Creatio CRM Features

Creatio CRM

Boost marketing, sales and service performance!

4.8/5 (79 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.

Competitor Feature Comparison

"What If" Scenarios
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Alerts/Notifications
Analytics/ROI Tracking
Appointment Management
Appointment Scheduling
Approval Process Control
Auto-Dialer
Budgeting/Forecasting
Business Process Control
Buyer Management
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Center Management
Call Management
Call Recording
Campaign Management
Campaign Planning
Case Management
Cataloging/Categorization
Channel Management
Client Tracking
Client/Property Matching
Collaboration Tools
Commenting/Notes
Commission Management
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Contract/License Management
Conversion Rate Optimization
Conversion Tracking
Correlation Analysis
Customer Database
Customer History
Customer Profiles
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Branding
Customizable Fields
Dashboard
Dashboard Creation
Data Capture and Transfer
Data Import/Export
Data Synchronization
Data Visualization
Deadline Management
Document Management
Document Storage
Document Templates
Drag & Drop
Duplicate Detection
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Engagement Analytics
Exception Reporting
FAQ
Field Sales Management
For AEC Industry
For Sales Teams/Organizations
Forecasting
Geographic Maps
Goal Management
Graphical Data Presentation
Historical Reporting
Inbox Management
Interaction Tracking
Internal Chat Integration
Inventory Management
Knowledge Base Management
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Marketing Automation
Meeting Management
Microsoft Outlook Integration
Mobile Access
Modeling & Simulation
Monitoring
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Multi-Currency
Multi-Language
Offline Access
Opportunity Management
Order Management
Order Processing
Order Tracking
Partner Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Product Catalog
Project Management
Project Planning
Project Tracking
Proposal Generation
Proposal Management
Prospecting Tools
Purchase Order Management
Quotes/Estimates
Real Time Notifications
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Sales Approval
Sales Forecasting
Sales Management
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Single Sign On
Social Media Integration
Source Tracking
Statistical Analysis
Status Tracking
Survey/Poll Management
Tagging
Task Management
Task Planning
Task Progress Tracking
Template Management
Territory Management
Third Party Integrations
Training Management
Two-Way Audio & Video
Warranty Tracking
Web Forms
Web-based Deployment
Workflow Management
XML / RSS
Visit WebsiteCompare App
"What If" Scenarios
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Alerts/Notifications
Analytics/ROI Tracking
Appointment Management
Appointment Scheduling
Approval Process Control
Auto-Dialer
Budgeting/Forecasting
Business Process Control
Buyer Management
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Center Management
Call Management
Call Recording
Campaign Management
Campaign Planning
Case Management
Cataloging/Categorization
Channel Management
Client Tracking
Client/Property Matching
Collaboration Tools
Commenting/Notes
Commission Management
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Contract/License Management
Conversion Rate Optimization
Conversion Tracking
Correlation Analysis
Customer Database
Customer History
Customer Profiles
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Branding
Customizable Fields
Dashboard
Dashboard Creation
Data Capture and Transfer
Data Import/Export
Data Synchronization
Data Visualization
Deadline Management
Document Management
Document Storage
Document Templates
Drag & Drop
Duplicate Detection
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Engagement Analytics
Exception Reporting
FAQ
Field Sales Management
For AEC Industry
For Sales Teams/Organizations
Forecasting
Geographic Maps
Goal Management
Graphical Data Presentation
Historical Reporting
Inbox Management
Interaction Tracking
Internal Chat Integration
Inventory Management
Knowledge Base Management
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Marketing Automation
Meeting Management
Microsoft Outlook Integration
Mobile Access
Modeling & Simulation
Monitoring
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Multi-Currency
Multi-Language
Offline Access
Opportunity Management
Order Management
Order Processing
Order Tracking
Partner Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Product Catalog
Project Management
Project Planning
Project Tracking
Proposal Generation
Proposal Management
Prospecting Tools
Purchase Order Management
Quotes/Estimates
Real Time Notifications
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Sales Approval
Sales Forecasting
Sales Management
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Single Sign On
Social Media Integration
Source Tracking
Statistical Analysis
Status Tracking
Survey/Poll Management
Tagging
Task Management
Task Planning
Task Progress Tracking
Template Management
Territory Management
Third Party Integrations
Training Management
Two-Way Audio & Video
Warranty Tracking
Web Forms
Web-based Deployment
Workflow Management
XML / RSS
Visit WebsiteCompare App
"What If" Scenarios
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Alerts/Notifications
Analytics/ROI Tracking
Appointment Management
Appointment Scheduling
Approval Process Control
Auto-Dialer
Budgeting/Forecasting
Business Process Control
Buyer Management
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Center Management
Call Management
Call Recording
Campaign Management
Campaign Planning
Case Management
Cataloging/Categorization
Channel Management
Client Tracking
Client/Property Matching
Collaboration Tools
Commenting/Notes
Commission Management
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Contract/License Management
Conversion Rate Optimization
Conversion Tracking
Correlation Analysis
Customer Database
Customer History
Customer Profiles
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Branding
Customizable Fields
Dashboard
Dashboard Creation
Data Capture and Transfer
Data Import/Export
Data Synchronization
Data Visualization
Deadline Management
Document Management
Document Storage
Document Templates
Drag & Drop
Duplicate Detection
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Engagement Analytics
Exception Reporting
FAQ
Field Sales Management
For AEC Industry
For Sales Teams/Organizations
Forecasting
Geographic Maps
Goal Management
Graphical Data Presentation
Historical Reporting
Inbox Management
Interaction Tracking
Internal Chat Integration
Inventory Management
Knowledge Base Management
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Marketing Automation
Meeting Management
Microsoft Outlook Integration
Mobile Access
Modeling & Simulation
Monitoring
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Multi-Currency
Multi-Language
Offline Access
Opportunity Management
Order Management
Order Processing
Order Tracking
Partner Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Product Catalog
Project Management
Project Planning
Project Tracking
Proposal Generation
Proposal Management
Prospecting Tools
Purchase Order Management
Quotes/Estimates
Real Time Notifications
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Sales Approval
Sales Forecasting
Sales Management
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Single Sign On
Social Media Integration
Source Tracking
Statistical Analysis
Status Tracking
Survey/Poll Management
Tagging
Task Management
Task Planning
Task Progress Tracking
Template Management
Territory Management
Third Party Integrations
Training Management
Two-Way Audio & Video
Warranty Tracking
Web Forms
Web-based Deployment
Workflow Management
XML / RSS
Visit WebsiteCompare App

