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.

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.

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.

The standout features include automation tools and seamless integrations with other applications. Creatio also deserves praise for its proactive approach to customer feedback. They continuously adapt and improve their platform based on user suggestions, which is truly outstanding.

The platform offers an abundance of options for customization, integration of third-party applications, and data management. However, this extensive functionality can be quite daunting for beginners. It can be challenging to discern where to start or how to progressively leverage the tool's full potential, as the numerous capabilities can cause a sense of overload for new users.

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

It has been very frustrating for our team.

Not much that I can think of at this time.

Version updates causing issues with our apps Freedom UI randomly showing up for clients even though we have deactivated it Creatio Support is not very helpful and it takes explaining the same thing many times for support to understand.

Our experience with Creatio is positive. Implementation and usage have been relatively effortless. We've managed the transformation project internally, and our team now effectively utilizes the system for lead management, opportunity management, sales forecasting.

It's user-friendly customization options, and the remarkable improvement in the accuracy of our sales forecasting. Dashboards have significantly enhanced our visibility and helped us better align with different units.

We successfully implemented everything within just a couple of months, although we did encounter a few challenges along the way. However, the no-code functionality allowed us to find quick and flexible solutions.

We enjoy using Creatio, it has quite intuitive user interface and introduces a lot of possibilities to be customised according to the specific needs of your business.

As with any software we sometimes run into issues, but it happens with any software and doesn't affect our overall positive feedback regarding the product.

The seamless integration of ready-made modules and workflows allows for the creation of any customized solutions, minimizing the requirement for extensive engagement from technical team.

I don't know of any significant issues, and I have not personally encountered any such concerns.

Creatio is a supportive and flexible partner. Their team has showcased a deep understanding of business strategic goals and the expected outcomes of our digital transformation. They exhibit a remarkable level of industry expertise. Whenever we face issues, the Creatio team consistently delivers timely solutions.

We found everything to be impressive, from the user-friendly interface to the smooth data synchronization across multiple customer-facing applications. Creatio offers effective tools for lead and opportunity management, covering the entire journey from lead generation to opportunity closure. The scoring mechanisms are particularly valuable, helping to prioritize crucial leads, and the forecasting tools prove highly efficient for strategic planning.

No-code tools are really intuitive. However, our team needed to undergo a training to fill the gaps in our knowledge of business process management. Also, for really complex apps creation, a support of an IT team is still required. Maybe it's specific to industry though.

Creatio provides a bunch of pre-configured workflow templates, the majority of which align closely with our requirements, that helped us significantly streamline our operations. This level of efficiency is of utmost importance in the fast-paced world of financial markets. The most outstanding are Creatio's customization capabilities, sales forecast tools, and easily-adjustable dashboards.

While I faced a few minor bugs along the way, these issues were promptly fixed by responsive Creatio support team or resolved through the regular bi-weekly updates that Creatio consistently delivers.

I highly recommend Creatio as an efficient platform that delivers exceptional customer experiences, consistently delivers strong results.

Сreatio is a remarkable platform that greatly helps contact center agents in streamlining their daily tasks, providing better service to clients, and ultimately boosting client satisfaction. Additionally, they offer a variety of valuable Marketplace solutions to extend Creatio's capabilities.

Not much. It may take some time for non-technical specialist to learn how to use the platform. But once you tried, you won’t go back to another product.

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.

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

Overall everything is good, any question and inconvenience can be solved promptly

I can honestly say its been excellent - anything we ask for has been done in good time, reliable system, great staff.

For us, although Creatio is primarily a CRM system - we wanted it for much for - case tracking for our customer service. Creatio were brilliant in working with us in customisation to do this - and continue to do so. Customisation doesn't prevent us getting the regular updates to the base system. 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

Really no issues I can think of that are worth noting.

BPM has helped our organisation establish a platform for recording sales team actives and business opportunities across Europe. Has improved communication within teams and between teams. Has provided us with a 360 degree view of the customer account and allowed us to service the customer better, increasing customer satisfaction, while improving our own sales effectiveness.

Extremely intuitive to set up and use. Extremely flexible to customise to specific process and reporting needs. Strong metrics and analysis reporting functionality allowing tracking of virtually any performance indicator. Fantastic service throughout from pre-sales, implementation and on going post implementation support. Cost effective in every aspect.

Difficult to fault. At times the functionality is so plentiful and rich that this could lead to some confusion with regards to best practice method to implement solutions, however the BPM team offers solid support to always guide you through the best approach to match and fulfil your requirements.

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.

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.

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.

Bpm’online has assisted our company in organizing our accounting processes. In many cases processes were being practiced, however, nothing was documented. Alternatively, processes were documented but not being practiced. Now, all processes are organized. Each user’s activity is identified and each user held accountable. With this complete oversight, human error is easily identified and corrected, and processes easily adjusted to minimize mistakes.

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.

The time needed to sift through our company processes. It was an intensive, organization project to undertake before we could even think about implementation.

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.

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.

Sometimes we had some errors when creating sub-processes in the business process designer, which was resolved with one of the recent releases.

It is a user friendly CRM. It easily adapts to the needs of the company and maintains a correct management of the processes.

The ease of understanding the use of the platform and the connection with other platforms. It helps to maintain a clean database, this helps decision making.

Everything that CRM offers is of great value.

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.

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.

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.

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.

Can't think of any downside at this point. It has been good for us!

We are in process of integration an ERP system with the bpm'online system with help of Partner of bpm'online so that no data was lost or missed out. In addition, implementing the bpm'online CRM is time and cost effective as we were able to use the system right away.

Being a small company I had to be very careful when choosing CRM software as the resources for the investment were limited, but still I wanted best possible product to help me to grow our business. With bpm'online I got exactly that. As a result of implementing the bpm'online system, we aligned our workflows of marketing and sales on a single platform. Thus, we got a complete view of all touchpoints with a client. Another thing about the bpm'online system is ease of use. There was no need for me to follow any tech trainings. I was able to use it right away after it was deployed. Also the support team's proactivity helped.

It's quite hard to find anything to complain about the bpm'online and even if a slight error sometimes occurred it was quickly resolved by the support team.

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.

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.

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.

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

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

We had to make many changes and customization to the system, as the scope of the project was large

Previously, all customer relationship management was done via paper Daily Planners, Weekly Planners, printed-out prospect books (usually kept in Excel or in physical binders), and "Customer Profit Plans" (current-account location surveys). The CRM has allowed us to eliminate not only the huge amounts of physical paper, but also the huge amount of admin time it took to compile these sheets and develop reports for management oversight.

What I've enjoyed most about the software so far has been the contact with the BPM team, as well as the implementation firm that they chose to work with us. The business analysts and accounts managers are sharp, they were open to learning our business, and have been super easy to contact whenever needed.

The mobile application was only slightly difficult to get used to navigating, but there was a lot of customization on the implementation end. Once trained, BPM's mobile platform worked very well.

Bpm’online helped us to seamlessly integrate scattered sources of our customer data. We were able to organize marketing and sales teams in a single environment and automate our business processes. In my opinion, the most valuable feature is their set of built-in best practice processes – our sales used these processes and started to work with the system right away. Bpm’online process mapping and process automation helped us to minimize errors and smoothen operations. As a result, we were able to achieve higher customer satisfaction. By the end of the project, the number of attracted customers grew and our average purchase volume increased.

We didn't have any major issues with the system, even though some pitfalls or slight issues could happen from time to time. In general, we were quite satisfied with bpm’online.