good impact on the enterprise entities who are looking for a CRM solution. The best part of Creatio is that you don't need to be a skilled developer to make a change in the workflow while it's in the live stage. The value brings to the business users with its low-code automation capabilities is high.
Creatio is a growing platform, So it has few areas for improvements such as the business processes needs to have a real-time impact on the screen. In the current versions, the user has to refresh the screen to see the changes after the business process ran. Also, the authentication mechanism for integrations doesn't support client credentials or any modern grant types.
As an organization, we have the need to automate the sales, marketing as well as internal process with a CRM. That's where Creatio helps us being one of the solutions. It's helping in terms of - Automating internal business flow with its low-code bpm designers - Changes on the go using its section wizards - Email automation - Forecasting feature for the sales pipelines - Opportunity, Leads & Account Management.
The Customer Success Manager (hereafter CSM) is very helpful in setting up the "out of the box" CRM system. The CSM helps with creating business processes as well.
Creatio brings new features constantly. The speed is fast and the support is good. I dislike Buggs in (new) features, although they are mostly fixed in the first available update.
We configured the pipeline from marketing to order in CRM. A great tool to keep an overview of all contacts, accounts, leads, and opportunities (and more).
Creatio for us is a simple system which has allowed us to connect with customers in a faster way making specific sales without any inconvenience the system for us and managing to connect to the marketing service either through networks or emails in this way it is captured potential customers and makes the sale through its system, it is very complete and simple tools.
In my opinion I do not have a negative point regarding the functionality of the service since it has allowed us to improve our stability in the search for new clients, the tools and each of the characteristics are fundamental and work together, however the system continues to be updated and improved at future adding new features in order to improve the system better and better.
It is an unavoidable solution for us, it is incredible how a single system has allowed to unify different areas within the company in order to work together And achieve favorable results the unified marketing, sales and design system in the creative system has allowed to achieve with ideas, solutions, analytics the best ways to attract potential clients and new traffic to our website the system works perfectly and allows you to associate with marketing immediately without any help from third parties since each tool is intuitive.
This system is innovative, it totally changed the system of both the traffic and the marketing of the company now the marketing and CRM process has grown much more efficiently and with more interactive ideas to improve the flow of new customers both on our website and Social networks are happy because the tools work in a correct way, the tools have been very simple, so working with them has released work stress very quickly, a creative system.
Regarding the operation of the system we have not noticed any kind of inconvenience since the tools are very simple to implement the configuration of this software with other systems, whether marketing is fast, simple and we have not had any type of inconvenience And finally the interface or The work of the system has been very remarkable because it is very attractive and the work is remarkable with new traffic on our website for us it has met objectives, in turn this system continues to be updated and improved by adding new features so it does not we have had problems.
The system is mainly used to be able to release the work stress generated by making sales or having ideas for new marketing.The creative system makes the best solution allowing time to be freed specifically in sales because the system has a virtual process in which sales are made in a much faster and more efficient way, however, if the user has ideas or questions in addition to the predetermined one, an advisor immediately supports the service, however the system works directly with the client and the most extra problems occur very little. part of the sales are efficient and fast, very happy because the system manages to work by itself allowing to use this time in other areas of the company in this way we have automated and optimized.
Creatio is programmed to be integrated into one of the most important areas that a company can have, as it is an idealized software for constant CRM processes, it maintains integral automation, effectively fulfilling the purposes based on the correct administration of clients, even literally large sales operations, making it known that the system is quite easy to use, since it does not require a professional in the field for its proper use, its learning curve is short but very intuitive and interesting, which It allows any user without much experience to develop its functions for their proper work.
In creatio problems occasionally arise, although they are easy to solve and order in their proper environment, for the continuity of daily work, since it is an inconvenience, quite frustrating, since if this happens frequently, the productivity that can be executed a margin end with expected results, is extremely slowed down, due to these details, which can become a bigger error, if it is not given due importance to solve said existing case.
Creatio is used for the common areas of its programming, which are its productive branches based on the CRM, that is, we use it for its services for customer service and relationships, either to register, process and make requests generated by these individuals, due to some problem or doubts in our facilities, in order to quickly determine and locate the inconveniences that have arisen, to provide an adequate service, for the operators that we acquire, including that we also use this system, for account management, for the sales made that have been made lately, related as a multi functional server from our business point of view.
Este software oferece uma generosa seleção de conectores de contabilidade, plugins e soluções de sistema, que são bastante necessários quando existe um problema particular em relação ao correto funcionamento do Creatio, inclusive que é muito fácil de integrar a qualquer plataforma que você deseja usar seus recursos muito convincentes, porque seu design contém compatibilidade de link interno com a maioria dos sistemas disponíveis na nuvem.
