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Sales Creatio

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External reviews

250 reviews
from G2

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


    Computer Software

A great product with great UI and features!

  • October 17, 2018
  • Review provided by G2

What do you like best about the product?
The ease of use and BPM core. bpm'online provides strong functionalities to build processes easily using simple configurations.
What do you dislike about the product?
Nothing much! May be the process of creating dependent fields could have been simpler.
What problems is the product solving and how is that benefiting you?
bpm'online essentially serves as a platform for all operations- be it customer service, sales, marketing, project management or customer loyalty. One of the major benefits of using bpm'online platform is minimalistic need of writing a code to build a process automation. Majority of the features can be built by simple configurations.
Recommendations to others considering the product:
bpm'online is an ideal choice if companies are looking for a product which provides great amount of out-of-the-box functionalities, flexibility to build new features, ease of automating your business processes and ensuring a great end-user experience.


    Zbinden D.

The next-generation CRM

  • October 16, 2018
  • Review provided by G2

What do you like best about the product?
I like the UI, the easy customisation capabilities and the bpm engine. The on-premise version offering is also a great plus !

The vendor is really reactive and listen to our needs. It's really a new philosphy in the CRM's world.
What do you dislike about the product?
Even if we find something that doesn't fit us, the bpm'online team put so much hard work to resolve it, then we have nothing to complain about anymore.

The amount of things you can do is so large, that it requires some training.
What problems is the product solving and how is that benefiting you?
We manage all of our marketing campaigns, the case management and the sales monitoring in one single tool. That's really useful because everything is interconnected and provide us the 360° overview on all our business really quickly.

The process-oriented philosophy from bpm'online also allow us to make quick changes in the system without the need of external consultants or developpers. Therefore, we can adapt ourselves quickly to the market.
Recommendations to others considering the product:
Take a look at bpm'online's webinars to have a good idea on how the product can fit you.

Try the trial version available on their websites, it really helped our company to choose !


    Carlos F.

Brazilian public contests company is delighted and partner/developer is satisfied

  • October 16, 2018
  • Review verified by G2

What do you like best about the product?
bpm online is very easy to use, very user friendly. Simple and fast customization and helps the customer reach their goals faster
What do you dislike about the product?
It's hard to say what I do not like in bpm online. Grupo Marca is starting as a partner / integrator of the system and all the difficulties we may have are quickly remedied by the support team.
What problems is the product solving and how is that benefiting you?
We are using bpm online to automate all processes in a public bidding company. There are 8 departments working simultaneously in an interdependent way and the main goal is to fulfill all the steps in the correct time, according to the schedule.


    Justin W. H.

If you learn how to use the system, you will get what you need out of it

  • October 15, 2018
  • Review provided by G2

What do you like best about the product?
There are nearly unlimited customization options. You can create/edit new fields, reports, dashboards, etc. without having to rely on customer support.
What do you dislike about the product?
Learning the language in the section wizard and understanding how to customize your reports, printables, etc. takes time and isn't necessarily intuitive.
What problems is the product solving and how is that benefiting you?
BPM has enabled us to accurately record and track all aspects of our sales activities. Our team has become more efficient and gained insight in to tasks such as tracking orders & invoices.
Recommendations to others considering the product:
be honest with yourself regarding you and/or your team's ability to do backend web work. If you want this tool to do what you want, chances are you'll need to do some customization. Customization requires technical skill.


    Stéphane B.

Distributor working exclusively on bpm'online in France (Paris)

  • October 15, 2018
  • Review provided by G2

What do you like best about the product?
First the Vision which offer to accelerate the business and the solution implementation.
Second the Solution fully complete in all CRM Aereas and include natively processes designer in an easy to use way.
Third the way to empower the Business in administrate the solution.
Last but not least, the power of bpm'online organisation in R&D, Support and Marketing.
What do you dislike about the product?
I dislike prospect who hesitates to choose bpm'online because of the size of the customer compare to SalesForce.Com
What problems is the product solving and how is that benefiting you?
CRM database immediatly avalaible including processed from Lead to invoice operationnal very fast.
Marketing module including Masse mailing easy to use and very powerfull including Landing page.
Way to follow incidents and provide a customer Portal.


