Creatio Reviews & Product Details

In the beginning, we were using another system. Even though initially that software satisfied our needs, with time we have noticed that it lacks some critical features that are necessary for our business sector. That is why we decided to switch to another CRM with advanced sales and marketing capabilities. What we were looking for is a system that will automate notifications of order statuses and provide analytics that would allow us to effectively respond to customer behavior. We decided to implement bpm’online since it promised to streamline our order processing and thereby increase sales. Our final decision was to implement bpm’online sales commerce and bpm’online marketing products.

As for now, everything works fine, but as they say, there is always room for improvement. We look forward to new sales and marketing features from bpm’online.

Bpm’online allows us to attract new customers and maintain the interest of the existing ones – that is important for our company. Behavior tracking tool allows us to track visitor behavior on our website as well as identify lead generation channels and sources. All information is collected in the lead profiles and is displayed in dashboard analytics. Now, we can easily track lead sources, evaluate the effectiveness of lead generation channels used in our marketing campaigns, and focus our efforts on the best performing channels. Overall, bpm’online implementation allowed us to increase sales by 20%! That is a huge difference comparing to what we’ve had before. The software enabled us to improve the quality of customer service and increase customer loyalty. Now, we regularly use the analytics that allows us to segment customers according to their behavior and target communications.

There are many good qualities, but the best is that it is highly customizable. The UI looks and feels great too. There is also a marketplace where you can get packages to add-on functionality or change the experience, which is helpful if you don't have time to make your own solution.

Setting up business rules (used to drive behavior on screen) and business processes (automation) can be difficult until you understand how everything works together.

We are using BPM'Online to keep track of leads, determine quote prices, and create orders. All of this was done on paper before, and it is really helping streamline the process. We were able to customize it to create separate orders based on location, which really cuts down on our admin. time.

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.

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).

This tool has helped us in creating email campaigns with ease. Easily one of the best CRM come Marketing Automation tools available today BPM

Nothing much to dislike really. It takes a little time to get used to but after that it’s a breeze.

CRM and marketing automation

The platform allow us to develop almost any business situation with highly custom forms and processes, almost codeless. The Dynamic Case Management remind us the importance for the processes to be focused on a journey, specially the customer journey that comes upfront for all the CRM out-of-the-box services provided. The connection between all objects give us a real 360º view of a customer or any other object we are working on. Finally, the capacity that I can provide to my customer for them to update and do minor changes without extensive training and risk.

It didn't reach the 95% codeless, specially regarding the mobile app, but its getting there.

I'm solving problems in areas so different as logistics, quality management, human resources and sales. The capacity to automate and dematerialize a process in a simple and quick manner allows almost anyone to produce quick changes on the processes, on data, on business rules. At the end we can get a fully customizable solution.

The user-friendly design, business process functionality and user-modification flexibility. These features allow our firm to not only improve the efficiency and productivity of business but help us to innovate and adapt to market changes in the Financial industry with unprecedented agility.

We have yet to come across anything we dislike with the system - fortunately the user friendly ability to configure the system allows us to swiftly find new ways of resolving obstacles when they arrive.

The CRM helps us streamline our internal business processes - from generating documents to data entry and calculations, email management and insightful analytics.

Low-code platform that speeds the time to roll out implementations. Their business process designer makes it easier to create automation that adds great value to the end user experience.

There is a little bit of a learning curve due to the flexibility of the platform there are many paths to approach different business cases and translating them into the software platform so having a full understanding of the platform will impact the end result.

- Transparency across departments - streamlined business process integration - Open-ended API allows for integration across many different software suites - User adoption of the platform is high - Transition from legacy software

bpm online is very easy to use, very user friendly. Simple and fast customization and helps the customer reach their goals faster

It's hard to say what I do not like in bpm online. Grupo Marca is starting as a partner / integrator of the system and all the difficulties we may have are quickly remedied by the support team.

We are using bpm online to automate all processes in a public bidding company. There are 8 departments working simultaneously in an interdependent way and the main goal is to fulfill all the steps in the correct time, according to the schedule.

I like the UI, the easy customisation capabilities and the bpm engine. The on-premise version offering is also a great plus ! The vendor is really reactive and listen to our needs. It's really a new philosphy in the CRM's world.

