Creatio CRM Reviews

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

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

Rating breakdown

Likelihood to recommend: 10/10

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

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

Rating breakdown

Likelihood to recommend: 10/10

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

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

Rating breakdown

Likelihood to recommend: 10/10

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

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

Rating breakdown

Likelihood to recommend: 9/10

Pros
People like the personalized approach and high-class service that we deliver when they travel. That enabled us to grow very fast. Unfortunately, our CRM system was failing to keep up with the pace of our growth. Hence, there was a need for a more effective CRM solution. We were looking for a software that would support and foster our business expansion and growth. Thanks to the intelligent bpm’online software, we reduced technology costs, and improved productivity. We achieved considerable improvement of sales and marketing productivity. Our improved interactions with clients resulted in increased revenue and customer loyalty.

Cons
There wasn’t anything to dislike. The project was carefully planned and thought through – thus, everything worked fine.

Rating breakdown

Likelihood to recommend: 10/10

Pros
We like the fact that we could host it on-site. The customization of the system is also great, however it does mean that more work needs to put invested up front. We have not got to a point where our entire company is using the system, but we have made some headway. I can see that it will help streamline our business.

Cons
Other CRM’s have a cleaner look and feel, and slightly more engaging graphics. I feel that there might be a little too much clutter on some of the pages, but understand that it can be customized. Customization of the system has been taking too long, however this is mostly due to us not having the time or resources to dedicate to setting bpm’online up 100% for our business. So while it is beneficial that we can customize just about everything, the drawback that we have experienced is that we have been struggling internally to make decisions on the way forward.

Rating breakdown

Likelihood to recommend: 9/10

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

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

Rating breakdown

Likelihood to recommend: 9/10

Pros
All our work is based inBPMOnline! We start the day by logging in and end the day by logging out. All our Clients, suppliers, customer relationship, sales & marketing, project management, calendars, cash flow and even accounting system are all in one place! The way we can link all of them just by clicking a button makes our life easy and lets us perfectly focus on business outside 'admin work'.

Rating breakdown

Likelihood to recommend: 10/10

Cons
Like any time you start something new, there is a learning curve. Thus, read user guides and watch videos on the website, dig into the functionality of the product.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Extremely intuitive to set up and use. Extremely flexible to customise to specific process and reporting needs. Strong metrics and analysis reporting functionality allowing tracking of virtually any performance indicator. Fantastic service throughout from pre-sales, implementation and on going post implementation support. Cost effective in every aspect.

Cons
Difficult to fault. At times the functionality is so plentiful and rich that this could lead to some confusion with regards to best practice method to implement solutions, however the BPM team offers solid support to always guide you through the best approach to match and fulfil your requirements.

Rating breakdown

Likelihood to recommend: 10/10

Pros
1. Flexibility. People on different technical levels can modify processes in bpm’online it’s easy with the drag and drop features. Thanks to ability to change and modify processes our business stays at the top of game. 2. Mature platform. Technologically the platform is quite powerful and provided us with tools to configure our system with almost no coding.

Cons
Sometimes we had some errors when creating sub-processes in the business process designer, which was resolved with one of the recent releases.

Rating breakdown

Likelihood to recommend: 10/10

Pros
With bpm’online we managed to integrate and our processes and operations in one application. 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

Likelihood to recommend: 10/10

Pros
At UpSellit, we develop custom e-commerce campaigns for a diverse range of clients. Every campaign is developed from the ground up and some campaigns are built before we close the sale. We need a solution that seamlessly blends sales tracking with project management. 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. The highly customizable reporting is a very close second favorite feature. I'm able to run reports on every single step of our complex sales process and gather insights and business intelligence I only thought possible with solutions that cost 10X what BPM charges.

Cons
I decided to build out our custom BPM processes and reports myself (instead of hiring one of the 3rd party developers BPM offers). This was a much larger undertaking than I anticipated. Some components of the process wizard aren't very intuitive, but their support team has gone above and beyond to help me, spending countless hours working with me to make sure we have the perfect system for our business.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Personally, I love how easy bpm is to customise and to create new business processes this feature has saved me a lot of time and the company a lot of money. The biggest benefit is that our sales team now actually use our CRM because they use the reporting dashboards to see where they are and to compete with the other sales reps!

