Creatio Reviews & Product Details

Ease of use and implementation, low cost enterprise solution

3rd party integrations are sometimes not always available in the marketplace

sales pipeline, drip campaigns, cost savings for small medium businesses

Before bpm’online we used Outlook to handle customer requests. However, with time we discovered that Outlook does not allow us to measure employee performance properly and collect customer data accurately. Also, it always huge problem for clients to duplicate their requests in case of absence their Manager. In addition, reporting has become difficult. We decided to switch to bpm’online CRM. What we like about bpm’online is that it has an intuitive interface and a social look and feel, which makes working with the software easy. Bpm’online CRM allowed us to automate communications with clients and improve collaboration between multiple departments.

Can’t think of any disadvantages at the moment, everything is working fine.

Bpm’online enabled us to aggregate all the needed information in a single environment. This allows us to monitor and analyze manager performance. Having a 360-degree view of all the customers helps us predict their preferences – it is much easier to win their trust now. And there is no need to ask clients to repeat information they already discussed with other Manager. With bpm’online we can easily measure customer satisfaction. We can communicate with customers directly from the system. This includes making calls, managing email, approving contracts and collaborating in the enterprise social network. Will use this system further.

Many solid CRM exists in the market, but very few allow for business process automation. As an example, in our most recent project, we have to build a CRM solution for an Investment Management organization. They can now find in their CRM the information that was gathered into multiple administration systems, which improves the productivity of the users. More importantly, we built a number of notifications for the Financial Planners when certain "life events" take place. They can now have a proactive approach to customer service. The business processes are easy to update as the client needs evolve.

The learning curve is steep. The system can do almost anything. Special consideration must be given at the design phase.

The main purpose of the project was to centralize customer data in one location, provide productivity tools to users and generate leads based on specific client behaviours.

Simple to use and configure. Integration with the mail in a few seconds. Variety of our-of-the-box processes. Intuitive and ergonomic user interface. A modern look, very friendly in everyday use.

It would be great if the information search was not only based on filters. It will be good to be able to do basic operations such as adding, adding, subtracting etc. in a more simple way than programming.

The system is irreplaceable in everyday work for a sales team. All in one place with any tool. Good data quality translates into reliable reports and subsequent actions that can be done consciously for different customer groups. This allows focusing on selected priorities

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.

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.

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

Trainning material on internet could be more detailed.

create a Service Center

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.

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.

The ability to scale bpm'online into all operations of the business, because of the Marketing, Sales and Service offering on one platform. Additionally the ability to create, drive and monitor process easily.

Initial system set up can be challenging as bpm'online has massive scope and capability, and to keep your requirements in check can be difficult.

I utilise bpm'online to monitor and process Marketing and Sales initiatives. By using bpm'online the I'm able to stat a process once a lead is automatically registered in the system through lead generation efforts developed in bpm. We can then automate communication and launch the right sales process based on a multitude of factors and data. This allows slick handling of of all aspects of the sale cycle and increase conversion.

One of the most exciting CRM/BPM products we have worked with in a long time. Highly flexible and customizable. Robust business process designer that allows for simple to extremely complex processes. Lots of advanced and trending features. bpm'online is well-informed about what companies are looking for today and in the near future. Well supported by bpm’online technical staff and integrator partners.

Too minor to mention compared to the exceptional benefits we are achieving.

Our goal is to deliver a customer experience that creates customer advocates. We do this for our clients and it is what we hope they experience with us. In order to be able to do that we needed to implement many business processes to easily support our employees and enable our teams to consistently deliver a better experience for our customers across all departments. After finalizing our implementation and seeing this in operation the last couple of years, we can't imagine working without bpm'online anymore.

My customer support manager. Kate is exceptional. She listens, responds and gets it done. Thank you very much for your support and understanding.

Technical system, but we Will get used to it!

processes and systems that need to be built to make the foundations of the Business work smarter

Working with BPM allows contractors to log in and see job schedules, contact details and work updates. The knowledge base is a wonderful resource for WHS information and forms, business policies and fact sheets. Being cloud based gives BPM a universal accessibility across any platform. This and the very high standard of support are the two most important features that make using BPM so pivotal to running a service oriented business efficiently.

