Creatio Reviews & Product Details

Intuitiveness, user interface, no-code development.

Nothing much but i would like to have MSO365 integration.

Creatio is used across our organization to manage customer and partner interactions - it's our primary source of truth that makes us data-driven. We created custom workflows to enhance out-of-the-box functionality and fully tailor the system to the company processes. With no-code tools, it's easy to pivot the platform to match changing business goals.

We like easy customization: you can either do customization with or without writing code. This allowed us to integrate creatio product in our business easily and free up some time for developers as managers are free to create business processes themselves

Few developers that can modify this product

We have many workflows for different parts of our business and the main benefit is that all of our managers work on a single platform

Creatio is much easier to use and configure than Salesforce, which is the CRM we had been using previously. My interface is also cleaner - I only have fields that I actually use vs. hundreds of lines that take up the page but that I couldn't get rid of because Salesforce wouldn't let me customize my page.

I've had a really positive experience so far but the one area of improvement I'd say is to embed dynamic search within the search bar. I now have to type out the entire account name in order to bring it up vs. just a few characters. This is simply a matter of convenience for me.

Creating a CRM on a low-code platform that I actually enjoy using and where I can take advantage of all the functionalities that are important to me. It's really customizable which has been one of the best benefits.

"Creatio" is a popular CRM. It is easy to use, affordable, and is reasonably popular software. The functionality is suitable for small to medium enterprises. It is relatively easy to set up. You do not need to hire a developer, and business users can do the configuration of "Creatio".

Overall it is a good product. At times if the customizations needed are very complex, then it is possible that Creatio may not support them. Over all typical requirements can be set up in a small amount of time.

We have used Creatio as a CRM to manage our leads, opportunities and pipeline.

I suppose I won’t be unique in saying that the most impressive feature of Creatio is the low-code development tools. To have the ability to adjust processes to meet every business need is why Creatio stands out.

We like the platform, and our customer experience has been positive so far. There are a few process designer improvements that I would suggest, like the ability to copy-paste business process sections and use the mobile app for process configuration.

Thanks to Creatio, we built a range of custom solutions to support our sales operations and interact with our prospects and clients efficiently. We created a unified digital environment ensuring transparency of our business processes by integrating Creatio with ERP and data management solutions. Advanced analytics and reporting help us monitor operational efficiency and help us make data-driven decisions.

Online training through live and video tutorials that allow you to understand the capabilities of this formidable software, Creatio enables the creation of campaign management plans to generate a more significant influx of potential customers. Collecting information of interest of potential customers allows a better approach to their interests. Activity dashboard with sales forecast reminders

Creatio is a solid product and provided many tools; this makes the most novice user overwhelmed by many functions to work with, getting lost in the navigation of the interface. It lacks an email template creation feature

Creatio, like any CRM, provides the necessary tools for every company to carry out its tangible trading operations. But Creatio is not like any other; this software provided my team with a more streamlined workflow activity than other programs we experimented with. Its link to the cloud allows for the rapid accumulation of customer data. Information provided by a powerful AI that collected data from potential customers that may be interested in our products

What I like most about the platform is the ability to change existing processes quickly and easily. It helps to keep up with the changing business needs. Also, the intuitiveness of the platform makes user experience very smooth.

It would be nice to enhance the search for duplicates to have a possibility of searching for similar names, including those with possible typing errors.

The platform allowed us to create a custom-made solution to speed up recruiting processes and optimize applicants' data management. Combining the system’s out-of-the-box sales management capabilities, custom CRM and process automation solutions fully met our business requirements. The system provides in-depth analytics and allows us spot issues if any and meet our goals.

Our experience with Creatio has been very positive. The system helps us in a number of ways from aggregating and structuring customer data to managing various types of customer cases in a user-friendly interface. The platform allows for heavy customization, which is great since we can modify the system to the extent we need. Also, the support from Creatio team along the way is great.

No major issues to mention. Some minor issues popped up occasionally, but they were quickly resolved

We were looking for a tool able to manage all our customer service requests across various channels effectively. We sought out a system that would help us streamline our case management while also enhancing customer engagement. Creatio was a perfect fit for this. The tools they provided us with helped our company to both deliver better customer experience and optimize our customer-facing operations.

It contains automations of business processes, this is a very necessary tool for these kinds of process management software and crm, I love its high level of customization to the taste of each user, as this guarantees us a greater expectation of comfort, since Thanks to this, it has been possible to customize the systems of any company to a great extent, Creatio is incredible to help create requirements and carry them out until their implementation, including that this service is really easy to use.

It would be fantastic to have more market solutions that add to the functionality of the system, as this would promote a better management of work flow, including that this software should have better updates in the customer portal, since with the one it currently has He is slow to interact with these individuals, for assistance or for negotiations, which cannot be carried out, highlighting that he needs a telephone integration for better development.

We use Creatio in a large proportion, that is, this software is used by all the departments of our organization, as it was mainly implemented to create reports and dashboards with the ease of customization, this system has allowed sales, support and attracting customers, allowing us to have visibility for the information among our establishments in the company area and eliminates the silos of incoherent data and garbage, which we do not need, to work in an adequate way, mentioning that with this service we obtain progress Marketing with open doors towards great profit with generated income.

