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Sales Creatio

Creatio | 1

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External reviews

251 reviews
from G2

External reviews are not included in the AWS star rating for the product.


    Printing

Impressive way to automate your business.

  • November 28, 2019
  • Review provided by G2

What do you like best about the product?
Creatio is at the same time database and process tool. It has everything which modern company needs for automation. You can create user pages which fill dozens of tables behind, create tasks, send predefined emails, or emails from templates, send emails automatically, structuring your processes, fully. Business rules in the pages, or process elements features, provides you the possibility to control your data quality. The flexibility of this software is outstanding providing users the ability to create everything their company needs.
What do you dislike about the product?
There is still the space for improvement in processing of very large processes. Some smaller customer convenience features can be improved, as well.
What problems is the product solving and how is that benefiting you?
Creatio helped us to support our employees to do what is necessary to be done. Our staff now get the structured tasks with all necessary explanations about task content and they don't have to manage their tasks lists, since Creatio does it for them. We decreased the number of mistakes made by our operators and increased the data quality. Finally, we increased efficiency and effectiveness of our operations.
Recommendations to others considering the product:
We can recommend this software very strong to potential users. It provides the company by everything necessary at one place. In addition, Creatio has great customer support team which can help you to implement this software without using third parties services.


    Mihai J.

Very promising solution, but not mature enough to be among the top players yet

  • November 27, 2019
  • Review verified by G2

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.
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.


    Telma S.

Creatio: Sistema altamente personalizado para vendas

  • November 24, 2019
  • Review provided by G2

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.


    Edward D.

Robust, flexible product - however it has a steep learning curve

  • October 10, 2019
  • Review verified by G2

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.
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.
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.


    Sriraksha K.

Best & Ease CRM

  • October 01, 2019
  • Review provided by G2

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


    Shailey N.

Cloud Based CRM - easy implementation

  • September 27, 2019
  • Review verified by G2

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


    Aviation & Aerospace

Delighted with the bpmonline CRM tool

  • September 27, 2019
  • Review provided by G2

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


    Akshaya B.

Recommend for business process

  • September 27, 2019
  • Review provided by G2

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.


    Magdalena .

Great value for money and wonderful customer support

  • September 26, 2019
  • Review provided by G2

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.
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.


    Computer Games

It is so easy to create CRM that will totally fit to the business

  • September 25, 2019
  • Review provided by G2

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