Creatio CRM Features

Creatio CRM

Boost marketing, sales and service performance!

4.79/5 (72 reviews)

Creatio CRM Feature Summary

  • 360° customer view
  • Mobile sales
  • Synchronization, integration and import
  • Email-marketing and event management
  • Omnichannel communications
  • Orders and invoices
  • Porduct management
  • Project management
  • Service catalogue
  • System designer and unlimited customizations
  • Case and request management
  • Knowledge management
  • Marketing campaign management
  • Dashboards, Analytics and Reporting
  • Business process management
  • Lead management
  • Document and contract automation
  • Collaboration tools

Creatio CRM Features In Depth

Campaign Management

When organizations use bpm’online, they’re able to create their own multi-channel campaigns. The software allows for communication chains with defined conditions for transition between stages and monitoring processes. It also allows businesses to setup criteria for successful conversions and modify campaign flows in real-time.

When you manage your campaigns with bpm’online, you’re able to maintain constant dialogue with prospects. Bpm’online supports multiple types of marketing campaigns, including one-time campaigns and trigger campaigns. Trigger campaigns can be launched immediately after customers have filled in web forms, or after any pre-set scenario has occurred.

Field Sales Management

With a single window in bpm’online sales, managers can keep track of their field forces and create scheduled visits for each representative. Bpm’online provides users with the ability to view locations on maps, monitor actual visits with geo-tags, and leverage the resulting data to improve departmental efficiencies.

Create your own rules for representatives working in the field based on their roles within your organizations or the customers they’re visiting. Bpm’online can “hint” at the appropriate action during each step of the customer interaction—prompting representatives to check-in, demo products, or place orders. The results of interactions between your representatives and your customers are accessible via bpm’online immediately after each meeting has occurred.

Managing Sales Pipelines

Tracking leads in a systematic way from the initial communication through the closing of a deal is imperative for growing organizations. Bpm’online CRM provides a way for its users to streamline their pipelines to ensure the continued success of their sales operations.

Define your company’s sales processes within bpm’online and use the pipeline to track progress between each sequence. By mapping your customer journey through all the stages of the pipeline, you’ll be able to uncover (and remove) any bottlenecks along the way. In addition, it provides sales teams with reminders of when to follow up with clients. Sales pipeline tools also improve communication internally between various departments.

Opportunity Management

Bpm’online’s out-of-the-box business process defines tactics for each business opportunity and identifies key decision makers within prospective organizations. The software converts leads into opportunities and runs reference processes to decrease workloads for managers. It also tracks competitors and analyzes strengths and weaknesses.

Using bpm’online’s opportunity management capabilities, you can quickly generate sales forecasts that take your clients’ budgets, opportunity stages, and probability into account. Regardless of the status, you can track each opportunity’s complete history, including all activities, emails, quotes, files, feed discussion, and internal notes. You can also return to any stage of the client interaction when you’re looking for clues into what went wrong.

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (362 other apps)
Activity Dashboard (218 other apps)
Activity Tracking (164 other apps)
Automatic Notifications (201 other apps)
CRM Integration (135 other apps)
Calendar Management (181 other apps)
Custom Fields (148 other apps)
Customer Database (155 other apps)
Customizable Branding (197 other apps)
Customizable Reporting (163 other apps)
Customizable Templates (169 other apps)
Data Import/Export (178 other apps)
Electronic Payments (134 other apps)
Email Integration (192 other apps)
Real Time Data (131 other apps)
Reminders (187 other apps)
Reporting & Statistics (230 other apps)
Social Media Integration (165 other apps)
Surveys & Feedback (130 other apps)
Third Party Integration (214 other apps)

