Over Creatio CRM

Unieke synergie van geïntegreerd CRM- en BPM-platform waarmee middelgrote en grote ondernemingen de verkoop, marketing, service en bedrijfsactiviteiten kunnen versnellen.

Meer informatie over Creatio CRM

Pluspunten:

Additionally, out outside sales team love the mobile application.

Minpunten:

You have to be aware of the changes that you make from the beginning or it would be difficult to go back.

Beoordelingen van Creatio CRM

Gemiddelde score

Gebruiksgemak
4,7
Klantenservice
4,8
Functies
4,7
Waar voor je geld
4,8

Waarschijnlijkheid van aanbeveling

9,1/10

Creatio CRM heeft een totaalscore van 4,8 van 5 sterren op basis van 88 gebruikersreviews op Capterra.

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Reviews filteren (88)

Veronika
Veronika
Global Marketing Manager in Oekraïne
Geverifieerde LinkedIn-gebruiker
Computersoftware, 501-1.000 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer
Bron: GetApp

Powerful CRM that streamlines the processes in the company

5,0 6 jaar geleden

Pluspunten:

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.

Minpunten:

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

Mitch
CRM Administrator in VS
Computersoftware, 51-200 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Completely satisfied and loyal to Creatio solutions

5,0 2 jaar geleden

Opmerkingen: We opted for Creatio because it offered user-friendly low-code development tools which allowed us to adjust the processes regularly based on our changing business needs and strategies. Now we are fully satisfied with the system and its functionality. Creatio helps us serve our customers better daily. We utilize the platform actively to manage our customer-facing processes as well as improve our internal operations.

Pluspunten:

The system has advanced tools to not only manage but also to constantly improve customer relationship. The system’s agility and scalability are some of the greatest benefits to us. Thanks to the platform’s tools, we are able to keep introducing new solutions to our customers, adding new communication channels, and improving customer-facing workflows regularly. The system also helped us reduce operational costs and grow customer satisfaction level significantly. Even though the system is powerful and feature-rich already, we are confident that the product has a huge potential. Creatio’s team of professionals keep enhancing the system’s functionality with advanced AI-powered solutions and other latest technologies.

Minpunten:

The learning curve might be steep at times, especially since there is a wide range of useful features that we can utilize for the greater benefit of our business. Having an abundance of solutions and tools to use, we never stop learning something more about the system and its capabilities. While it is definitely a good thing, it might sometimes feel overwhelming since we need to continuously catch up with the new features that Creatio keeps rolling out. Another great thing – they are ensuring all the features are user-friendly, which makes the adoption of new functionality easy.

Overwogen alternatieven: ServiceNow Customer Service Management, Zoho CRM en Salesforce Sales Cloud

Redenen om voor Creatio CRM te kiezen: Creatio was significantly more affordable and added more features.

Overgestapt van: Zendesk Suite

Redenen om over te stappen op Creatio CRM: Best value for the capabilities and price.

Mark
Mark
VS
Geverifieerde LinkedIn-gebruiker
Heeft de software gebruikt voor: Gratis proef
Bron van de reviewer
Bron: GetApp

Potential Buyer

1,0 6 jaar geleden

Pluspunten:

The prompt response from the sales team and the willingness to answer my questions. Many vendors just ignore your questions.

Minpunten:

I had a very specific needs related to users having an online calendar to schedule call back support. I was clear with BPM staff prior to the call and accepted the call because they believed they had a solution. On the call they listened to my needs again and then took me through a boilerplate pitch. They were going to investigate their ability to deliver and even offered to build a mock up to show me. That call as the last time I heard from them. I reached back out and heard nothing. Not even a simple we looked into your need and we are unable to provide the support you desire. I came away believing they will say anything just to get you on a call for their pitch. Where are we going? Salesforce with Timetrade as a plugin

Heather
Sales in VS
Ziekenhuis- en gezondheidszorgbranche, 201-500 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

An intuitive CRM tool

5,0 2 jaar geleden

Opmerkingen: 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.

Pluspunten:

I love the system's UI. It's very similar to salesforce without the heavy price and its easier to customize. We have had great user uptake since launch. Additionally, out outside sales team love the mobile application.

Minpunten:

The email integration has been tricky with outlook.

Overwogen alternatieven: Dynamics 365

Redenen om voor Creatio CRM te kiezen: Low usage, difficult to customize, and poor functionality.

