Creatio CRM

Aumenta el marketing, las ventas y el rendimiento del servicio.

Calificación general

4,8 /5
(95)
Relación calidad-precio
4,8/5
Funciones
4,7/5
Facilidad de uso
4,7/5
Asistencia al cliente
4,8/5

97%
Un ha recomendado esta aplicación
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Opiniones de 95

Álvaro
Calificación general
  • Sector: Marketing y publicidad
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Prueba gratis
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 6.0 /10

Completa y eficiente gestión de base de datos de contactos y control sobre las ventas

Revisado el 1/5/2023

La curva de aprendizaje inicial es algo elevada, pero es una plataforma que cumple a la perfección y no defrauda en cuanto a sus opciones para manejo de contactos de clientes y control sobre procesos de ventas

Puntos a favor

Sin duda, la automatización de procesos de ventas, marketing y las herramientas disponibles para la gestión de clientes potenciales

Puntos en contra

Aunque la plataforma es altamente personalizable, puede ser un desafío para los usuarios menos técnicos configurar y personalizar la plataforma de acuerdo a sus necesidades.

Jeroel
Calificación general
  • Sector: Servicios financieros
  • Tamaño de la empresa: 10.000+ empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Grow your business with bpm'online

Revisado el 21/9/2016

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

Puntos a favor

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

Puntos en contra

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

Vladlen
Calificación general
  • Sector: Propiedad inmobiliaria
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

A highly recommended solution for customer-centric businesses

Revisado el 4/9/2020

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.

Puntos a favor

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.

Puntos en contra

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.

Daniel
Calificación general
  • Sector: Software informático
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 6.0 /10

With much to improve, but proven alternative.

Revisado el 12/1/2019

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.

Puntos a favor

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.

Puntos en contra

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.

Vazha
Calificación general
  • Sector: Servicios financieros
  • Tamaño de la empresa: 5.001-10.000 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Bank of Georgia -Business process management

Revisado el 8/10/2020

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

Puntos a favor

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.

Puntos en contra

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.

Richard
Calificación general
  • Sector: Software informático
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

bpm'online CRM with business process managment is right for SMB market

Revisado el 13/8/2019

Their CRM system and bpm'online business as a whole, has a wealth of helpful tools within the product but also an extensive academy, community and market place that is updated with new insights to accelerate my business.

Puntos a favor

The user interface and organization of the whole system to personalize/customize instead of different tools for sales, marketing, customer service, and operations. All leading to the ability to accelerate business transformation.

Puntos en contra

Reporting generation tools although the analytical dashboards and folders with data export cover most business needs.

Arnaldo
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Creatio’s 360

Revisado el 11/6/2021

very good with passionate people with technology and like to support you

Puntos a favor

Very good looking software and efficient with a lot of ready to use functionalities. You can adapt the sofware at your own flavor to get the most of the power.

Puntos en contra

A better connection with tools like M365 would be a good point. Sometine you don’t know where your are in the different modules

Tapani
Calificación general
  • Sector: Software informático
  • Tamaño de la empresa: 201-500 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Awesome marketing and reporting abilities

Revisado el 21/5/2018

Data segmentation, functionality limitations, better understanding of customer behavior, reporting for SEO and other digital marketing purposes

Puntos a favor

Having the ability to check lead profile accuracy and search the system for duplicate leads is a huge plus. Another great feature is having the ability to connect leads to relevant accounts to enrich lead data. Tools for reporting are awesome: we were able to integrate bpmonline with other tracking solutions so it drastically helps us to identify traffic sources, chanlles and link this data to leads or accounts.

Puntos en contra

Offer more design features in the marketing campaigns.
Overall I liked the reporting but dashboard export is a minus

Ka Shin
Calificación general
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

bpm'online is a tools that can meet our business needs!

Revisado el 10/7/2018

Bpm'online tools that improved our communication not just only with our clients but also with the team of our company. Is ease to use in terms of access our emails, calls, notifications and also client communications.

