Creatio Reviews: 4.7/5 — Highly Rated

Variety of options that are available for the system administrator to customize the system, create new logic and make it work automatically

It is too early for me to dislike something. Don't find yet

In one system we gathered to have a full client portfolio, automated everyday check tasks, and we are finally able to control our workflow and do the needful forecasts that are available for each team member and management board at once.

bpm'online makes it easy to manage customer data, and to create data-driven marketing campaigns. bpm'online really allows you to make the most of your customer data.

I don't see any downsides of bpm'online.

The KPI tracking feature is really useful, and the dashboards provide a great overview of marketing campaigns and overall customer journey. The integration with task management makes it easy to work effectively.

With the help of bpm'online, we unified client’s database, automated core business processes, and took control over the KPI analysis of the employee performance. Some of our favorite functions of the bpm'online are the following: -Dashboards section where the head of sale department can trace all ongoing activities and interacts with the managers in real-time. The activities of all managers can also be controlled based on their daily, weekly and monthly performance, thereby their efficiency is automatically calculated. -System’s ability to assists sales managers by showing next process stages and enabling them to keep track of the customer journey stages. Leads are being automatically handed off to sales. Successful sales convert into projects, which are customized in accordance to our work cycle. -Time management tools. The tasks assigned to employees are displayed in the calendar, which helps both individuals and teams to better arrange daily, weekly, and monthly work schedules.

Some of the managers struggled with getting used to a new system - because of the shift to a new software the entire process of work was changed. However, in the course of time, all employees adapted to it. We often reach out to technical support department for certain inquiries. Bpm’online support team helps us to keep the system customized, that’s why we really appreciate the help we are given.

Over the years of operating in elevators equipment services, our company accumulated a great number of clients which was challenging to keep track of. We realized that unless we use an efficient tool to manage our data, we would be missing out potential deals. We needed a smart CRM system which could aggregate our client’s data and communication history, track customer needs, monitor employee performance, and record the history of orders, deals, and services provided. That’s when bpm'online stepped in, solving all issues at once.

Our company was looking for a flexible platform to boost the quality and automation of customer service, and bpm'online service appeared to be just the right one. The platform helped us to keep pace with the company’s dynamic growth without sacrificing the quality of our service. Quick implementation of the basic functional package and additional services also proved the product as a successful manager of change for the company. Primarily, we set-up case management tool to deal with the upcoming requests and added some additional features, such as “waiting for response” stage and ratings section. We were pleased with the flexibility and customization options of the platform that helped us tailor best solutions to automate our processes. In order to control case processing time and ensure fast reaction of the employees, the system was set-up to automatically send notification to the team leader if the case has not been addressed within 20 minutes.

We required additional support with setting up the integration of Microsoft Azure AD and bpm'online as well as with the functioning of some landing forms. However, bpm'online customer center did a good job responding to the issue instantly.

Since our company incorporates a number of market fields (retail, manufacturing, consulting, medicine etc.), the complexity of data and processes needed to be efficiently managed in one single system, which was one of the most crucial factors of choosing bpm'online service. With the help of bpm'online service, we managed to integrate a range of tasks needed for quality service on the one single platform. Our clients are now able to track cases in the real-time, the requests are automatically processed, and all the case management stages can be easily monitored by the team. Previously, we had a difficulty in setting up the system of reporting and controlling the quality of service. Analytical and customer feedback tools have now enabled us to track the results and keep enhancing the quality and efficiency of processes.

Bpmonline is exceedingly configurable arrangement that has expanded the effectiveness and profitability for clients. It was incredible to tweak the worked in procedures to our particular business needs. It helped us to develop and adjust to showcase changes in the Financial business with phenomenal spryness.

We are yet to gone over anything we detest with the framework - luckily the easy to understand capacity to arrange the framework enables us to quickly discover better approaches for settling deterrents when they arrive.

We are presently ready to convey trigger messages and robotize our email showcasing forms. We would now be able to run reports and see live dashboards and updates inside our pipe to have a superior thought of our present generally picture. Our lead/opportunity stream is smoother and more proficient than previously. The inside specialized instruments make it simpler for inner workers to impart, pursue, and track exercises as call backs, updates, and so on. With the usage of bpm'online, we decreased innovation costs and wiped out costs related with startling programming updates and work force.

Before we found bpm’online, we were using manual Excel data entry. Even though initially Excel worksheets satisfied our business needs, with time we have realized that they lack some features that are critical for our industry. The data was scattered, which did not allow us to perform quality sales data analysis. In addition, it was hard for us to analyze employee engagement. After a few weeks of search, we decided to implement bpm’online - CRM that promised to automate sales process workflow. And the best thing about this system is that it fulfilled its promises.

We are looking forward to more first-class sales features from bpm’online.

Bpm’online CRM allowed us to take our customer service to a completely new level. Thanks to this CRM, activity planning has been simplified – now, our managers can easily record all their agreements with clients in a single system. What’s more, bpm’online enables us to save a lot of time so that we can work on increasing the client portfolio. We plan to use it further.