A Creatio deve considerar a realização de atualizações que permitam gerar maior performance e produtividade em sua plataforma em um nível geral, depende de qual utilidade cada empresa em particular deseja implementar, já que se menciona que oferecer mais recursos de design para desenvolver melhores campanhas de marketing Seria incrível, para um fluxo maior em termos de mão de obra, já que atualmente esse sistema de comércio eletrônico não é muito fácil de usar.
Atualmente utilizamos o Creatio na maioria dos departamentos que se dedicam ao marketing, pois cada uma das equipes se beneficia muito de uma interface unificada para a gestão e geração de inúmeros leads, devido ao fato de que os membros que temos são altamente profissionais em seu ramo de laboratório, inclusive que também é de grande proporção para o desenho de campanhas de vendas, já que são incríveis e customizáveis, então todas as informações obtidas devido a este serviço são armazenadas e analisadas nos painéis de proteção.
It’s a great product to automate all business operations, which allows to quickly and easily adjust the system to new tasks and changes in the organization. It’s also great for building tailor-made solutions thanks to the system’s low-code capabilities.
It would be great if Creatio calendar could be slightly improved. Using Google calendar to schedule activities sometimes feels more convenient to me. However, it is by far not the most critical feature in the CRM system.
Being a biotechnology company, we were looking for a CRM software that would allow custom solutions to meet our business needs. Creatio addressed our multiple business needs – from sales force automation to operational performance management and KPIs tracking. With the help of this software, we also optimized communication with our key stakeholders and standardized the way we work with laboratories.
Easy Configurations, Effective business Processes .
Everything in bom'online is Contact oriented. There should be different category for users/ Contacts/ leads etc.
I am trying to implement bpm'online for our clients who have not used any CRM before . So it is giving them how CRM can help their business grow and make the work easy !
The ability to customise the product and adjust it to your needs. Most of the adjustments you are able to do yourself without any coding. Super nice and helpful customer service and great onboarding process. Competetive price.
Some things in the UX could be improved for sure, but overall with this value for money I have nothing to complain about.
In bpm we are storing the information about our customers and opportunities and tracking the results.
It is a multifunctional program with great features. The best part of bpm'online is that it provides me with a unified environment where all vital information can be processed. Employees can easily interact with customers, schedule events and perform marketing activities. It is highly customizable. The user interface looks and feels great too.
The support team can be slow sometimes. However, I must give a credit to the technical specialists, they explain everything clearly and answer all my questions, even the most difficult ones. Another aspect is that you must go through a training process since there is a somewhat strong learning curve.
The platform helped us keep up with the dynamic growth of the company without sacrificing the quality of our service. It is worth mentioning that mainly, we configure the case management tool to deal with the next requests and add some additional features, such as the wait for response stage and the qualifications section. With the help of the bpm'online service, we managed to integrate a series of tasks necessary for quality service in a single platform.
Of all system’s capabilities, data accessibility is what we admire the most. No matter which communication channel the data has been collected from – it is all seen in one place, easy to find and accessible to all employees. With bpm’online mobile app, service support managers are not dependent on their PCs, being able to manage data even while being out of office during service visits.
At the early implementation stage, we really lacked some learning materials that would otherwise help us guide our employees through the system, making them learn faster how to use it.
Multichannel communications, client data consolidation, configurable access control, case management and service process monitoring tools – a list of aspects we benefit from by using bpm’online is by far not limited to these features only. Thanks to bpm’online service solutions, our service engineers have shortened case processing time and improved the quality of customer service in general. Additionally, bpm’online helps us not only manage current service processes, but also plan future ones. A special business process has been set up to automatically calculate the date of next service visit and have a particular employee assigned to it – all done based on the data provided in the system.
The best part about bpm’online is that it provides us with a unified environment where we can process all the vital information. Our employees can easily interact with customers, schedule events and conduct marketing activities. By the way, we made a choice in favor of two products - bpm’online sales and bpm’online marketing. Bpm’online helps us to obtain more customers – the system helps us to understand their needs faster. Creating effective marketing campaigns became much easier as well. By having a complete picture of our business school, it’s easier for us to develop an effective strategy for its further improvement.
Support team can be slow at times. Nevertheless, I should give those technical specialists a credit – they explain everything clearly and answer all my questions, even the trickiest ones.
A couple of months after bpm’online implementation we have noticed significant changes. And those changes were definitely positive. The best part about the system is that now our school can use sales and marketing tools in a single IT ecosystem, which is really awesome! Order history section contains all the important information about transactions and customer needs, as well as sources of those needs and other marketing information. With bpm’online, it’s much easier to maintain long sales cycle as well as streamline lead processing. Bpm’online encouraged us to build first-class marketing campaigns – this allows us to attract new customers and increase the loyalty of the existing ones. Shorty put, we are happy with this CRM and planning to keep using it further.