Filter Ratings and Reviews
Filter 22 vetted Creatio (formerly bpm'online) reviews and ratings
Reviews (1-14 of 14)
Creatio is widely used throughout our organization. We are currently utilizing three different Creatio products, which include, the Sales Enterprise, Customer Center, and Marketing platforms. Our sales team uses the product to generate new business opportunities and finalize partner relationships. They rely heavily on the dashboard, accounts, contacts, and opportunities sections of Creatio. The Marketing Team utilizes Creatio to perform mass communications with our customers relative to, introductory information, and specialized notifications. The remainder of our company uses Creatio as a standard CRM to better service our existing and future clients. By leveraging the inherent business process automation and case sections, our employees can quickly identify, resolve, and finalize interactions. As a platform, Creatio has helped our business by eliminating a large portion of manual processes due to its automation capabilities.
- Business Process Automation
- User-Friendly Dashboards and KPIs
- High-level of customization
- Can have a steep learning curve for some users
- Although customizable, some functions will require more dedicated expertise
- Not enough out-of-the-box detailed reporting for the average user
June 30, 2020
Creatio became an indispensable solution for Be Tech
Creatio helps us streamline our customer-facing operations. For over 12 years, we have actively used Creatio across our sales and customer service departments. To keep our customer engagement level high, we also implemented Creatio Customer Portal. Thus, we were able to adopt ITIL best practices and take customer engagement to a whole new level.
- High scalability. The platform is being expanded together with our business.
- The system allows our non-IT staff to create business solutions within the system with no coding required.
- A unified platform for various functional areas and teams.
- The platform’s UX is great.
- Having more marketplace solutions that add to the system’s functionality would be great.
- We look forward to further enhancements in ML (even though Creatio already has some AI-powered solutions in place).
- We would also like to see some improvements to the customer portal.
June 25, 2020
Creatio takes the pain out of switching systems.
We use Creatio across all departments at our company. We specially love the reporting / dashboards and ease of customization. Creatio has enabled sales, support, back office to have visibility to cross departmental information and eliminates data silos.
- Quick implementation & Good time to Go Live - in less than a month we were fully functioning.
- Successful implementation method and partner selection.
- High user adoption across organization.
- Ease of doing business with/ work with long-term.
- Helpful technical support and customer success team.
- Excellent overall functionality/support for business.
- Flexibility of platform offered by low-code tools.
- Knowledge base could use AI and better layout.
- More integrations with 3rd parties.
- Telephony integration.
June 25, 2020
Expand your customer case with Creatio
Creatio helps us in attracting customers and working with regulars. We actively use Creatio functions to work with leads, deals, marketing activities. This tool makes our sales more effective.
- High user adoption.
- Excellent overall functionality.
- A separate license is required to use the marketing unit.
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.
We use Creatio to cover our sales, marketing, and customer service operations. With a unified platform for all customer-facing processes, our employees across different departments work in alignment with each other. Also, the system’s process automation tools helps us reduce our manual workload. Creatio helps us maintain a competitive edge and successfully drive innovations in our company.
- The system provides operational transparency.
- Powerful BI tools.
- Omnichannel customer service solutions.
- It’s rich in features that allow us to fulfill nearly all of our business needs.
- Some minor issues might occur sometimes, but they are resolved quickly by the Creatio support team.
- We wish we started using the system earlier.
Our company uses Creatio for sales, service and marketing. Before our teams were working in silos, with Creatio all divisions work collaboratively allowing an increase in efficiency.
Because the marketing platform is built into the CRM system we now have a fully integrated lead management system. This allows our marketing team to manage the success of specific campaigns and our sales reps to service customers needs quickly.
Because the marketing platform is built into the CRM system we now have a fully integrated lead management system. This allows our marketing team to manage the success of specific campaigns and our sales reps to service customers needs quickly.
- Flexible Process Builder.
- Easy to Customize Application.
- Friendly UI.
- Reporting.
- Sometimes we have issues with business processes locking up system.
June 05, 2019
bpm'online - a consolidated and concise tool that provides ease and efficiency to users of all levels
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
June 11, 2018
Personalizing Marketing Campaigns
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
May 22, 2018
A great way to organize company processes
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.
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
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.
May 24, 2018
Awesome marketing and reporting abilities
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.
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.
Creatio (formerly bpm'online) Scorecard Summary
Feature Scorecard Summary
About Creatio (formerly bpm'online)
Creatio is a global software company providing a low-code platform for process management and CRM.
The company's products are designed to accelerate sales, marketing, service and operations for mid-size and large enterprises. Boasting hundreds of partners, Creatio operates in 110 countries worldwide.
The company aims to create a world where everyone can automate business ideas in minutes.
- 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 streamline customer engagements and accelerate service delivery
- Studio Creatio -- Intelligent low-code platform to effortlessly build enterprise-grade apps and processes
Creatio's core differentiators include:
1. BPM engine to change processes faster.
2. Low-code platform to make everyone a developer.
3. A unified CRM to align marketing, sales and service.
Categories: Business Process Automation, Business Process Management (BPM), Customer Relationship Management (CRM)
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 Dynamics 365 (formerly Microsoft Dynamics CRM), Salesforce, Oracle, SAP
Pricing
- Has featureFree Trial Available?Yes
- Has featureFree or Freemium Version Available?Yes
- Has featurePremium Consulting/Integration Services Available?Yes
- Entry-level set up fee?No
Creatio (formerly bpm'online) Support Options
| Free Version | Paid Version | |
|---|---|---|
| Phone | ||
| Forum/Community | ||
| FAQ/Knowledgebase | ||
| 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, Spanish, Dutch, Portuguese, French, Czech, German, Russian, Italian, Polish, Hebrew, Ukrainian, Indonesian, Vietnamese, Arabic, Thai, Romanian |