Creatio Reviews: 4.7/5 — Highly Rated

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.

bpm'online has a plethora of training videos and tools to help users get acquainted with the system. As a small pharmaceutical company, we have grown exponentially simply by using the Sales product from bpm'online. It has been very easy to customize the system to fit our needs.

I cannot think of one thing that I dislike about this system!

bpm'online has allowed us to discover several issues within our organization; those issues are related to follow-up and the sharing of information regarding customers, quotes & sales. These problems have all been fixed by utilizing bpm'online's "Activities" module.

Bpm’online is an easy to use system. We were able to customize and adjust it based on our specific needs and goals for our client. The business process platform is a huge advantage.

Frankly, it is hard to find anything to complain about the platform. Even though our team faced some minor issues in the initial stages of the implementation, the support team quickly resolved them. Due to system versatility and customizability, almost all business tasks can be solved using the various flexible tools that the software has to offer.

Bpm’online functionality is built on a scalable platform for more efficient workflows. As a bpm’online partner, we can now provide our customers with high-end tools so that they can effectively manage all marketing, sales and customer service channels. With the implementation of bpm’online, we reduced technology costs and eliminated expenses associated with unexpected software upgrades and personnel.

We have been using bpm’online for a few years now and we think it’s a fantastic tool. We love the user friendly nature of the system and it’s ease of use. This is a great benefit for new recruits as they can pick up and use the system without having to go through weeks of training. We are also using the automation tool that is provided with bpm’online and this is saving us hours a week on manual tasks including general administration and reporting.

There’s not much we dislike about bpm’online. However, we would love to see more customisation functionality added to the mobile application.

We are currently using bpm’online for our sales, marketing and service teams and we have significantly increased our performance in all areas as well as being completely synchronised across all of our departments.

The dynamic case management enables customers to quickly implement business processes without any coding. The email integration with Exchange or Outlook 365 is very simple to set up and the manual linking to accounts, leads, opportunities or other records is foolproof.

Customizing the GUI sometimes requires coding. Importing data is easy and quick but requires many preparations in Excel.

The dynamic case managements supports a critical business process. The inbuilt approval task controls the progress in this workflow. It is now possible to create mini pages to quickly add, edit or view data without leaving the page.

With BPMOnline you maintain your data base, you manage your projects, sales and cash flow, as well as keep your team well organised and focused. The most amazing thing about BPMOnline for the company staff is that it's also interactive and really fun to use!

There is nothing to dislike as long as you explain the exact business needs to the talented BPMOnline team, so that they adjust and tailor your own system to your specific requirements. It ends up being perfectly yours!

All our work is based inBPMOnline! We start the day by logging in and end the day by logging out. All our Clients, suppliers, customer relationship, sales & marketing, project management, calendars, cash flow and even accounting system are all in one place! The way we can link all of them just by clicking a button makes our life easy and lets us perfectly focus on business outside 'admin work'.

This application can scale to any business of any size. It's unique and customized environment can be curtailed to any industry. It has limitless capability to customize to an individual's needs. Easy reporting capability and very powerful analytics tools which give you power to manage and monitor business perfectly. bpm'online has been developed in .NET platform which allows developers to customise application faster. They have also regular updates with lots of new functionalities.

There are some added extras that would be very useful to a business, but as with any business model, these extra features are not always free.

It is a good platform for gathering the customer data and working around it in order to improve customer relationships, marketing and increase sales numbers. It has a great level of customization and integrates well with third-party apps.

This CRM allows the non-technical users to customise their screens without any technical knowledge. Even more, business processes can be added without programming skills.

Debugging of more complex business processes and web services could be improved.

We can automate a lot of the workflows, which is a great help for the end-user and reduces errors made by the user.

The ability to customize and tailor the software to your own unique business processes and needs.

There are a lot of system settings that can be learned and utilized.

I use bpm'online for CRM and email marketing, as well as tracking customer renewals and product information. Being able to create our own data sets to use and then creating or customizing some process flows enable us to stay on top of software renewals and what is going on with our customers. Being able to easily track and send emails through the system has been a huge help in seeing the interactions with our clients and prospects. We have also modified the sales process to fit our needs, based on the type of opportunity.

Business Processes: automation of changes in data based on parameters setting, automated bulk email sending, integration with other applications, output reports in doc, xls, pdf.

During customization and development of specific features It is difficult to check the debugging process.

Automation of tasks and activities like Leads processing. Quote generation, integration with existing applications, marketing campaigns, event organization, ticketing system.

Our company took advantage of the system integration capabilities which enabled us to connect with various third party systems. We were also able to establish a better connection with guys from sales.

No off-the-shelf connector for Google Analytics

Lead generation, campaign management, sales processes

Bpm’online provides us with the flexibility to create, adapt and renew processes. Within a short period, we were able to change the way we approached our clients, improved time to first contact, delivered a faster product and closed more sales than ever before.

