Creatio Reviews & Product Details

I’ve been using bpm’online for almost a year now and all I can say that I won’t be looking for another software soon, as I’m completely satisfied with the existing solution. With such a nice and clean interface it did not take long to learn how to use the software, it also provides great functionality, and the pricing is very good.

I think every app can have its drawbacks. However, I can say that I am satisfied with those features that I use in bpm’online. Whenever I have to deal with the new ones, all I need is open a user guide.

I’m using the marketing functionality of the product, but our sales team are also working in bpm’online. What I like most about the system is that we use it to generate, capture and manage all leads and then our sales reps use the same software to work with those leads further. This helps us to save lots of time and also provides better analytics. What’s valuable about this product is that both sales and marketing are now kind of speaking the same language.

Bpm’online stood out far and away from the other systems we were looking at. We really like the BPM capabilities and having everything on one platform. Our service department in particular really advocated internally for bpm’online because of its rich functionality. We are very happy to be using bpm’online for case management and knowledge management capabilities in particular. Being able to serve client’s tax information and documents with the click of a couple buttons is a real advantage internally.

Even if something didn’t work properly, which can happen with any software, their customer service was quite helpful to assist us in resolving any issues.

Our processes are not typical for traditional CRM, but bpm’online is a very flexible solution that we are able to use throughout the organization. It also met our industry regulations/standards so that was also a great benefit.

Bpm’online is for us the most relevant and efficient solution. It provided us with the useful and simple to use set of tools that simplified our operations in service, marketing and sales. It’s important that you can have all three CRM products on a single platform, even if you implement them in different periods of time. We appreciated the fact that bpm’online constantly improves the product and each update is done easily even for deeply customized solutions. Above all is that bpm’online wins a price competition compared to other vendors being also recognized by the market analytics and experts.

Generally, all the minor technical issues are solved swiftly by the support service, so there is nothing to complain about. I'd like email templates to be more optimized for various devices and email clients. And as far as I know the team is working on it.

With the help of the bpm’online system, we have streamlined our internal processes such as exchange of data, document flows, corporate communication, etc. We analyzed and synchronized marketing processes, which helped to cut off inefficient campaigns and invest budget on a truly lead gen resources. Now any sales rep have access to the information about accounts and contacts, sales qualified leads, orders and opportunities, invoices and contract status updates, etc. It resulted in the increased efficiency and productivity of our sales reps. Sophisticated sales forecasting tool of the bpm’online enabled us to intelligently plan and forecast our sales activities. We also benefited from the service solution, getting the full control on contact center workload and improving our case management process.

I like to work with the bpm’online system. It connected all the dots between our marketing, sales and service departments creating one single environment. Now we have a complete view of all business activities. The system is powered by bpm engine which enabled us to optimize and automate key processes within the company.

Like any time you start something new, there is a learning curve. Thus, read user guides and watch videos on the website, dig into the functionality of the product.

Thanks to bpm’online we solved a whole range of business problems - we aligned our marketing, sales and service departments. The system mapped and automated our processes so that we were able to close all the gaps and increase our productivity. Additionally, bpm engine ensured that we were able to flexibly change our processes when needed. Constant improvements led to more efficient and smooth operations and satisfied customers.

Thanks to bpm'online, we got all our marketing and lead management tools on one platform. Now we can run various campaigns, send personalized mass mail and gather lead data from multiple channels without the necessity to use different systems and apps. It saves time and increases productivity, as our marketing staff does not need to manually exchange lead data with the sales department, the bpm'online system does it for them automatically.

Like any time you start something new, there is a learning curve. This can lead to some decision paralysis for where to start. You will have to develop your own priorities and find a way to deal with it. Bpm'online offers a lot of educational material on its academy platform; just do not forget to explore it first.

We now house all of our marketing and lead management processes on one platform. It's great to track everything you are doing in one place instead of pulling reports from different apps.

What do you like best? 1. Flexibility. People on different technical levels can modify processes in bpm’online it’s easy with the drag and drop features. Thanks to ability to change and modify processes our business stays at the top of game. 2. Mature platform. Technologically the platform is quite powerful and provided us with tools to configure our system with almost no coding.

Sometimes we had some errors when creating sub-processes in the business process designer, which was resolved with one of the recent releases.

Bpm’online streamlined the workflow of our departments in one homogeneous environment, connecting all processes and eliminating the gaps.

What our team liked the most: • Powerful and easy-to-use bpm engine that makes operational processes run smoothly AND effectively. • Intelligent analytics and dashboards that help us analyze the efficiency of any campaign we run. • Fully customizable system.

