Creatio CRM Reviews
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123 Reviews
- Industry: Internet
- Company size: 2–10 Employees
- Used Weekly for Free Trial
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Review Source
Overall rating
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
My experience and results.
Reviewed on 03/08/2023
This platform has proven to be a powerful and highly efficient tool for managing my clients.
This platform has proven to be a powerful and highly efficient tool for managing my clients.
Pros
I really like this platform because it has allowed me to automate and streamline customer service processes, as well as efficiently manage all activities related to my clients.
Cons
I take a little time to explore the different options and understand how to properly configure and customize the platform for my business needs.
- Industry: Computer Software
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Completely satisfied and loyal to Creatio solutions
Reviewed on 01/09/2020
We opted for Creatio because it offered user-friendly low-code development tools which allowed us...
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.
Pros
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.
Cons
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.
Alternatives Considered
ServiceNow Customer Service Management, Zoho CRM, and Salesforce Sales CloudReasons for Choosing Creatio CRM
Creatio was significantly more affordable and added more features.Switched From
Zendesk SuiteReasons for Switching to Creatio CRM
Best value for the capabilities and price.
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 6.0 /10
With much to improve, but proven alternative.
Reviewed on 12/01/2019
The idea of using bpm / online, indicated a change in the terms of use and escape of the domain...
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.
- Industry: Hospital & Health Care
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 8.0 /10
An intuitive CRM tool
Reviewed on 25/08/2020
I would recommend this tool to others struggling with user adaptation. We have built additional...
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.
Pros
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.
Cons
The email integration has been tricky with outlook.
Alternatives Considered
Dynamics 365Reasons for Choosing Creatio CRM
Low usage, difficult to customize, and poor functionality.Switched From
Dynamics 365Reasons for Switching to Creatio CRM
Easier to customize and better UI- Industry: Transportation/Trucking/Railroad
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
CRM Software Done Right
Reviewed on 29/06/2020
We have had an excellent time with the software so far. Development has been a breeze, and the...
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.
- Industry: Airlines/Aviation
- Company size: 1,001–5,000 Employees
- Used Weekly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 8.0 /10
Recommended
Reviewed on 26/04/2024
It’s amazing to use , make everything easy and more suitable
It’s amazing to use , make everything easy and more suitable
Pros
The team at the customer service they quickly find a solution and always wanted to help in regarding anything
Cons
It’s so hard to go back here f you make any changes in the first place
- Industry: Computer Software
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Powerful CRM that streamlines the processes in the company
Reviewed on 29/06/2017
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.
- Industry: Information Technology & Services
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Great CRM running over a nice business process tool
Reviewed on 31/10/2016
BPMOnline, like most of the commercial tools out there, is a CRM build over a customizable...
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.
- Industry: Education Management
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Creatio CRM
Reviewed on 23/11/2021
Before Creatio, basically all that we did was manual and we attempted to offer our types of...
Before Creatio, basically all that we did was manual and we attempted to offer our types of assistance at a quick speed. We are currently outfitted with clever answers for handle all client confronting processes: deals, showcasing, client assistance tasks, clinical guaranteeing, and claims the executives. Creatio holds cornerstone information of our individuals. The capacity to assemble work processes made Creatio a flat out fit for our business. We tweaked the lead the board cycle, and computerized deals pipe. We convey fundamentally better client care as our representatives have moment admittance to client profiles and see every one of their exercises. The specialists can follow the situation with client cases and give exact data on the goal.
Pros
Catching data about clients and their workers
Making leads from the site
The board of gatherings of the outreach group
The board reports for promising circumstances
The vital strength of the stage is its adaptability.
Creatio accompanies out-of-the-case arrangements, yet theyre configurable for your business.
Cons
At the point when clients go on-prem, there are some additional expenses for microservices. The mix with web-based media requires outsider applications
It would be extraordinary to make the framework more easy to use by adding further developed separating and information perception. On a side note, we have as of now seen some critical enhancements in this space this year.
- Industry: Financial Services Software
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
CRM that meets your business needs
Reviewed on 22/09/2016
The bpm’online tools with omnichannel capabilities improved the communication not only with our...
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.
- Industry: Financial Services Software
- Company size: 51–200 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Great platform, easy to navigate.
Reviewed on 21/02/2024
Pros
It is clear to navigate and has a great user experience. It's also very custom. You can make anything in the folders, types, customers, etc.
Cons
Sometimes, we had an issue with the scheduled emails feature. For some reason, it did not send, but overall, nothing much to complain about.
- Industry: Information Technology & Services
- Company size: 201–500 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
This is a highly scalable and customizable solution, must-have for businesses seeking a CRM
Reviewed on 05/04/2023
This is a highly scalable and customizable solution that offers a comprehensive suite of tools to...
This is a highly scalable and customizable solution that offers a comprehensive suite of tools to design workflows that align with your organization's unique business processes. Its adaptability to cater to the diverse needs of various departments and companies is unmatched, making it a must-have for businesses seeking a CRM solution. The ability to manage workflows and business processes is essential for any organization, and this software delivers on that front, providing a robust platform to integrate all corporate solutions into a single IT environment. Effective data visualization is critical to making informed decisions, and this software ensures that the visualization of data is accurate and precise. With virtually limitless customization options, businesses can tailor the software to their specific requirements. Furthermore, built-in reporting and analytics offer valuable customer insights, making it easier for businesses to stay on top of their game. The software is user-friendly, cost-effective, and has gained significant popularity in the market.
Pros
Creatio offers great agility, enabling us to quickly adapt and make changes as necessary. We often refrain from altering anything that is already functioning well and instead utilize the out-of-the-box modules for tasks such as sales forecasting, opportunity management, marketing autometion and more
Cons
Overall everything is good, any question and inconvenience can be solved promptly
- Industry: Banking
- Company size: 5,001–10,000 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Great all-in-one solution!