    Eduardo S.

Outstanding product

  • September 25, 2018
  • Review verified by G2

What do you like best about the product?
Clean interface. Powerful customizations with its business process engine.
What do you dislike about the product?
With a product like this, which offers so many features and different ways to accomplish some tasks, it can become a complex to the end user. Their marketing solution is not very polished and user friendly compared to Mailchimp, but it gets the job done.
What problems is the product solving and how is that benefiting you?
Adopting a good CRM for our sales team. Having the CRM as the consolidator of our customer's relevant activities. With bpm'oline we managed to develop a standard workflow for working with leads from our website, for scheduling and doing follow up calls to dormant customers, among other things.


    Julie C.

Automating Dynamic Work with Business Process Management

  • September 24, 2018
  • Review provided by G2

What do you like best about the product?
Ability to create multiple workflow stages of working with customers: leads, opportunities, service cases, and projects. By having business rules within the workflow stages which must be completed before the process goal can be achieved.
The easy-to-use visual case designer presents the case (workflow) in a clear and comprehensive way. You can rearrange case stages and elements at any time. To move an element (Example: Approval, Send Email), drag & drop it to the new location within the workflow.
What do you dislike about the product?
The dynamic case designer is a very powerful tool that you need to take the time to understand before creating your first workflow process. I would recommend absorbing many of the bpm online helpful educational resources to get the most out of the case designer.
What problems is the product solving and how is that benefiting you?
By having a standardized workflow process and clearly defined related steps/activities, our team increased efficiency in managing projects both individually and as a team. Our companies new culture of collaboration has helped keep everyone up-to-date on the progress of their tasks.


    Davey D.

One platform to serve all departments

  • September 24, 2018
  • Review verified by G2

What do you like best about the product?
The ease of use has a great positive result on user adaptation.
Having a seamless integration of Sales, Service and Marketing makes that everyone can answer customer's questions without the customer having to wait, be called back
Giving our sales people all the information they need. Products we offered in Marketing, Sales we made, Contact with the service desk etc.

I'm not a programmer, but I can build 99% of all new functionalities, screens, processes etc which I need in bpm'online. No other program made it this easy for me.
What do you dislike about the product?
I wanted to build campaigns easier, but they already solved this in the new update!

If you find anything you dislike I found that bpm'online and/or their partner will work on a solution. They go to great lengths to make you happy.
What problems is the product solving and how is that benefiting you?
We are using
Marketing for newsletters, trigger emails and web forms
Sales for lead management, opportunities, orders and the integration to ERP
Service and the service portal for our support desk and the customers to report and see the status of their questions.
Automated GDPR solution via Marketplace app
Used processes to automate the whole sales process and updates sales people where needed.
Recommendations to others considering the product:
bpm'online is showing that they can compete with the leaders in the business and is faster in development and much better with their support services.


    Mechanical or Industrial Engineering

Great product and support

  • September 24, 2018
  • Review provided by G2

What do you like best about the product?
The ability to customise each role.
Fully track back any communications from other colleagues, which helps internal communication too.
Friendly user interface, doesn't take long to get used to.
What do you dislike about the product?
Some of the backend settings can be confusing but Mary and the support team is always very helpful.
A lot of customisation, but need figure out an optimal setup.
What problems is the product solving and how is that benefiting you?
Tracking conversations done by other team members.
Monitor service progress.
Have a centralised system for all information.
Recommendations to others considering the product:
Learn the system with default settings first and start configuring once you know what is needed.
There are so many back end settings that can be done.


    Information Technology and Services

A holistic CRM solution at an affordable cost

  • September 24, 2018
  • Review provided by G2

What do you like best about the product?
BPM 'Online CRM product is undoubtedly supreme in terms of customizing it to our business needs. After sales support is commendable!
What do you dislike about the product?
I am a satisfied customer...So far so good! - nothing to complain.
What problems is the product solving and how is that benefiting you?
We needed a centralized repository for our database to create and nurture leads for our business. We have now built a database. it is helping us to track the productivity of each resource, capture all the correspondence with our potential prospects and helping us to promptly follow-up with them.

We are presently working on creating process workflow for lead nurturing. Once this is configured, we will have a solid lead nurturing strategy in place.