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Very promising solution, but not mature enough to be among the top players yet
What do you like best about the product?
The BPM component of this CRM solution is definitely the selling point. The ease of configuration and customization makes it very suitable for medium size implementations.
They constantly release new features and improvements, so their on the right track.
They constantly release new features and improvements, so their on the right track.
What do you dislike about the product?
The UX needs a lot of improvement. Also, it lacks some basic CRM features - they can be achieved by customization and processes. But those are features much needed in a CRM solution.
What problems is the product solving and how is that benefiting you?
Sales automation. Business process automation. Lead Management.
Recommendations to others considering the product:
The team behind Creatio is really helpful and reliable - easy to do business with.
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Creatio: Sistema altamente personalizado para vendas
What do you like best about the product?
Bpm online é um arranjo extremamente configurável que expandiu a eficácia e a lucratividade para os clientes. Foi incrível ajustar os procedimentos trabalhados para nossas necessidades comerciais específicas. Isso nos ajudou a desenvolver e ajustar para mostrar as mudanças nos negócios financeiros com uma força fenomenal.
What do you dislike about the product?
No estágio inicial de implementação, realmente não dispunha de alguns materiais de aprendizado que, de outra forma, nos ajudariam a guiar nossos funcionários pelo sistema, fazendo com que aprendessem mais rapidamente como usá-lo.
What problems is the product solving and how is that benefiting you?
A implementação on-line do Bpm permitiu que nosso departamento de desenvolvimento de negócios simplificasse o processo de licenciamento de clientes. O licenciamento de acesso para cliente é realizado muito mais rápido agora! A melhor parte é que, com o bpm'online, nossos representantes de vendas gastam menos tempo no fechamento das vendas. Os processos comerciais inteligentes nos permitem configurar notificações sobre a expiração do termo da licença. Além disso, o software permite gerar automaticamente contratos e documentos necessários para fechar o negócio. O gerenciamento de renovação de licenças foi bastante simplificado.
Recommendations to others considering the product:
Aprenderá o gerenciamento de processos de negócios e um novo mundo de solução de desafios e tarefas.
Robust, flexible product - however it has a steep learning curve
What do you like best about the product?
The UI is modern, user-friendly and is rich with functionality. We have tripled the functions we are using in bpm'online in the last year but I still believe we have quite a bit more to learn.
The support is also great, and timely.
The support is also great, and timely.
What do you dislike about the product?
As the platform is highly-configurable, it is partially 'build it yourself' which makes it a bit more difficult to set up to start with, but once setup it is very flexible.
Due to the platform's 'vertical' database design, it also takes a while to update the database and frontend; for example adding new columns and presenting them on the interface.
Due to the platform's 'vertical' database design, it also takes a while to update the database and frontend; for example adding new columns and presenting them on the interface.
What problems is the product solving and how is that benefiting you?
bpm'online was integral to our organisation's digital marketing strategy. Our organisation moved from traditional salespeople-oriented marketing to near-100% pure digital in the matter of a few months, which has allowed us to quickly scale efficiently.
Our CSM was fantastic at helping us set this up, providing us free teleconferences to train us on the functionality.
One suggestion for future would be to provide better-looking bulk email templates out-of-the-box as I have built most of the ones I think are presentable to the customer.
I look forward to exploring the Customer Portal, mobile app and AI in future.
Our CSM was fantastic at helping us set this up, providing us free teleconferences to train us on the functionality.
One suggestion for future would be to provide better-looking bulk email templates out-of-the-box as I have built most of the ones I think are presentable to the customer.
I look forward to exploring the Customer Portal, mobile app and AI in future.
Best & Ease CRM
What do you like best about the product?
Configuration is a minutes job which doesn't requires more efforts. Integration with third party applications seems easy with some coding. Very nice CRM , it can full fill the users needs as much as possible.
What do you dislike about the product?
