Creatio CRM Reviews

Great CRM running over a nice business process tool

Comments: 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.

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.

Cutting-edge agile software solution, designed to optimize your conversion rates and drive business

Comments: We recognize that implementing Studio Creatio earlier would have been a strategic move. The platform has proven to be a game-changer for our operations, significantly improving our business processes and increasing our overall resilience, which is paramount in today's rapidly evolving business landscape.

Pros:

Sales Creatio stands out as an exceptional product for automating sales and distribution workflows. As a midsize player in the competitive manufacturing industry, our ability to compete with larger players has been significantly enhanced through our transformational approach and unwavering commitment to continuous innovation. Incorporating no-code tools into our sales/business analytics toolkit has proven to be a valuable addition. These tools have empowered our team to streamline processes and achieve greater efficiency, ultimately contributing to our success in the market. Notably, our conversion rates have experienced a significant increase, and our sales team is thrilled with the results.

Cons:

While we have overall been highly satisfied with the platform, we have encountered occasional technical issues. Nevertheless, the support provided by Creatio has been instrumental in swiftly resolving these minor issues, ensuring that our overall experience with the platform has remained uninterrupted.

Alternatives Considered: Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to Creatio CRM: The availability of no-code tools and a wide array of pre-built workflow solutions were pivotal factors in our decision-making process. These resources offered by Creatio have provided our team with the agility and flexibility to design and implement customized workflows without the need for extensive coding expertise. This comprehensive suite of no-code tools and workflow solutions has been instrumental in driving our decision to choose Creatio CRM as our preferred platform comparing to alternatives.

Great tool for sales forecasting and operations

Comments: Our experience with Creatio is positive. Implementation and usage have been relatively effortless. We've managed the transformation project internally, and our team now effectively utilizes the system for lead management, opportunity management, sales forecasting.

Pros:

It's user-friendly customization options, and the remarkable improvement in the accuracy of our sales forecasting. Dashboards have significantly enhanced our visibility and helped us better align with different units.

Cons:

We successfully implemented everything within just a couple of months, although we did encounter a few challenges along the way. However, the no-code functionality allowed us to find quick and flexible solutions.

Excellent technological execution of the buggy product

Comments: Customer service was great and the team dedication to find suitable solution was beyond reproach. Having said that, I felt that I joined their QA team and kept running into bugs that made use of the product impossible until the bug was fixed. Ultimately, I never truly got to use the product and just gave in.

Pros:

Easily customizable. Excellent support from technical side.

Cons:

lots of bugs. new updates would override the fixes and render software useless until new patches would be applied.

learning and satisfaction of successful use :)

Comments: I like it, I love it, the more I get to know and understand it, the more I like it. For me, learning is very important, and applying this learning makes me feel useful, that I am progressing in my knowledge. It makes me feel good. Thanks for asking.

Pros:

It is a software that by getting to know it one learns to identify and become familiar with its functionality. If it's hard work. However, by striving and pacting, one grows fond of him, falls in love with Creatio. Because by understanding it, you get to know everything that can be done with creatio. Thank you very much for designing, developing and building such an excellent product.

Cons:

I have seen that it takes time to respond, the waiting times are very slow, I don't know why everything is compiled at the time of making a change. Another point is the dependencies that it has, they are complicated to understand, and therefore, as a result of this, errors have been made, I believe that understanding this issue is solved, or that there is a more in-depth documentation of issues in more depth.

Multifuntional customizable tool that helps organize and facilitate daily business routine

Pros:

We enjoy using Creatio, it has quite intuitive user interface and introduces a lot of possibilities to be customised according to the specific needs of your business.

Cons:

As with any software we sometimes run into issues, but it happens with any software and doesn't affect our overall positive feedback regarding the product.

A highly efficient platform with a bunch of pre-built solutions

Comments: Creatio is a supportive and flexible partner. Their team has showcased a deep understanding of business strategic goals and the expected outcomes of our digital transformation. They exhibit a remarkable level of industry expertise. Whenever we face issues, the Creatio team consistently delivers timely solutions.

Pros:

We found everything to be impressive, from the user-friendly interface to the smooth data synchronization across multiple customer-facing applications. Creatio offers effective tools for lead and opportunity management, covering the entire journey from lead generation to opportunity closure. The scoring mechanisms are particularly valuable, helping to prioritize crucial leads, and the forecasting tools prove highly efficient for strategic planning.

Cons:

No-code tools are really intuitive. However, our team needed to undergo a training to fill the gaps in our knowledge of business process management. Also, for really complex apps creation, a support of an IT team is still required. Maybe it's specific to industry though.

A tool for deep business insights and analytics

Pros:

Creatio provides a bunch of pre-configured workflow templates, the majority of which align closely with our requirements, that helped us significantly streamline our operations. This level of efficiency is of utmost importance in the fast-paced world of financial markets. The most outstanding are Creatio's customization capabilities, sales forecast tools, and easily-adjustable dashboards.