It would be nice to have a wider range of connectors to some marketing apps we are using.

Bpm’online automated key marketing processes for us. All marketing activities, metrics and KPIs can now be shared across departments in a single dashboard. Marketing automation and smart business process management saved us hours of work.

We like mature lead management tools of bpm’online. We can track leads’ needs from their first visit to our website, nurture them and hand off to sales, when leads are sales-ready. All in one system.

Sometimes minor errors occurred for example when working with Safari and Internet Explorer browsers but the system is constantly improving.

We gained total control over the complex lead management processes in our company.

With bpm’online we managed to integrate and our processes and operations in one application. Our sales reps have access to all the information they need, even if it’s lead’s website behavior data. We automated a standard sales process for the entire team and it helped us improve performance.

Would be good to have a bit more modular pricing so that we could adjust it and pick what we really need.

Sales and marketing management. With this application we’ve got great results with minimal time spent.

There are many things that we like about the bpm’online system. Firstly, availability of advanced tools for omnichannel communications. It ensures effective and direct communication with our clients and we also benefit from always having up-to-date data about all our clients and their preferences. We liked the easy customization and user-friendly interface. The scalability and security of our data was also important. Working with the customer support team during the implementation was pleasant as they demonstrated strong technical expertise and understanding of our organizational needs

The eco-system is not as large as some of the other big vendors have. At the same time, we got a more personalized approach from bpm’online

The bpm’online tools with omnichannel capabilities improved the communication not only with our clients but also within each team and department of our company. Our team had access to all emails, calls, notifications and could track client communications efficiently. It synchronized the work of our marketing, sales and services departments creating a single business environment

It was really a swift implementation. The bpm’online software was easily integrated with our order management system and other third-party applications. Smart charts and reporting helped us track our real time sales performance and forecast sales, so we did not lose any opportunity in any country.

As we purchased the basic support package, technical support was provided only via email, not phone. To receive technical support and consultation via telephone, you need to buy an extended support package.

The bpm’online system was fully adapted to our corporate sales techniques and standards and automated vital sales processes. Moreover, our teams benefited from a greater forecast accuracy, better conversion of leads to opportunities, and more effective collaboration between our sales forces. Sales managers gained greater visibility into each deal and hence can now more effectively manage each sale as the system synchronized the work of our sales reps in all offices. Smart dashboards and reports provided us with crucial sales data used to understand the health of the sales pipelines and forecast actual results.

Bpm’online is really easy to use, we were able to customise and adjust it based on our needs and goals. The business process platform is a huge advantage! With bpm’online you’ll never have to bend the way your software works in order to make it support how your business operates. The interface is intuitive, which makes bpm’online easy to work with. I also like their dashboards.

Overall it is good for us. There might have been a few glitches at the beginning, but nothing specific I dislike about the platform.

Bpm’online helped us integrate all data that we were using. The system helped us to better structure and automate complex workflows. Process automation improved productivity and efficiency of the work. At the same time, the system allowed the staff to demonstrate more personalized approach to each customer having all the client’s information available at a client’s profile.

Being a small company I had to be very careful when choosing CRM software as the resources for the investment were limited, but still I wanted best possible product to help me to grow our business. With bpm'online I got exactly that. As a result of implementing the bpm’online system, we aligned our workflows of marketing and sales on a single platform. Thus, we got a complete view of all touchpoints with a client. Another thing about the bpm’online system is ease of use. There was no need for me to follow any tech trainings. I was able to use it right away after it was deployed. Also the support team's proactivity helped.

It's quite hard to find anything to complain about the bpm'online and even if a slight error sometimes occurred it was quickly resolved by the support team.

We are in process of integration an ERP system with the bpm’online system with help of Partner of bpm’online so that no data was lost or missed out. In addition, implementing the bpm’online CRM is time and cost effective as we were able to use the system right away.

Bpm’online helped us to seamlessly integrate scattered sources of our customer data. We were able to organize marketing and sales teams in a single environment and automate our business processes. In my opinion, the most valuable feature is their set of built-in best practice processes – our sales used these processes and started to work with the system right away. Bpm’online process mapping and process automation helped us to minimize errors and smoothen operations. As a result, we were able to achieve higher customer satisfaction. By the end of the project, the number of attracted customers grew and our average purchase volume increased.

We didn't have any major issues with the system, even though some pitfalls or slight issues could happen from time to time. In general, we were quite satisfied with bpm’online.

