Creatio (formerly bpm'online) Reviews

14 Ratings
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Score 8.4 out of 100

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Reviews (1-8 of 8)

Timothy Lindsay | TrustRadius Reviewer
May 05, 2020

Really Solid Product

Score 8 out of 10
Vetted Review
Verified User
Review Source
It is being used by the Sales department to keep track of sales and products. It is also used to create emails to send requests for orders.
  • Business logic
  • Customization
  • Technical support
  • General UI, look and feel
  • Saving changes can be slow occasionally.
  • Setting permissions is confusing because there are so many levels.
  • I personally do not like the "user prefix" when creating objects. I think that there should be a "system prefix" that is restricted instead.
It is well suited for a situation where you need to do a lot of marketing and have limited or no IT staff at your company. Normal customizations are easy once you understand how everything works together. If you need to do custom integrations or fit the product to work with an unusual product then it will still work, but it is less ideal.
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Kenneth Harrington-Colon | TrustRadius Reviewer
June 05, 2019

bpm'online - a consolidated and concise tool that provides ease and efficiency to users of all levels

Score 9 out of 10
Vetted Review
Verified User
Review Source
bpm'online is currently being used for our marketing and sales pipeline management as well as client/vendor communication, information, and activity record tracking. Every department in the company utilizes the system, with the vast majority of users using it for information reference (i.e. address, contact, client-specific elections, and details). It helps us consolidate client-based information into a cloud format so that communications and notes can be viewed from any location and without a specific individual needing to be present to find relevant information.
  • Tracks email communications.
  • Feed system embedded in any type of record to isolate conversations to a specific topic.
  • Workflow creation to automate activity assignments and internal email notifications.
  • Development user interface is not for the light-hearted.
  • Compiling of changes to the database can take a long time.
  • The mobile app can become inaccessible without compiling new changes
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.
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Pedro Campos | TrustRadius Reviewer
June 11, 2018

Personalizing Marketing Campaigns

Score 10 out of 10
Vetted Review
Verified User
Review Source
bpm’online has been critical in CMcadeiras’s digital transformation. Thanks to the automation of marketing and sales processes, it is now taking us hours what used to take days and this is crucial for productivity levels. From a marketing standpoint, the ability to deeply personalized omnichannel communications to strategically target various types of customers, from private to retail, has been a dream. bpm’online encloses a database of customers and their purchasing decisions, making the job of the marketing department truly effortless.
  • Market segmentation
  • History of all the activities with the Accounts/Contacts
  • Great email tools
  • More videos explaining some features
  • Data segmentation
  • Increase in productivity
  • Better understanding of customer behavior
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Natalya Isaieva | TrustRadius Reviewer
June 07, 2018

Reinforcing сompany processes

Score 10 out of 10
Vetted Review
Verified User
Review Source
Bpm'online has provided us the flexible platform needed to further design and automate processes, helping manage more efficiently administrative tasks, such as expense report filing. Bpm'online is such an easy product to use. Most employees at the company were enthusiastic to change (I know, believe me, it was surprising) to a platform where, with a few clicks, an order can be paid, filed and tracked for future reference. This has made internal and external auditing simpler and less stressful and time-consuming. Our sales department also utilizes the system for sales-related operations, which is beneficial as we have the same information in one place.
  • The training and help provided through the transition was truly outstanding. Bpm’online did not hesitate to go above and beyond to answer questions and make the transition to the new software seamless.
  • Customer Service is great, the product is great, and add-on connectors and applications are available. There is nothing else to report.
The product is truly versatile, I highly recommend it.
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Elina Polonska | TrustRadius Reviewer
May 22, 2018

