Creatio CRM

4.8 (89)
Boost marketing, sales and service performance!

Overall rating

4.8 /5
(89)
Value for Money
4.8/5
Features
4.7/5
Ease of Use
4.7/5
Customer Support
4.8/5

97%
recommended this app
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89 Reviews

Arnaldo
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Creatio’s 360

Reviewed on 11/06/2021

very good with passionate people with technology and like to support you

Pros

Very good looking software and efficient with a lot of ready to use functionalities. You can adapt the sofware at your own flavor to get the most of the power.

Cons

A better connection with tools like M365 would be a good point. Sometine you don’t know where your are in the different modules

Vladlen
Overall rating
  • Industry: Real Estate
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

A highly recommended solution for customer-centric businesses

Reviewed on 04/09/2020

Working with Creatio’s team has been a pleasant and rewarding experience. We had a rapid project
deployment with the first phase completed in 2 months only and the second deployment finished in 3
months. Thanks to its low-code development tools, we are able to create new tailor-made solutions on
the go. These constant process management improvements enabled us to create better ways of
interacting with our customers and building rapport with them.

Pros

The system’s ability to provide us with a complete customer profile, deliver an omnichannel customer
experience, and leverage comprehensive analytics. The platform’s tools help us understand our clients
and serve them better. Also, the system’s UI is great.

Cons

The change management process was challenging at first, but our users quickly recognized the
intuitiveness of the system. Whenever we had any complications because of our initial lack of
knowledge of the system, Creatio team was always ready to help us out.

Verified Reviewer
Overall rating
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

Excellent technological execution of the buggy product

Reviewed on 16/05/2019

Customer service was great and the team dedication to find suitable solution was beyond reproach. Having said that, I felt that I joined their QA team and kept running into bugs that made use of the product impossible until the bug was fixed. Ultimately, I never truly got to use the product and just gave in.

Pros

Easily customizable. Excellent support from technical side.

Cons

lots of bugs. new updates would override the fixes and render software useless until new patches would be applied.

Vazha
Overall rating
  • Industry: Financial Services
  • Company size: 5,001–10,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Bank of Georgia -Business process management

Reviewed on 08/10/2020

The system’s combination of out-of-the-box solutions and easy-to-use configuration tools enabled us to take our customer service operations to the next level. Thanks to advanced case routing and tailor-made workflows for various types of customer requests, we were able to decrease our request case processing time, deliver better customer service, and raise customer satisfaction levels in general. We expect that the system will help us achieve even greater business results in the future. I would definitely recommend it to anyone searching for reliable technology to drive better customer experience

Pros

Effective solutions to unify multiple customer touchpoints, easy-to-navigate UI for service agents, AI-powered automation tools for customer service management processes, comprehensive customer analytics, easy configuration, and much more. The system is versatile and intuitive, which makes it a perfect fit for our company.

Cons

We see that the system has great potential in AI-powered solutions that are getting more and more advanced with every product release. However, we wish we had more existing AI solutions in place that we could get up and running at this point of time without requiring much effort from our IT teams or business analysts to leverage them.

Richard
Overall rating
  • Industry: Computer Software
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

bpm'online CRM with business process managment is right for SMB market

Reviewed on 13/08/2019

Their CRM system and bpm'online business as a whole, has a wealth of helpful tools within the product but also an extensive academy, community and market place that is updated with new insights to accelerate my business.

Pros

The user interface and organization of the whole system to personalize/customize instead of different tools for sales, marketing, customer service, and operations. All leading to the ability to accelerate business transformation.

Cons

Reporting generation tools although the analytical dashboards and folders with data export cover most business needs.

Will
Overall rating
  • Industry: Printing
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Creatio - great product - really flexible - great customer service

Reviewed on 07/08/2020

I can honestly say its been excellent - anything we ask for has been done in good time, reliable system, great staff.

Pros

For us, although Creatio is primarily a CRM system - we wanted it for much for - case tracking for our customer service. Creatio were brilliant in working with us in customisation to do this - and continue to do so.
Customisation doesn't prevent us getting the regular updates to the base system. The system is reliable, looks good, easy to use and rarely do we have any issues. When we do Creatio are fast to act with their great & friendly people

Cons

Really no issues I can think of that are worth noting.

Flavio
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Happy business Partner/ Happy Customer in the Insurance Industry

Reviewed on 13/09/2018

Bpm’online functionality is built on a scalable platform for more efficient workflows. As a bpm’online partner, we can now provide our customers with high-end tools so that they can effectively manage all marketing, sales and customer service channels. With the implementation of bpm’online, we reduced technology costs and eliminated expenses associated with unexpected software upgrades and personnel.

Pros

Bpm’online is an easy to use system. We were able to customize and adjust it based on our specific needs and goals for our client. The business process platform is a huge advantage.

Cons

Frankly, it is hard to find anything to complain about the platform. Even though our team faced some minor issues in the initial stages of the implementation, the support team quickly resolved them. Due to system versatility and customizability, almost all business tasks can be solved using the various flexible tools that the software has to offer.

