CRM Creatio

CRM Creatio

by Creatio

Who Uses CRM Creatio?

Highly customizable and user-friendly, bpm'online applications help businesses of any size and from any industry manage customer-facing processes and deliver an amazing customer experience.

What Is CRM Creatio?

Creatio (formerly bpm'online) is a unique synergy of unified CRM and intelligent BPM platform that connects the dots between marketing, sales and customer service. Midsize and large organizations can now efficiently manage the complete customer journey from lead to order, and to ongoing account maintenance. Creatio has been widely recognised by key industry analysts, including Gartner, Forrester, Nucleus Research, Ovum, ISM and received multiple prestigious awards.

CRM Creatio Details

Creatio

https://www.creatio.com/

Founded 2002

CRM Creatio Cost Overview

CRM Creatio does not have a free version but does offer a free trial. CRM Creatio paid version starts at USD 30.00/month.

Starting Price

USD 30.00/month

Pricing Details

Custom pricing with the purchase of 100+ seats

Free Version

No

Free Trial

Yes

Deployment

Installed - Mac

Cloud, SaaS, Web

Installed - Windows

Mobile - iOS Native

Mobile - Android Native

Training

In Person

Live Online

Webinars

Documentation

Support

24/7 (Live Rep)

Business Hours

Online

CRM Creatio Features

CRM Software
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Generation
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes/Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Campaign Management
Interaction Tracking
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Cataloguing / Categorisation
Customer Service Analytics
Customer Support Tracking
Email Response Control
Knowledge Management
Live Chat
Performance Metrics
Search
Self Service Portal
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

CRM Creatio Reviews

Showing 5 of 57 reviews

Overall
4.8/5
Ease of Use
4.8/5
Customer Service
4.8/5
Features
4.7/5
Value for Money
4.8/5
Rommel B.
Information Technology & Services
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 31/10/2016

"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.

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 31/10/2016
Justin S.
Director of Operations
Transportation/Trucking/Railroad, 13-50 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    4/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 29/06/2020

"CRM Software Done Right"

Comments: We have had an excellent time with the software so far. Development has been a breeze, and the Academy has proven to be an incredible tool for providing the answers we need at the pace we need them.

Pros: - Ease of customization and management even for non-developers.
- Clean intuitive interfaces that eliminate a great deal of hassle from end-user education.
- Robust out of the box solutions for many standard business needs.
- Excellent pricing and incredibly simple license management.

Cons: - Printables and Reports can be difficult to work with and seem to have fallen behind the quality represented elsewhere in the software.
- No out of the box support for tagging attachments with metadata necessary for internal security practices and segmentation.

  • Reviewer Source 
  • Reviewed on 29/06/2020
Mark R.
Used the Software for: Free Trial
  • Overall Rating
    1/5
  • Ease of Use
    1/5
  • Features & Functionality
    1/5
  • Customer Support
    1/5
  • Value for Money
    1/5
  • Likelihood to Recommend
    0/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 19/06/2017

"Potential Buyer"

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

Cons: 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

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 19/06/2017
Veronika C.
Global Marketing Manager
Computer Software, 501-1,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 29/06/2017

"Powerful CRM that streamlines the processes in the company"

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.

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 29/06/2017
Josef M.
Analyst
Financial Services, 501-1,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 22/09/2016

"CRM that meets your business needs"

Comments: 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.

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.

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 22/09/2016