Creatio is a centralized no-code platform that can help automate industry workflows and CRM. Creatio offers a combination of marketing automation, sales automation, omnichannel service workflow, and more. This allows users to enjoy a seamless automated experience with maximum efficiency and freedom.
Capabilities |
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Segment |
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Deployment | Cloud / SaaS / Web-Based, Desktop Mac, Desktop Windows, Mobile Android, Mobile iPhone, On-Premise Linux, On-Premise Windows |
Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
Training | Documentation |
Languages | English |
bpm'online has a plethora of training videos and tools to help users get acquainted with the system. As a small pharmaceutical company, we have grown exponentially simply by using the Sales product from bpm'online. It has been very easy to customize the system to fit our needs.
I cannot think of one thing that I dislike about this system!
bpm'online has allowed us to discover several issues within our organization; those issues are related to follow-up and the sharing of information regarding customers, quotes & sales. These problems have all been fixed by utilizing bpm'online's "Activities" module.
Bpm’online is an easy to use system. We were able to customize and adjust it based on our specific needs and goals for our client. The business process platform is a huge advantage.
Frankly, it is hard to find anything to complain about the platform. Even though our team faced some minor issues in the initial stages of the implementation, the support team quickly resolved them. Due to system versatility and customizability, almost all business tasks can be solved using the various flexible tools that the software has to offer.
Bpm’online functionality is built on a scalable platform for more efficient workflows. As a bpm’online partner, we can now provide our customers with high-end tools so that they can effectively manage all marketing, sales and customer service channels. With the implementation of bpm’online, we reduced technology costs and eliminated expenses associated with unexpected software upgrades and personnel.
With BPMOnline you maintain your data base, you manage your projects, sales and cash flow, as well as keep your team well organised and focused. The most amazing thing about BPMOnline for the company staff is that it's also interactive and really fun to use!
There is nothing to dislike as long as you explain the exact business needs to the talented BPMOnline team, so that they adjust and tailor your own system to your specific requirements. It ends up being perfectly yours!
All our work is based inBPMOnline! We start the day by logging in and end the day by logging out. All our Clients, suppliers, customer relationship, sales & marketing, project management, calendars, cash flow and even accounting system are all in one place! The way we can link all of them just by clicking a button makes our life easy and lets us perfectly focus on business outside 'admin work'.
This application can scale to any business of any size. It's unique and customized environment can be curtailed to any industry. It has limitless capability to customize to an individual's needs. Easy reporting capability and very powerful analytics tools which give you power to manage and monitor business perfectly. bpm'online has been developed in .NET platform which allows developers to customise application faster. They have also regular updates with lots of new functionalities.
There are some added extras that would be very useful to a business, but as with any business model, these extra features are not always free.
It is a good platform for gathering the customer data and working around it in order to improve customer relationships, marketing and increase sales numbers. It has a great level of customization and integrates well with third-party apps.
This CRM allows the non-technical users to customise their screens without any technical knowledge. Even more, business processes can be added without programming skills.
Debugging of more complex business processes and web services could be improved.
We can automate a lot of the workflows, which is a great help for the end-user and reduces errors made by the user.
The ability to customize and tailor the software to your own unique business processes and needs.
There are a lot of system settings that can be learned and utilized.
I use bpm'online for CRM and email marketing, as well as tracking customer renewals and product information. Being able to create our own data sets to use and then creating or customizing some process flows enable us to stay on top of software renewals and what is going on with our customers. Being able to easily track and send emails through the system has been a huge help in seeing the interactions with our clients and prospects. We have also modified the sales process to fit our needs, based on the type of opportunity.
Business Processes: automation of changes in data based on parameters setting, automated bulk email sending, integration with other applications, output reports in doc, xls, pdf.
During customization and development of specific features It is difficult to check the debugging process.
Automation of tasks and activities like Leads processing. Quote generation, integration with existing applications, marketing campaigns, event organization, ticketing system.
Bpm’online provides us with the flexibility to create, adapt and renew processes. Within a short period, we were able to change the way we approached our clients, improved time to first contact, delivered a faster product and closed more sales than ever before.
More app/connector selection in the Marketplace would be nice. Other than that, there is nothing else worth reporting.
We chose bpm’online because of the flexible, low-code BPM platform. We could change things on the fly when needed to keep production moving. We evolved from a homegrown system with a limited capacity to an extremely flexible system that opened the door to a world of possibilities, bringing our success formula to a new level.
The BPM inside the tool and building business worflows
Premier support is not free even you will get great support once you purchase it
We use the CRM sales solution for our fashion company to mangae the orders and the inventory of items and to manage the the database of our customers
It´s so intuitive and so easy to understand.
It doesn´t have many options to connect to other softwares
Our main trouble was to know what the sales persons were doing. With the field functionality this problem was solve. Nowaday, we have a schedule of the visit they need to do and we know if they really did it.
bpm allows a full degree of product and report customization with ease. No need to be reliant on third party service providers or experts, the tool is open and easy to configure to fit specific organizational requirements
To be blatantly honest, nothing. The platform has enabled us to realize every single operational goal we had hoped for.
No visibility into reports, no opportunity tracking, no realization of effectiveness of marketing programs, access to a global contact management system.