Competitor Feature Comparison

"What If" Scenarios
API
Access Control
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Approval Process Control
Automatic Notifications
CRM Integration
Calendar Management
Calendar Sync with Google
Call Recording
Campaign Management
Campaign Planning
Case Management
Collaboration Tools
Configurable Workflow
Contact Database
Contact History
Contact Management
Contract Management
Conversion Tracking
Customer History
Customer Profiling
Customer Segmentation
Customizable Branding
Dashboard Creation
Data Filtering
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Deadline Management
Document Management
Document Storage
Document Templates
Drag & Drop Interface
Duplicate Detection
Email Integration
Email Marketing Management
Email Templates
Email Tracking
Filtered Views
Follow-up Scheduling
Forecasting
Geographic Maps
History Tracking
Inbox Management
Knowledge Base Management
Lead Assignment
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Scoring
Microsoft Outlook Integration
Mobile Integration
Monitoring
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Multi-Currency
Multi-Language
Offline Access
Opportunity Management
Order Approval
Order Management
Order Processing
Order Tracking
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Product Catalog
Project Management
Project Planning
Project Tracking
Proposal Generation
Quote Management
ROI Analytics
Real Time Notifications
Reminders
Reporting & Statistics
Sales Analytics
Sales Forecasting
Sales Integration
Sales Reporting
Sales Tracking
Search Functionality
Single Sign On
Social Media Integration
Status Tracking
Tagging
Task Management
Task Planning
Task Tracking
Template Management
Territory Management
Third Party Integration
Two-Way Audio & Video
Web Forms
Workflow Management
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"What If" Scenarios
API
Access Control
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Approval Process Control
Automatic Notifications
CRM Integration
Calendar Management
Calendar Sync with Google
Call Recording
Campaign Management
Campaign Planning
Case Management
Collaboration Tools
Configurable Workflow
Contact Database
Contact History
Contact Management
Contract Management
Conversion Tracking
Customer History
Customer Profiling
Customer Segmentation
Customizable Branding
Dashboard Creation
Data Filtering
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Deadline Management
Document Management
Document Storage
Document Templates
Drag & Drop Interface
Duplicate Detection
Email Integration
Email Marketing Management
Email Templates
Email Tracking
Filtered Views
Follow-up Scheduling
Forecasting
Geographic Maps
History Tracking
Inbox Management
Knowledge Base Management
Lead Assignment
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Scoring
Microsoft Outlook Integration
Mobile Integration
Monitoring
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Multi-Currency
Multi-Language
Offline Access
Opportunity Management
Order Approval
Order Management
Order Processing
Order Tracking
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Product Catalog
Project Management
Project Planning
Project Tracking
Proposal Generation
Quote Management
ROI Analytics
Real Time Notifications
Reminders
Reporting & Statistics
Sales Analytics
Sales Forecasting
Sales Integration
Sales Reporting
Sales Tracking
Search Functionality
Single Sign On
Social Media Integration
Status Tracking
Tagging
Task Management
Task Planning
Task Tracking
Template Management
Territory Management
Third Party Integration
Two-Way Audio & Video
Web Forms
Workflow Management
Visit WebsiteCompare App
"What If" Scenarios
API
Access Control
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Approval Process Control
Automatic Notifications
CRM Integration
Calendar Management
Calendar Sync with Google
Call Recording
Campaign Management
Campaign Planning
Case Management
Collaboration Tools
Configurable Workflow
Contact Database
Contact History
Contact Management
Contract Management
Conversion Tracking
Customer History
Customer Profiling
Customer Segmentation
Customizable Branding
Dashboard Creation
Data Filtering
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Deadline Management
Document Management
Document Storage
Document Templates
Drag & Drop Interface
Duplicate Detection
Email Integration
Email Marketing Management
Email Templates
Email Tracking
Filtered Views
Follow-up Scheduling
Forecasting
Geographic Maps
History Tracking
Inbox Management
Knowledge Base Management
Lead Assignment
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Scoring
Microsoft Outlook Integration
Mobile Integration
Monitoring
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Multi-Currency
Multi-Language
Offline Access
Opportunity Management
Order Approval
Order Management
Order Processing
Order Tracking
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Product Catalog
Project Management
Project Planning
Project Tracking
Proposal Generation
Quote Management
ROI Analytics
Real Time Notifications
Reminders
Reporting & Statistics
Sales Analytics
Sales Forecasting
Sales Integration
Sales Reporting
Sales Tracking
Search Functionality
Single Sign On
Social Media Integration
Status Tracking
Tagging
Task Management
Task Planning
Task Tracking
Template Management
Territory Management
Third Party Integration
Two-Way Audio & Video
Web Forms
Workflow Management
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Mobile apps

