Creatio CRM Features

Creatio CRM

Boost marketing, sales and service performance!

4.78/5 (82 reviews)

Competitor Feature Comparison

AB Testing
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Analytics/ROI Tracking
Appointment Management
Appointment Scheduling
Budgeting/Forecasting
Business Card/Badge Scanning
Business Process Control
Buyer Management
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Management
Call Recording
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Segmentation
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 Tracking
Correlation Analysis
Customer Database
Customer History
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Branding
Customizable CTAs
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Customization
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Dynamic Content
Email Distribution
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
Exception Reporting
FAQ
Field Sales Management
For AEC Industry
For Mac Devices
For Sales Teams/Organizations
For Startups
For iPad Devices
Forecasting
Goal Management
Graphical Data Presentation
Inbox Management
Interaction Tracking
Internal Chat Integration
Knowledge Base Management
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Marketing Calendar
Meeting Management
Mobile Access
Modeling & Simulation
Monitoring
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Multi-Currency
Multi-Language
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Product Catalog
Project Management
Projections
Proposal Generation
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Sales Activity Management
Sales Analytics
Sales Approval
Sales Automation
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Single Sign On
Social Marketing
Social Media Integration
Social Promotion
Source Tracking
Statistical Analysis
Tagging
Task Management
Task Progress Tracking
Template Management
Territory Management
Third Party Integrations
Training Management
Visual Analytics
Warranty Tracking
Web Forms
Web-based Deployment
Website Visitor Tracking
Workflow Management
XML / RSS
Visit WebsiteCompare App
AB Testing
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Analytics/ROI Tracking
Appointment Management
Appointment Scheduling
Budgeting/Forecasting
Business Card/Badge Scanning
Business Process Control
Buyer Management
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Management
Call Recording
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Segmentation
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 Tracking
Correlation Analysis
Customer Database
Customer History
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Branding
Customizable CTAs
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Customization
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Dynamic Content
Email Distribution
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
Exception Reporting
FAQ
Field Sales Management
For AEC Industry
For Mac Devices
For Sales Teams/Organizations
For Startups
For iPad Devices
Forecasting
Goal Management
Graphical Data Presentation
Inbox Management
Interaction Tracking
Internal Chat Integration
Knowledge Base Management
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Marketing Calendar
Meeting Management
Mobile Access
Modeling & Simulation
Monitoring
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Multi-Currency
Multi-Language
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Product Catalog
Project Management
Projections
Proposal Generation
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Sales Activity Management
Sales Analytics
Sales Approval
Sales Automation
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Single Sign On
Social Marketing
Social Media Integration
Social Promotion
Source Tracking
Statistical Analysis
Tagging
Task Management
Task Progress Tracking
Template Management
Territory Management
Third Party Integrations
Training Management
Visual Analytics
Warranty Tracking
Web Forms
Web-based Deployment
Website Visitor Tracking
Workflow Management
XML / RSS
Visit WebsiteCompare App
AB Testing
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Analytics/ROI Tracking
Appointment Management
Appointment Scheduling
Budgeting/Forecasting
Business Card/Badge Scanning
Business Process Control
Buyer Management
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Management
Call Recording
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Segmentation
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 Tracking
Correlation Analysis
Customer Database
Customer History
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Branding
Customizable CTAs
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Customization
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Dynamic Content
Email Distribution
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
Exception Reporting
FAQ
Field Sales Management
For AEC Industry
For Mac Devices
For Sales Teams/Organizations
For Startups
For iPad Devices
Forecasting
Goal Management
Graphical Data Presentation
Inbox Management
Interaction Tracking
Internal Chat Integration
Knowledge Base Management
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Marketing Calendar
Meeting Management
Mobile Access
Modeling & Simulation
Monitoring
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Multi-Currency
Multi-Language
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Product Catalog
Project Management
Projections
Proposal Generation
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Sales Activity Management
Sales Analytics
Sales Approval
Sales Automation
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Single Sign On
Social Marketing
Social Media Integration
Social Promotion
Source Tracking
Statistical Analysis
Tagging
Task Management
Task Progress Tracking
Template Management
Territory Management
Third Party Integrations
Training Management
Visual Analytics
Warranty Tracking
Web Forms
Web-based Deployment
Website Visitor Tracking
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:

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
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

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
Read more
Sam T.

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
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
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
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
Valerie

Best Business Process Solution

2013-04-09

It is a substantial CRM software for any business.

Source: GetApp
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
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
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
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

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.

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
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
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
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
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
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
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
Sam T.

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
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
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
Tatyana S.

Lifehack for the service team

2017-01-11

As our company that depends heavily on the quality of the customer center performance, we felt a big relief as we launched bpm’online customer center.

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
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
Ka Shin S.

Verified Reviewer

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