A great way to organize company processes

Score 10 out of 10
Vetted Review
Verified User
Review Source
Bpm’online has assisted our company in organizing our accounting processes. In many cases processes were being practiced, however, nothing was documented. Alternatively, processes were documented but not being practiced. Now, all processes are organized. Each user’s activity is identified and each user held accountable. With this complete oversight, human error is easily identified and corrected and processes easily adjusted to minimize mistakes.
  • A generous selection of Accounting Connectors, Add-ons and Software Solutions.
  • We have not had to go outside of the bpm’online software in search of such applications.
  • The time needed to sift through our company processes. It was an intensive, organization project to undertake before we could even think about implementation.
Prior to thinking about migrating to an automated process
software, it is imperative to review internal processes. It would be a huge
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josef mayer | TrustRadius Reviewer
May 15, 2018

Great product for the price with powerful bpm tools

Score 9 out of 10
Vetted Review
Verified User
Review Source
It really helped us to increase conversions. With proper integrations, we were able to reduce basket abandonment and configure the right business processes for working with drop-offs. It is currently used by marketing and sales teams.

  • Easy to integrate
  • Great tools for managing business processes
  • Marketplace
  • Some connectors are paid on a monthly basis, so make sure the price doesn't add up if you need any
It works and works really good and although there is a steep learning curve, the pieces of training are really good. Overall any business could benefit from the use of Bpm’online once they are trained on using it

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Anonymous | TrustRadius Reviewer
May 24, 2018

Awesome marketing and reporting abilities

Score 10 out of 10
Vetted Review
Verified User
Review Source
The entire marketing team benefits immensely from a unified interface for lead management and lead generation, as well as campaign design. All retrieved information is then analyzed in the system with dashboards, ensuring everyone in the department is on the same page.
  • 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.
  • Offer more design features in the marketing campaigns.
It is good for data segmentation, functionality integration, to get a better understanding of customer behavior, reporting for SEO and other digital marketing purposes.
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Anonymous | TrustRadius Reviewer
January 24, 2018


Score 7 out of 10
Vetted Review
Verified User
Review Source
bpm'online is being used throughout our entire organization (5 people). For us, prior to bpm'online we had no organized, sytematic way of keeping track of our community members, or any other information. We had a contact management system that was recommended to us, but it was not well-suited to our needs.
  • Customer service is stellar. Especially our current support specialist, Daniel. He is quick to respond, willing to help, and always accomplishes what he says he will.
  • The UI is very aesthetically pleasing, and overall very intuitive. The customizeabilty of the system is undeniable.
  • They are continually taking suggestions and working to make improvements. Each release has new features that are interesting to us.
  • The marketing platform is not very user friendly in our experience, coming from a system like MailChimp that has a lot of freedom and very few limitations on what you can send and how it was sent. The marketing platform seems to have a lot of stipulations around size requirements of photos, text, etc. We've actually stopped using the marketing side all together, which is disappointing for us, because having a marketing platform attached to your contact management system is great for data and integration, but we found that the time spent and the quality of outreach we were able to create just wasn't worth it.
  • No other complaints really.
Very customizeable. I might suggest that you have a developer on staff to help with set up. This would have made things much easier.
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Creatio (formerly bpm'online) Scorecard Summary

Feature Scorecard Summary

Customer data management / contact management (8)
Workflow management (8)
Opportunity management (6)
Integration with email client (e.g., Outlook or Gmail) (7)
Contract management (6)
Quote & order management (6)
Interaction tracking (8)
Channel / partner relationship management (5)
Case management (5)
Call center management (2)
Help desk management (3)
Lead management (7)
Email marketing (6)
Task management (7)
Billing and invoicing management (3)
Reporting (7)
Forecasting (6)
Pipeline visualization (7)
Customizable reports (7)
Custom fields (8)
Custom objects (7)
Scripting environment (4)
API for custom integration (6)
Single sign-on capability (5)
Role-based user permissions (6)
Social data (7)
Social engagement (5)
Marketing automation (5)
Mobile access (8)

About Creatio (formerly bpm'online)

CRM Creatio is an agile CRM platform that aims to help midsize and large enterprises accelerate sales, marketing, service and operations.

