Creatio Reviews: 4.7/5 — Highly Rated

The level of customisation available in the product

The support documentation can be confusing at times

Integrating BPM into a business with high customer needs: lots of personal information that is not what BPM is designed for- but the product can be modified quite well to adapt to the client's needs. BPM has the feature set that allows the client to try out new workflows that had not been considered before.

Intuitive interface makes it so easy and enjoyable to work with the system. Any user can learn and start using the application fast. It saves you a lot of time since your staff adopt a new software faster. Additionally, it is the efficiency that we gained thanks to the unique and powerful tools for customer management with BPM engine. This engine made the work of our staff much easier and more efficient. It saves a lot of time and minimizes errors.

While the product is great and certainly improved efficiency, our pharma vertical solution is not on the latest version of bpm’online platform as of today. We lack some functionality that we’d like to have from bpm’online’s latest updates, that I know my team would benefit from.

Now the staff can deliver more results with fewer efforts. The system helped us to build better campaigns, organize customers’ data, provide our clients with the accurate and correct agreements on time, plan and analyze all our activities. Our sales reps who systematically work outside the office benefitted from the availability of the mobile app. It contains the same range of modules and features, and is synchronized with the system creating a homogenous single hub for our staff to work in.

From a marketing perspective, the ability to automate trigger emails, create campaigns based on the status of an incoming lead was important to us - BPM Online does exactly that. The complete process from incoming lead, through to close of sale.

Customising the default processes can be difficult Not being able to apply a change to a bulk selection - i.e have to make changes to each individual item Having to search by first name rather than last name Having to go to 'Contact' if I want to look up a name - I can't search from the 'Search Panel' if I am under Opportunities section.

Being able to nurture our leads until they become a hot prospect. This has significantly reduced the amount of phone calls our sales consultants have to make. The ability to qualify each lead at a different stage based on its source is very useful, It allows the Sales consultants to then prioritise which leads they must call first.

It was a pleasure to work with the bpm’online team. The team demonstrated the flexibility and support throughout entire process. We were also happy with a dedicated Customer Success Manager. It eased the process, provided us with the useful guides and tips. Using a full bundle product enhanced our operational processes since we had the tools to manage the entire customer journey from customer acquisition to customer retention.

I cannot say that I ‘dislike’ something about the system, however you need to consider to have trainings prior to the deployment.

Bpm’online helped us to improve our customer relationship. The complete information about a client was recorded in one location, so that the staff could keep a track of it and access information when it was necessary. Bpm’online strengthened our growth – we started from the satellite offices in the Netherlands & Austria and plan to roll out globally with the head-office in Germany.

From a management point of view, I like the 100% visibility on the progress of each opportunity as it moves across the pipeline. The interface is simple to use and it is much easier now for sales reps to access their data from anywhere. Bpm’online synchronizes the data from calendar, e-mail, and mobile apps, so managers are able to timely track what is being done in the fields.

Based on our success we have with bpm’online, I am satisfied with everything the system offers us. I highly recommend bpm’online.

I really value bpm’online CRM for being able to manage and share all important data between departments and across the entire company, allowing our sales team to do more meaningful sales activities and better decision-making.

I like Creatio’s analytics and reporting capabilities. I have real-time access to all the required data to make informed business decisions.

Data visualization could be better, but the vendor is already working on improvements.

Creatio is being used to automate our trade marketing activities. The platform serves as a single source of truth, keeping all the data about our key accounts and interactions with them. Tailor-made dashboards help us monitor the efficiency of our activities and, based on results, make changes to our promo plan. Shortly, we plan to start using Creatio to manage approvals.

Creatio is most suitable for : Calendar/Reminder System Email Marketing Internal Chat Integration Importing data Keeping track of activities

Creatio is less appropriate for: Taking action with Real time tracking Integration with other platforms Can be more prompt wrt Customer Service Visualization of dashboards Deployment of data from different environments

Creatio is helping my organization to align the company's employees along with our clients. It mainly addresses the problem of organizing all the data systematically so that it is easily accessible for everyone. Creatio is also helping us for the following things: Calendar/Reminder System Email Marketing Internal Chat Integration Lead Qualification Marketing Automation Task Management

The BPM component of this CRM solution is definitely the selling point. The ease of configuration and customization makes it very suitable for medium size implementations. They constantly release new features and improvements, so their on the right track.

The UX needs a lot of improvement. Also, it lacks some basic CRM features - they can be achieved by customization and processes. But those are features much needed in a CRM solution.

Sales automation. Business process automation. Lead Management.

I feel free to customize, starting from modifying an existing module or making it from zero, it's easy just drag and drop, then a system can be build. Bpm in the build system is very fast. Meanwhile, the marketing module is good, especially the analytic email blasting feature.

This application is heavy, running program is not fast, very dependent on resources and specifications that are quite large. And for mobile that still need further development.