We picked Creatio because of the UI and how its functionality helped greatly with user engagement. The app has been fantastic.

Our biggest problem has been email integration with outlook and access rights when you have territories for teams instead of individuals

WIth Creatio we are now capturing more data than we ever have been before. Our reporting is much stronger. Additionally, being able to easily and quickly modify fields and layouts has helped us quickly adapt to changes in our market place.

Agility is definitely one of the top benefits of Creatio. With the help of easy-to-use low-code tools, we can make any system modifications we require. A user-friendly UI stands out.

We would like to see some improvements in the mobile app so that our field sales reps could use it more efficiently.

As we did a major overhaul of our sales methodology, we were looking for new software that could become a foundation for our new sales processes. We required an agile solution to build and modify processes on the fly. To do that, we opted for Creatio, and soon realized it was a great choice. Creatio helps us maintain the transparency of our operations.

Creatio is a tool of which I have a fairly high expectation, since it has allowed me to achieve all my sales goals in my organization, I love the tool for being very intuitive to work with which is a great advantage to work at all times with the highest agility, the software is perfect for providing a completely personalized experience when interacting with customers, which is something that pleases the users of the software and the customers with whom it deals. The service provides all the necessary marketing tools to help achieve the desired results in terms of sales growth, Creatio's interface is one of the things I have loved the most, as it is super comfortable and has a very innovative design, in general I can conclude that this tool is unbeatable.

Its reporting function despite its very fast operation provides very limited and basic information about customers and this is something that personally makes me unhappy about this platform. I do not like its mobile application at all, because its operation is very slow and at the time of use it generates stress because I can not finish my work with the desired efficiency. I would love to see improvements in the future as it is really necessary and it is a pity that its operation is not at all optimal to use.

Creatio CRM we acquired it for our organization because we considered it was a very good option to choose to interact with our customers in a personalized way and allow a progressive growth of both customer and sales, the software has indeed fulfilled everything it has offered us, the tool has allowed us to obtain good results and our entire team is very satisfied with this excellent service.

Creatio is at the same time database and process tool. It has everything which modern company needs for automation. You can create user pages which fill dozens of tables behind, create tasks, send predefined emails, or emails from templates, send emails automatically, structuring your processes, fully. Business rules in the pages, or process elements features, provides you the possibility to control your data quality. The flexibility of this software is outstanding providing users the ability to create everything their company needs.

There is still the space for improvement in processing of very large processes. Some smaller customer convenience features can be improved, as well.

Creatio helped us to support our employees to do what is necessary to be done. Our staff now get the structured tasks with all necessary explanations about task content and they don't have to manage their tasks lists, since Creatio does it for them. We decreased the number of mistakes made by our operators and increased the data quality. Finally, we increased efficiency and effectiveness of our operations.

The ease of use, operational efficiency and interoperability existing software tool suite is what sets BPM online apart

More detailed documentation of the mobile services and training will be helpful

Setting up the process of the organization and timely reminders and with the interoperability existing software tool suite it is easy and efficient to work

BPM'online is a user friendly system with nice, modern and logic interface. Thanks to its business process platform it can be customized and adjusted based on our needs and goals for our customers. It customization allowed us to achieve a better management of our internal processes as well as of our sales and marketing teams management.

We had minor issues an the beginning of the implementation, but the support team solved them straightaway. Also, there are so many setting and possibilities in the system that I frankly don't know if we will get to know them all. We know bpm'online is always improving, but we hope the marketing management gets new features.

- tracking and sending emails and seeing the interactions with our clients and prospects; - sales processes modified to fit our needs based on the kind of opportunities and more efficiently; - organizing documents flow; - getting custom analytics.

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.

Bpm'online is the most completely integrated Marketing, Sales, and Services Customer Relationship Management (CRM) platform and is reasonably priced.

Bpm'online needs to improve its Mobile app and certain data entry sections.

Central Repository for all customer and prospect interactions. Quick ROI and low-price of entry.

Processes in bpm’online CRM is a great benefit for our business. I know many cases when the deal was not closed successfully just because a sales rep did not provide necessary information on time or forgot to follow-up.

That’s not the cheapest solution on the market, but it worth money. You get all necessary functionality to run the business and even more.

I am CMO and CRM system is my working tool number one. I’ve worked with different systems before, they were all good and helped me to achieve the goals. But working with bpm’online is a bit different. It’s more than just a CRM system. With bpm’online you do not just keep the contacts and basic information about clients, with the actions you did and will do next, but you move through a pre-defined process and on every stage you have tips what to do in order to close the deal.

Having tried many CRM systems before we love how easy and intuitive this app is. It's really easy to setup and administer. Business process management capabilities work perfectly well for our process-driven organization.

Even it miss a few features I require I still like it and recommend this tool for others.

The day to day activities of all the salesforce team are managed within bpm’online. The system simplifies data entry, information sharing across the entire organization.