Puntos a favor

It's simple to use and user friendly.
Response from their help desk is pretty quick and willing to answer all the question unlike others.
Processes automation.

Puntos en contra

Didn't provide a modular pricing that we can adjust according to what we needs.
Design features in marketing is limited.

Cassandra
Calificación general
  • Sector: Marketing y publicidad
  • Tamaño de la empresa: 51-200 empleados
  • Software usado Semanalmente durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

CRM that brings marketing on new level

Revisado el 22/9/2016

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.

Puntos a favor

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.

Puntos en contra

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.

Salvador
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Best CRM for medium and big size companies

Revisado el 15/12/2018

Very easy to use and integrate teams on working them.

Puntos a favor

Bpmonline is supported over a powerful bpm engine. It makes maximun flexibility on sales, marketing and support processes. Also it can be expanded with new applications from its marketplace.
In a very short time, a company can be selling with a very productive way.

Puntos en contra

Slow execution on application data load.

Jacob
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

A global CRM platform that really deserves to be known!

Revisado el 28/4/2022

Puntos a favor

Creatio's low-code/no-code capabilities make it possible to gain autonomy and efficiency, projects that used to take months are now completed in weeks or even days.

The marketing tools are impressive, as well as the way Creatio offers a global approach, from initial lead generation to customer support and the entire sales process.

Puntos en contra

As a low-code platform, Creatio offers great freedom to users. Low-code means great opportunities and acceleration for creating new features and applications, but it doesn't mean that you can create anything in a snap, and this can be a bit frustrating.

Derek
Calificación general
  • Sector: Consultoría de gestión
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Good choice for the fair price

Revisado el 18/11/2016

There were numerous CRM options for us to choose from, and they all seem to have strengths. What we liked about bpm’online was that it provides one place for everything we need, from business development through to managing projects, processing orders and more.
We’re still making internal decisions on naming conventions and numerous details which is stalling the process. I think we will benefit from being able to allocate tasks to various people which will help us to track and manage all of our projects.

Puntos a favor

We like the fact that we could host it on-site. The customization of the system is also great, however it does mean that more work needs to put invested up front. We have not got to a point where our entire company is using the system, but we have made some headway. I can see that it will help streamline our business.

Puntos en contra

Other CRM’s have a cleaner look and feel, and slightly more engaging graphics. I feel that there might be a little too much clutter on some of the pages, but understand that it can be customized. Customization of the system has been taking too long, however this is mostly due to us not having the time or resources to dedicate to setting bpm’online up 100% for our business. So while it is beneficial that we can customize just about everything, the drawback that we have experienced is that we have been struggling internally to make decisions on the way forward.

Vladimir
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Efficient CRM tool to optimize and automate key processes

Revisado el 9/11/2016

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.

Puntos en contra

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.

Sam
Calificación general
  • Sector: Tecnología y servicios de la información
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

BPM online is a hidden gem

Revisado el 1/9/2016

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. They find it much easy to see where the marketing, sales and service teams are and whether they're going to hit their targets. 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.

Puntos a favor

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.
The biggest benefit is that our sales team now actually use our CRM because they use the reporting dashboards to see where they are and to compete with the other sales reps!

Puntos en contra

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.

Stefano
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

A fresh approach to CRM

Revisado el 5/9/2016

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.

Puntos a favor

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

Puntos en contra

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

Tommie M.
Calificación general
  • Fuente de la reseña

Calificación general

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

Revisado el 23/4/2013

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.

Puntos en contra

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.

Kirsi
Calificación general
  • Sector: Seguros
  • Tamaño de la empresa: 201-500 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

CRM that we like to use

Revisado el 28/9/2016

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.

Puntos a favor

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.

Puntos en contra

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

Martin
Calificación general
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Intelligent business with bpm'online CRM

Revisado el 28/9/2016

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!