Some menu options are clunky. The contacts filter search needs to be reset after each selection. Being HTML has it's trade offs though am looking forward to seeing navigation menus require less mouse clicks.

Contractors in the field with varying IT skills are all using it successfully. Other diary management systems did not work across all platforms nor did they allow for client management information and storage of information. BPM helps manage customer care.

What I really like in this product is its amazing UI and the resulting ease of use. The UI is really intuitive and pleasant to use both for standard users and system administrators. You don't need to be an experienced programmer or an IT professional to perform standard aministration tasks, like creating accounts, assign permissions, setup reports and views, customize object cards or design a workflow: for these common tasks the system is straightforward and full of smart wizards that guide you through these functions. Besides it is really rich of functionalities that make it absolutely comparable to equivalent products of the CRM "big names". Another strenght is the way the company cares for its customers. I would define it "very personal", you don't feel you are in touch with a standard multinational where processes are hyper-standardized and unless you bought a significant amount of licenses you are just one of the bunch. Even with few licenses you feel you are meaningful for them, and that's definitely value.

Integration with social media can be improved, especially for marketing. Adding Linkedin within the accessible media is a must. After-sales objects can be automated a bit more (e.g. orders, invoices, projects, etc.)

I have a complete and up-to-date vision of our business: pipeline, forecast and plenty of details for each opportunity. I can easily track all sales activities whether they are a visit, a call or an email. I can promote my products and services through effective digital marketing tools.

We have had the full bpm’online CRM for marketing, sales and service for several years now and can’t imagine our business without it. Implementation was very fast and we started using the out-of-the-box processes right away. The best part of the implementation was sales module. Integration was seamless with our other systems. No coding experience or extensive training was needed

To some extend it can be a bit complicated for non-techy users. At the same time, once our team started using it daily, they absolutely loved it.

Having marketing, sales and service in a single platform has easily been one of the best benefits to date. Outlook integration works perfectly and really saves time for everyone. And from a support standpoint, they provide top-notch service 24/7. Within bpm’online we automate sales processes and pipeline management, email marketing, event management, billing clients’ hours.

With the deployment of the bpm’online software, we aligned the work of our marketing, sales and service teams and integrated data from different locations and channels. What our agents liked is that the bpm’online system enabled them to deliver personalized services and to support each client. Business process management capabilities are a huge advantage of bpm’online for us. Moreover, the bpm’online platform is scalable and flexible and meets the changing needs of the travel market. Finally, the implementation process was thoroughly planned which ensured the success of the project.

There wasn’t anything to dislike. The project was carefully planned and thought through – thus, everything worked fine.

People like the personalized approach and high-class service that we deliver when they travel. That enabled us to grow very fast. Unfortunately, our CRM system was failing to keep up with the pace of our growth. Hence, there was a need for a more effective CRM solution. We were looking for a software that would support and foster our business expansion and growth. Thanks to the intelligent bpm’online software, we reduced technology costs, and improved productivity. We achieved considerable improvement of sales and marketing productivity. Our improved interactions with clients resulted in increased revenue and customer loyalty.

A critical attribute of the bpm’online software is that we have the freedom to design it in a way that supports how we communicate with customers, because the industries we target are quite unique. From the initial confirmation of a lead there can be multiple steps before we confirm a project. During this time it often necessary for various parties to be involved in collecting the relevant data and proposal information. At the same time we also need to strictly control who is in contact with the prospect and what information is sent. The software has allowed us to meet our KPIs in most cases, and in instances where there were bottlenecks or under-performance, the reporting from the system allows us to identify any failures and alter processes so we can turn any weaknesses into future success

It is hard to say that there’s something in particular that I dislike. I have to notice that bpm’online are pretty fast with all the updates and new versions coming out every 3 to 4 month. In connection with this, I’d probably want to see more video tutorials and webinars on what’s new and to be consistently trained on how to use the system with maximum efficiency. Getting acknowledged with their new Academy now. Hopefully this would help to resolve the issue.

In the past there were always complaints from the operations department that they did not know exactly what the sales personnel had sold, but now with set processes in place all sales movements can be tracked. Due to the improved communication, operational staff are now in sync with sales, so that customer projects and on-going requests can be fully understood and met more quickly and efficiently