Creatio Reviews & Product Details

All information that I need is in one place. There is no need to store info in different systems, files, any other places, because now everything is well organized and stored in one system. It is rather simple to find and edit info, even when you are out of the office - mobile app is always with me. I like an option to create my personal analytic - it is easy and looks fantastic.

There is nothing that I can dislike now.

bpm'online saves my time - many routing tasks are now performed in one click, and there is no option for me to forget smth :) Also rather useful thing is printables - you just enter the info in a system and all the needed drafts of the document are prepared.

Earlier we couldn’t manage to analyze the performance of our sales team. As a result, it was hard for us to plan business development strategy. To make things worse – our employees worked with tables. We knew that it was high time to change the way we run our business. We decided to give bpm’online sales a try, and…. it met our expectations!

I dislike just one thing – that we didn’t implement bpm’online earlier.

With bpm’online we can easily analyze both quantitative and qualitative performance indicators. For example, now we can quickly calculate sales conversion rate and lead value. Recently we’ve discovered that our sales volume increased by 35% after bpm’online sales implementation. We were pleasantly shocked. The system allows us to measure employee productivity performance so that we can properly gauge worker efficiency, identify who is working hard and who isn't. We can now determine how to properly compensate our workforce, and improve our workplace's overall productivity. Good job, bpm’online!

Being a real estate developer, we were seeking for a tool that will help us keep track of all the internal business processes. Prior to bpm’online implementation, we were using Excel Spreadsheets. Because Excel wasn’t effective enough we decided to switch to bpm’online. Bpm’online CRM allows us to automate any internal businesses processes. This system allows us to keep all the vital data in a single place so that we don’t have to worry about missing or forgetting something. Also, this system simplifies communication with clients a lot.

As for now, nothing to complain about. But we would like to have an opportunity to integrate bpm'online with other services.

With bpm’online we can easily manage long sales cycle. Also, the system allows for analyzing the sales performance of our team. Recently, we’ve discovered that bpm’online allowed us to increase sales by 25%! Isn’t it impressive?

Bpm’online increased our sales funnel conversion rates. It provides us with a bunch of new effective tools for managing diverse sales processes. For example, the system allows for effective lead management, which means our sales reps are able to easily track and capture leads through multiple sources. Bpm’online forecasting tools enable us to forecast sales volume based on different criteria while opportunity management feature allows for generating sales forecasts taking into account client’s budget, opportunity stage and probability.

Currently there is no complaints about the system.

Bpm’online CRM allowed us to manage all the sales processes in a single environment. Automatic task reminders increased customer satisfaction while standardized processes simplified the training of new employees. Additionally, this CRM helps us maintain communication history. Bpm’online allows us for adding leads from different sources into a single database. The system enables us to distribute the leads based on the prospect’s needs and profile, which is very convenient. In addition, we use the dashboards to analyze statistics on leads, such as number and quality of the new leads, conversion rate, etc.

Before the introduction of bpm'online, InTech already had experience using CRM systems – we knew what we liked and didn’t like based on past experiences. Given the previous experience, we were looking for a tool that would allow not only to automate sales processes, but also to monitor and analyze the results of the work of the sales department. Bpm'online met these requirements, and its interface became an additional advantage of the system. InTech can now analyze the effectiveness of the sales department in the context of the following results: • volume of closed and potential orders; • the amount of work done by managers in the context of calls, meetings, activities for the time period; • customer base growth.

Can’t say that we dislike anything at this point. At InTech, we have seen great results from bpm’online sales and credit the software for more sales and process transparency.

The main task of implementing bpm'online was to collect all data on customers in a single system to conduct transparent work. Managers can go through all the stages of working with a client with high quality: from script conversations to invoicing.

The fact that I don't have to be an IT expert to be able to define or create a process to be customized based on my needs, I love how easy it is to understand the functionalities and the processes. A big portion of our processes are customized and BPM support and developers easily comprehend our needs when we create them

Reporting is limited, although you can create filters and dashboards and even export to excel if you want a specific report within BPM where you add some Mathematical formulas, then you find yourself very limited.

It allows us to better identify our metrics. Now we are able to better track our client journey and identify strategies to better approach them

The automation and flexibility of the platform it provides. We have been able to implement and change our processes as our business evolved. It has helped our business to get more sophisticated without hiring more staff.

The portal for our customer is not easy to configure but I know bpm'online is going to release a new version of their portals which will allow us to configure it as we wish using the same flexibility/capabilities as what the back-end interface currently offers.

Transparency of information. It was a struggle to find out where we were at within the business but now we have Dashboard with all our KPIs. We are not spending days on creating reporting in spreadsheet anymore, it makes my life much easier. The other problem it tackled was reminders. For each process, we know where we are at and it is not up to someone to remember anything. Anyone can take over from anyone else as long as they have the necessary skills of course (but all information and processes are up-to-date).

Integration between the different modules is very well executed and available at your fingertips (Literally!). Not many systems out there can automatically aggregate and give true visibility to everything from Lead to Support.

Knowledge-base functionality needs to be updated.

Visibility across multiple departments. Sales having full exposure to Projects & Support and vise versa. Onboarding can plan resources according to what's coming down from sales having visibility to the sales pipeline. Another major benefit is bpm Dashboards. They do a great job of visualizing large amounts of data into simple visuals and they are extremely intuitive and easy to create.

System is very logical and it is very easy to get used to all functions. With out-of-the box functionality, you can cover all the aspects of your business need. But what is the best – even if you need to adjust something, this process is quite easy on custom’s level. More advanced customization for sure requires time, and for some purposes programing skills but the majority can be adjusted very easy. The other very important issue is that during all the implementation process and further usage period you always have access to support team, free instructions and tutorials and your personal manager. All these factors help improve our usage of the system to achieve the best results.

As system covers many business use-cases, some of the features are not relevant for our business so we had to spend some time to understand what is unneeded for us right now and we can switch this off.

All our sales routine becomes more structured now and after some time of usage, we started to spend less time and efforts for creating your client profile with all the history of interaction. More over now system creates all the needed reports instead of us.

Cutting down amount of work/time by automating repetitive tasks

Some bugs after system updates not found in testing, usually fixed very quickly.

Being able to automate almost any task greatly reduces work load and has simplified drawn out processes