Reviewed on 05/05/2023
Pros
It offers a very comprehensive automated platform to automate sales, marketing and customer service processes. It also provides advanced analytics and reporting capabilities to track performance, identify areas of improvement and make data-driven decisions for your sales and marketing departments.
Cons
Can't think of any downside at this point. It has been good for us!
- Industry: Real Estate
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
A highly recommended solution for customer-centric businesses
Reviewed on 04/09/2020
Working with Creatio’s team has been a pleasant and rewarding experience. We had a rapid project
dep...
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.
- Industry: Financial Services Software
- Company size: 5,001–10,000 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Bank of Georgia -Business process management
Reviewed on 08/10/2020
The system’s combination of out-of-the-box solutions and easy-to-use configuration tools enabled us...
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.
- Industry: Banking
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Bpm'online helped us improve performance
Reviewed on 28/09/2016
Sales and marketing management system. With this application we have got great results with minimal...
Sales and marketing management system. With this application we have got great results with minimal time spent and maximum success. We are happy with results!
Pros
With bpm’online we managed to integrate and our processes and operations in one application. Our sales reps have access to all the information they need, even if it’s lead’s website behavior data. We automated a standard sales process for the entire team and it helped us improve performance.
Cons
Would be good to have a bit more modular pricing so that we could adjust it and pick what we really need.
- Industry: Internet
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Great solution to manage your business processes and workflows
Reviewed on 29/09/2016
Bpm’online streamlined the workflow of our departments in one homogeneous environment, connecting...
Bpm’online streamlined the workflow of our departments in one homogeneous environment, connecting all processes and eliminating the gaps. We are very satisfied with it.
Pros
1. Flexibility. People on different technical levels can modify processes in bpm’online it’s easy with the drag and drop features. Thanks to ability to change and modify processes our business stays at the top of game.
2. Mature platform. Technologically the platform is quite powerful and provided us with tools to configure our system with almost no coding.
Cons
Sometimes we had some errors when creating sub-processes in the business process designer, which was resolved with one of the recent releases.
- Industry: Marketing & Advertising
- Company size: 51–200 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
CRM that brings marketing on new level
Reviewed on 22/09/2016
We now house all of our marketing and lead management processes on one platform. It's great to...
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.
- Industry: Financial Services Software
- Company size: 10,000+ Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Grow your business with bpm'online
Reviewed on 21/09/2016
Integration of the bpm’online system created a single hub for our data points. Multiple data points...
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
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Intelligent business with bpm'online CRM
Reviewed on 28/09/2016
We gained total control over the complex lead management processes in our company which was our...
We gained total control over the complex lead management processes in our company which was our main aim and now we plan, implement and analyze lead management easily!
Pros
We like mature lead management tools of bpm’online. We can track leads’ needs from their first visit to our website, nurture them and hand off to sales, when leads are sales-ready. All in one system.
Cons
Sometimes minor errors occurred for example when working with Safari and Internet Explorer browsers but the system is constantly improving.
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Happy business Partner/ Happy Customer in the Insurance Industry
Reviewed on 13/09/2018
Bpm’online functionality is built on a scalable platform for more efficient workflows. As a...
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.
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Very flexible with amazing reporting
Reviewed on 27/01/2017
BPM gives our business incredible insight into product development, business development, and...
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.
- Industry: Computer Software
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Bpm online is a hidden gem!
Reviewed on 23/09/2016
Pros
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. 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. 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.
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.
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Best software to synchronize processes
Reviewed on 24/11/2016
With the deployment of the bpm’online system, we finally united our three main departments:...
With the deployment of the bpm’online system, we finally united our three main departments: marketing, sales and service, which allowed our head of departments to automate lots of routine processes. Now marketing and sales managers work as one team, instantly share the business information on the leads, potential buyers and orders, etc. Coherent communication and internal operations increased the productivity of the staff.
Pros
Firstly, bpm’online synced our internal processes and data, and created a unified business hub for our marketing and sales. The system became one single entry point for all data and no information was lost.
Secondly, the system has a very friendly interface. Our staff quickly adopted a new system. An intuitive interface is a crucial feature that our marketers and sales reps were looking for since they are the ones who work with the system on day-to-day basis. Now previously complicated reports are made in 1-2-3 clicks.
Cons
When we just deployed the system, the out-of-box processes didn’t cover all our operations. So we had to work with client support managers to make additional customization.
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Review Source
Overall rating
The only CRM tool you will ever need since it will grow with you
Reviewed on 23/04/2013
I have used BPMonline since 2005. When we first started to look for a CRM system, hardly any of the...
I have used BPMonline since 2005. When we first started to look for a CRM system, hardly any of the products we looked at had the main feature what we wanted; the ability to view a list of any item or type of object (Customer, Contact, Lead, Opportunity, Activity….) from just about any angle and at the same time have detailed information about the item visible in one screen. Or, put in a different way; the ability to view a piece of information that is linked to one or more other pieces of information should be visible in one screen without the need to click an item to view its details. And, if you don’t like what you see, just change it! Need to automate your processes? Easy! Just draw your current processes using the built-in Process Designer and BMPonline will automatically create the proper process flow to aid, to automate and control the workflow at hand. If you need to integrate with your in-house Invoicing and Accounting system (or other systems) there is a set of published calls using the OData protocol to perform operations on all objects BPMonline platform (select, change, delete) using an HTTP-request command, and get responses in Atom, JSON or XML, including opportunities by page, sort and filter data.
Cons
The installer for installing BPMonline on your own server is missing some elements such as installing the Redis server but the BPMonline Support crew is very responsive and helpful so that should not be a major issue.