Bpm’online helps us to organize all the important data in a centralized database so that we can keep track of all the information. Bpm’online stores important details of our customers thus reducing the time of our employees. We don’t have to manually enter the data – that’s what I like best about bpm’online!

As of now, everything works fine. It would be great if bpm’online adds even more new features for sales management

Bpm’online is good at solving many different issues. For example: • It helps us manage our sales processes more efficiently • Stores all the vital data in a single environment • With its help we can get custom analytics when it’s needed • Organizes document flow between all employees; Bpm’online allowed us to quickly update the information and receive reports on the work of both tender and sales departments. We are completely satisfied with the system!

In the beginning, we were using another system. Even though initially that software satisfied our needs, with time we have noticed that it lacks some critical features that are necessary for our business sector. That is why we decided to switch to another CRM with advanced sales and marketing capabilities. What we were looking for is a system that will automate notifications of order statuses and provide analytics that would allow us to effectively respond to customer behavior. We decided to implement bpm’online since it promised to streamline our order processing and thereby increase sales. Our final decision was to implement bpm’online sales commerce and bpm’online marketing products.

As for now, everything works fine, but as they say, there is always room for improvement. We look forward to new sales and marketing features from bpm’online.

Bpm’online allows us to attract new customers and maintain the interest of the existing ones – that is important for our company. Behavior tracking tool allows us to track visitor behavior on our website as well as identify lead generation channels and sources. All information is collected in the lead profiles and is displayed in dashboard analytics. Now, we can easily track lead sources, evaluate the effectiveness of lead generation channels used in our marketing campaigns, and focus our efforts on the best performing channels. Overall, bpm’online implementation allowed us to increase sales by 20%! That is a huge difference comparing to what we’ve had before. The software enabled us to improve the quality of customer service and increase customer loyalty. Now, we regularly use the analytics that allows us to segment customers according to their behavior and target communications.

There are many good qualities, but the best is that it is highly customizable. The UI looks and feels great too. There is also a marketplace where you can get packages to add-on functionality or change the experience, which is helpful if you don't have time to make your own solution.

Setting up business rules (used to drive behavior on screen) and business processes (automation) can be difficult until you understand how everything works together.

We are using BPM'Online to keep track of leads, determine quote prices, and create orders. All of this was done on paper before, and it is really helping streamline the process. We were able to customize it to create separate orders based on location, which really cuts down on our admin. time.

Bpmonline is highly configurable and customizable solution that has increased the efficiency and productivity for users. We love the business processes and the automation functionality it offers to eliminate manual work on regular, smaller tasks. It was great to customize the built-in processes to our specific business needs. Its very User friendly. Data migration through data import was not that difficult either, once we cleaned the data.

Need more plugins to connect with other 3rd party systems like Quickbooks

Have used BPM Online to streamline the sales process

All information that I need is in one place. There is no need to store info in different systems, files, any other places, because now everything is well organized and stored in one system. It is rather simple to find and edit info, even when you are out of the office - mobile app is always with me. I like an option to create my personal analytic - it is easy and looks fantastic.

There is nothing that I can dislike now.

bpm'online saves my time - many routing tasks are now performed in one click, and there is no option for me to forget smth :) Also rather useful thing is printables - you just enter the info in a system and all the needed drafts of the document are prepared.

Earlier we couldn’t manage to analyze the performance of our sales team. As a result, it was hard for us to plan business development strategy. To make things worse – our employees worked with tables. We knew that it was high time to change the way we run our business. We decided to give bpm’online sales a try, and…. it met our expectations!

I dislike just one thing – that we didn’t implement bpm’online earlier.

With bpm’online we can easily analyze both quantitative and qualitative performance indicators. For example, now we can quickly calculate sales conversion rate and lead value. Recently we’ve discovered that our sales volume increased by 35% after bpm’online sales implementation. We were pleasantly shocked. The system allows us to measure employee productivity performance so that we can properly gauge worker efficiency, identify who is working hard and who isn't. We can now determine how to properly compensate our workforce, and improve our workplace's overall productivity. Good job, bpm’online!

Being a real estate developer, we were seeking for a tool that will help us keep track of all the internal business processes. Prior to bpm’online implementation, we were using Excel Spreadsheets. Because Excel wasn’t effective enough we decided to switch to bpm’online. Bpm’online CRM allows us to automate any internal businesses processes. This system allows us to keep all the vital data in a single place so that we don’t have to worry about missing or forgetting something. Also, this system simplifies communication with clients a lot.

As for now, nothing to complain about. But we would like to have an opportunity to integrate bpm'online with other services.

With bpm’online we can easily manage long sales cycle. Also, the system allows for analyzing the sales performance of our team. Recently, we’ve discovered that bpm’online allowed us to increase sales by 25%! Isn’t it impressive?

Bpm’online increased our sales funnel conversion rates. It provides us with a bunch of new effective tools for managing diverse sales processes. For example, the system allows for effective lead management, which means our sales reps are able to easily track and capture leads through multiple sources. Bpm’online forecasting tools enable us to forecast sales volume based on different criteria while opportunity management feature allows for generating sales forecasts taking into account client’s budget, opportunity stage and probability.

Currently there is no complaints about the system.

