Creatio Reviews: 4.7/5 — Highly Rated

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

Usability: great UX and UI practices have been gathered in one place, backed up by thousands of users - BPM is a system in which human factors and ergonomics taken into account to fulfill the goals and productivity of the users. Statistics: a wide range of analytical tools can be applied to form any kind of report, using any data within the system to control the efficiency of your employees. Business processes: helps organize and systematize processes related to business objectives. Perfect guide for the inexperienced users/employees.

SIP panel and the functionality of VOIP Telephony in general needs to be developed more thoroughly. Gamification processes do not suit the level of the functionality of the system (a lot of work needs to be done).

Real Estate industry is very specific, competitive and quite sensitive to any innovations, especially when you are running on a franchising model (over 20 independently owned and operated franchised broker offices in Russia). Likewise, customer oriented approach believed to be the key to success and requires a variety of tools to meet the consumer demands. We managed to solve most of the issues, expand our abilities and gain competitive advantage by offering our agents completely customized (upon their needs) bpm'online Real Estate. We believe this is a game-changer in real estate market.

The best thing about bpm online is how easy it is to use, unlike others I've seen, it is really simple to move around the system. I also like that it's adapted to your company's needs so it works with your existing business processes. It has great reporting dashboards that can be customised by our users and provide a great overview for our team managers.

At this stage there's nothing that I dislike, it's a nice system that provides everything you need in one simple package.

The system will save the team time and give a quick and clear overview of where the company is.

The bpm crm is fully customisable and ideal for telemarketing or digital marketing agents. Spent less time teaching agents how to use the new system because bpm spent time getting the agent interface right.

That we had to wait for the gamification. Its a great add on.

Faster production times on our inside sales floor, less time training new agents. Faster production means more selling, more selling means more profit.

The user experience and the high customization possibilities about modules, process and indicators.

I dislike that there insn't a free license option for 1-3 users at least, for startups companies.

I solve sales process and projects for IT company

One of the best things of using it, its User Interface: time and again I hear from my colleagues and partners a consistent praise: cool interface, i love it, you have an amazing UI, very attractive interface etc. Of course, it's got to be that way, especially when someone is hooked with a computer at work, which is majority of CRM users anyway, then wouldn't it be nice to have a nice interface, I mean one that looks simple enough and feels easy enough to navigate (much like the social-media sites, easy adoption without huge learning curve, no one taught me how to use facebook for starters). That Google-like search bar is definitely a plus; to manage the routine, there's this business-process built into it. So instead of thinking what to do next, I can actually focus on "doing" that next thing exactly as my role designed those different 'next-steps' of a process. Feels good.

when I see the message "You do not have sufficient access rights" to this and that. Well, then again, it's the management issue I guess. I'm simply expressing my 'dislike' when using it. I think there should be reasonable amount of freedom. But on a serious note, it would probably be nicer to have some sort of geo-tagging based on contact's cell location. This feature would help sales reps like me during a field-tour, and there is some spare time left, so I could (if I wanted to, although unplanned) pay a surprise visit. Just a wish-list. But the benefits of this system far out-weigh competitor CRMs as most others are just databases in silos. Remember this thing has BPM platform? It does great linking-up with other software; wonder why NONE of the other CRM vendors did it!

Of course needed a standard CRM features, which a lot of vendors offer anyway. But with this system, it goes a little farther: collect the desired data (which means you can customize the software logic and fields as and when changes happen), retrieve data in a colourful way (actually just use that search bar), send data back and forth using MS exchange server (yeah, we still use that), simply click "Next" button if you want to complete something. Now let's see benefits: saves a lot of time, I mean that business process engine makes the system work, while I watch it happen. Saves me substantial amount of time over Q1,Q2,Q3,Q4. This thing should have been called 'the-comfort-crm-with-premium-quality-benefits'

Adaptability. The program has sufficient flexibility to meet our fairly unique business processes.

Response time. There is often a lag time in modules initializing. I am concerned about what will happen when our entire database goes live. I am also concerned about backup of our modifications. Both BPM and my staff have invested much effort into our implementation and i would hate to see it disappear.

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Well there are a number of things. With Creation, we can do a whole lot of things in less time with its low code technology. Business Processes and DCM makes the process completely streamlined and automated. Excel reports can be easily generated. Creation integrations makes convenient to connect with other services.

