Opiniones de Creatio CRM

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

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.

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

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.

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.

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.

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.

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.

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.

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.

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

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.

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

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.

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

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.

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

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.

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.

Slow execution on application data load.

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.

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.

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.

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.

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.

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!

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.

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

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 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.

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.

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

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.

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

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.

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

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.

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

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.

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.

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.

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.

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.

There is nothing really to dislike in bpm'online.

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.

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