Cons
There's not much that I dislike about the system however it would be great to have an app store where you can see what other sites and systems bpm can integrate with without having to contact the company each time.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Generous selection of Accounting Connectors, Add-ons and Software Solutions. We have not had to go outside of the bpm’online software in search of such applications.

Cons
The time needed to sift through our company processes. It was an intensive, organization project to undertake before we could even think about implementation.

Rating breakdown

Likelihood to recommend: 10/10

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. With bpm'online I got exactly that. As a result of implementing the bpm'online system, we aligned our workflows of marketing and sales on a single platform. Thus, we got a complete view of all touchpoints with a client. Another thing about the bpm'online system is ease of use. There was no need for me to follow any tech trainings. I was able to use it right away after it was deployed. Also the support team's proactivity helped.

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

Likelihood to recommend: 10/10

Pros
Firstly, bpm’online synced our internal processes and data, and created a unified business hub for our marketing and sales. The system became one single entry point for all data and no information was lost. Secondly, the system has a very friendly interface. Our staff quickly adopted a new system. An intuitive interface is a crucial feature that our marketers and sales reps were looking for since they are the ones who work with the system on day-to-day basis. Now previously complicated reports are made in 1-2-3 clicks.

Cons
When we just deployed the system, the out-of-box processes didn’t cover all our operations. So we had to work with client support managers to make additional customization.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Bpm online is a hidden gem! From when I first discovered bpm’online I have always liked the modern and simple user interface and reporting features. It’s great to have found a system that works not only for the users, but also for the management team. 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. Personally, I love how easy bpm is to customise and to create new business processes – this feature has saved me a lot of time and the company a lot of money.

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

Likelihood to recommend: 10/10

Pros
Bpm’online helped us to seamlessly integrate scattered sources of our customer data. We were able to organize marketing and sales teams in a single environment and automate our business processes. In my opinion, the most valuable feature is their set of built-in best practice processes – our sales used these processes and started to work with the system right away. Bpm’online process mapping and process automation helped us to minimize errors and smoothen operations. As a result, we were able to achieve higher customer satisfaction. By the end of the project, the number of attracted customers grew and our average purchase volume increased.

Cons
We didn't have any major issues with the system, even though some pitfalls or slight issues could happen from time to time. In general, we were quite satisfied with bpm’online.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Ease of setup and tailoring to our business, value for money, excellent customer service, and having the ability to track all customer interactions and communications and analyze the campaign effectiveness with dashboards. The results are linked to customers or accounts which gives us insight into customer behavior patterns to further engage effectively with customers.

Rating breakdown

Likelihood to recommend: 9/10

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. Some extra skills, like html-coding is needed for the best template.

Rating breakdown

Likelihood to recommend: 8/10

Pros
Having the ability to check lead profile accuracy and search the system for duplicate leads is a huge plus. Another great feature is having the ability to connect leads to relevant accounts to enrich lead data. Tools for reporting are awesome: we were able to integrate bpmonline with other tracking solutions so it drastically helps us to identify traffic sources, chanlles and link this data to leads or accounts.

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

Rating breakdown

Likelihood to recommend: 10/10

Pros
What our team liked the most: • Powerful and easy-to-use bpm engine that makes operational processes run smoothly AND effectively. • Intelligent analytics and dashboards that help us analyze the efficiency of any campaign we run. • Fully customizable system.

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

Rating breakdown

Likelihood to recommend: 10/10

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

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

Rating breakdown

Likelihood to recommend: 9/10

Pros
Thanks to bpm'online, we got all our marketing and lead management tools on one platform. Now we can run various campaigns, send personalized mass mail and gather lead data from multiple channels without the necessity to use different systems and apps. It saves time and increases productivity, as our marketing staff does not need to manually exchange lead data with the sales department, the bpm'online system does it for them automatically.

Cons
Like any time you start something new, there is a learning curve. This can lead to some decision paralysis for where to start. You will have to develop your own priorities and find a way to deal with it. Bpm'online offers a lot of educational material on its academy platform; just do not forget to explore it first.

Rating breakdown

Likelihood to recommend: 10/10