Creatio Reviews & Product Details

We were able to customize and add/remove data fields, processes and external integrations. I love the ability to create an external web hook that connects to any source that we need, then trigger a BPMonline business process and pass parameters in to do business process automation.

Documentation needs improvement, need more examples to develop quicker.

automating business processes. we've been able to do everything that we've wanted using business processes and external REST API integrations.

Bpmonline is highly configurable and customisable 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 customise the built-in processes to our specific business needs. The other good thing about this solution is that users were able to move to Bpmonline quite quickly, without the need of lot of training. Data migration through data import was not that difficult either, once we cleaned the data.

Would like to see more integrations/connectors for industry standard applications e.g. Zapier, Sage, MYOB etc. Also, AI is not as mature as its competition so that needs to be worked upon by Bpmonline.

We are using Bpmonline for all: Marketing, Sales, and Service. And number of automated processes within these areas.

A friendly and easy interface, the most complete 360° customer view.

Trainning material on internet could be more detailed.

create a Service Center

The ability to fully automate our email marketing process is a huge increase in efficiency. We are now able to send out trigger emails based on almost anything we want, so that our reps and marketing team don't have to manually send out every email we want to send. Now, if a customer fits a certain criteria, we can have the system automatically send them a specific, personalized email. The best feature is that we can ultimately customize almost everything within the CRM and set it up exactly how we want it. Additionally, our Partner Success Manager Harry Taimur has been exceedingly helpful and has gone above and beyond to help us out.

There are less integrations with other products and services than some competitors, although the marketplace is constantly updating with new integrations.

We are now able to send out trigger emails and automate our email marketing processes. We can now run reports and see live dashboards and updates within our funnel to have a better idea of our current overall picture. Our lead/opportunity flow is smoother and more efficient than before. The internal communication tools make it easier for internal employees to communicate, follow, and track activities in the form of call backs, reminders, etc.

There are nearly unlimited customization options. You can create/edit new fields, reports, dashboards, etc. without having to rely on customer support.

Learning the language in the section wizard and understanding how to customize your reports, printables, etc. takes time and isn't necessarily intuitive.

BPM has enabled us to accurately record and track all aspects of our sales activities. Our team has become more efficient and gained insight in to tasks such as tracking orders & invoices.

Clean interface. Powerful customizations with its business process engine.

With a product like this, which offers so many features and different ways to accomplish some tasks, it can become a complex to the end user. Their marketing solution is not very polished and user friendly compared to Mailchimp, but it gets the job done.

Adopting a good CRM for our sales team. Having the CRM as the consolidator of our customer's relevant activities. With bpm'oline we managed to develop a standard workflow for working with leads from our website, for scheduling and doing follow up calls to dormant customers, among other things.

BPM 'Online CRM product is undoubtedly supreme in terms of customizing it to our business needs. After sales support is commendable!

I am a satisfied customer...So far so good! - nothing to complain.

We needed a centralized repository for our database to create and nurture leads for our business. We have now built a database. it is helping us to track the productivity of each resource, capture all the correspondence with our potential prospects and helping us to promptly follow-up with them. We are presently working on creating process workflow for lead nurturing. Once this is configured, we will have a solid lead nurturing strategy in place.

The ability to customise each role. Fully track back any communications from other colleagues, which helps internal communication too. Friendly user interface, doesn't take long to get used to.

Some of the backend settings can be confusing but Mary and the support team is always very helpful. A lot of customisation, but need figure out an optimal setup.

Tracking conversations done by other team members. Monitor service progress. Have a centralised system for all information.

ease of use and power of customization. bpm'online is very intuitive

to have to save on every action. should be automatic

sales process automation and customer service

Bpm'online is a strong platfom with all capabilities needed to manager simple or complex processes considering all processes across organizations (BPM), Marketing, Sales and Service . Configurable and with very user friendly interface allow business people getting independent from IT department managing from simple to medium complexity changes in the platform and help companies to accelarate time to market.

Platform is still little known in Brazil and South America. Bpm'online should carry out some publicity actions to strengthen the brand

Problems solved: implementing 360° customer view, maximize opportunity conversion, deep undestanding of customer journey Benefits: increasement of customer engagement and wallet share percentage.