More app/connector selection in the Marketplace would be nice. Other than that, there is nothing else worth reporting.

We chose bpm’online because of the flexible, low-code BPM platform. We could change things on the fly when needed to keep production moving. We evolved from a homegrown system with a limited capacity to an extremely flexible system that opened the door to a world of possibilities, bringing our success formula to a new level.

It´s so intuitive and so easy to understand.

It doesn´t have many options to connect to other softwares

Our main trouble was to know what the sales persons were doing. With the field functionality this problem was solve. Nowaday, we have a schedule of the visit they need to do and we know if they really did it.

The BPM inside the tool and building business worflows

Premier support is not free even you will get great support once you purchase it

We use the CRM sales solution for our fashion company to mangae the orders and the inventory of items and to manage the the database of our customers

bpm allows a full degree of product and report customization with ease. No need to be reliant on third party service providers or experts, the tool is open and easy to configure to fit specific organizational requirements

To be blatantly honest, nothing. The platform has enabled us to realize every single operational goal we had hoped for.

No visibility into reports, no opportunity tracking, no realization of effectiveness of marketing programs, access to a global contact management system.

We liked the idea of having all departments that deal with the customer in our company - sales, service - on one platform. Our teams now have a shared customers database with all information about cars purchased, service works, spare parts, upcoming service appointments, etc. With bpm'online we eliminate the problem of a dragged-on conversation with the client, as well as errors in the course of work.

Even though there are so many different CRMs on the market, it's still hard to find what you really need for your business. Bpm'online was the right choice and there is not much I dislike.

We chose bpm'online because it let us line up the sales and service departments inside our company. Besides, we use bpm'online not only to communicate with our customers but also for our internal operations. Bpm'online turned out to be an extremely helpful solution for our company.

In our case, the company has gained its benefits from implementation of the customer center. Especially useful we find agent desktop feature with analysis functions related to work performance for each of our service agents. This helped us to evaluate how much time every agent spends on different activities, reduce time spent on data input and analysis, and increase time spent on phone calls. As a result, we observe great increase in agents’ efficiency.

It did take us time to integrate bpm’online with already existing database, what is definitely neutralized by the quality of the clients’ base that we have now.

As our company that depends heavily on quality of the customer center performance, we felt a big relief as we launched bpm’online customer center. Everything is organized in a way to speed up the workflow and improve service for our customers. We now have the ability to process all clients’ requests timely and without hiring new agents, so the system has become a true asset for our company to step forward towards experience getting more and more positive feedbacks from our customers.

We mainly employ bpm’online for our email and marketing campaigns. The system allows us to keep a complete clients’ history, track client’s behavior and create a message that hits the point in our relationships with each customer. It is also our main analytical tool to analyze bulk emails efficiency and conversion rates.

Well, it’s hard to dislike something that makes your life easier, and there’re no serious drawbacks that I can mention. I think our next step would be synchronizing our marketing and sales activities with the help of bpm’online.

Right from the start, our marketing team felt the difference between bpm’online and the previous app we were using. Now, along with proper tools to build the right type of communication with our loyal and new clients, we have instruments to analyze the results and bottlenecks of each business stage. Besides, we are confident to take targeted actions in order to achieve objectives of marketing campaigns.

Bpm’online provides great tools to work with the client’s data. We can segment our clients by any of the criteria creating different segments to promote certain messages.

It’s difficult to name any cons, as the system is being updated and improved all the time. Previously I was missing a marketing calendar to sync activities with my colleagues but this functionality has been added.

With bpm’online CRM I can gather information about consumers and see how each of them is interacting with our product and content. It helps me to make relevant messages and find relevant channels to target the audience.

With many features in one bpm’online pack, there is one that stands out most. In our case, we stress field sales function. Our sales reps are happy now with the possibility to build schedules and routs as they plan the day. Right from their tablets, they make product presentations and check items availability at stock. Besides, the system lets them end visits correctly – they can send customers’ orders right after the visit even if offline.

Compared to the number of advantages we’ve got thanks to bpm, I think the disadvantages are too minor to mention.

Bpm’online has become a real catch for our sales reps. I would say it was a stone age of our company’s history, as we were not employing CRM on mobile. The system allowed us to carefully plan the time, work faster with a higher level of productivity. To be honest, we’ve gained a competitive edge with that magnificent soft. Thank developers.

The functionality and the interface. I have everything I need to provide best in class service. The interface is nice and easy to work with.

It actually took some time to customize the system to our specific needs, but now when the system is already up and running, we have all the necessary features in place.

We are using bpm’online to automate service processes, manage orders and service cases. It’s very convenient to work within one system and single interface. Before we were using 3 different programs to track the orders, to check products availability and manage cases and it was a real disaster.