It takes some time to load initially which I think can be optimised further.

Creatio is providing a lot of functionalities with low code no code which generally requires a hell lot of coding. It saves development time and effort.

Flexibility of the system with the possibility of customization without involving development. System reliability and availability are excellent. The availability of additional Apps and Connectors giving the ability to integrate with third-party services or to add utilities. Good filters and the ability to create custom dashboards. Good support when needed. Partner network giving local support

As an SME customer, the costs build up prohibitively if you were to bolt on everything that you would really like to have. User Licensing is somewhat inflexible. Low and no code development available now, but because our system processes were mapped and integrated at the lower code levels by a partner some years ago, it seems we are not able to take full advantage of this for making our own process changes, without perhaps starting from scratch again. We are therefore largely reliant on partner to implement changes.

Mapping our end to end business process with an Activity lead system for our users to follow. Providing current status for all jobs in progress and statistical analysis over all past, present and future business.

Simple to categorize and document a variety of contact touch points and easy to reference

When creatio makes updates to its system, it often interupts our usage and requires additional work from our IT department to fix. Time they don't necessarily have.

We have six phone representatives and over 1000 dealers that can call at anytime. It's likely that when they call, they won't be speak to the same person they last spoke with. Creatio is a great help in being able to review previous call history and being brought up to speed on previous issues/conversations

You can easily provide the module you want due to its user-friendliness and low code logic.

test and go live environment is very difficult. You can't do without your developer team

It solves my problems in crm and support systems and benefits me.

The multi-package structure is nice, you can do most things waiting in crm, you can go through it with code, it's nice

I don't like business processes, a bit confused people may have trouble understanding, sometimes their bugs are very different, they work on support for money.

we had to keep the multi-currency structure separate for a client recently, thanks to the low-code platform we did exactly what our client wanted and that's great

The system provides you with the tools to create workflows that mirror your business processes. You can configure out-of-the-box solutions and adjust workflows as company requirements change. The Creatio Academy contains articles that educate you on the product, explaining all the steps to navigate the system quickly.

What comes to mind for improvement would be more flexible setup of dynamic dashboards that would allow us to change time intervals we need data for.

We use Creatio for internal and external customer service. The platform allowed building custom workflows to automatically assign agents to a case based on the service type. Creatio is integrated with our ticketing system to manage ticket purchases and returns. Thanks to the integration with hot spots, we have an additional opportunity to collect customer info. Beesender Chatbot helps to interact with our customers and transfer their requests. Dashboards and analytics allow to be hands-on with service efficiency.

CRM capabilities with low code or no code tech stack allowing to build industry-specific workflow

Round the clock customer support needs improvement

Variety of use cases related to customer 360 and CRM capabilities

- The system allows us to build new business processes and modify existing ones on the fly - Its business process designer and customization capabilities - SaaS delivery model with the option of on-site deployment - A range of options including business process automation, dynamic case management or coding that allow us to meet our business objectives

Some basic solutions we needed (static list records, auto-numbering, autofill, email groups synchronization, etc.) were not provided as a part of the system’s out-of-the-box functionality and required additional time and resources for customization. We’d also loved if they could offer a bundle that allows us to just add some functionality from Service Creatio or Sales Creatio to our core product at a lower cost than regular subscriptions to the products.

- Control technical resources and supplies as a part of our main business activities - Run effective email marketing campaigns that help us to not only generate leads, but also drive sales with minimal involvement of sales reps - Calculate net worth based on comprehensive data, which enabled us to create a new pricing policy and launch new services - Decrease onboarding for customer service reps from 14 to 7 days and for commercial department – from 30 to 14 days - Reduce customer requests processing time by 300% within 6 months

I like how scalable the platform is. Creatio supports our business growth without having any complications in expanding the system’s functionality. Thanks to that, we keep scaling Creatio regularly.

Sometimes there are some technical issues, but they are commonly resolved.

Together with Creatio, we are able to drive innovations in our company successfully. Creatio serves us as a great sales force automation tool. It is a fully-fledged solution that enables us to manage our sales effectively. Apart from that, we are able to make better business decisions thanks to BI tools. With the help of Creatio, we noticed higher workforce performance. We were also able to achieve sales revenue growth.

