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Creatio CRM Reviews

Overall rating

4.8

/5

89

Rating criteria

  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.24/10

Reviews by rating

Pros and cons

I can honestly say its been excellent - anything we ask for has been done in good time, reliable system, great staff.
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.
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.
Before we were using 3 different programs to track the orders, to check products availability and manage cases and it was a real disaster.
We are in process of integration an ERP system with the bpm'online system with help of Partner of bpm'online so that no data was lost or missed out.
Didn't provide a modular pricing that we can adjust according to what we needs. Design features in marketing is limited.
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89 reviews

Recommended

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Heather L. M.

Sales Operations Manager

Pharmaceuticals, 501-1,000 employees

Review source

Overall Rating

An intuitive CRM tool

Reviewed 2 years ago

Transcript

Heather: I'm Heather, sales operations manager. I give Creatio a four out of five. For more reviews like...

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Tapani H.

Computer Software, 201-500 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Awesome marketing and reporting abilities

Reviewed 5 years ago

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. 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

VM
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Vladlen M.

Real Estate, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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A highly recommended solution for customer-centric businesses

Reviewed 3 years ago

Working with Creatio’s team has been a pleasant and rewarding experience. We had a rapid project deployment with the first phase completed in 2 months only and the second deployment finished in 3 months. Thanks to its low-code development tools, we are able to create new tailor-made solutions on the go. 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. Also, the system’s UI is great.

Cons

The change management process was challenging at first, but our users quickly recognized the intuitiveness of the system. Whenever we had any complications because of our initial lack of knowledge of the system, Creatio team was always ready to help us out.

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Daniel P.

Computer Software, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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With much to improve, but proven alternative.

Reviewed 4 years ago

The idea of ​​using bpm / online, indicated a change in the terms of use and escape of the domain and the monopoly of the great tools that BPM offers. This tool allows us to manage small processes that, in other occasions, we would have to design and leave in files.

Pros

Simple and basic user interface for any principle that uses BPM as a serious management for business processes. The BPM tool is solid, you can design and implement any process of a slightly simple tranche. Since the coding is in the background (automated by the tool), we take care of the technical and procedural management of each project.

Cons

A technical level requires many updates, it has basic but powerful features. Its larger competitors incorporate truly powerful tools to create correct BPM flows of guaranteed quality. The incorporation of external services has not yet matured.

VM
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Vazha M.

Financial Services, 5,001-10,000 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Bank of Georgia -Business process management

Reviewed 2 years ago

The system’s combination of out-of-the-box solutions and easy-to-use configuration tools enabled us to take our customer service operations to the next level. Thanks to advanced case routing and tailor-made workflows for various types of customer requests, we were able to decrease our request case processing time, deliver better customer service, and raise customer satisfaction levels in general. We expect that the system will help us achieve even greater business results in the future. I would definitely recommend it to anyone searching for reliable technology to drive better customer experience

Pros

Effective solutions to unify multiple customer touchpoints, easy-to-navigate UI for service agents, AI-powered automation tools for customer service management processes, comprehensive customer analytics, easy configuration, and much more. The system is versatile and intuitive, which makes it a perfect fit for our company.

Cons

We see that the system has great potential in AI-powered solutions that are getting more and more advanced with every product release. However, we wish we had more existing AI solutions in place that we could get up and running at this point of time without requiring much effort from our IT teams or business analysts to leverage them.

RW
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Richard W.

Computer Software, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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

Reviewed 4 years ago

Their CRM system and bpm'online business as a whole, has a wealth of helpful tools within the product but also an extensive academy, community and market place that is updated with new insights to accelerate my business.

Pros

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

Cons

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

WL
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Will L.

Printing, 201-500 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Creatio - great product - really flexible - great customer service

Reviewed 3 years ago

I can honestly say its been excellent - anything we ask for has been done in good time, reliable system, great staff.

Pros

For us, although Creatio is primarily a CRM system - we wanted it for much for - case tracking for our customer service. Creatio were brilliant in working with us in customisation to do this - and continue to do so. Customisation doesn't prevent us getting the regular updates to the base system. The system is reliable, looks good, easy to use and rarely do we have any issues. When we do Creatio are fast to act with their great & friendly people

Cons

Really no issues I can think of that are worth noting.

