--- title: Creatio Reviews meta_title: 'Creatio Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 359 reviews by the users' company size, role or industry to find out how Creatio works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 359 scale: '5' date_modified: '2026-07-17' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Creatio Reviews **Vendor:** Creatio **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.6/5.0 **Total Reviews:** 359 ## About Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together -with no limits on users, agents, or scale. Creatio helps midsize and large organizations run customer workflows in the AI era. This innovative platform enables organizations to create and manage workflows effortlessly, allowing users to focus on their core business activities while automating routine tasks. With millions of workflows operating daily, Creatio supports a diverse clientele across 100 countries, emphasizing a commitment to genuine care for its clients and partners. The platform is particularly beneficial for businesses seeking to enhance their operational efficiency without requiring extensive technical expertise. Its target audience includes small to large enterprises across various industries, particularly those looking to leverage technology to improve customer engagement and internal processes. Creatio's offerings cater to a wide range of use cases, from marketing automation and sales management to customer service optimization, making it a versatile solution for businesses aiming to adapt to the evolving market landscape. Key features of Creatio include the Creatio Studio, a no-code platform that allows users to build custom applications and AI agents using intuitive visual designers and natural language processing. This empowers users to create tailored solutions that meet their specific business needs without relying on traditional coding methods. Additionally, the CRM suite integrates embedded AI agents across Creatio Marketing, Sales, and Service, enhancing user experience and providing actionable insights to drive decision-making. Creatio also offers a specialized Financial Services CRM platform and industry-specific workflows across 19 verticals, ensuring that businesses can find solutions that resonate with their unique operational requirements. The availability of a marketplace with various add-ons further extends the platform's capabilities, allowing organizations to customize their experience and enhance functionality as needed. Recognized as a Leader and Strong Performer in prestigious Gartner and Forrester reports, Creatio stands out in its category by combining user-friendly design with powerful automation and AI-driven insights, making it an attractive option for businesses aiming to elevate their customer relationship management efforts. With its headquarters in Boston, MA, and a global presence of 850 employees across ten offices in 25 countries, Creatio has established long-lasting relationships with thousands of customers and over 500 partners worldwide. This extensive network underscores the platform's reliability and commitment to delivering value to its users, positioning Creatio as a trusted partner in the realm of AI agents, CRM, and workflow automation. ## Creatio Pros & Cons **What users like:** - Users appreciate the **ease of use** of Creatio, enabling quick implementation and seamless customization for their business needs. (32 reviews) - Users value the **efficiency** of Creatio, enabling quick implementation and seamless customization for their business needs. (21 reviews) - Users value the **customizability** of Creatio, enabling tailored processes and effective support for business needs. (19 reviews) - Users appreciate the **facility to customize** Creatio, allowing for tailored solutions that enhance business processes and efficiency. (19 reviews) - Users value the **extensive customization options** of Creatio, enhancing their ability to tailor solutions to specific needs. (17 reviews) - Users value the **user-friendly interface and extensive customization options** of Creatio, enhancing their sales and operational processes. (17 reviews) - Flexibility (16 reviews) - No Coding (15 reviews) - Users love the **automation capabilities** of Creatio, which streamline development and optimize various business processes. (14 reviews) - Easy Customization (14 reviews) **What users dislike:** - Users find the **learning curve steep** , often needing training and support to effectively use Creatio. (10 reviews) - Users are disappointed by the **missing features** in Creatio, particularly in advanced analytics and contact upload options. (10 reviews) - Users find **limited features** in Creatio, particularly in analytics and marketplace app selection, hindering comprehensive functionality. (8 reviews) - Users find **limited customization** options in Creatio, hindering the ability to tailor designs to specific needs. (6 reviews) - Users find **limited options** in Creatio hinder flexibility, particularly for service businesses needing custom solutions and efficient contact uploads. (5 reviews) - Performance Issues (5 reviews) - Slow Loading (5 reviews) - Time-Consuming (5 reviews) - Users find the **complexity of the interface** challenging, requiring technical knowledge and developer assistance for effective use. (4 reviews) - Lack of Clarity (4 reviews) ## Creatio Reviews ### 1. A perfect solution to manage complex sales operations **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 29, 2020 **What do you like best about Creatio?