Main advantages for BPMOnline. Marketing, Sales and Services is fully integrated and normally don't require external or additional tools to work.

No one falls through the cracks. There simply aren't any cracks to fall through.

Intuitiveness of the system. Whenever we had any complications because of our initial lack of.

It's very similar to salesforce without the heavy price and its easier to customize. We have had great user uptake since launch.

Working with Creatio’s team has been a pleasant and rewarding experience.

If you're looking for an easy-to-use and cost-effective CRM, this is a good one to try. Their process engine is a big advantage as well.

The customer service is fantastic and always willing to help. Nataly from bpmOnline at times went above and beyond her duties to help out.

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.

Ease of customization and management even for non-developers.

Great interface, absolutely user-friendly and rich functionality for very reasonable price. Customer success management is another great thing about bpm'online.

We’re still making internal decisions on naming conventions and numerous details which is stalling the process.

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.

Bpm’online will not only help automate processes but also organize them – it is a win, win situation.

As a bpm’online partner, I can now provide my customer with sophisticated tools to manage all sales.

We liked the easy customization and user-friendly interface. The scalability and security of our data was also important.

Never seen a more complete platform then the bpm'online platform. It looks good, feels good, easy to use, more than complete and value for money.

I would recommend this CRM to everyone, the support team is impressive.

Completely satisfied and loyal to Creatio solutions.

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

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.

The system is easy to configure, build processes with and make changes as companies grow and change.

All leading to the ability to accelerate business transformation.

Well, it’s hard to dislike something that makes your life easier, and there’re no serious drawbacks that I can mention.

Is ease to use in terms of access our emails, calls, notifications and also client communications.

Now we are fully satisfied with the system and its functionality.

Even though there are so many different CRMs on the market, it's still hard to find what you really need for your business.

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.

Very easy to use and integrate teams on working them.

Before we were using 3 different programs to track the orders, to check products availability and manage cases and it was a real disaster.

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.

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

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.

Creatio - great product - really flexible - great customer service.

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.

Customer service was great and the team dedication to find suitable solution was beyond reproach.

Accessing the program is difficult if you forgot your PW. No simple password reminder or reset.

The ease and simplicity make simple nexus functionality a breeze.

The Encompass integration is very tight, solid performance. Overall very happy with this platform.

The ability to work from anywhere I have internet connections. I receive high compliments on the built in scanner and the ability to add documents without printing and delivering these items to me.

Ease of use for my customers is a huge plus, the simplicity of the system makes it easy to use even for the less tech-savy users.

Can't edit the Loan Officer landing pages without special requests, and even then what can be changed is limited.

If I am refinancing a prior customer or user, the borrowers are confused about which application to review when they have an existing application.

Every process activity from start to end is quite smooth which helps in earliest closure of loan sanctioning process without any hassle. The platform is fast and does not exhibit any latency.

At times there are sync issues for coborrowers using the app. This can lead to confusion seeing loan details and uploading documentation.

The options for our clients to use their preference of smartphone or PC is great as some will only use one or another.

They also like the Point of Sale features, such as preapproval letters, credit, and pricing that they can use on the go.

My only complaint is that we are not quite where we need to be. I am specifically speaking about the e-signing piece.

We are thoroughly pleased with it's performance and the technical/customer service team behind it.

The support is incredible. Anytime I or my customers need help, the support staff is available and helpful.

The calcultator that can help a client find out their future mortgage payment with a few choices. I also loved the fact that it connected directly to my pricer and I was able to check rates, live.

I love the fact I can share my info and mortgage app with prospective buyers.

The difficult portion for me as a new builder lender, was the pre-approval letter. It was very hard to customize.

We brought the SimpleNexus app on board earlier in their exception have been nothing, but pleased with the app, support, and the great features they continue to improve.

The team at SimpleNexus are a joy to work with. They are flexible to our business model and offer a software that compliments our sales team quite well.

Easy to get a hold of success managers, easy platform to use, overall good experience.

I like having the ablity to go back and pull up loaded documents and review the application with the client when they need help.

It was a little bit of a pain to upload one or two documents at a time and have to submit it so you didn’t go over the size cap.

I use the share feature of the app more than my business card. It is a great tool to get prospective clients applications started right away.

Very secure, easy to use, simplistic approach for clients, easy to import client application to LOS.

Reporting capabilities need to be more flexible. A bit sluggish when it comes to doing custom integrations.

SimpleNexus is very easy to use and intuitive. The interface is clean and simple.

Integration with our LOS. Makes getting applications easy.

I have been a bit disappointed with the support process when our admin has questions. The response time has been tested at times.

Ease of use - especially from my mobile devices. Being able to text to share is excellent.

I am often out of the office and having an efficient tool that I can quickly text to prospects and to referral partners is invaluable. Technology that frees me from sitting at my desk is great.