Overgestapt van: Dynamics 365

Redenen om over te stappen op Creatio CRM: Easier to customize and better UI

Justin
Director of Operations in VS
Vervoer/over de weg/per spoor, 11-50 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

CRM Software Done Right

5,0 3 jaar geleden

Opmerkingen: 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.

Pluspunten:

- 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.

Minpunten:

- 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.

Rommel
Rommel
Costa Rica
Geverifieerde LinkedIn-gebruiker
Informatietechnologie en -diensten
Heeft de software gebruikt voor: Niet verstrekt
Bron van de reviewer
Bron: GetApp

Great CRM running over a nice business process tool

5,0 6 jaar geleden

Opmerkingen: BPMOnline, like most of the commercial tools out there, is a CRM build over a customizable framework. The main different with other tools, is what this framework offers, and the knowledge required to work on it. First, the business process tool is easy to use yet powerful and robust. It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools. The framework was build in .NET, so certain customizations and scripts are build either in c# (server side code) or javascript (client side code). If you know those languages, your learning curve in BPMOnline (which is normally shorter than others) will be even shorter than the rest of users. On the user side, the system is very friendly and intuitive, so you normally don't get lost in tons of options. Most of then are hidden and reserved for administrators.

Pluspunten:

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.

Minpunten:

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.

josef
josef
Analyst in
Geverifieerde LinkedIn-gebruiker
Financiële dienstverlening, 501-1.000 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer
Bron: GetApp

CRM that meets your business needs

5,0 6 jaar geleden

Opmerkingen: The bpm’online tools with omnichannel capabilities improved the communication not only with our clients but also within each team and department of our company. Our team had access to all emails, calls, notifications and could track client communications efficiently. It synchronized the work of our marketing, sales and services departments creating a single business environment.

Pluspunten:

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.

Minpunten:

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.

Daniel
Daniel
Travel Consultant in Costa Rica
Geverifieerde LinkedIn-gebruiker
Horeca, 51-200 werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer
Bron: GetApp

Best CRM

5,0 6 jaar geleden

Opmerkingen: With the deployment of the bpm’online software, we aligned the work of our marketing, sales and service teams and integrated data from different locations and channels. What our agents liked is that the bpm’online system enabled them to deliver personalized services and to support each client. Business process management capabilities are a huge advantage of bpm’online for us. Moreover, the bpm’online platform is scalable and flexible and meets the changing needs of the travel market. Finally, the implementation process was thoroughly planned which ensured the success of the project.

Pluspunten:

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.

Minpunten:

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

Dmitriy
Dmitriy
Oekraïne
Geverifieerde LinkedIn-gebruiker
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer
Bron: GetApp

All business processes are automated within bpm’online CRM

5,0 6 jaar geleden

Opmerkingen: My company works in service business (education) and we need to do the best we can for our clients. Having marketing, sales and service in a single platform has easily been one of the best benefits to date. Outlook integration works perfectly and really saves time for everyone. And from a support standpoint, they provide top-notch service 24/7. Within bpm’online we automate sales processes and pipeline management, email marketing, event management, billing clients’ hours.

Pluspunten:

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. Implementation was very fast and we started using the out-of-the-box processes right away. The best part of the implementation was sales module. Integration was seamless with our other systems. No coding experience or extensive training was needed.

Minpunten:

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.

Jacob
Communication & Marketing Manager in Zwitserland
Informatietechnologie en -diensten, 51-200 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

A global CRM platform that really deserves to be known!

5,0 9 maanden geleden

Pluspunten:

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.

Minpunten:

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.

Valentine
CMO in Oekraïne
Fabricage van elektrische/elektronische producten, 51-200 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Pre-defined processes in my CRM

5,0 6 jaar geleden

Opmerkingen: Tell us all about your experience:
I am CMO and CRM system is my working tool number one. I have worked with different systems before, they were all good and helped me to achieve the goals. But working with bpm's online is a bit different. It's more than just a CRM system. With bpm's online you do not just keep the contacts and basic information about clients, with the actions you did and will do next, but you move through a pre-defined process and on every stage you have tips what to do in order to close the deal.

Pluspunten:

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.

Minpunten:

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.

Mark
Commercial Controller in
Fabricage van elektrische/elektronische producten, 501-1.000 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer
Bron: SoftwareAdvice

BPM online - Very user friendly and practical CRM offering all the functionality you could possibly need.

5,0 5 jaar geleden

Opmerkingen: BPM has helped our organisation establish a platform for recording sales team actives and business opportunities across Europe. Has improved communication within teams and between teams. Has provided us with a 360 degree view of the customer account and allowed us to service the customer better, increasing customer satisfaction, while improving our own sales effectiveness.