** Agility is definitely one of the top benefits of Creatio. With the help of easy-to-use low-code tools, we can make any system modifications we require. A user-friendly UI stands out. **What do you dislike about Creatio?** We would like to see some improvements in the mobile app so that our field sales reps could use it more efficiently. **What problems is Creatio solving and how is that benefiting you?** As we did a major overhaul of our sales methodology, we were looking for new software that could become a foundation for our new sales processes. We required an agile solution to build and modify processes on the fly. To do that, we opted for Creatio, and soon realized it was a great choice. Creatio helps us maintain the transparency of our operations. ### 2. A great product with a highly dedicated team behind it **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 27, 2020 **What do you like best about Creatio?** Regular updates. There is a highly dedicated team of professionals behind the product that keeps improving and modernizing the product. **What do you dislike about Creatio?** We would like to see other communication options with Creatio rather than a technical support center. Sometimes we need to solve a problem on the spot, for instance, while sending bulk emails, and we would appreciate the opportunity to call and discuss the issue directly. **Recommendations to others considering Creatio:** You can fully rely on Creatio team. The managers are highly customer-oriented, always willing to help and ready to remind about some arrangements and agreement terms. **What problems is Creatio solving and how is that benefiting you?** Most importantly, we started to create a comprehensive сustomer database on Creatio platform, which helps us track all our customer and partner interactions. ### 3. Robust, flexible product - however it has a steep learning curve **Rating:** 4.0/5.0 stars **Reviewed by:** Edward D. | Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2019 **What do you like best about Creatio?** 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 Creatio?** 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 Creatio 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. ### 4. Creatio: Highly customized system for sales **Rating:** 4.0/5.0 stars **Reviewed by:** Telma S. | Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2019 **What do you like best about Creatio?** Bpm online is an extremely configurable arrangement that has expanded effectiveness and profitability for clients. It was amazing to adjust the procedures to our specific business needs. This helped us develop and adjust to show changes in financial business with phenomenal strength. **What do you dislike about Creatio?** At the initial stage of implementation, we really did not have some learning materials that would otherwise help us guide our employees through the system, enabling them to learn how to use it more quickly. **Recommendations to others considering Creatio:** You will learn business process management and a new world of solving challenges and tasks. **What problems is Creatio solving and how is that benefiting you?** The online implementation of Bpm allowed our business development department to simplify the client licensing process. Client access licensing is now carried out much faster! The best part is that, with bpm'online, our sales representatives spend less time closing sales. The intelligent business processes allow us to set up notifications about the expiration of the license term. Additionally, the software allows for the automatic generation of contracts and necessary documents to close the deal. License renewal management has been greatly simplified. ### 5. Very promising solution, but not mature enough to be among the top players yet **Rating:** 3.5/5.0 stars **Reviewed by:** Mihai J. | Technical Project Manager & Software Solutions Architect, Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2019 **What do you like best about Creatio?** 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 Creatio?** 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. **Recommendations to others considering Creatio:** The team behind Creatio is really helpful and reliable - easy to do business with. **What problems is Creatio solving and how is that benefiting you?** Sales automation. Business process automation. Lead Management. ### 6. Good Solution for Efficient Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Krasilnikov A. | Krasilnikov Aleksandr, Small-Business (50 or fewer emp.) **Reviewed Date:** July 05, 2019 **What do you like best about Creatio?** Our company was looking for a flexible platform to boost the quality and automation of customer service, and bpm'online service appeared to be just the right one. The platform helped us to keep pace with the company’s dynamic growth without sacrificing the quality of our service. Quick implementation of the basic functional package and additional services also proved the product as a successful manager of change for the company. Primarily, we set-up case management tool to deal with the upcoming requests and added some additional features, such as “waiting for response” stage and ratings section. We were pleased with the flexibility and customization options of the platform that helped us tailor best solutions to automate our processes. In order to control case processing time and ensure fast reaction of the employees, the system was set-up to automatically send notification to the team leader if the case has not been addressed within 20 minutes. **What do you dislike about Creatio?