Mobile apps

iOS App


11 reviews

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


6 reviews

Creatio CRM Feature Reviews

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

Richard W.

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
Tapani H.

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

Having the ability to check lead profile accuracy and search the system for duplicate leads is a huge plus.

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
Read more
Kirsi K.

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
Read more
Jim H.

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

What I've enjoyed most about the software so far has been the contact with the BPM team, as well as the implementation firm that they chose to work with us.

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
Sam T.

BPM online is a hidden gem

2016-09-01

From when I first discovered bpm'online I have always liked the modern and simple user interface and reporting features.

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
William B.

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
Avery T.

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
Read more
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
Read more
Heather M.

An intuitive CRM tool

2020-08-25

I would recommend this tool to others struggling with user adaptation. We have built additional sections for each of our departments and they are getting on board as well.

Pros

I love the system's UI. It's very similar to salesforce without the heavy price and its easier to customize.

Cons

The email integration has been tricky with outlook.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
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
Rommel B.

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

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
Cassandra D.

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

Thanks to bpm'online, we got all our marketing and lead management tools on one platform.

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.

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
Scott W.

Too early to tell

2017-12-16

I was unable to find another software out of the box that I think can do all that I want. We are a bit discouraged by the add on cost.

Pros

Appears to have the majority of features I won’t in a customer database management/CRM/Project Managme t software.

Cons

Overall program cost was a bit deceptive. Lots of add on cost. Setup is a bit on the technical side, but several resources.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
Nadia B.

bpm'online marketing review

2016-08-25

I do like the analytics that can be used for further communications (like we can filter those, who showed the most interest to the content).

Pros

It's simple, user friendly and provides enough bunch of functions for proper marketing campaign

Cons

When I create templates, I miss the range of design opportunities like I used to have in other email platforms.

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

Recommendations to others considering Creatio CRM

Recently we acquired sales solutions and I would highly recommend to take both solutions in a bundle, though it's still rather easy to export the data.

Source: Capterra
Helpful?   Yes   No

Response from bpm'online


Hi Nadia,
We appreciate your feedback and would like to ensure that we are working on additional features for the marketing solution, which will improve your user experience.
Meanwhile, you are welcome to check our insights page, where you can download ebook with useful marketing tips: https://www.bpmonline.com/insights

Thank you for being our client.
Bpm¿online team.

Read more
Dmytro B.

All business processes are automated within bpm’online CRM

2016-11-05

Having marketing, sales and service in a single platform has easily been one of the best benefits to date.

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

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.

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
Louise F.

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
Julia K.

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. Analytics tools is a big part of the deal as now we can measure success of our marketing campaigns and concentrate on what works best.

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
Bryan G.

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

The highly customizable reporting is a very close second favorite feature.

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
Justin S.

CRM Software Done Right

2020-06-29

We have had an excellent time with the software so far. Development has been a breeze, and the Academy has proven to be an incredible tool for providing the answers we need at the pace we need them.

Pros

- Ease of customization and management even for non-developers. - Clean intuitive interfaces that eliminate a great deal of hassle from end-user education. - Robust out of the box solutions for many standard business needs. - Excellent pricing and incredibly simple license management.

Cons

- Printables and Reports can be difficult to work with and seem to have fallen behind the quality represented elsewhere in the software. - No out of the box support for tagging attachments with metadata necessary for internal security practices and segmentation.

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
Read more
Ka Shin S.

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

2018-07-10

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

Design features in marketing is limited.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Natalie F.

Great automation and sales pipeline management!

2016-11-11

We signed up to BPM Online in favour of various other CRM market leaders for a few reasons - its value for money, the entire lead management through to close of an opportunity, automated marketing platform to create trigger emails based on specified activities that new leads may perform

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
josef m.

Verified Reviewer

CRM that meets your business needs

2016-09-22

It synchronized the work of our marketing, sales and services departments creating a single business environment.

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

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.

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
Vladlen M.

A highly recommended solution for customer-centric businesses

2020-09-04

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.

Cons

The change management process was challenging at first, but our users quickly recognized the intuitiveness of the system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Nick R.

CRM to reach out your target audience

2016-12-16

Right from the start, our marketing team felt the difference between bpm’online and the previous app we were using.

Pros

It is also our main analytical tool to analyze bulk emails efficiency and conversion rates.

Cons

I think our next step would be synchronizing our marketing and sales activities with the help of bpm’online.

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

Bpm'online is the solution definitely worth trying. Don’t get confused by the number of functions inside: the vendor has high-quality support and piles of tutorials.

Source: Software Advice
Helpful?   Yes   No
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Tatyana S.

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