Mobile App is not user friendly. Customization is not clear. Document is not proper which explains it. Even to hide field based on condition it is difficult. Debugging is very difficult, which pain for a developer to debug his code upfront.
What problems is the product solving and how is that benefiting you?
Integration with third party application
Cloud Based CRM - easy implementation
What do you like best about the product?
Easy Configurations, Effective business Processes .
What do you dislike about the product?
Everything in bom'online is Contact oriented. There should be different category for users/ Contacts/ leads etc.
What problems is the product solving and how is that benefiting you?
I am trying to implement bpm'online for our clients who have not used any CRM before . So it is giving them how CRM can help their business grow and make the work easy !
Recommendations to others considering the product:
Easy Implementation
Delighted with the bpmonline CRM tool
What do you like best about the product?
The ease of use, operational efficiency and interoperability existing software tool suite is what sets BPM online apart
What do you dislike about the product?
More detailed documentation of the mobile services and training will be helpful
What problems is the product solving and how is that benefiting you?
Setting up the process of the organization and timely reminders and with the interoperability existing software tool suite it is easy and efficient to work
Recommendations to others considering the product:
BPM'online is ease of use and operational efficiency
Recommend for business process
What do you like best about the product?
The business process automation is very good. And there are many plugins , which is helpful in 3rd party connectivity. The notification bar is a key to handle the updates on everything.
What do you dislike about the product?
In contact center infrastructure need more more unfriendly improvements and easier configurations.And process publishing time is too high , which is the major time consumer.
What problems is the product solving and how is that benefiting you?
bpm'online is developer independent for managing the sections which used for business.So I can save the implementation time for CRUD UIs.
Great value for money and wonderful customer support
What do you like best about the product?
The ability to customise the product and adjust it to your needs.
Most of the adjustments you are able to do yourself without any coding.
Super nice and helpful customer service and great onboarding process.
Competetive price.
Most of the adjustments you are able to do yourself without any coding.
Super nice and helpful customer service and great onboarding process.
Competetive price.
What do you dislike about the product?
Some things in the UX could be improved for sure, but overall with this value for money I have nothing to complain about.
What problems is the product solving and how is that benefiting you?
In bpm we are storing the information about our customers and opportunities and tracking the results.
It is so easy to create CRM that will totally fit to the business
What do you like best about the product?
Variety of options that are available for the system administrator to customize the system, create new logic and make it work automatically
What do you dislike about the product?
It is too early for me to dislike something. Don't find yet
What problems is the product solving and how is that benefiting you?
In one system we gathered to have a full client portfolio, automated everyday check tasks, and we are finally able to control our workflow and do the needful forecasts that are available for each team member and management board at once.
Recommendations to others considering the product:
review your internal resources in advance to be sure that you have them for self-implementation
Serves departmental needs very well.
What do you like best about the product?
It is a multifunctional program with great features. The best part of bpm'online is that it provides me with a unified environment where all vital information can be processed. Employees can easily interact with customers, schedule events and perform marketing activities. It is highly customizable. The user interface looks and feels great too.
What do you dislike about the product?
The support team can be slow sometimes. However, I must give a credit to the technical specialists, they explain everything clearly and answer all my questions, even the most difficult ones. Another aspect is that you must go through a training process since there is a somewhat strong learning curve.
What problems is the product solving and how is that benefiting you?
The platform helped us keep up with the dynamic growth of the company without sacrificing the quality of our service. It is worth mentioning that mainly, we configure the case management tool to deal with the next requests and add some additional features, such as the wait for response stage and the qualifications section. With the help of the bpm'online service, we managed to integrate a series of tasks necessary for quality service in a single platform.
Recommendations to others considering the product:
Bpm'online will increase efficiency by improving processes and automating some of the tasks. The product is recommended. From personal experience, he works closely with his clients and always allows them to test the system without limitations and even begin to develop it during the follow-up period and then transfer all changes and implement them. Run and use it.
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