** We required additional support with setting up the integration of Microsoft Azure AD and bpm'online as well as with the functioning of some landing forms. However, bpm'online customer center did a good job responding to the issue instantly. **What problems is Creatio solving and how is that benefiting you?** Since our company incorporates a number of market fields (retail, manufacturing, consulting, medicine etc.), the complexity of data and processes needed to be efficiently managed in one single system, which was one of the most crucial factors of choosing bpm'online service. With the help of bpm'online service, we managed to integrate a range of tasks needed for quality service on the one single platform. Our clients are now able to track cases in the real-time, the requests are automatically processed, and all the case management stages can be easily monitored by the team. Previously, we had a difficulty in setting up the system of reporting and controlling the quality of service. Analytical and customer feedback tools have now enabled us to track the results and keep enhancing the quality and efficiency of processes. ### 7. Impressive way to automate your business. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Printing | Mid-Market (51-1000 emp.) **Reviewed Date:** November 28, 2019 **What do you like best about Creatio?** 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 Creatio?** There is still the space for improvement in processing of very large processes. Some smaller customer convenience features can be improved, as well. **Recommendations to others considering Creatio:** 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. **What problems is Creatio 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. ### 8. Serves departmental needs very well. **Rating:** 4.5/5.0 stars **Reviewed by:** Joseph C. | Branding Manager, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2019 **What do you like best about Creatio?** 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 Creatio?** 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. **Recommendations to others considering Creatio:** 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. **What problems is Creatio 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. ### 9. Multifunctional platform for quality service **Rating:** 4.5/5.0 stars **Reviewed by:** Julia K. | Julia Kozyreva, Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2019 **What do you like best about Creatio?** Of all system’s capabilities, data accessibility is what we admire the most. No matter which communication channel the data has been collected from – it is all seen in one place, easy to find and accessible to all employees. With bpm’online mobile app, service support managers are not dependent on their PCs, being able to manage data even while being out of office during service visits. **What do you dislike about Creatio?** At the early implementation stage, we really lacked some learning materials that would otherwise help us guide our employees through the system, making them learn faster how to use it. **What problems is Creatio solving and how is that benefiting you?** Multichannel communications, client data consolidation, configurable access control, case management and service process monitoring tools – a list of aspects we benefit from by using bpm’online is by far not limited to these features only. Thanks to bpm’online service solutions, our service engineers have shortened case processing time and improved the quality of customer service in general. Additionally, bpm’online helps us not only manage current service processes, but also plan future ones. A special business process has been set up to automatically calculate the date of next service visit and have a particular employee assigned to it – all done based on the data provided in the system. ### 10. user friendly crm / user and partner review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2019 **What do you like best about Creatio?** BPM'online is a user friendly system with nice, modern and logic interface. Thanks to its business process platform it can be customized and adjusted based on our needs and goals for our customers. It customization allowed us to achieve a better management of our internal processes as well as of our sales and marketing teams management. **What do you dislike about Creatio?** We had minor issues an the beginning of the implementation, but the support team solved them straightaway. Also, there are so many setting and possibilities in the system that I frankly don't know if we will get to know them all. We know bpm'online is always improving, but we hope the marketing management gets new features. **What problems is Creatio solving and how is that benefiting you?** - tracking and sending emails and seeing the interactions with our clients and prospects; - sales processes modified to fit our needs based on the kind of opportunities and more efficiently; - organizing documents flow; - getting custom analytics. ### 11. Greatly customized system for sales **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2019 **What do you like best about Creatio?** With the help of bpm'online, we unified client’s database, automated core business processes, and took control over the KPI analysis of the employee performance. Some of our favorite functions of the bpm'online are the following: -Dashboards section where the head of sale department can trace all ongoing activities and interacts with the managers in real-time. The activities of all managers can also be controlled based on their daily, weekly and monthly performance, thereby their efficiency is automatically calculated. -System’s ability to assists sales managers by showing next process stages and enabling them to keep track of the customer journey stages. Leads are being automatically handed off to sales. Successful sales convert into projects, which are customized in accordance to our work cycle. -Time management tools. The tasks assigned to employees are displayed in the calendar, which helps both individuals and teams to better arrange daily, weekly, and monthly work schedules. **What do you dislike about Creatio?