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Bpm online é um arranjo extremamente configurável que expandiu a eficácia e a lucratividade para os clientes. Foi incrível ajustar os procedimentos trabalhados para nossas necessidades comerciais específicas. Isso nos ajudou a desenvolver e ajustar para mostrar as mudanças nos negócios financeiros com uma força fenomenal.

No estágio inicial de implementação, realmente não dispunha de alguns materiais de aprendizado que, de outra forma, nos ajudariam a guiar nossos funcionários pelo sistema, fazendo com que aprendessem mais rapidamente como usá-lo.

A implementação on-line do Bpm permitiu que nosso departamento de desenvolvimento de negócios simplificasse o processo de licenciamento de clientes. O licenciamento de acesso para cliente é realizado muito mais rápido agora! A melhor parte é que, com o bpm'online, nossos representantes de vendas gastam menos tempo no fechamento das vendas. Os processos comerciais inteligentes nos permitem configurar notificações sobre a expiração do termo da licença. Além disso, o software permite gerar automaticamente contratos e documentos necessários para fechar o negócio. O gerenciamento de renovação de licenças foi bastante simplificado.

The UI is modern, user-friendly and is rich with functionality. We have tripled the functions we are using in bpm'online in the last year but I still believe we have quite a bit more to learn. The support is also great, and timely.

As the platform is highly-configurable, it is partially 'build it yourself' which makes it a bit more difficult to set up to start with, but once setup it is very flexible. Due to the platform's 'vertical' database design, it also takes a while to update the database and frontend; for example adding new columns and presenting them on the interface.

bpm'online was integral to our organisation's digital marketing strategy. Our organisation moved from traditional salespeople-oriented marketing to near-100% pure digital in the matter of a few months, which has allowed us to quickly scale efficiently. Our CSM was fantastic at helping us set this up, providing us free teleconferences to train us on the functionality. One suggestion for future would be to provide better-looking bulk email templates out-of-the-box as I have built most of the ones I think are presentable to the customer. I look forward to exploring the Customer Portal, mobile app and AI in future.

The business process automation is very good. And there are many plugins , which is helpful in 3rd party connectivity. The notification bar is a key to handle the updates on everything.

In contact center infrastructure need more more unfriendly improvements and easier configurations.And process publishing time is too high , which is the major time consumer.

bpm'online is developer independent for managing the sections which used for business.So I can save the implementation time for CRUD UIs.

IT's a good tools for manager our personal commercial. We use it for to have tracing about the sell od team.

I have had problems with the databases because when joining accounts or similar contacts I have not been able to delete the history and I remain with history in two accounts

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Prior to the implementation of bpm'online sales enterprise, all work with customer requests was performed in mail client that could not be customized to meet our organization’s needs. We were looking for a sales automation tool that will provide us with the complete picture of managers’ performance by the means of analytics reports. Finally, we decided on bpm’online sales enterprise. The best thing we like about bpm’online is that it helps us to monitor and maintain our organization’s software licenses. License management in CRM system helps to track them in more effective way now. Utilizing this tool allows us to produce high quality data and provides the added benefit of transparency.

We are happy with the system. Like everything about it.

Bpm’online implementation enabled our business development department to streamline the process of client licensing. Client access licensing is performed so much faster now! The best part is that with bpm’online our sales reps spend less time on sales closing. Intelligent business processes enable us to configure notifications about license term expiration. In addition, the software allows to automatically generate contracts and documents required to close the deal. License renewal management has been simplified a lot.

- programming using the web interface - works with javascript & C# - update to date technology

- sometimes it's slow when using web UI - slow when compiling codes

- Time off request - Integrated with in house database

I love the multiple integrations that are possible within the system due to the open API's and collaboration with a vast array of 3rd party vendors.

Development uses some pretty heavy lifting when it comes to workflow creations and associations

We're capturing how often we touch our clients so we can gauge the fee against the amount of work put in for that client

Even though the tool has standard settings, everything (or almost everything) can be configured to fit precise needs. This goes from simple fields on a page, the modeling and management of processes, or the dynamic reporting dashboards. The configuration goes far and beyond what one could expect from such a solution, without requiring technical knowledge. You don't have to fit your mode functioning to the solution, you fit the solution to your mode of functioning. Additionally, the different levels of process management allow to really manage the flow of actions and information in the company for all the organization. It proposes scenariis for marketing campaign, simple dynamic case management as well as BPMN, useful for all cases you might need to modelize. We especially appreciated working with their consultant. At any problem we encountered, our main contact would go out of his way to help us out, often through direct calls and screen sharing as to ensure everything would work as we wished for. The presence and dedication is highly appreciable.

