What users are saying about
13 Ratings
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Score 8.6 out of 100

Likelihood to Recommend

Creatio (formerly bpm'online)

bpm'online is a great tool for activity tracking and account/contact specific notes. It is easy to adjust an account or contact page to include the information you want to reference, and you can create tabs within those pages to segregate information as needed. It is less friendly when it comes to actually using the system for email communications; we use Office365 to send and receive emails and use the SmartCloud connector to help integrate the two systems. The reason for this is that composing an email replaces any information you had visible on the browser tab, requiring you to open a new duplicate tab to refer to information.
Kenneth Harrington-Colon | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Creatio (formerly bpm'online)
8.5
Customer data management / contact management
Creatio (formerly bpm'online)
9.1
Workflow management
Creatio (formerly bpm'online)
8.1
Opportunity management
Creatio (formerly bpm'online)
7.9
Integration with email client (e.g., Outlook or Gmail)
Creatio (formerly bpm'online)
8.6
Contract management
Creatio (formerly bpm'online)
9.3
Quote & order management
Creatio (formerly bpm'online)
9.3
Interaction tracking
Creatio (formerly bpm'online)
8.1
Channel / partner relationship management
Creatio (formerly bpm'online)
7.6

Customer Service & Support

Creatio (formerly bpm'online)
9.0
Case management
Creatio (formerly bpm'online)
9.0
Call center management
Creatio (formerly bpm'online)
9.0
Help desk management
Creatio (formerly bpm'online)
9.0

Marketing Automation

Creatio (formerly bpm'online)
7.8
Lead management
Creatio (formerly bpm'online)
7.8
Email marketing
Creatio (formerly bpm'online)
7.7

CRM Project Management

Creatio (formerly bpm'online)
8.2
Task management
Creatio (formerly bpm'online)
7.7
Billing and invoicing management
Creatio (formerly bpm'online)
9.1
Reporting
Creatio (formerly bpm'online)
7.8

CRM Reporting & Analytics

Creatio (formerly bpm'online)
8.0
Forecasting
Creatio (formerly bpm'online)
8.0
Pipeline visualization
Creatio (formerly bpm'online)
8.0
Customizable reports
Creatio (formerly bpm'online)
7.8

Customization

Creatio (formerly bpm'online)
9.0
Custom fields
Creatio (formerly bpm'online)
9.2
Custom objects
Creatio (formerly bpm'online)
8.9
Scripting environment
Creatio (formerly bpm'online)
9.1
API for custom integration
Creatio (formerly bpm'online)
8.7

Security

Creatio (formerly bpm'online)
8.9
Single sign-on capability
Creatio (formerly bpm'online)
8.7
Role-based user permissions
Creatio (formerly bpm'online)
9.1

Social CRM

Creatio (formerly bpm'online)
8.6
Social data
Creatio (formerly bpm'online)
8.7
Social engagement
Creatio (formerly bpm'online)
8.5

Integrations with 3rd-party Software

Creatio (formerly bpm'online)
8.4
Marketing automation
Creatio (formerly bpm'online)
8.4

Platform

Creatio (formerly bpm'online)
8.3
Mobile access
Creatio (formerly bpm'online)
8.3

Pros

Creatio (formerly bpm'online)

  • Having the ability to check lead profile accuracy and search the system for duplicate leads is a huge plus.
  • Another great feature is having the ability to connect leads to relevant accounts to enrich lead data. Tools for reporting are awesome: we were able to integrate bpm online with other tracking solutions so it drastically helps us to identify traffic sources, channels and link this data to leads or accounts.
Anonymous | TrustRadius Reviewer

Cons

Creatio (formerly bpm'online)

  • The time needed to sift through our company processes. It was an intensive, organization project to undertake before we could even think about implementation.
Elina Polonska | TrustRadius Reviewer

Alternatives Considered

Creatio (formerly bpm'online)

We switched from Quickbase to this platform and our whole set up was more organized on both sides, which helped set us up for success. I've head good things about QuickBase overall, but we just didn't have the bandwidth on our side or the support for our team members that we felt we needed during set up (this is word of mouth, I did not personally participate in the QuickBase set up process).
Anonymous | TrustRadius Reviewer

Return on Investment

Creatio (formerly bpm'online)

  • bpm'online is a bit pricey, so utilizing it in place of other tools to help on your ROI is important.
  • Users are seeing the value of a consolidated information source and buy-in is quicker than it was with Salesforce or GoldMine.
  • The automation of internal notifications when particular fields are marked has increased productivity and decreased human error overall.
Kenneth Harrington-Colon | TrustRadius Reviewer

Screenshots

Pricing Details

Creatio (formerly bpm'online)

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
$3,000*

* per installation

Rating Summary

Likelihood to Recommend

Creatio (formerly bpm'online)
9.0

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