** Some of the managers struggled with getting used to a new system - because of the shift to a new software the entire process of work was changed. However, in the course of time, all employees adapted to it. We often reach out to technical support department for certain inquiries. Bpm’online support team helps us to keep the system customized, that’s why we really appreciate the help we are given. **What problems is Creatio solving and how is that benefiting you?** Over the years of operating in elevators equipment services, our company accumulated a great number of clients which was challenging to keep track of. We realized that unless we use an efficient tool to manage our data, we would be missing out potential deals. We needed a smart CRM system which could aggregate our client’s data and communication history, track customer needs, monitor employee performance, and record the history of orders, deals, and services provided. That’s when bpm'online stepped in, solving all issues at once. ### 12. Bpm’online - investment that pays off **Rating:** 4.5/5.0 stars **Reviewed by:** Volodymyr K. | CRM manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2019 **What do you like best about Creatio?** The best part about bpm’online is that it provides us with a unified environment where we can process all the vital information. Our employees can easily interact with customers, schedule events and conduct marketing activities. By the way, we made a choice in favor of two products - bpm’online sales and bpm’online marketing. Bpm’online helps us to obtain more customers – the system helps us to understand their needs faster. Creating effective marketing campaigns became much easier as well. By having a complete picture of our business school, it’s easier for us to develop an effective strategy for its further improvement. **What do you dislike about Creatio?** Support team can be slow at times. Nevertheless, I should give those technical specialists a credit – they explain everything clearly and answer all my questions, even the trickiest ones. **What problems is Creatio solving and how is that benefiting you?** A couple of months after bpm’online implementation we have noticed significant changes. And those changes were definitely positive. The best part about the system is that now our school can use sales and marketing tools in a single IT ecosystem, which is really awesome! Order history section contains all the important information about transactions and customer needs, as well as sources of those needs and other marketing information. With bpm’online, it’s much easier to maintain long sales cycle as well as streamline lead processing. Bpm’online encouraged us to build first-class marketing campaigns – this allows us to attract new customers and increase the loyalty of the existing ones. Shorty put, we are happy with this CRM and planning to keep using it further. ### 13. Cloud Based CRM - easy implementation **Rating:** 4.5/5.0 stars **Reviewed by:** Shailey N. | Senior Business Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2019 **What do you like best about Creatio?** Easy Configurations, Effective business Processes . **What do you dislike about Creatio?** Everything in bom'online is Contact oriented. There should be different category for users/ Contacts/ leads etc. **Recommendations to others considering Creatio:** Easy Implementation **What problems is Creatio 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 ! ### 14. Best & Ease CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Sriraksha K. | Sriraksha KS, Mid-Market (51-1000 emp.) **Reviewed Date:** October 01, 2019 **What do you like best about Creatio?** 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 Creatio?** 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 Creatio solving and how is that benefiting you?** Integration with third party application ### 15. BPM'Online Service Enterprise **Rating:** 5.0/5.0 stars **Reviewed by:** Timothy L. | Software Developer - Senior, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** March 18, 2019 **What do you like best about Creatio?** There are many good qualities, but the best is that it is highly customizable. The UI looks and feels great too. There is also a marketplace where you can get packages to add-on functionality or change the experience, which is helpful if you don't have time to make your own solution. **What do you dislike about Creatio?** Setting up business rules (used to drive behavior on screen) and business processes (automation) can be difficult until you understand how everything works together. **Recommendations to others considering Creatio:** If it doesn't look like it has something you need, check the marketplace. **What problems is Creatio solving and how is that benefiting you?** We are using BPM'Online to keep track of leads, determine quote prices, and create orders. All of this was done on paper before, and it is really helping streamline the process. We were able to customize it to create separate orders based on location, which really cuts down on our admin. time. ### 16. Recommend for business process **Rating:** 4.0/5.0 stars **Reviewed by:** Akshaya B. | Akshaya, Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2019 **What do you like best about Creatio?