Puntos a favor

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.

Puntos en contra

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

Jyoti
Calificación general
  • Sector: Software informático
  • Tamaño de la empresa: 11-50 empleados
  • Software usado Otro durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Bpm’online’s sales functionality is built on a scalable and user-friendly platform to improve...

Revisado el 6/7/2018

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

Puntos a favor

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.

Puntos en contra

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

Tawsif
Calificación general
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente

Great company, very good communication and one-to-one help, decent platform.

Revisado el 12/7/2017

Puntos a favor

It is very customizable and suits most of our needs. The customer service is fantastic and always willing to help. Nataly from bpmOnline at times went above and beyond her duties to help out.

Puntos en contra

Sometimes the software can be very clunky and unresponsive. It can sometimes also act inconsistently with how it performs.

Avery
Calificación general
  • Software usado Semanalmente durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

User-friendly CRM software

Revisado el 21/9/2016

The bpm’online system was fully adapted to our corporate sales techniques and standards and automated vital sales processes. Moreover, our teams benefited from a greater forecast accuracy, better conversion of leads to opportunities, and more effective collaboration between our sales forces. Sales managers gained greater visibility into each deal and hence can now more effectively manage each sale as the system synchronized the work of our sales reps in all offices.
Smart dashboards and reports provided us with crucial sales data used to understand the health of the sales pipelines and forecast actual results.

Puntos a favor

It was really a swift implementation. The bpm’online software was easily integrated with our order management system and other third-party applications. Smart charts and reporting helped us track our real time sales performance and forecast sales, so we did not lose any opportunity in any country.

Puntos en contra

As we purchased the basic support package, technical support was provided only via email, not phone. To receive technical support and consultation via telephone, you need to buy an extended support package.

Nick
Calificación general
  • Sector: Software informático
  • Tamaño de la empresa: 51-200 empleados
  • Software usado Semanalmente durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

CRM to reach out your target audience

Revisado el 16/12/2016

Right from the start, our marketing team felt the difference between bpm’online and the previous app we were using. Now, along with proper tools to build the right type of communication with our loyal and new clients, we have instruments to analyze the results and bottlenecks of each business stage. Besides, we are confident to take targeted actions in order to achieve objectives of marketing campaigns.

Puntos a favor

We mainly employ bpm’online for our email and marketing campaigns. The system allows us to keep a complete clients’ history, track client’s behavior and create a message that hits the point in our relationships with each customer. It is also our main analytical tool to analyze bulk emails efficiency and conversion rates.

Puntos en contra

Well, it’s hard to dislike something that makes your life easier, and there’re no serious drawbacks that I can mention. I think our next step would be synchronizing our marketing and sales activities with the help of bpm’online.

Lana
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 51-200 empleados
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

CRM that is able to solve all business pains and helps to increase profit.

Revisado el 13/9/2016

I use bpm'online mainly in lead generation and sales. System helped me to generate more leads and close more deals, as a result our profit increased.

Puntos a favor

Business process automation is something I really like in bpm'online. System is smart and leads you through the whole processes from lead generation to closing the actual deal and supporting your client. Everything you need to close a deal successfully is there. Great interface, absolutely user-friendly and rich functionality for very reasonable price. Customer success management is another great thing about bpm'online. I never have problems with my CRM as my CSM thinks ahead of me.

Puntos en contra

There is nothing really to dislike in bpm'online.

Jax
Calificación general
  • Sector: Banca
  • Fuente de la reseña

Calificación general

  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Simply the Best!

Revisado el 17/3/2016

Puntos a favor

There's just so much to like about Bpm’online. From their comprehensive toolset and the way all their products seamlessly blend together into one complete package. To the incredible customer service. Bpm’online goes above and beyond with their software and service.

Puntos en contra

Nothing. Honestly. Maybe simplifying some of the advanced features. But these are "Advanced" features and thus, by definition, require a little more complexity.