iOS App


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Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


429 reviews

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Creatio CRM Feature Reviews

25 reviewers had the following to say about Creatio CRM's features:

Tapani Heikkinen

Awesome marketing and reporting abilities

2018-05-21

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

Pros

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

Overall I liked the reporting but dashboard export is a minus

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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William Bell

Startup New to CRM

2017-02-25

The customer service has been great.

Pros

Support. UI.

Cons

Social media Integration is still maturing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Richard Wooden

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

2019-08-13

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.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Tatyana Sosyura

Lifehack for the service team

2017-01-11

We now have the ability to process all clients’ requests timely and without hiring new agents, so the system has become a true asset for our company to step forward towards experience getting more and more positive feedbacks from our customers.

Pros

This helped us to evaluate how much time every agent spends on different activities, reduce time spent on data input and analysis, and increase time spent on phone calls.

Cons

It did take us time to integrate bpm’online with already existing database, what is definitely neutralized by the quality of the clients’ base we have it now.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

5/10

Recommendations to others considering Creatio CRM

Try to learn as much as possible about system capabilities – you will be surprised by a number of new possibilities it can open for your company. Their tech support and Academy videos are always at your disposal.

Source: Software Advice
Helpful?   Yes   No
Read more
Avery Tyson

Verified Reviewer

User-friendly CRM software

2016-09-21

Smart dashboards and reports provided us with crucial sales data used to understand the health of the sales pipelines and forecast actual results.

Pros

The bpm’online software was easily integrated with our order management system and other third-party applications.

Cons

As we purchased the basic support package, technical support was provided only via email, not phone.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10

Recommendations to others considering Creatio CRM

The bpm’online system is great for tracking opportunities in an efficient way, together with dashboards and reporting it creates a complete sales management system. It efficiently connects the dots between marketing, sales and service departments in a way that makes sense to your business and your business goals.

Source: GetApp
Helpful?   Yes   No
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Bryan Gudmundson

Very flexible with amazing reporting

2017-01-27

What used to take data entry and analysis can now be automatically from BPM in a matter of minutes.

Pros

BPM's process creator allowed me to build my own complex process that adapts to our client needs in real-time and aligns with our unique sales process.

Cons

I decided to build out our custom BPM processes and reports myself (instead of hiring one of the 3rd party developers BPM offers).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Sam Tilley

BPM online is a hidden gem

2016-09-01

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

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

10/10

Recommendations to others considering Creatio CRM

I would recommend that you test out the system first and show the people in your company who are going to be users so that they can decide whether they will like it too. It's really important to get a system that your company like and use.

Source: Capterra
Helpful?   Yes   No
Read more
Salvador Arauzo

Best CRM for medium and big size companies

2018-12-15

Very easy to use and integrate teams on working them.

Pros

In a very short time, a company can be selling with a very productive way.

Cons

Slow execution on application data load.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Alex

Software that not only helps improving relationships with customers, but also streamline internal workflow

2013-04-08

In order to provide best customer service and meet our KPIs we have decided to implement a unified CRM and project management solution that would be both, user-friendly and easily customizable. I am happy to report that BPMonline has met our expectations.

Pros

The BPMonline staff provides the absolute best customer service.