Even if we find something that doesn't fit us, the bpm'online team put so much hard work to resolve it, then we have nothing to complain about anymore. The amount of things you can do is so large, that it requires some training.

We manage all of our marketing campaigns, the case management and the sales monitoring in one single tool. That's really useful because everything is interconnected and provide us the 360° overview on all our business really quickly. The process-oriented philosophy from bpm'online also allow us to make quick changes in the system without the need of external consultants or developpers. Therefore, we can adapt ourselves quickly to the market.

First the Vision which offer to accelerate the business and the solution implementation. Second the Solution fully complete in all CRM Aereas and include natively processes designer in an easy to use way. Third the way to empower the Business in administrate the solution. Last but not least, the power of bpm'online organisation in R&D, Support and Marketing.

I dislike prospect who hesitates to choose bpm'online because of the size of the customer compare to SalesForce.Com

CRM database immediatly avalaible including processed from Lead to invoice operationnal very fast. Marketing module including Masse mailing easy to use and very powerfull including Landing page. Way to follow incidents and provide a customer Portal.

The ease of use has a great positive result on user adaptation. Having a seamless integration of Sales, Service and Marketing makes that everyone can answer customer's questions without the customer having to wait, be called back Giving our sales people all the information they need. Products we offered in Marketing, Sales we made, Contact with the service desk etc. I'm not a programmer, but I can build 99% of all new functionalities, screens, processes etc which I need in bpm'online. No other program made it this easy for me.

I wanted to build campaigns easier, but they already solved this in the new update! If you find anything you dislike I found that bpm'online and/or their partner will work on a solution. They go to great lengths to make you happy.

We are using Marketing for newsletters, trigger emails and web forms Sales for lead management, opportunities, orders and the integration to ERP Service and the service portal for our support desk and the customers to report and see the status of their questions. Automated GDPR solution via Marketplace app Used processes to automate the whole sales process and updates sales people where needed.

Ability to create multiple workflow stages of working with customers: leads, opportunities, service cases, and projects. By having business rules within the workflow stages which must be completed before the process goal can be achieved. The easy-to-use visual case designer presents the case (workflow) in a clear and comprehensive way. You can rearrange case stages and elements at any time. To move an element (Example: Approval, Send Email), drag & drop it to the new location within the workflow.

The dynamic case designer is a very powerful tool that you need to take the time to understand before creating your first workflow process. I would recommend absorbing many of the bpm online helpful educational resources to get the most out of the case designer.

By having a standardized workflow process and clearly defined related steps/activities, our team increased efficiency in managing projects both individually and as a team. Our companies new culture of collaboration has helped keep everyone up-to-date on the progress of their tasks.

The system is extremely customizable. When we have an issue, the representatives are extremely helpful and this makes it easy for us to deal with an issue. Our representative was Mary Elliot and we have had the best support from her. The training we received to start using the software was brilliant as Mary was very very patient with us. :)

Nothing really to dislike. Great interface. Even better support. Nothing really to complain about.

We have streamlined our whole sales process with the help of BPM Online. Easy dashboards to view and the funnels help keep track of our leads and customers effectively.

Very good and deep possibility to design extensive and complex business processes, for sales, marketing as well as service. Clear user interface, clear structure, very good analysis possibility. Fast implementation of requirements

Many system settings that need to be learned first. The system could offer more customization options for administrators without deep technical and programming skills

We use bpm'online along the entire CRM process. We use it for our sales, marketing and service.

The product truly has all three streams (sales, marketing and service) running on the one database, this provides leverage and consistency across the platform. The Business Processing engine is sophisticated and yet flexible enough to be used by a power user. You get everything you need from a good CRM right off the bat but if there is additional data you want to capture as a part of your sales process or service requirements it is extensible to accommodate any requirement.

Within the product you have the ability to design reports or show dashboards for the information you want at your disposal but it would be nice if there were a few more out of the box reports available that could immediately be provided to management as a part of the WOW factor. That said, the dashboards do tend to give management what they want.

Consistency of process, capturing of lead and sales information relevant to opportunities and ensuring opportunities are adequately followed up on. Too many holes in previous processes that resulted in lost opportunities or inadequate communication.

Drag and Drop Business Process Development, Dynamic Case Management, Ease of Use.

Nothing much as of now. The UI can be improved.

Integrations, Workflows, Dynamic Case Management and the list goes on.