Our main objectives were to improve the relationship between marketing and sales departments and to optimize business processes. We faced a problem of scattered customer data since marketing and sales departments were using an ERP system, Excel and Access, and analytical data was shared via email and skype. The first benefit of implementing bpm’online was consolidation of all information related to customers for a complete 360 degree customer view. The second benefit was that we enhanced our business processes. The system mapped and automated our processes so that we were able to achieve higher sales volumes and higher customer satisfaction and enhance our business performance.

We bought BPM last year and it was chosen over other big guys for three reasons: users feedback was awesome, features vs price and mainly, the customization capabilities using known languages like C# and JavaScript. After installation, we found even more benefits that wasn't considered at the very beginning of the project which was a positive surprise for us. Business Processes for example, are a big plus and can be used not just for CRM related requirements but for any other requirement in the company. From technical perspective, there is a learning curve but it's shorter than other CRMs I have used before.

The community around this product is not that big yet. Fortunately, we have received a great support, but outside there, it's not easy to find documentation. Marketing tools to create campaigns still require some improvements. Connect to external software using WebServices is possible but not simple. Having a strong business process tool, they should add an easy way to configure WebServices and other elements to call external systems.

Our first issue was to consolidate all information related to customers, including standard info like leads, opportunities, etc., but also external info like emails and phone calls. We can also integrate the system with social media to get even more data from customers. The second benefit was to integrate Marketing team with Sales, creating a standard customer journey. Previously, they were using different systems to achieve their goals.

The best feature has to be Bpm’online's comprehensive toolset. All products seamlessly blend together into one complete package.

The advanced processes could use a simpler UI comparable to the other areas of BPM. Something simpler. But these are "Advanced" features and thus, by definition, require a little more complexity.

With all the features we need in one integrated package we can manage the complete end-to-end customer journey and ensure outstanding experiences across multiple touchpoints. Whether sales or support through email, web forms or phone, we track everyone efficiently. No one falls through the cracks. There simply aren't any cracks to fall through.

Business process automation is something I really like in bpm'online. System is smart and leads you through the whole processes from lead generation to closing the actual deal and supporting your client. Everything you need to close a deal successfully is there. Great interface, absolutely user-friendly and rich functionality for very reasonable price. Customer success management is another great thing about bpm'online. I never have problems with my CRM as my CSM thinks ahead of me.

There is nothing really to dislike in bpm'online.

I use it mainly in lead generation and sales. System helped me to generate more leads and close more deals, as a result our profit increased.

As an experienced sales professional who has worked with many CRM products, I love the bpm'online user interface as I can see all of my key data without scrolling, making it easy to use to track my customers, accounts, opportunities, and activities. I also like that I don't need to staff dedicated IT development support since bpm'online can be customized using 70% configuration and only 30% development. Their recent ranking by Forrester as a Strong Performer behind the Leaders Salesforce.com and Microsoft Dynamics is well deserved and any business looking to invest in a proven, cost-effective solution will quickly become satisfied customers due to all of the out-of-the-box functionality they include at no extra cost.

The bpm'online research and development organization has been investing a lot of time and money to ensure they have a leading edge product which means they now have quarterly upgrades. However the bpm'online support for these minor and major release upgrades has not yet met my high expectations for seamless upgrades. based on this I would recommend leveraging contracted professional services from one of their implementation partners.

Sales Management with improved efficiency and reporting.

Bpm online is a hidden gem! From when I first discovered bpm’online I have always liked the modern and simple user interface and reporting features. It’s great to have found a system that works not only for the users, but also for the management team. Our sales team are field based so it was important to find a system that was cloud-based so they could update their records whilst out on the road. Personally, I love how easy bpm is to customise and to create new business processes – this feature has saved me a lot of time and the company a lot of money.

There’s not much that I dislike about the system however it would be great to have an app store where you can see what other sites and systems bpm can integrate with without having to contact the company each time.

Our management team love bpm. They find it much easy to see where the marketing, sales and service teams are and whether they’re going to hit their targets. The biggest benefit is that our sales team now actually use our CRM because they use the reporting dashboards to see where they are and to compete with the other sales reps!

BPM has been a great solution for our company. It is easily accessible as a cloud-based system and provides great visibility to our sales team and executive team. We really appreciate the great dashboard features. The support is very knowledgeable and helpful as well.

we would have to increase our costs to gain some of the features we would like to add but we are not ready to do that.

Visibility to the leads and opportunities for the purpose of forecasting and improving our sales strategies