My company works in service business (education) and we need to do the best we can for our clients. 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. And from a support standpoint, they provide top-notch service 24/7. Within bpm’online we automate sales processes and pipeline management, email marketing, event management, billing clients’ hours.

We have had the full bpm’online CRM for marketing, sales and service for several years now and can’t imagine our business without it. Implementation was very fast and we started using the out-of-the-box processes right away. The best part of the implementation was sales module. Integration was seamless with our other systems. No coding experience or extensive training was needed.

To some extend it can be a bit complicated for non-techy users. At the same time, once our team started using it daily, they absolutely loved it.

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.

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.

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.

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

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

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!

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.

Would be good to have a bit more modular pricing so that we could adjust it and pick what we really need.