We liked the idea of having all departments that deal with the customer in our company - sales, service - on one platform. Our teams now have a shared customers database with all information about cars purchased, service works, spare parts, upcoming service appointments, etc. With bpm'online we eliminate the problem of a dragged-on conversation with the client, as well as errors in the course of work.
Even though there are so many different CRMs on the market, it's still hard to find what you really need for your business. Bpm'online was the right choice and there is not much I dislike.
We chose bpm'online because it let us line up the sales and service departments inside our company. Besides, we use bpm'online not only to communicate with our customers but also for our internal operations. Bpm'online turned out to be an extremely helpful solution for our company.
The functionality and the interface. I have everything I need to provide best in class service. The interface is nice and easy to work with.
It actually took some time to customize the system to our specific needs, but now when the system is already up and running, we have all the necessary features in place.
We are using bpm’online to automate service processes, manage orders and service cases. It’s very convenient to work within one system and single interface. Before we were using 3 different programs to track the orders, to check products availability and manage cases and it was a real disaster.
Bpm’online provides great tools to work with the client’s data. We can segment our clients by any of the criteria creating different segments to promote certain messages.
It’s difficult to name any cons, as the system is being updated and improved all the time. Previously I was missing a marketing calendar to sync activities with my colleagues but this functionality has been added.
With bpm’online CRM I can gather information about consumers and see how each of them is interacting with our product and content. It helps me to make relevant messages and find relevant channels to target the audience.
We mainly employ bpm’online for our email and marketing campaigns. The system allows us to keep a complete clients’ history, track client’s behavior and create a message that hits the point in our relationships with each customer. It is also our main analytical tool to analyze bulk emails efficiency and conversion rates.
Well, it’s hard to dislike something that makes your life easier, and there’re no serious drawbacks that I can mention. I think our next step would be synchronizing our marketing and sales activities with the help of bpm’online.
Right from the start, our marketing team felt the difference between bpm’online and the previous app we were using. Now, along with proper tools to build the right type of communication with our loyal and new clients, we have instruments to analyze the results and bottlenecks of each business stage. Besides, we are confident to take targeted actions in order to achieve objectives of marketing campaigns.
With many features in one bpm’online pack, there is one that stands out most. In our case, we stress field sales function. Our sales reps are happy now with the possibility to build schedules and routs as they plan the day. Right from their tablets, they make product presentations and check items availability at stock. Besides, the system lets them end visits correctly – they can send customers’ orders right after the visit even if offline.
Compared to the number of advantages we’ve got thanks to bpm, I think the disadvantages are too minor to mention.
Bpm’online has become a real catch for our sales reps. I would say it was a stone age of our company’s history, as we were not employing CRM on mobile. The system allowed us to carefully plan the time, work faster with a higher level of productivity. To be honest, we’ve gained a competitive edge with that magnificent soft. Thank developers.
With the help of bpm’online we have all key business tools integrated into one system. We don’t waste time switching between the apps and stay focused on what’s important.
Deployment deadlines. It took us almost 4 months to set up the system to our requirements and about a month to go through necessary personnel trainings and start working in it. However, we absolutely understand why we are doing that. Moreover, the vendor always tries to listen to your needs and will propose you a phased deployment plan depending on your priorities
I have been using the system almost for a year and I can say that that is a very comprehensive business tool. Before we used several different applications to track information about our clients, the status of deals and their progress and separate apps to track tasks for the team and collaborate. It was really a challenge to switch between them. With bpm’online we have everything in one place and can be focused on real results instead of remembering which app to open to track the information we need.
I believe that nowadays, when design standards are so high, it is absolutely unacceptable not to pay attention to the “face” of your product. I was really impressed by bpm’online’s interface, it is neat and clean.
Nothing in particular so far. All issues are resolved quickly.
We have tested several systems before selecting bpm’online. And the final decisive criteria was the interface. User adoption is always a real issue. Even when functionality is good and meets all your requirements the interface can be very difficult and uncomfortable to work in. bpm’online’s interface is very intuitive and user friendly, which is very important when you work with the system every day. It is easy and nice to work with.
I love the way the bpm'online goes through in my business process. It's so easy to build a customize process and that helps me a lot. Our team are so excited about how Marketing, Sales and Services with bpm'online can, definitely, could work together and speak the same language to improve customer satisfaction and revenues.
The Services product is awesome, but if you are using all ITIL process. If you are not, its kind of too much functionality and data do insert.
All of my client communications, like nurturing program, inbound and outband marketing campaign.. And also solve me a big problem between marketing and sales. With bpm'online, now both departments are integrated and speaking the same language.
the ability for users to define their workspaces and workflows on the fly is simply fabulous. bpm'online has an amazing workflow engine. it is so easy to use. we also love the fact that bpm offers an on-premise option should we one day decide to bring in in-house. the native mobile app is yet another plus. I am a non-technical user but I was able to start using the system within a day. the online tutorials and other resources are great.
I have not found anything that I don't like, yet.
as a medium sized company with executives on the field most of the day, we wanted a true cloud solution with a native mobile app. we also wanted the flexibility to define things ourselves without going back to a central administrator with minor requests. bpm allows that. also, we were switching from a cloud crm working off a thin client. bpm'online offered us everything we wanted. no regrets.