FL
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Flavio L.

Marketing and Advertising, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Happy business Partner/ Happy Customer in the Insurance Industry

Reviewed 5 years ago

Bpm’online functionality is built on a scalable platform for more efficient workflows. As a bpm’online partner, we can now provide our customers with high-end tools so that they can effectively manage all marketing, sales and customer service channels. With the implementation of bpm’online, we reduced technology costs and eliminated expenses associated with unexpected software upgrades and personnel.

Pros

Bpm’online is an easy to use system. We were able to customize and adjust it based on our specific needs and goals for our client. The business process platform is a huge advantage.

Cons

Frankly, it is hard to find anything to complain about the platform. Even though our team faced some minor issues in the initial stages of the implementation, the support team quickly resolved them. Due to system versatility and customizability, almost all business tasks can be solved using the various flexible tools that the software has to offer.

JG
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Jacob G.

Information Technology and Services, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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A global CRM platform that really deserves to be known!

Reviewed a year ago
Pros

Creatio's low-code/no-code capabilities make it possible to gain autonomy and efficiency, projects that used to take months are now completed in weeks or even days. The marketing tools are impressive, as well as the way Creatio offers a global approach, from initial lead generation to customer support and the entire sales process.

Cons

As a low-code platform, Creatio offers great freedom to users. Low-code means great opportunities and acceleration for creating new features and applications, but it doesn't mean that you can create anything in a snap, and this can be a bit frustrating.

AR
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Verified reviewer

Apparel & Fashion, self-employed

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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My first CRM software

Reviewed 2 years ago

I used both marketing and sales dashboards and I liked sales better. Marketing platform lacked some features (available only via connectors).

Pros

While working at the hotel marketing dept, I had to use Terrasoft BPM (now Creatio). First, I thought it was our in-house CRM. But learned later it was widely used and popular platform for many businesses. Probably, that's it's main pro - Creatio allows customising it so it looks like a custom made software for your business.

Cons

Creatio is definitely not designed for inexperienced user. I spent weeks learning the processes and it is good we had good support, answering promptly all my questions. E-mail (mass newsletters) were available for additional costs.

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Cassandra D.

Marketing and Advertising, 51-200 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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CRM that brings marketing on new level

Reviewed 7 years ago

We now house all of our marketing and lead management processes on one platform. It's great to track everything you are doing in one place instead of pulling reports from different apps.

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.

DB
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Derek B.

Management Consulting, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Good choice for the fair price

Reviewed 6 years ago

There were numerous CRM options for us to choose from, and they all seem to have strengths. What we liked about bpm’online was that it provides one place for everything we need, from business development through to managing projects, processing orders and more. We’re still making internal decisions on naming conventions and numerous details which is stalling the process. I think we will benefit from being able to allocate tasks to various people which will help us to track and manage all of our projects.

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.

EP
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Elina P.

Computer Software, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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A great way to organize company processes

Reviewed 5 years ago

Bpm’online has assisted our company in organizing our accounting processes. In many cases processes were being practiced, however, nothing was documented. Alternatively, processes were documented but not being practiced. Now, all processes are organized. Each user’s activity is identified and each user held accountable. With this complete oversight, human error is easily identified and corrected, and processes easily adjusted to minimize mistakes.

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.

VS
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Vanessa S.

Professional Training & Coaching, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Bpm'online is a very user-friendly CRM; from setup up to managing the customer journey to connecting

Reviewed 5 years ago

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.

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.

Cons

No cons were added to this review

TL
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Tommi L.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Perfect CRM for us

Reviewed 7 years ago

We are in process of integration an ERP system with the bpm'online system with help of Partner of bpm'online so that no data was lost or missed out. 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. 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.

A
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Alex

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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

Reviewed 10 years ago

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. The scope of work included data management, project management, sales management and budget management. The essential part of the project was to...

Pros

The BPMonline staff provides the absolute best customer service. Furthermore, we were impressed with the work of the customer success manager. Their sophisticated and proactive approach ensured a much higher level of software awareness.

Cons

No cons were added to this review

OM
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Olivia M.