Bpm’online CRM allowed us to manage all the sales processes in a single environment. Automatic task reminders increased customer satisfaction while standardized processes simplified the training of new employees. Additionally, this CRM helps us maintain communication history. Bpm’online allows us for adding leads from different sources into a single database. The system enables us to distribute the leads based on the prospect’s needs and profile, which is very convenient. In addition, we use the dashboards to analyze statistics on leads, such as number and quality of the new leads, conversion rate, etc.

Before the introduction of bpm'online, InTech already had experience using CRM systems – we knew what we liked and didn’t like based on past experiences. Given the previous experience, we were looking for a tool that would allow not only to automate sales processes, but also to monitor and analyze the results of the work of the sales department. Bpm'online met these requirements, and its interface became an additional advantage of the system. InTech can now analyze the effectiveness of the sales department in the context of the following results: • volume of closed and potential orders; • the amount of work done by managers in the context of calls, meetings, activities for the time period; • customer base growth.

Can’t say that we dislike anything at this point. At InTech, we have seen great results from bpm’online sales and credit the software for more sales and process transparency.

The main task of implementing bpm'online was to collect all data on customers in a single system to conduct transparent work. Managers can go through all the stages of working with a client with high quality: from script conversations to invoicing.

The fact that I don't have to be an IT expert to be able to define or create a process to be customized based on my needs, I love how easy it is to understand the functionalities and the processes. A big portion of our processes are customized and BPM support and developers easily comprehend our needs when we create them

Reporting is limited, although you can create filters and dashboards and even export to excel if you want a specific report within BPM where you add some Mathematical formulas, then you find yourself very limited.

It allows us to better identify our metrics. Now we are able to better track our client journey and identify strategies to better approach them

The automation and flexibility of the platform it provides. We have been able to implement and change our processes as our business evolved. It has helped our business to get more sophisticated without hiring more staff.

The portal for our customer is not easy to configure but I know bpm'online is going to release a new version of their portals which will allow us to configure it as we wish using the same flexibility/capabilities as what the back-end interface currently offers.

Transparency of information. It was a struggle to find out where we were at within the business but now we have Dashboard with all our KPIs. We are not spending days on creating reporting in spreadsheet anymore, it makes my life much easier. The other problem it tackled was reminders. For each process, we know where we are at and it is not up to someone to remember anything. Anyone can take over from anyone else as long as they have the necessary skills of course (but all information and processes are up-to-date).

Integration between the different modules is very well executed and available at your fingertips (Literally!). Not many systems out there can automatically aggregate and give true visibility to everything from Lead to Support.

Knowledge-base functionality needs to be updated.

Visibility across multiple departments. Sales having full exposure to Projects & Support and vise versa. Onboarding can plan resources according to what's coming down from sales having visibility to the sales pipeline. Another major benefit is bpm Dashboards. They do a great job of visualizing large amounts of data into simple visuals and they are extremely intuitive and easy to create.

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.

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

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.

This tool has helped us in creating email campaigns with ease. Easily one of the best CRM come Marketing Automation tools available today BPM

Nothing much to dislike really. It takes a little time to get used to but after that it’s a breeze.

CRM and marketing automation

The platform allow us to develop almost any business situation with highly custom forms and processes, almost codeless. The Dynamic Case Management remind us the importance for the processes to be focused on a journey, specially the customer journey that comes upfront for all the CRM out-of-the-box services provided. The connection between all objects give us a real 360º view of a customer or any other object we are working on. Finally, the capacity that I can provide to my customer for them to update and do minor changes without extensive training and risk.

It didn't reach the 95% codeless, specially regarding the mobile app, but its getting there.

I'm solving problems in areas so different as logistics, quality management, human resources and sales. The capacity to automate and dematerialize a process in a simple and quick manner allows almost anyone to produce quick changes on the processes, on data, on business rules. At the end we can get a fully customizable solution.

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 user-friendly design, business process functionality and user-modification flexibility. These features allow our firm to not only improve the efficiency and productivity of business but help us to innovate and adapt to market changes in the Financial industry with unprecedented agility.

We have yet to come across anything we dislike with the system - fortunately the user friendly ability to configure the system allows us to swiftly find new ways of resolving obstacles when they arrive.

The CRM helps us streamline our internal business processes - from generating documents to data entry and calculations, email management and insightful analytics.

Low-code platform that speeds the time to roll out implementations. Their business process designer makes it easier to create automation that adds great value to the end user experience.

There is a little bit of a learning curve due to the flexibility of the platform there are many paths to approach different business cases and translating them into the software platform so having a full understanding of the platform will impact the end result.

- Transparency across departments - streamlined business process integration - Open-ended API allows for integration across many different software suites - User adoption of the platform is high - Transition from legacy software

bpm online is very easy to use, very user friendly. Simple and fast customization and helps the customer reach their goals faster

It's hard to say what I do not like in bpm online. Grupo Marca is starting as a partner / integrator of the system and all the difficulties we may have are quickly remedied by the support team.

We are using bpm online to automate all processes in a public bidding company. There are 8 departments working simultaneously in an interdependent way and the main goal is to fulfill all the steps in the correct time, according to the schedule.