Lacking a deeper connection with social media, which is honestly the only thing missing. Fortunately often compensated by great add-ons created by partners, but fundamentals in the tool would be nice. Another point is that the tool is very user friendly and easy to comprehend, but if you want to go further into admin actions or process definition it does require specific knowledge about the structure and parameters of the platform (nothing impossible nor illogical though, and as mentioned before, they're always ready to help).

It has been especially useful for the coordination between marketing and sales team as what regards lead nurturing and transfer. The process and responsibilities are now clearly defined and feedback from one side or the other ensured, which has helped with clarifying exactly what needed to change in our operating mode.

Sales, Marketing and Service functionalities are available on the same platform and similar UI. Modules, Forms and Fields can be easily customized. Powerful visual process designer which enable us to automate our workflows, approvals and notifications. Easy to use with intuitive interface; flexible searching and dashboards. Fully cloud based system and can be accessed from anywhere, 24x7. Lower and transparent pricing.

Needs more connectors to popular applications and social media. Needs capability for designing complex reports by analysts and admins without development.

Lead capture from multiple channels such as website, email, file import. Lead status tracking and send automatic notifications on status change. Quotation generation using templates. Sales pipeline tracking and sales performance reporting. Account management and customer visits management.

System has a powerful out of the box functionality and predefined business processes. Some of them are very general and there is a need to customize them to our specific business needs, but a great thing here that system has advanced set of tools like system wizard that helps me to fine-tune even the most complex processes, organize correct workflow for different departments in our organization and make them work together. Bpm’online provides very logical and user-friendly capabilities for changing business logic and functionality. Even employees who have no programming skills can successfully customize applications on their own. Another thing that is definitely important that with each new version system gets easier tools for customization thus the functional part becomes more advanced.

- After an update sometimes it’s hard to get used to new functions, some “old” settings really change their look so it takes some time to make needed alterations.

The software allows us to organize correct our workflow, store all the relevant data in one place and provide an easy access to this information to each member of our team. This is very time-saving and effective and in this way we have structured information about our deals, customer profile and our business results in one place. Thanks to bpm’online, transferring business needs into a system view within the shortest time is now a reality.

Bpm’Online is a very complete and flexible platform with many possibilities for creating new and tailored business processes to fit the organization needs. It performs well and offers a very quick and efficient service and technical support. The platform provides the ability to create tailored reports, quickly filter data and clearly consult the history and timeline of clients. For Case Management this feature has proven to be very effective.

The Knowledge Base is a very static repository, and it doens’t allow the user to dig-into some subject or navigate it. There is a need to use multiple screens (especially to use documents taken from the Knowledge Base) which is not very user friendly. The chat app integration was not very good (many code adjustments needed).

If you’re looking for a Customer Support solution, the bpm’Online platform is a very efficient tool which allows management of specific roles and functions, monitoring and supervision. If you know your processes well and have a struturred idea of waht you need to take out of the plaftorm, bpm’Online (with the help of the very supportive customer service) can deliver.

BPM online is very easy and user friendly CRM system which you can tailor to your own needs. It has nice modern interface, not too overloaded with functionality, logic is quite straightforward. Even advanced PC user can create and run customized business processes because they look like a process flow. With a good in-house business integration manager and programmer, inventory module can be developed via one of the modules to connect the whole chain. My management likes visualization of the whole sales process in dashboards (by regions, by turnover, by clients, by sales manager, etc.)

- Some bugs come out after system updates - Lack of full functionality to visualize dashboards (compared to Excel) - Incorrect system processing of duplicates

- Registration of new sales - Registration of accounts - Classification by industry, application, etc. - Sales funnel: visualization of lead/sale conversion - Keeping records of sales contracts - Keeping records of contacts - Storing of Logistics information - Visualization of sales (dashboards) - Notification of data entry (new opportunities, new sales)