Pluspunten:

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.

Minpunten:

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.

Elina
COO in Oekraïne
Computersoftware, 51-200 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

A great way to organize company processes

5,0 5 jaar geleden

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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

Jeremy
Project Manager in VS
Marketing en reclame
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer
Bron: SoftwareAdvice

one of the coolest experiences with bpm'online CRM

5,0 6 jaar geleden

Pluspunten:

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.

Minpunten:

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.

Vanessa
Marketing Director in Oekraïne
Professionele training en coaching, 2-10 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

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

4,0 5 jaar geleden

Opmerkingen: 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.

Pluspunten:

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.

Olivia
Marketing specialist in
Computersoftware, 2-10 werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer
Bron: SoftwareAdvice

Great CRM for sales

5,0 6 jaar geleden

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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

Avery
Avery
Geverifieerde LinkedIn-gebruiker
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer
Bron: GetApp

User-friendly CRM software

5,0 6 jaar geleden

Opmerkingen: The bpm’online system was fully adapted to our corporate sales techniques and standards and automated vital sales processes. Moreover, our teams benefited from a greater forecast accuracy, better conversion of leads to opportunities, and more effective collaboration between our sales forces. Sales managers gained greater visibility into each deal and hence can now more effectively manage each sale as the system synchronized the work of our sales reps in all offices.
Smart dashboards and reports provided us with crucial sales data used to understand the health of the sales pipelines and forecast actual results.

Pluspunten:

It was really a swift implementation. The bpm’online software was easily integrated with our order management system and other third-party applications. Smart charts and reporting helped us track our real time sales performance and forecast sales, so we did not lose any opportunity in any country.

Minpunten:

As we purchased the basic support package, technical support was provided only via email, not phone. To receive technical support and consultation via telephone, you need to buy an extended support package.

Mark
Mark
Logistiek Coördinator in
Geverifieerde LinkedIn-gebruiker
Detailhandel, 501-1.000 werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer
Bron: GetApp

The business process platform is a huge advantage

5,0 6 jaar geleden

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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

Julia
Head of Marketing in
Computersoftware, 11-50 werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer
Bron: SoftwareAdvice

Great CRM for a growing business with extensive lead generating activities

5,0 6 jaar geleden

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

John
Solution architect in VS
Computersoftware, 11-50 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer
Bron: SoftwareAdvice

Great customer management tool

4,0 5 jaar geleden

Pluspunten:

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.

Minpunten:

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.

Nick
Marketing Manager in
Computersoftware, 51-200 werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer
Bron: SoftwareAdvice

CRM to reach out your target audience

5,0 6 jaar geleden

Opmerkingen: Right from the start, our marketing team felt the difference between bpm’online and the previous app we were using. Now, along with proper tools to build the right type of communication with our loyal and new clients, we have instruments to analyze the results and bottlenecks of each business stage. Besides, we are confident to take targeted actions in order to achieve objectives of marketing campaigns.

Pluspunten:

We mainly employ bpm’online for our email and marketing campaigns. The system allows us to keep a complete clients’ history, track client’s behavior and create a message that hits the point in our relationships with each customer. It is also our main analytical tool to analyze bulk emails efficiency and conversion rates.

Minpunten:

Well, it’s hard to dislike something that makes your life easier, and there’re no serious drawbacks that I can mention. I think our next step would be synchronizing our marketing and sales activities with the help of bpm’online.

Ernesto
Senior VP & Founder in Uruguay
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

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

4,0 5 jaar geleden

Pluspunten:

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.

Minpunten:

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.

Ignacio
Argentinië
Informatietechnologie en -diensten, 11-50 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

The best CRM experience that I found in the market.

4,0 6 jaar geleden

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

Pluspunten:

Customization possibilities about modules, process and indicators

Minpunten:

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

Antonio
Project engineer in Mexico
Computersoftware, 11-50 werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer
Bron: SoftwareAdvice

Adaptative

5,0 4 jaar geleden

Opmerkingen: It's a excellent CRM with the perfect level of complexity

Pluspunten:

The flexibility of making a bpm process and work areas that allows you to organize the information in the hole system

Minpunten:

You have to be aware of the changes that you make from the beginning or it would be difficult to go back

Dmytro
Oekraïne
Heeft de software gebruikt voor: Niet verstrekt
Bron van de reviewer

Comprehensive CRM tool

5,0 6 jaar geleden

Opmerkingen: 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.