** 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 Creatio?** 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 Creatio 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. ### 17. "bpm'online Reviews" **Rating:** 5.0/5.0 stars **Reviewed by:** Gift S. | Marketing Staff, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2019 **What do you like best about Creatio?** Bpmonline is exceedingly configurable arrangement that has expanded the effectiveness and profitability for clients. It was incredible to tweak the worked in procedures to our particular business needs. It helped us to develop and adjust to showcase changes in the Financial business with phenomenal spryness. **What do you dislike about Creatio?** We are yet to gone over anything we detest with the framework - luckily the easy to understand capacity to arrange the framework enables us to quickly discover better approaches for settling deterrents when they arrive. **Recommendations to others considering Creatio:** I trust it is an item which would enable any organizations to develop with it. Regardless of whether you are a little or huge organization, and whether you are inside a particular industry with extraordinary prerequisite, bpm'online is flexible to the point that it will cook for everybody necessities. **What problems is Creatio solving and how is that benefiting you?** We are presently ready to convey trigger messages and robotize our email showcasing forms. We would now be able to run reports and see live dashboards and updates inside our pipe to have a superior thought of our present generally picture. Our lead/opportunity stream is smoother and more proficient than previously. The inside specialized instruments make it simpler for inner workers to impart, pursue, and track exercises as call backs, updates, and so on. With the usage of bpm'online, we decreased innovation costs and wiped out costs related with startling programming updates and work force. ### 18. Great value for money and wonderful customer support **Rating:** 4.5/5.0 stars **Reviewed by:** Magdalena . | Sales Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** September 26, 2019 **What do you like best about Creatio?** 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 Creatio?** 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 Creatio solving and how is that benefiting you?** In bpm we are storing the information about our customers and opportunities and tracking the results. ### 19. CRM that has won our trust **Rating:** 5.0/5.0 stars **Reviewed by:** Leonova O. | Elena Leonova, Mid-Market (51-1000 emp.) **Reviewed Date:** April 26, 2019 **What do you like best about Creatio?** Before we found bpm’online, we were using manual Excel data entry. Even though initially Excel worksheets satisfied our business needs, with time we have realized that they lack some features that are critical for our industry. The data was scattered, which did not allow us to perform quality sales data analysis. In addition, it was hard for us to analyze employee engagement. After a few weeks of search, we decided to implement bpm’online - CRM that promised to automate sales process workflow. And the best thing about this system is that it fulfilled its promises. **What do you dislike about Creatio?** We are looking forward to more first-class sales features from bpm’online. **What problems is Creatio solving and how is that benefiting you?** Bpm’online CRM allowed us to take our customer service to a completely new level. Thanks to this CRM, activity planning has been simplified – now, our managers can easily record all their agreements with clients in a single system. What’s more, bpm’online enables us to save a lot of time so that we can work on increasing the client portfolio. We plan to use it further. ### 20. CRM that actually works **Rating:** 5.0/5.0 stars **Reviewed by:** Termo T. | Viacheslav, Mid-Market (51-1000 emp.) **Reviewed Date:** April 23, 2019 **What do you like best about Creatio?** Bpm’online helps us to organize all the important data in a centralized database so that we can keep track of all the information. Bpm’online stores important details of our customers thus reducing the time of our employees. We don’t have to manually enter the data – that’s what I like best about bpm’online! **What do you dislike about Creatio?** As of now, everything works fine. It would be great if bpm’online adds even more new features for sales management **What problems is Creatio solving and how is that benefiting you?** Bpm’online is good at solving many different issues. For example: • It helps us manage our sales processes more efficiently • Stores all the vital data in a single environment • With its help we can get custom analytics when it’s needed • Organizes document flow between all employees; Bpm’online allowed us to quickly update the information and receive reports on the work of both tender and sales departments. We are completely satisfied with the system! ### 21. CRM that efficiently automates sales processes **Rating:** 5.0/5.0 stars **Reviewed by:** Denys V. | Denys Vlasenko, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2019 **What do you like best about Creatio?** Being a real estate developer, we were seeking for a tool that will help us keep track of all the internal business processes. Prior to bpm’online implementation, we were using Excel Spreadsheets. Because Excel wasn’t effective enough we decided to switch to bpm’online. Bpm’online CRM allows us to automate any internal businesses processes. This system allows us to keep all the vital data in a single place so that we don’t have to worry about missing or forgetting something. Also, this system simplifies communication with clients a lot. **What do you dislike about Creatio?