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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.


    Food & Beverages

An amazing product out of the box, even more exceptional when paired with the right partner.

  • September 21, 2018
  • Review verified by G2

What do you like best about the product?
I really liked that it just worked. You had BPM processes connecting things and making things happen. We did not even have to do anything ourselves. We did reach an "endpoint" where we needed a little more power out of it, which meant some custom coding. We contacted Kewl Consulting to get them to program some automation and now our CRM is a rocket ship!! Power and speed is how we can execute tasks so quickly, without forgetting a task. The price for licenses was also very competitive so even after working with Kewl Consulting we feel like we got more than our moneys worth!
What do you dislike about the product?
I did dislike that we had to do some extra programming to get buttons on the page, and have automatic/dynamic arithmetic on the page itself. Our work around was to contact Kewl Consulting to help us with this. It was a surprise in the beginning (no one is ever expecting to pay more than initial), but bpm'online's licensing price was so far that getting Kewl Consulting involved wasn't a sticker shock. Both parties worked quickly to get us exactly what we wanted.
What problems is the product solving and how is that benefiting you?
We used this for all aspects of our company; customer management, relations, automation of pay-role, attendance, bonuses, days off requests. If it's repetitive we automated it.

We also figure out that we needed a Case section - a place where we can have out customers issue their issues to us and we could solve them in a timely manner. It was great, we saved more time than we ever thought we could.
Recommendations to others considering the product:
Definitely find a partner to help you set it up. Bpm'online does had a learning curve but it is worth learning!


    Abhimanyu S.

Our experience with BPM Online has been nothing short of great.

  • September 21, 2018
  • Review verified by G2

What do you like best about the product?
The system is extremely customizable. When we have an issue, the representatives are extremely helpful and this makes it easy for us to deal with an issue. Our representative was Mary Elliot and we have had the best support from her. The training we received to start using the software was brilliant as Mary was very very patient with us. :)
What do you dislike about the product?
Nothing really to dislike. Great interface. Even better support. Nothing really to complain about.
What problems is the product solving and how is that benefiting you?
We have streamlined our whole sales process with the help of BPM Online. Easy dashboards to view and the funnels help keep track of our leads and customers effectively.


    Ekaterina M.

Very user friendly CRM system

  • September 20, 2018
  • Review verified by G2

What do you like best about the product?
BPM online is very easy and user friendly CRM system which you can tailor to your own needs. It has nice modern interface, not too overloaded with functionality, logic is quite straightforward. Even advanced PC user can create and run customized business processes because they look like a process flow. With a good in-house business integration manager and programmer, inventory module can be developed via one of the modules to connect the whole chain.

My management likes visualization of the whole sales process in dashboards (by regions, by turnover, by clients, by sales manager, etc.)
What do you dislike about the product?
- Some bugs come out after system updates
- Lack of full functionality to visualize dashboards (compared to Excel)
- Incorrect system processing of duplicates
What problems is the product solving and how is that benefiting you?
- Registration of new sales
- Registration of accounts
- Classification by industry, application, etc.
- Sales funnel: visualization of lead/sale conversion
- Keeping records of sales contracts
- Keeping records of contacts
- Storing of Logistics information
- Visualization of sales (dashboards)
- Notification of data entry (new opportunities, new sales)
Recommendations to others considering the product:
Evaluate the need to customize BPM online to satisfy your business needs and ask all questions in advance.


    Martin Z.

CRM in bpm'online

  • September 19, 2018
  • Review verified by G2

What do you like best about the product?
Very good and deep possibility to design extensive and complex business processes, for sales, marketing as well as service. Clear user interface, clear structure, very good analysis possibility.
Fast implementation of requirements
What do you dislike about the product?
Many system settings that need to be learned first.
The system could offer more customization options for administrators without deep technical and programming skills
What problems is the product solving and how is that benefiting you?
We use bpm'online along the entire CRM process.
We use it for our sales, marketing and service.
Recommendations to others considering the product:
It's very fast and easy to adapt business requirements.
Professional, fast and personable support.


    Mihai J.