Cons:

While I faced a few minor bugs along the way, these issues were promptly fixed by responsive Creatio support team or resolved through the regular bi-weekly updates that Creatio consistently delivers.

A tool to manage data and clients relationship

Comments: I highly recommend Creatio as an efficient platform that delivers exceptional customer experiences, consistently delivers strong results.

Pros:

Сreatio is a remarkable platform that greatly helps contact center agents in streamlining their daily tasks, providing better service to clients, and ultimately boosting client satisfaction. Additionally, they offer a variety of valuable Marketplace solutions to extend Creatio's capabilities.

Cons:

Not much. It may take some time for non-technical specialist to learn how to use the platform. But once you tried, you won’t go back to another product.

A usefull marketing automation tool from first glance

Pros:

The campaign feature within Creatio has been impressive,allowing to execute even the most complex campaigns effortlessly, all while providing comprehensive insights into customer behaviors with just a few clicks.

Cons:

I'm still getting acquainted with the system, so there isn't much to say about dislikes. The onboarding process appears to be smoothly and clear.

A highly recommended solution for customer-centric businesses

Comments: 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.

Creatio - great product - really flexible - great customer service

Comments: 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.

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

Comments: 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.

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.

Very flexible with amazing reporting

Comments: BPM gives our business incredible insight into product development, business development, and account ROI. What used to take data entry and analysis can now be automatically from BPM in a matter of minutes.

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.

A great way to organize company processes

Comments: 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.

BPM online is a hidden gem

Comments: 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. They find it much easy to see where the marketing, sales and service teams are and whether they're going to hit their targets. 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:

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.

Awesome marketing and reporting abilities

Comments: 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

Perfect CRM for us

Comments: 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.

CRM that brings marketing on new level

Comments: 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.

Grow your business with bpm'online

Comments: Integration of the bpm’online system created a single hub for our data points. Multiple data points about customers’ requests, orders and invoices were synchronized and this information was available in one window. Bpm’online helped us streamline our processes and operations to considerably increase productivity

Pros:

As our company continued to grow and extend over new territories, we faced difficulties in managing and controlling all customer communications, sales processes, invoices and orders of our global clients. With the help of the bpm’online system we are now able to record, store, and organize all the data that we had. In addition, during the integration process the data was deduplicated and cleaned. Also, our core processes were well organized and automated. Templates of processes that come with bpm’online made it much easier for us

Cons:

We had to make many changes and customization to the system, as the scope of the project was large

The team at bpm'online has made a huge change in sales attitude smooth and easy.

Comments: 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. The business analysts and accounts managers are sharp, they were open to learning our business, and have been super easy to contact whenever needed.

Cons:

The mobile application was only slightly difficult to get used to navigating, but there was a lot of customization on the implementation end. Once trained, BPM's mobile platform worked very well.

one of the coolest experiences with bpm'online CRM

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.

Pre-defined processes in my CRM

Comments: I am CMO and CRM system is my working tool number one. I’ve worked with different systems before, they were all good and helped me to achieve the goals. But working with bpm’online is a bit different. It’s more than just a CRM system. With bpm’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.

Pros:

Processes in bpm’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’s not the cheapest solution on the market, but it worth money. You get all necessary functionality to run the business and even more.

Excellent service

Comments: Bpm'online helped us to improve our customer relationship. The complete information about a client was recorded in one location, so that the staff could keep a track of it and access information when it was necessary. Bpm'online strengthened our growth ' we started from the satellite offices in the Netherlands & Austria and plan to roll out globally with the head-office in Germany.

Pros:

It was a pleasure to work with the bpm'online team. The team demonstrated the flexibility and support throughout entire process. We were also happy with a dedicated Customer Success Manager. It eased the process, provided us with the useful guides and tips. Using a full bundle product enhanced our operational processes since we had the tools to manage the entire customer journey from customer acquisition to customer retention.

Cons:

I cannot say that I `dislike something about the system, however you need to consider to have trainings prior to the deployment.

CRM + BPM

Comments: I think every organization should continually work on improving its operational efficiency, and we are not an exception. When selecting standard CRM solution to track our contacts, insurance products and all the bunch of the documents, we've discovered bpm'online, which not only could provide us with traditional CRM features but also offered powerful tools to manage business processes. You get 2 in one. Moreover, not only you have the ability to design your own processes from scratch, but also use already existing ones, built according to best practices in many different industries.

Pros:

In bpm'online I can easily create any process and update it any time when I see that the process should be run in a different way, just with simple drag and drop, without any coding and extra efforts.

Cons:

The system has good traditional business process management tools and capabilities to organize dized processes. However, it would be great to have more flexibility to dynamically change steps in the process depending on the context. I heard that such possibility should be added to the next update. Looking forward to test it.