Creatio CRM

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.

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.

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

An amazing solution for organising all your business processes all together!

Comments: With BPMOnline you maintain your data base, you manage your projects, sales and cash flow, as well as keep your team well organised and focused. The most amazing thing about BPMOnline for the company staff is that it's also interactive and really fun to use!

Pros:

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

Best CRM

Comments: 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.

Pros:

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

Cons:

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