US Dollar

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales and Service), industry workflows for 20 verticals and marketplace add-ons. 

- Marketing Creatio - a ready-to-use platform to automate marketing campaigns and lead management workflows with no-code and maximum degree of freedom. 

- Sales Creatio - an end-to-end platform to automate sales processes of any type with no-code and maximum degree of freedom.  

- Service Creatio - an omnichannel platform to automate customer service workflows of any complexity with no-code and maximum degree of freedom.

- Studio Creatio - a no-code platform to automate workflows and build applications with maximum degree of freedom.

Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.

In addition to rich OOTB CRM features, Creatio CRM makes a strong emphasis on no-code tools for system and UI customization, workflow automation, AI\ML capabilities for predictive and prescriptive analytics, reporting, flexible dashboards, and many more. Also, there are hundreds of composable apps, ready-to-go solutions, and add-ons that can be downloaded for Creatio CRM from Creatio Marketplace.  

About Creatio: 
The Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem.

With Creatio, you can take advantage of a ready-to-go industry-leading CRM while also enabling users - whether business users without coding skills or professional developers - to create powerful business apps and easily automate various aspects of the company’s operations with no code. 


Millions of workflows are launched on Creatio platform daily in 100 countries by thousands of clients. Creatio has been widely recognized by key industry analysts (such as Gartner, Forrester, Nucleus, etc.), receiving multiple awards.

Creatio is headquartered in Boston, MA. They have 700 employees in six offices and a local presence in 14 countries. Creatio has long-lasting relationships with some of the world’s most successful organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, BNP Paribas Group, and many others.

LongDescription

Engagement Tracking

A/B Testing

Cataloging/Categorization

Sales Analytics

Customer Surveys

Forecasting

Multi-Channel Marketing

Social Marketing

Internal Chat Integration

Product Catalog

Lead Capture

Customizable Reports

Document Storage

Proposal Generation

Access Controls/Permissions

Activity Tracking

Customer Segmentation

Drip Campaigns

Customer Service Analytics

Sales Pipeline Management

Contract/License Management

Marketing Calendar

Single Sign On

Calendar/Reminder System

Lead Distribution

Projections

Knowledge Management

Multi-Campaign

Pipeline Management

Customer Database

Call Recording

Calendar Management

Call Management

Customizable Fields

Collaboration Tools

Activity Management

Sales Trend Analysis

Template Management

ROI Tracking

Data Import/Export

Campaign Segmentation

Email Tracking

Lead Generation

Email Templates

Email Distribution

Contact Management

XML/RSS

Opportunity Management

Lead Management

Email Marketing

Mobile Access

Sales Reports

Sales Activity Management

Real-Time Data

Performance Metrics

Territory Management

Channel Management

Multi-Channel Communication

Marketing Automation

Landing Pages/Web Forms

Social Media Integration

Lead Segmentation

Real-Time Notifications

Customizable CTAs

Workflow Management

Email Management

Source Tracking

Dynamic Content

Event Triggered Actions

Visual Analytics

Field Sales Management

Customization

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Knowledge Base Management

Segmentation

Data Visualization

Reminders

Website Visitor Tracking

Sales Automation

Customizable Templates

Calendar Sync

Conversion Tracking

Lead Nurturing

Inbox Management

Interaction Tracking

Web Forms

Multi-Language

Real Time Reporting

Customizable Branding

Commission Management

Reporting/Analytics

Contact Database

Monitoring

Campaign Analytics

Lead Qualification

CRM Creatio offers a number of various editions and pricing, which allows you to select the edition that best fits your business model. All Creatio licenses include basic support plan, product maintenance and free updates. Contact Creation for more information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

51-200

201-500

501-1000

1000+

Creatio CRM

In Person

Live Online

Webinars

Documentation

Videos

Unlock new levels of efficiency and profitability with nCino’s Mortgage Suite (formerly: SimpleNexus). The cloud-based solution automates application, origination, and closing, delivers modern customer convenience, surfaces data insights, and simplifies incentive compensation management.

Our Mortgage Suite includes:

Mortgage (formerly: SimpleNexus platform): Allows you to capture more leads, simplify the customer journey, enhance stakeholder collaboration, and execute origination and closing processes with improved efficiency.

Incentive Compensation (formerly: CompenSafe): Enhances mortgage compensation workflows, eliminating reliance on chaotic email chains or manual payroll spreadsheets in favor of automated accuracy, transparency, flexibility, and efficiency.

Mortgage Analytics (formerly: Nexus Vision): With intuitive dashboards, instant pipeline and performance data views, loan-level drill-downs, scorecards, and more, this product helps financial institutions deploy a unified data strategy to increase productivity and efficiency.

Creatio CRM vs nCino’s Mortgage Suite

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