Creatio CRM Recensioner

Powerful CRM that streamlines the processes in the company

Fördelar:

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.

Nackdelar:

Working with bpm’online during quite a long period of time I have not noticed any essential drawbacks which I can mention.

Cutting-edge agile software solution, designed to optimize your conversion rates and drive business

Kommentarer: We recognize that implementing Studio Creatio earlier would have been a strategic move. The platform has proven to be a game-changer for our operations, significantly improving our business processes and increasing our overall resilience, which is paramount in today's rapidly evolving business landscape.

Fördelar:

Sales Creatio stands out as an exceptional product for automating sales and distribution workflows. As a midsize player in the competitive manufacturing industry, our ability to compete with larger players has been significantly enhanced through our transformational approach and unwavering commitment to continuous innovation. Incorporating no-code tools into our sales/business analytics toolkit has proven to be a valuable addition. These tools have empowered our team to streamline processes and achieve greater efficiency, ultimately contributing to our success in the market. Notably, our conversion rates have experienced a significant increase, and our sales team is thrilled with the results.

Nackdelar:

While we have overall been highly satisfied with the platform, we have encountered occasional technical issues. Nevertheless, the support provided by Creatio has been instrumental in swiftly resolving these minor issues, ensuring that our overall experience with the platform has remained uninterrupted.

Övervägda alternativ: Salesforce Sales Cloud och HubSpot CRM

Anledningar att byta till Creatio CRM: The availability of no-code tools and a wide array of pre-built workflow solutions were pivotal factors in our decision-making process. These resources offered by Creatio have provided our team with the agility and flexibility to design and implement customized workflows without the need for extensive coding expertise. This comprehensive suite of no-code tools and workflow solutions has been instrumental in driving our decision to choose Creatio CRM as our preferred platform comparing to alternatives.

Creatio fromn a low-code lover

Kommentarer: We needed the support of a professional partner company to implement but after a few trials we eventually identified the right one adn things started moving more quickly.

Fördelar:

It's not just a CRM, it is an advanced BPM with a lot of flexibility and ready-made components that are quick and straightforward to implement.

Nackdelar:

The bugs and upgrading from v7 to v8 but the UI is much more attracive so was worth the plunge.

Excellent technological execution of the buggy product

Kommentarer: Customer service was great and the team dedication to find suitable solution was beyond reproach. Having said that, I felt that I joined their QA team and kept running into bugs that made use of the product impossible until the bug was fixed. Ultimately, I never truly got to use the product and just gave in.

Fördelar:

Easily customizable. Excellent support from technical side.

Nackdelar:

lots of bugs. new updates would override the fixes and render software useless until new patches would be applied.

Completely satisfied and loyal to Creatio solutions

Kommentarer: 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.

Fördelar:

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.

Nackdelar:

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.

Övervägda alternativ: Zoho CRM och Salesforce Sales Cloud

Anledningar att välja Creatio CRM: Creatio was significantly more affordable and added more features.

Tidigare programvara: Zendesk Suite

Anledningar att byta till Creatio CRM: Best value for the capabilities and price.

An intuitive CRM tool

Kommentarer: 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.

Fördelar:

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.

Nackdelar:

The email integration has been tricky with outlook.

CRM Software Done Right

Kommentarer: 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.

Fördelar:

- 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.

Nackdelar:

- 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.

Creatio has everything we need

Fördelar:

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.

Nackdelar:

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.

Great for productivity improvement!

Fördelar:

This tool has been instrumental in substantially enhancing our productivity and fostering stronger collaboration within our team. It has effectively facilitated the consolidation of our projects, even with the geographical dispersion of some of the team members. Moreover, it has provided us with a clearer and more definitive understanding of our strategic trajectory. All in all, it has proven to be a game-changer for our workflows.

Nackdelar:

That would much help to have even more pre-built and composable modules as this will simplify the user adoption process. We know that Creatio's team are inteniv;y working on this.

Impressive, user friendly CRM tool that streamlines your sales process in no time!

Kommentarer: Implementing Creatio in our sales process has streamlined our sales process, kept us on our toes to follow up with every lead, respond in a timely manner, keep track of our customer information and have access to live analytical sales stats. I would recommend this CRM to everyone, the support team is impressive.

Fördelar:

Easy to customize, fully integrated. Ongoing development and a great support team!

Nackdelar:

NO cons have been encountered for us. We have positive experience only

A highly recommended solution for customer-centric businesses

Kommentarer: 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.

Fördelar:

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.

Nackdelar:

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.

learning and satisfaction of successful use :)

Kommentarer: I like it, I love it, the more I get to know and understand it, the more I like it. For me, learning is very important, and applying this learning makes me feel useful, that I am progressing in my knowledge. It makes me feel good. Thanks for asking.

Fördelar:

It is a software that by getting to know it one learns to identify and become familiar with its functionality. If it's hard work. However, by striving and pacting, one grows fond of him, falls in love with Creatio. Because by understanding it, you get to know everything that can be done with creatio. Thank you very much for designing, developing and building such an excellent product.

Nackdelar:

I have seen that it takes time to respond, the waiting times are very slow, I don't know why everything is compiled at the time of making a change. Another point is the dependencies that it has, they are complicated to understand, and therefore, as a result of this, errors have been made, I believe that understanding this issue is solved, or that there is a more in-depth documentation of issues in more depth.