Tapani
Overall rating
  • Industry: Computer Software
  • Company size: 201–500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Awesome marketing and reporting abilities

Reviewed on 21/05/2018

Data segmentation, functionality limitations, better understanding of customer behavior, reporting for SEO and other digital marketing purposes

Pros

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 bpmonline with other tracking solutions so it drastically helps us to identify traffic sources, chanlles and link this data to leads or accounts.

Cons

Offer more design features in the marketing campaigns.
Overall I liked the reporting but dashboard export is a minus

Ka Shin
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

bpm'online is a tools that can meet our business needs!

Reviewed on 10/07/2018

Bpm'online tools that improved our communication not just only with our clients but also with the team of our company. Is ease to use in terms of access our emails, calls, notifications and also client communications.

Pros

It's simple to use and user friendly.
Response from their help desk is pretty quick and willing to answer all the question unlike others.
Processes automation.

Cons

Didn't provide a modular pricing that we can adjust according to what we needs.
Design features in marketing is limited.

Cassandra
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 51–200 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

CRM that brings marketing on new level

Reviewed on 22/09/2016

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.

Pros

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.

Cons

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.

Valentine
Overall rating
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Pre-defined processes in my CRM

Reviewed on 15/12/2016

Tell us all about your experience:
I am CMO and CRM system is my working tool number one. I have worked with different systems before, they were all good and helped me to achieve the goals. But working with bpm's online is a bit different. It's more than just a CRM system. With bpm's online you do not just keep the contacts and basic information about clients, with the actions you did and will do next, but you move through a pre-defined process and on every stage you have tips what to do in order to close the deal.

Pros

Processes in bpm's online CRM is a great benefit for our business. I know many cases when the deal was not closed successfully just because a sales rep did not provide necessary information on time or forgot to follow-up.

Cons

That is not the cheapest solution on the market, but it worth money. You get all necessary functionality to run the business and even more.

Verified Reviewer
Overall rating
  • Industry: Apparel & Fashion
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

My first CRM software

Reviewed on 12/07/2021

I used both marketing and sales dashboards and I liked sales better. Marketing platform lacked some features (available only via connectors).

Pros

While working at the hotel marketing dept, I had to use Terrasoft BPM (now Creatio). First, I thought it was our in-house CRM. But learned later it was widely used and popular platform for many businesses. Probably, that's it's main pro - Creatio allows customising it so it looks like a custom made software for your business.

Cons

Creatio is definitely not designed for inexperienced user. I spent weeks learning the processes and it is good we had good support, answering promptly all my questions. E-mail (mass newsletters) were available for additional costs.

Jeremy
Overall rating
  • Industry: Marketing & Advertising
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

one of the coolest experiences with bpm'online CRM

Reviewed on 21/09/2016

Pros

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.

Cons

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.

Sam
Overall rating
  • Industry: Information Technology & Services
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

BPM online is a hidden gem

Reviewed on 01/09/2016

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. They find it much easy to see where the marketing, sales and service teams are and whether they're going to hit their targets. 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.

Pros

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.
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!

Cons

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.

Stefano
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

A fresh approach to CRM

Reviewed on 05/09/2016

We've been using Bpm'online for several months and it's a great benefit to our business management processes: it helps tracking our business initiatives since the very beginning in an easy and intuitive way. We had other products before, but eventually all of them were too wearisome to use, specially for routine tasks and standards ops: after a while the account managers perceived CRM as an additional burden instead of a help, and dropped it.

Pros

1. Ease of use
2. Integrated vision of marketing, sales and support
3. Process automation
4. Supportive company

Cons

1. Deep customization requires advanced skills
2. Customer support is rather good, but with a more proactive apprach could be much better
3. Heavy usage may suffer from performance issues

Tommie M.
Overall rating
  • Review Source

Overall rating

The only CRM tool you will ever need since it will grow with you

Reviewed on 23/04/2013

I have used BPMonline since 2005. When we first started to look for a CRM system, hardly any of the products we looked at had the main feature what we wanted; the ability to view a list of any item or type of object (Customer, Contact, Lead, Opportunity, Activity….) from just about any angle and at the same time have detailed information about the item visible in one screen. Or, put in a different way; the ability to view a piece of information that is linked to one or more other pieces of information should be visible in one screen without the need to click an item to view its details. And, if you don’t like what you see, just change it! Need to automate your processes? Easy! Just draw your current processes using the built-in Process Designer and BMPonline will automatically create the proper process flow to aid, to automate and control the workflow at hand. If you need to integrate with your in-house Invoicing and Accounting system (or other systems) there is a set of published calls using the OData protocol to perform operations on all objects BPMonline platform (select, change, delete) using an HTTP-request command, and get responses in Atom, JSON or XML, including opportunities by page, sort and filter data.

Cons

The installer for installing BPMonline on your own server is missing some elements such as installing the Redis server but the BPMonline Support crew is very responsive and helpful so that should not be a major issue.

Olivia
Overall rating
  • Industry: Computer Software
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great CRM for sales

Reviewed on 16/12/2016

Bpm’online has become a real catch for our sales reps. I would say it was a stone age of our company’s history, as we were not employing CRM on mobile. The system allowed us to carefully plan the time, work faster with a higher level of productivity. To be honest, we’ve gained a competitive edge with that magnificent soft. Thank developers.