Computer Software, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great CRM for sales

Reviewed 6 years ago

Bpm’online has become a real catch for our sales reps. I would say it was a stone age of our company’s history, as we were not employing CRM on mobile. The system allowed us to carefully plan the time, work faster with a higher level of productivity. To be honest, we’ve gained a competitive edge with that magnificent soft. Thank developers.

Pros

With many features in one bpm’online pack, there is one that stands out most. In our case, we stress field sales function. Our sales reps are happy now with the possibility to build schedules and routes as they plan the day. Right from their tablets, they make product presentations and check items availability at stock. Besides, the system lets them end visits correctly – they can send customers’ orders right after the visit even if offline.

Cons

Compared to the number of advantages we’ve got thanks to bpm, I think the disadvantages are too minor to mention.

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Mark C.

Retail, 501-1,000 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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The business process platform is a huge advantage

Reviewed 7 years ago

Bpm’online is really easy to use; we were able to customize and adjust it based on our needs and goals. With bpm’online you’ll never have to bend the way your software works in order to make it support how your business operates. The interface is intuitive, which makes bpm’online easy to work with. I also like their dashboards.

Pros

Bpm’online helped us integrate all data that we were using. The system helped us to better structure and automate complex workflows. Process automation improved productivity and efficiency of the work. At the same time, the system allowed the staff to demonstrate more personalized approach to each customer having all the client’s information available at a client’s profile.

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.

JS
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John S.

Computer Software, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great customer management tool

Reviewed 5 years ago
Pros

We are able to manage all of our customer relationships in BPM. This has allowed us to integrate contact with our other applications as well as expedite the sales process.

Cons

We didn’t have the best experience on support or first time. After some smaller escalations support changed their tune and we have never had a problem since.

Jv
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Jan v.

Information Technology and Services, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Amazing product

Reviewed 7 years ago

Never seen a more complete platform then the bpm'online platform. It looks good, feels good, easy to use, more than complete and value for money.

Pros

The easy way to change the dashboards are very nice and usefull. The system has been beuilt with the needs of the user in mind and the need of the customer as a starting point

Cons

I really don't know.

JK
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Julia K.

Computer Software, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great CRM for a growing business with extensive lead generating activities

Reviewed 6 years ago

We use bpm’online for lead management purposes. 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

Plenty of great tools for marketers at a reasonable price. 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.

EB
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Ernesto B.

Used other for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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bpm'online Studio - Great tool to improve process implementation and easy to use

Reviewed 5 years ago
Pros

It is a straightforward product. Its user-friendly interface means spending less money on technical specialists to get what you want out of the product.

Cons

I don't agree with the price listing for technical support from bpm'online, but they do provide us with a customer success manager as part of the package so I guess there is a balance.

IC
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Ignacio C.

Information Technology and Services, 11-50 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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The best CRM experience that I found in the market.

Reviewed 7 years ago

I solve sales process and projects for IT company. My user experience is positive. I like high customization possibilities about modules, process and indicators.

Pros

Customization possibilities about modules, process and indicators

Cons

I dislike that there insn't a free license option for 1-3 users at least, for startups companies.

TS
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Tatyana S.

Telecommunications, 201-500 employees

Used monthly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Lifehack for the service team

Reviewed 6 years ago

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. Everything is organized in a way to speed up the workflow and improve service for our customers. 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

In our case, the company has gained its benefits from implementation of the customer center. Especially useful we find agent desktop feature with analysis functions related to work performance for each of our service agents. 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. As a result, we observe a great increase in agents’ efficiency.

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.

PN
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Philippe N.

Legislative Office, 501-1,000 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Creatio CRM

Reviewed 2 months ago
Pros

I love the system's user interface and excellent pricing and incredibly easy license management.

Cons

I don't have any major problems with this software just small issues that have been resolved

DS
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Dmytro S.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Comprehensive CRM tool

Reviewed 6 years ago

I have been using the system almost for a year and I can say that that is a very comprehensive business tool. Before we used several different applications to track information about our clients, the status of deals and their progress and separate apps to track tasks for the team and collaborate. It was really a challenge to switch between them. With bpm'online we have everything in one place and can be focused on real results instead of remembering which app to open to track the information we need.

Pros

No pros were added to this review

Cons

No cons were added to this review