Happy business Partner/ Happy Customer in the Insurance Industry

Kommentarer: 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.

Fördelar:

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.

Nackdelar:

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.

Pre-defined processes in my CRM

Kommentarer: Tell us all about your experience:
I am CMO and CRM system is my working tool number one. I have worked with different systems before, they were all good and helped me to achieve the goals. But working with bpm's online is a bit different. It's more than just a CRM system. With bpm's online you do not just keep the contacts and basic information about clients, with the actions you did and will do next, but you move through a pre-defined process and on every stage you have tips what to do in order to close the deal.

Fördelar:

Processes in bpm's online CRM is a great benefit for our business. I know many cases when the deal was not closed successfully just because a sales rep did not provide necessary information on time or forgot to follow-up.

Nackdelar:

That is not the cheapest solution on the market, but it worth money. You get all necessary functionality to run the business and even more.

Efficient CRM tool to optimize and automate key processes

Kommentarer: I like to work with the bpm'online system. It connected all the dots between our marketing, sales and service departments creating one single environment. Now we have a complete view of all business activities.
The system is powered by bpm engine which enabled us to optimize and automate key processes within the company. Thanks to bpm'online we solved a whole range of business problems - we aligned our marketing, sales and service departments. The system mapped and automated our processes so that we were able to close all the gaps and increase our productivity. Additionally, bpm engine ensured that we were able to flexibly change our processes when needed. Constant improvements led to more efficient and smooth operations and satisfied customers.

Nackdelar:

Like any time you start something new, there is a learning curve. Thus, read user guides and watch videos on the website, dig into the functionality of the product.

A great way to organize company processes

Kommentarer: 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.

Fördelar:

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.

Nackdelar:

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

Creatio CRM

Fördelar:

Ability to customize setup, processes and automations to match business needs

Nackdelar:

Their could be improvement in how some client communications are displayed

Customized to Fit Small Pharmaceutical Company's Needs

Kommentarer: bpm'online has allowed us to discover several issues within our organization; those issues are related to follow-up and the sharing of information regarding customers, quotes & sales. These problems have all been fixed by utilizing bpm'online's "Activities" module.

Fördelar:

bpm'online has a plethora of training videos and tools to help users get acquainted with the system. As a small pharmaceutical company, we have grown exponentially simply by using the Sales product from bpm'online. It has been very easy to customize the system to fit our needs.

Nackdelar:

I cannot think of one thing that I dislike about this system!

Bpm'online is a very user-friendly CRM; from setup up to managing the customer journey to connecting

Kommentarer: Ease of setup and tailoring to our business, value for money, excellent customer service, and having the ability to track all customer interactions and communications and analyze the campaign effectiveness with dashboards. The results are linked to customers or accounts which gives us insight into customer behavior patterns to further engage effectively with customers.

Fördelar:

Ease of setup and tailoring to our business, value for money, excellent customer service, and having the ability to track all customer interactions and communications and analyze the campaign effectiveness with dashboards. The results are linked to customers or accounts which gives us insight into customer behavior patterns to further engage effectively with customers.

A fresh approach to CRM

Kommentarer: We've been using Bpm'online for several months and it's a great benefit to our business management processes: it helps tracking our business initiatives since the very beginning in an easy and intuitive way. We had other products before, but eventually all of them were too wearisome to use, specially for routine tasks and standards ops: after a while the account managers perceived CRM as an additional burden instead of a help, and dropped it.

Fördelar:

1. Ease of use 2. Integrated vision of marketing, sales and support 3. Process automation 4. Supportive company

Nackdelar:

1. Deep customization requires advanced skills 2. Customer support is rather good, but with a more proactive apprach could be much better 3. Heavy usage may suffer from performance issues

The only CRM tool you will ever need since it will grow with you

Kommentarer: 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.

Nackdelar:

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.

Bpm online is a hidden gem!

Fördelar:

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.

Nackdelar:

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.

CRM that we like to use

Kommentarer: Bpm’online automated key marketing processes for us. All marketing activities, metrics and KPIs can now be shared across departments in a single dashboard. Marketing automation and smart business process management saved us hours of work.

Fördelar:

What our team liked the most: • Powerful and easy-to-use bpm engine that makes operational processes run smoothly AND effectively. • Intelligent analytics and dashboards that help us analyze the efficiency of any campaign we run. • Fully customizable system.

Nackdelar:

It would be nice to have a wider range of connectors to some marketing apps we are using.

Intelligent business with bpm'online CRM

Kommentarer: 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!

Fördelar:

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.

Nackdelar:

Sometimes minor errors occurred for example when working with Safari and Internet Explorer browsers but the system is constantly improving.

Bpm’online’s sales functionality is built on a scalable and user-friendly platform to improve workflow efficiencies and streamline employee communications. As a bpm’online partner, I can now provide my customer with sophisticated tools to manage all sales

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

Fördelar:

The system is easy to configure, build processes with and make changes as companies grow and change. Bpm’online provides a customizable platform that enables companies to safely store and recognize customer data, connect multiple channels and other related services.

Nackdelar:

Overtime, the overall look and feel of the software has improved; however, there is still some room for improvement.