Source: GetApp
2 of 4 people found this review helpful
Helpful?   Yes   No
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Kirsi Koskinen

Verified Reviewer

CRM that we like to use

2016-09-28

All marketing activities, metrics and KPIs can now be shared across departments in a single dashboard. Marketing automation and smart business process management saved us hours of work.

Pros

• Intelligent analytics and dashboards that help us analyze the efficiency of any campaign we run

Cons

It would be nice to have a wider range of connectors to some marketing apps we are using.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Creatio CRM

Be future-oriented and look for the vendors that provide you with the innovative technological solutions that can scale with your company’s growth.

Source: GetApp
Helpful?   Yes   No
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Rommel Bocker

Verified Reviewer

Great CRM running over a nice business process tool

2016-10-31

It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Creatio CRM

I had the opportunity to evaluate this CRM agains other common competitors. BPMOnline provides out-of-the-box, a lot of features that in others require plugins or external tools, which means, additional costs and customizations. This was the main factor to choose it. Another considerations are: learning curve, implementation time and user training required. In all those factors, the time and cost are normally below other solutions.

Source: GetApp
Helpful?   Yes   No
Read more
Jeroel Pekkers

Verified Reviewer

Grow your business with bpm'online

2016-09-21

Integration of the bpm’online system created a single hub for our data points.

Pros

Also, our core processes were well organized and automated. Templates of processes that come with bpm’online made it much easier for us

Cons

We had to make many changes and customization to the system, as the scope of the project was large

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Creatio CRM

Leverage process templates in bpm’online when you start working with the system

Source: GetApp
Helpful?   Yes   No
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Jim Holder

The team at bpm'online has made a huge change in sales attitude smooth and easy.

2017-07-26

Previously, all customer relationship management was done via paper Daily Planners, Weekly Planners, printed-out prospect books (usually kept in Excel or in physical binders), and "Customer Profit Plans" (current-account location surveys). The CRM has allowed us to eliminate not only the huge amounts of physical paper, but also the huge amount of admin time it took to compile these sheets and develop reports for management oversight.

Pros

The business analysts and accounts managers are sharp, they were open to learning our business, and have been super easy to contact whenever needed.

Cons

The mobile application was only slightly difficult to get used to navigating, but there was a lot of customization on the implementation end.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Mark Conelissen

Verified Reviewer

The business process platform is a huge advantage

2016-09-21

I also like their dashboards.

Pros

Bpm’online helped us integrate all data that we were using.

Cons

Overall it is good for us. There might have been a few glitches at the beginning, but nothing specific I dislike about the platform.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Creatio CRM

Give it a try. It's really powerful yet very easy to use.

Source: GetApp
Helpful?   Yes   No
Read more
Sam Tilley

Bpm online is a hidden gem!

2016-09-23

Pros

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

10/10

Recommendations to others considering Creatio CRM

I would recommend that you test out the system first and show the people in your company who are going to be users so that they can decide whether they will like it too. It’s really important to get a system that your company like and use.

Source: Software Advice
Helpful?   Yes   No
Read more
Cassandra Daniels

CRM that brings marketing on new level

2016-09-22

We now house all of our marketing and lead management processes on one platform.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10

Recommendations to others considering Creatio CRM

Read the guides and watch the videos on the website, study the functionality of the product.

Source: Capterra
Helpful?   Yes   No
Read more
Tommi Lindi

Perfect CRM for us

2016-09-20

In addition, implementing the bpm'online CRM is time and cost effective as we were able to use the system right away.

Pros

Being a small company I had to be very careful when choosing CRM software as the resources for the investment were limited, but still I wanted best possible product to help me to grow our business.

Cons

It's quite hard to find anything to complain about the bpm'online and even if a slight error sometimes occurred it was quickly resolved by the support team.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

10/10

Recommendations to others considering Creatio CRM

Bpm'online can harmonize the work of your marketing and sales teams. It makes easier for your sales team to engage with the clients as sales reps can see what is happening on both sales and marketing sides and can view as much information on a prospect/ lead/ client as they need.