Great solution - not mature yet

  • September 18, 2018
  • Review verified by G2

What do you like best about the product?
Simple and intuitive user interface for both the users and the admins and developers. The BPM component is a very strong feature that sets it aside from the other competitors: it helped us achieve a quite complex level of customization without the need of coding and custom development. This is very important in maintaining the product robust. Also,
What do you dislike about the product?
The software solution is not yet mature and has a lot to prove. The competition is very strong and in order to make it to the big league, it needs to improve a lot in terms of functionality and user experience. There are still important features missing, but the good thing is that the update release cycle is short.
Also, the mobile application has to be updated with a lot of functionality that is only available on desktop.
What problems is the product solving and how is that benefiting you?
We're using bpm'online for managing, tracking and reporting our sales activities. We're integrating new business processes with very much ease, on a regular basis.


    Scott C.

Flexible, Comprehensive and a fraction the price of the big guys

  • September 18, 2018
  • Review provided by G2

What do you like best about the product?
The product truly has all three streams (sales, marketing and service) running on the one database, this provides leverage and consistency across the platform. The Business Processing engine is sophisticated and yet flexible enough to be used by a power user. You get everything you need from a good CRM right off the bat but if there is additional data you want to capture as a part of your sales process or service requirements it is extensible to accommodate any requirement.
What do you dislike about the product?
Within the product you have the ability to design reports or show dashboards for the information you want at your disposal but it would be nice if there were a few more out of the box reports available that could immediately be provided to management as a part of the WOW factor. That said, the dashboards do tend to give management what they want.
What problems is the product solving and how is that benefiting you?
Consistency of process, capturing of lead and sales information relevant to opportunities and ensuring opportunities are adequately followed up on. Too many holes in previous processes that resulted in lost opportunities or inadequate communication.
Recommendations to others considering the product:
Make sure you understand your processes and the data flow for your sales process in particular.


    Olivier d.

great business adaption by the power of BPM & CRM together

  • September 18, 2018
  • Review verified by G2

What do you like best about the product?
ease of use and power of customization. bpm'online is very intuitive
What do you dislike about the product?
to have to save on every action. should be automatic
What problems is the product solving and how is that benefiting you?
sales process automation and customer service
Recommendations to others considering the product:
Go for it, really challenging the big ones


    Benhail K.

Best CRM/BPM Tool

  • September 18, 2018
  • Review provided by G2

What do you like best about the product?
Drag and Drop Business Process Development, Dynamic Case Management, Ease of Use.
What do you dislike about the product?
Nothing much as of now.
The UI can be improved.
What problems is the product solving and how is that benefiting you?
Integrations, Workflows, Dynamic Case Management and the list goes on.
Recommendations to others considering the product:
Try It, You will be amazed to see its possibilities.


    Andre V.

Amazing platform with compettitive prices

  • September 17, 2018
  • Review provided by G2

What do you like best about the product?
Bpm'online is a strong platfom with all capabilities needed to manager simple or complex processes considering all processes across organizations (BPM), Marketing, Sales and Service . Configurable and with very user friendly interface allow business people getting independent from IT department managing from simple to medium complexity changes in the platform and help companies to accelarate time to market.
What do you dislike about the product?
Platform is still little known in Brazil and South America. Bpm'online should carry out some publicity actions to strengthen the brand
What problems is the product solving and how is that benefiting you?
Problems solved: implementing 360° customer view, maximize opportunity conversion, deep undestanding of customer journey
Benefits: increasement of customer engagement and wallet share percentage.
Recommendations to others considering the product:
It's not only about robustness, but also very competitive prices. If I were you, I would download a free trial and call a representative for more information. You will not regret!


    Ashley H.

Customized to Fit Small Pharmaceutical Company's Needs

  • September 10, 2018
  • Review verified by G2

What do you like best about the product?
bpm'online has a plethora of training videos and tools to help users get acquainted with the system. As a small pharmaceutical company, we have grown exponentially simply by using the Sales product from bpm'online. It has been very easy to customize the system to fit our needs.
What do you dislike about the product?
I cannot think of one thing that I dislike about this system!
What problems is the product solving and how is that benefiting you?
bpm'online has allowed us to discover several issues within our organization; those issues are related to follow-up and the sharing of information regarding customers, quotes & sales. These problems have all been fixed by utilizing bpm'online's "Activities" module.