Pros

With many features in one bpm’online pack, there is one that stands out most. In our case, we stress field sales function. Our sales reps are happy now with the possibility to build schedules and routes as they plan the day. Right from their tablets, they make product presentations and check items availability at stock. Besides, the system lets them end visits correctly – they can send customers’ orders right after the visit even if offline.

Cons

Compared to the number of advantages we’ve got thanks to bpm, I think the disadvantages are too minor to mention.

Jyoti
Overall rating
  • Industry: Computer Software
  • Company size: 11–50 Employees
  • Used for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Bpm’online’s sales functionality is built on a scalable and user-friendly platform to improve...

Reviewed on 06/07/2018

Bpm’online will not only help automate processes but also organize them – it is a win, win situation.

Pros

The system is easy to configure, build processes with and make changes as companies grow and change. Bpm’online provides a customizable platform that enables companies to safely store and recognize customer data, connect multiple channels and other related services.

Cons

Overtime, the overall look and feel of the software has improved; however, there is still some room for improvement.

Tawsif
Overall rating
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Great company, very good communication and one-to-one help, decent platform.

Reviewed on 12/07/2017

Pros

It is very customizable and suits most of our needs. The customer service is fantastic and always willing to help. Nataly from bpmOnline at times went above and beyond her duties to help out.

Cons

Sometimes the software can be very clunky and unresponsive. It can sometimes also act inconsistently with how it performs.

Sergio
Overall rating
  • Industry: Insurance
  • Company size: 51–200 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

CRM + BPM

Reviewed on 10/02/2017

I think every organization should continually work on improving its operational efficiency, and we are not an exception. When selecting standard CRM solution to track our contacts, insurance products and all the bunch of the documents, we've discovered bpm'online, which not only could provide us with traditional CRM features but also offered powerful tools to manage business processes. You get 2 in one. Moreover, not only you have the ability to design your own processes from scratch, but also use already existing ones, built according to best practices in many different industries.

Pros

In bpm'online I can easily create any process and update it any time when I see that the process should be run in a different way, just with simple drag and drop, without any coding and extra efforts.

Cons

The system has good traditional business process management tools and capabilities to organize dized processes. However, it would be great to have more flexibility to dynamically change steps in the process depending on the context. I heard that such possibility should be added to the next update. Looking forward to test it.

Dmytro
Overall rating
  • Industry: Primary/Secondary Education
  • Company size: 51–200 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

All business processes are automated within bpm’online CRM

Reviewed on 05/11/2016

My company have been using BPM Online for many years. Having marketing, sales and service in a single platform has easily been one of the best benefits to date. Outlook integration works perfectly and really saves time for everyone. And from a support standpoint, they provide top-notch service 24/7. Within bpm’online we automate sales processes and pipeline management, email marketing, event management, billing clients’ hours.

Pros

We have had the full bpm’online CRM for marketing, sales and service for several years now and can’t imagine our business without it. Implementation was very fast and we started using the out-of-the-box processes right away. The best part of the implementation was sales module. Integration was seamless with our other systems. No coding experience or extensive training was needed.

Cons

To some extend it can be a bit complicated for non-techy users. At the same time, once our team started using it daily, they absolutely loved it.

Alex
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  • Review Source

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  • Value for Money
  • Ease of Use
  • Customer Support

This CRM turned out to be an extremely helpful solution for our company

Reviewed on 09/02/2017

We liked the idea of having all departments that deal with the customer in our company ' sales, service - on one platform. Our teams now have a shared customers database with all information about cars purchased, service works, spare parts, upcoming service appointments, etc. With bpm'online we eliminate the problem of a dragged-on conversation with the client, as well as errors in the course of work.
Even though there are so many different CRMs on the market, it's still hard to find what you really need for your business. We chose bpm'online because it let us line up the sales and service departments inside our company. Besides, we use bpm'online not only to communicate with our customers but also for our internal operations. Bpm'online turned out to be an extremely helpful solution for our company.

Ignacio
Overall rating
  • Industry: Computer Software
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Complete End to End CRM

Reviewed on 03/03/2016

Pros

The flexibility and fast way to custom and the BPM skin to bring process like the company work

Cons

The separate CRM versions and to pay each license per separate and not having an unique special price for the complete suite

Antonio
Overall rating
  • Industry: Computer Software
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Adaptative

Reviewed on 11/10/2018

It's a excellent CRM with the perfect level of complexity

Pros

The flexibility of making a bpm process and work areas that allows you to organize the information in the hole system

Cons

You have to be aware of the changes that you make from the beginning or it would be difficult to go back

Dmytro
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  • Review Source

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  • Value for Money
  • Ease of Use
  • Customer Support

Comprehensive CRM tool

Reviewed on 15/12/2016

I have been using the system almost for a year and I can say that that is a very comprehensive business tool. Before we used several different applications to track information about our clients, the status of deals and their progress and separate apps to track tasks for the team and collaborate. It was really a challenge to switch between them. With bpm'online we have everything in one place and can be focused on real results instead of remembering which app to open to track the information we need.