Creatio (formerly bpm'online) provides its customers with comprehensive full-fledge applications for marketing, sales and service management that can be deployed as standalone products, or as a bundle on a single CRM platform.

Sales Creatio: sales automation software to accelerate the complete sales cycle — from lead to repeat sales.

Marketing Creatio: multichannel marketing platform to orchestrate customer journeys and accelerate lead-to-revenue.

Service Creatio: intelligent service management platform to accelerate service delivery and customer delight.

Creatio (formerly bpm'online) enables companies to:
• Accelerate implementation using out-of-the-box capabilities. Creatio (formerly bpm'online) delivers out-of-the-box solutions, integrations, and best practice processes for marketing, sales, and customer service that accelerate implementation and integration.
• Accelerate adoption with intelligence and user-friendly UX. Combines AI with leading UX to accelerate user adoption.
• Accelerate change with agile low-code platform. Creatio (formerly bpm'online) is as a powerful low-code platform to accelerate ongoing transformation.
• Accelerate alignment with cross-functional orchestration. Enables processes to interact across applications from front-office to back-office, automating the manual processes to accelerate organizational alignment.

Creatio (formerly bpm'online) Features

Sales Force Automation Features
Has featureCustomer data management / contact management
Has featureWorkflow management
Does not have featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Has featureContract management
Has featureQuote & order management
Has featureInteraction tracking
Has featureChannel / partner relationship management
Customer Service & Support Features
Has featureCase management
Has featureCall center management
Has featureHelp desk management
Marketing Automation Features
Has featureLead management
Has featureEmail marketing
CRM Project Management Features
Has featureTask management
Has featureBilling and invoicing management
Has featureReporting
CRM Reporting & Analytics Features
Has featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports
Customization Features
Has featureCustom fields
Has featureCustom objects
Has featureScripting environment
Has featureAPI for custom integration
Security Features
Has featureRole-based user permissions
Has featureSingle sign-on capability
Social CRM Features
Has featureSocial data
Has featureSocial engagement
Integrations with 3rd-party Software Features
Has featureMarketing automation
Does not have featureCompensation management
Platform Features
Has featureMobile access
Additional Features
Has featureThe BPM platform - merger of CRM with BPM helps users design and automate processes to deliver improved customer experience.
Has featureComprehensive full-fledge applications for marketing, sales and service management on one platform that can be deployed as standalone products, or as a CRM bundle.
Has featureSpecial application for field sales which enables field sales reps to use their mobile devices to obtain access to the customer database, calendar, product catalog and knowledge base, orders and contracts.

Creatio (formerly bpm'online) Screenshots

Creatio (formerly bpm'online) Integrations

Mailchimp, Mailchimp Transactional Email (Mandrill), Twitter, Facebook, Google Contacts and Calendars, LDAP, IMAP, MS Exchange, Google Maps, OpenStreetMap

Creatio (formerly bpm'online) Competitors

Microsoft Access, Salesforce, Oracle, SAP


  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?No

The perpetual license option for on-site deployment is available upon request for enterprise-level customers. The purchase of perpetual license requires a one-time payment and the renewal of support packages on a yearly basis. Please discuss this with your Creatio (formerly bpm’online) account manager. The pricing of Sales Creatio is indicated for monthly use of the software (including technical maintenance and updates to new versions). The system is available for subscription in two deployment options – Cloud and On-site. The minimum annual purchase volume per customer is $3,000 spent for any bpm’online products or vertical solutions. Purchase of add-ons, connectors, as well as support or training services is not counted as part of the minimum purchase volume

Creatio (formerly bpm'online) Support Options

 Free VersionPaid Version
Social Media
Video Tutorials / Webinar

Creatio (formerly bpm'online) Technical Details

Deployment Types:On-premise, SaaS
Operating Systems: Windows, Mac, Windows Server
Mobile Application:Apple iOS, Android, Windows Phone
Supported Countries:All
Supported Languages: English