Bpm very helpful, especially in the marketing section, called the email blasting (bulk email) process to new leads or existing customer. The benefits that I felt were helped by the results of the bulk email analysis, starting from how many customers click, unsubscibed, etc. So that I can plan more directed and targeted promos.

The customer support manager is extremely helpful. The response time to queries is really good.

The complexity in the academia access. Predefined entities are not classified. No mention of the class methods, attributes etc. Sample codes should provide what functionality they would help achieve. Difficulty in getting developer sessions while developing is another sore point.

Trying to create HR services on an integrated studio bpm'online platform.

Simple and intuitive user interface for both the users and the admins and developers. The BPM component is a very strong feature that sets it aside from the other competitors: it helped us achieve a quite complex level of customization without the need of coding and custom development. This is very important in maintaining the product robust. Also,

The software solution is not yet mature and has a lot to prove. The competition is very strong and in order to make it to the big league, it needs to improve a lot in terms of functionality and user experience. There are still important features missing, but the good thing is that the update release cycle is short. Also, the mobile application has to be updated with a lot of functionality that is only available on desktop.

We're using bpm'online for managing, tracking and reporting our sales activities. We're integrating new business processes with very much ease, on a regular basis.

The intuitiveness of the application and being able to walk in and work out the logic of the application easily

Some of the application setup features could be tweaked to make them easier to use

The problem of merging 2 CRM's to one and unifying processes

Userfriendly interface, easy to find any contact, a lot of opportunities for customization and set for the real needs.

sometimes difficult to integrate with other systems, work windows close after some time without activities without saving the info.

all the information about contacts or companies is in one place,so easy to understand the current relations, correspondence and deal professional. So you don't miss any info and you don't depend on one manger who had contacts with some companies.

Quite standard features with the simplified interface. Easy to start, not sophisticated, quickly developing

No updates description e-mails for users, never know beforehand what will be changed during the next updates

Standard Business process management

I like that this can be used for all facets of our business. From CRM to Project Management Solution even have the ability to create and manage cases within it. I like the ability for it to be a single solution CRM for both the front end and back end of your business. I like how this also has a mobile app so I can quickly search my accounts while in the field as well as add notes. Also, we store a lot of our client facing documents in this system so when I'm going through a sales process I can quickly pull the necessary documents.

I feel like because it is so detailed, there are way too many clicks. For example, from Creating an Account to Adding a Content, I shouldn't have to click 10+ different spots. (this might be how our company has it set up). Also, the marketing arm for us isn't as strong as Hubspot. We're looking for easy and better analytics. Also, as I mentioned, it is very in-depth with lots of clicks. One of my biggest frustrations is that when I create an opportunity from the account, it keeps me in the account. Instead of taking me to the opportunity, I then have to click back into the opportunity to edit it or add to it. Also, I think the look is somewhat "blah" I've used Salesforce in the past, and it is a lot "prettier" in my opinion. I thought I'd type out some more things. Some of these might be based on how we have this setup, but for example, when I'm creating an opportunity, it has to open new screens/windows, and it is super time-consuming and frustrating. I understanding wanting detail, but if you're not doing anything with the detail as a company, there has to be a way to turn it off.

We're using this as our Sales CRM and our Implementation/Customer Service tool/ticketing system. We tried using this as our marketing arm as well which makes the most sense since we have all the contact/employee data in the system to easily send email blast out of, however, for us it wasn't as detailed or analytical as other systems. So... We now export our list to Hubspot and then run our campaigns out of there. More work and more steps but better results.

Their Support team is off the charts good and the UI is very sharp. They answer quickly, and with a detailed solution to the issue, if they have one.

Need an understanding of HTML code to navigate their Marketing platform, which has been a problem for our small team. We actually ended up deciding not to use their marketing platform at all. It was not user friendly in the least and had too many workarounds to make it effective. It was a huge time waster for us.

We had no workable system before BPM, so having a centralized information center has been the largest benefit received.

They were very prompt in getting back to me and wanting to set up time for a call

I had a very specific needs related to users having an online calendar to schedule call back support. I was clear with BPM staff prior to the call and accepted the call because they believed they had a solution. On the call they listened to my needs again and then took me through a boilerplate pitch. They were going to investigate their ability to deliver and even offered to build a mock up to show me. That call as the last time I heard from them. I reached back out and heard nothing. I came away believing they will say they can do anything to get you on a call to give you their pitch in hopes you will fall in love and ignore your real needs.

I had a very specific needs related to users having an online calendar to schedule call back support. i.e. Apple Genius bar. They didn't solve my need.

I liked that color coding the stages was possible but only with the help of an outside consultant. This was not something I could spend time learning how to do.

entering in contact information was not simple or quick. There was a lag in time for the system to process it and the forms and fields were not straightforward.

It could act as a database for information but the amount of manual input required felt like I could have just used excel to capture the information. It could sort information and leads ok.