CRM Creatio

CRM Creatio

by Creatio

Who Uses This Software?

Highly customizable and user-friendly, bpm'online applications help businesses of any size and from any industry manage customer-facing processes and deliver an amazing customer experience.

Average Ratings

72 reviews
  • Overall 4.8/5
  • Ease of Use 4.8/5
  • Customer Service 4.8/5
  • Features 4.7/5
  • Value for Money 4.8/5

Product Details

  • Starting Price US$25.00/month
  • Pricing Details Custom pricing with the purchase of 100+ seats
  • Free Version No
  • Free Trial Yes
  • Deployment Installed - Mac
    Cloud, SaaS, Web
    Installed - Windows
    Mobile - iOS Native
    Mobile - Android Native
  • Training In Person
    Live Online
    Webinars
    Documentation
  • Support 24/7 (Live Rep)
    Business Hours
    Online

Vendor Details

  • Creatio
  • https://www.creatio.com/
  • Founded 2002

About CRM Creatio

Creatio (formerly bpm'online) is a unique synergy of unified CRM and intelligent BPM platform that connects the dots between marketing, sales and customer service. Midsize and large organizations can now efficiently manage the complete customer journey from lead to order, and to ongoing account maintenance. Creatio has been widely recognised by key industry analysts, including Gartner, Forrester, Nucleus Research, Ovum, ISM and received multiple prestigious awards.

CRM Creatio Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Campaign Management
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking
  • Cataloguing / Categorisation
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal
  • Call Management
  • Campaign Management
  • Channel Management
  • Commission Management
  • Contact Management
  • Contract Management
  • Customer Database
  • Email Marketing
  • Field Sales Management
  • Lead Management
  • Opportunity Management
  • Performance Metrics
  • Proposal Generation
  • Referral Tracking
  • Sales Forecasting
  • Territory Management

CRM Creatio Most Helpful Reviews

Great CRM running over a nice business process tool

Reviewed on 31/10/2016
Rommel B.
Information Technology & Services
Reviewer Source 
Source: GetApp
5/5
Overall
5/5
Ease of Use
4/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: BPMOnline, like most of the commercial tools out there, is a CRM build over a customizable framework. The main different with other tools, is what this framework offers, and the knowledge required to work on it. First, the business process tool is easy to use yet powerful and robust. It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools. The framework was build in .NET, so certain customizations and scripts are build either in c# (server side code) or javascript (client side code). If you know those languages, your learning curve in BPMOnline (which is normally shorter than others) will be even shorter than the rest of users. On the user side, the system is very friendly and intuitive, so you normally don't get lost in tons of options. Most of then are hidden and reserved for administrators.

Pros: Main advantages for BPMOnline:
1) Marketing, Sales and Services is fully integrated and normally don't require external or additional tools to work.
2) No hidden costs. The cost model and licenses are quite simple. Your contract normally provides all (and more) of what you need. It's really weird to find unexpected restrictions in the licenses you buy.
3) Learning curve for users, administrators and technicians is very short. With good guidance during implementation, you can take control very fast.

Cons: Some areas that requires improvements:
1) Integration to third party tools. There are certain integrations that come with the tool like email and phone systems. But others like legacy system or very particular solutions, requires development that can be difficult (not impossible). The lack of existing solutions in the market (free or paid) force you to develop those integrations.
2) Changes are easy to do, but they normally requires compilation. This can take some time, and if it's executed incorrectly, you can affect your instance.
3) The security is very detailed and can be aligned to every model. But, some changes applies just to new records, not to historical information. This can require customizations to work properly.
4) Analytics tool is simple to use and powerful, but it still require some additional features, like calculated variables and export.

Powerful CRM that streamlines the processes in the company

Reviewed on 29/06/2017
Veronika C.
Global Marketing Manager
Computer Software, 501-1,000 Employees
Used the Software for: 2+ years
Reviewer Source 
Source: GetApp
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: Working as a marketing manager in the big company, which has several offices all over the world, I can see the importance for us to effectively coordinate the teamwork and develop a unified approach to our customers. Bpm’online helped us to automate our core processes and align marketing, sales and service on a single platform.
Our sales team is happy with the system, especially with lead management, opportunity management, field sales management and sales forecasting features. With bpm’online, they are able to manage end-to-end sales cycle and communication with the customers via multiple channels. Our service team outlines the problem management feature, as it allows unifying similar cases into a problem, assigning agents to resolve it. Moreover, customer support managers can track the agents’ performance in terms of problem resolution efficiency. As a marketing manager, I really enjoyed the website behavior tracking function. With the help of bpm’online marketing, all the information on the pages visited by a client and the time spent on each page is sent to the system. Thus, it enables to understand the needs of a prospect better, track the most effective lead generation channels and launch trigger campaigns based on lead’s preferences. By the way, it is so easy to create a campaign now with the intuitive campaign designer and then monitor its efficiency. What is more, with bpm’online, we automated our routine tasks, and now we are fully concentrated on the important issues.

Cons: Working with bpm’online during quite a long period of time I have not noticed any essential drawbacks which I can mention.

CRM that meets your business needs

Reviewed on 22/09/2016
Josef M.
Analyst
Financial Services, 501-1,000 Employees
Used the Software for: 2+ years
Reviewer Source 
Source: GetApp
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: The bpm’online tools with omnichannel capabilities improved the communication not only with our clients but also within each team and department of our company. Our team had access to all emails, calls, notifications and could track client communications efficiently. It synchronized the work of our marketing, sales and services departments creating a single business environment.

Pros: There are many things that we like about the bpm’online system. Firstly, availability of advanced tools for omnichannel communications. It ensures effective and direct communication with our clients and we also benefit from always having up-to-date data about all our clients and their preferences.
We liked the easy customization and user-friendly interface. The scalability and security of our data was also important.
Working with the customer support team during the implementation was pleasant as they demonstrated strong technical expertise and understanding of our organizational needs.

Cons: The eco-system is not as large as some of the other big vendors have. At the same time, we got a more personalized approach from bpm’online.

Potential Buyer

Reviewed on 19/06/2017
Mark R.
Used the Software for: Free Trial
Reviewer Source 
Source: GetApp
1/5
Overall
1/5
Ease of Use
1/5
Features & Functionality
1/5
Customer Support
1/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: The prompt response from the sales team and the willingness to answer my questions. Many vendors just ignore your questions.

Cons: I had a very specific needs related to users having an online calendar to schedule call back support. I was clear with BPM staff prior to the call and accepted the call because they believed they had a solution. On the call they listened to my needs again and then took me through a boilerplate pitch. They were going to investigate their ability to deliver and even offered to build a mock up to show me. That call as the last time I heard from them. I reached back out and heard nothing. Not even a simple we looked into your need and we are unable to provide the support you desire. I came away believing they will say anything just to get you on a call for their pitch. Where are we going? Salesforce with Timetrade as a plugin

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

Reviewed on 13/08/2019
Richard W.
President
Computer Software, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
4/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

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