Source: Capterra
Helpful?   Yes   No
Read more
Julia Karnaukh

Great CRM for a growing business with extensive lead generating activities

2016-11-08

From lead generation and integration with our landing pages to tracking channels efficiency and conversion rates.

Pros

By setting up visual dashboards, we now have the ability to track information on leads and channels.

Cons

Although it’s always possible to sign up for a training I’d prefer to have more video tutorials available. Nevertheless, whenever I have questions their support is very helpful.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Creatio CRM

The product has a lot of different functions and features. So, before you start using it, think well about your goals. Then, learn the product and concentrate on those tools you really need to achieve these goals.

Source: Software Advice
Helpful?   Yes   No
Read more
Jyoti Kandari

Bpm’online’s sales functionality is built on a scalable and user-friendly platform to improve workflow efficiencies and streamline employee communications. As a bpm’online partner, I can now provide my customer with sophisticated tools to manage all sales

2018-07-06

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

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Dmytro Bondar

All business processes are automated within bpm’online CRM

2016-11-05

Outlook integration works perfectly and really saves time for everyone.

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.

Cons

At the same time, once our team started using it daily, they absolutely loved it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10

Recommendations to others considering Creatio CRM

The complete CRM product has exceeded expectations and is so easy to use. Their sales team was very easy to deal with throughout purchase process. I’d definitely recommend this product! User interface of bpm’online is quite user-friendly and looks fresh.

Source: Software Advice
Helpful?   Yes   No
Read more
josef mayer

Verified Reviewer

CRM that meets your business needs

2016-09-22

Our team had access to all emails, calls, notifications and could track client communications efficiently.

Pros

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.

Cons

At the same time, we got a more personalized approach from bpm’online.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Creatio CRM

If you're looking for an easy-to-use and cost-effective CRM, this is a good one to try. Their process engine is a big advantage as well!

Source: GetApp
Helpful?   Yes   No
Read more
Valerie

Best Business Process Solution

2013-04-09

It is a substantial CRM software for any business.

Source: GetApp
1 of 3 people found this review helpful
Helpful?   Yes   No
Read more
Shaji Rajappan

Best software to synchronize processes

2016-11-24

With the deployment of the bpm’online system, we finally united our three main departments: marketing, sales and service, which allowed our head of departments to automate lots of routine processes. Now marketing and sales managers work as one team, instantly share the business information on the leads, potential buyers and orders, etc. Coherent communication and internal operations increased the productivity of the staff.

Pros

Firstly, bpm’online synced our internal processes and data, and created a unified business hub for our marketing and sales.

Cons

So we had to work with client support managers to make additional customization.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Creatio CRM

Bpm’online provides tons of features, so at the initial stage don’t expect from yourself to use all of them.

Source: Software Advice
Helpful?   Yes   No
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Olena Gnezdilova

The best CRM I've used in years

2016-11-02

Overall it's the best CRM I've used in years.

Pros

Bpm'online is absolutely essential for me - it organizes all my day-to-day activities.

Cons

It stacks up well against other comparable CRM systems.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering Creatio CRM

Try it - you would not be disappointed! You would get a very flexible tool for organizing sales activities and customer relations.

Source: Capterra
Helpful?   Yes   No
Read more
Louise Faure

Verified Reviewer

Bpm'online helped us improve performance

2016-09-28

Sales and marketing management system.

Pros

Our sales reps have access to all the information they need, even if it’s lead’s website behavior data. We automated a standard sales process for the entire team and it helped us improve performance.

Cons

Would be good to have a bit more modular pricing so that we could adjust it and pick what we really need.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Creatio CRM

For midsized companies this tool is the leader. The system gets up and running very quickly, and it is quite easy to use yet powerful.

Source: GetApp
Helpful?   Yes   No
Read more