** As for now, nothing to complain about. But we would like to have an opportunity to integrate bpm'online with other services. **What problems is Creatio solving and how is that benefiting you?** With bpm’online we can easily manage long sales cycle. Also, the system allows for analyzing the sales performance of our team. Recently, we’ve discovered that bpm’online allowed us to increase sales by 25%! Isn’t it impressive? ### 22. Good CRM for printing industry **Rating:** 5.0/5.0 stars **Reviewed by:** Alex n. | Alex, Small-Business (50 or fewer emp.) **Reviewed Date:** April 12, 2019 **What do you like best about Creatio?** In the beginning, we were using another system. Even though initially that software satisfied our needs, with time we have noticed that it lacks some critical features that are necessary for our business sector. That is why we decided to switch to another CRM with advanced sales and marketing capabilities. What we were looking for is a system that will automate notifications of order statuses and provide analytics that would allow us to effectively respond to customer behavior. We decided to implement bpm’online since it promised to streamline our order processing and thereby increase sales. Our final decision was to implement bpm’online sales commerce and bpm’online marketing products. **What do you dislike about Creatio?** As for now, everything works fine, but as they say, there is always room for improvement. We look forward to new sales and marketing features from bpm’online. **What problems is Creatio solving and how is that benefiting you?** Bpm’online allows us to attract new customers and maintain the interest of the existing ones – that is important for our company. Behavior tracking tool allows us to track visitor behavior on our website as well as identify lead generation channels and sources. All information is collected in the lead profiles and is displayed in dashboard analytics. Now, we can easily track lead sources, evaluate the effectiveness of lead generation channels used in our marketing campaigns, and focus our efforts on the best performing channels. Overall, bpm’online implementation allowed us to increase sales by 20%! That is a huge difference comparing to what we’ve had before. The software enabled us to improve the quality of customer service and increase customer loyalty. Now, we regularly use the analytics that allows us to segment customers according to their behavior and target communications. ### 23. All information I need to do my job in one platform! **Rating:** 5.0/5.0 stars **Reviewed by:** Renaud V. | Managing Director, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** January 02, 2019 **What do you like best about Creatio?** The automation and flexibility of the platform it provides. We have been able to implement and change our processes as our business evolved. It has helped our business to get more sophisticated without hiring more staff. **What do you dislike about Creatio?** The portal for our customer is not easy to configure but I know bpm'online is going to release a new version of their portals which will allow us to configure it as we wish using the same flexibility/capabilities as what the back-end interface currently offers. **Recommendations to others considering Creatio:** I believe it is a product which would allow any companies to grow with it. Whether you are a small or large company, and whether you are within a specific industry with special requirement, bpm'online is so flexible that it will cater for everyone requirements. **What problems is Creatio solving and how is that benefiting you?** Transparency of information. It was a struggle to find out where we were at within the business but now we have Dashboard with all our KPIs. We are not spending days on creating reporting in spreadsheet anymore, it makes my life much easier. The other problem it tackled was reminders. For each process, we know where we are at and it is not up to someone to remember anything. Anyone can take over from anyone else as long as they have the necessary skills of course (but all information and processes are up-to-date). ### 24. It is so easy to create CRM that will totally fit to the business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Games | Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2019 **What do you like best about Creatio?** 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 Creatio?** It is too early for me to dislike something. Don't find yet **Recommendations to others considering Creatio:** review your internal resources in advance to be sure that you have them for self-implementation **What problems is Creatio 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. ### 25. Great CRM for exceptional license management and sales process automation **Rating:** 4.0/5.0 stars **Reviewed by:** Stanislav K. | Global Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2019 **What do you like best about Creatio?** Prior to the implementation of bpm'online sales enterprise, all work with customer requests was performed in mail client that could not be customized to meet our organization’s needs. We were looking for a sales automation tool that will provide us with the complete picture of managers’ performance by the means of analytics reports. Finally, we decided on bpm’online sales enterprise. The best thing we like about bpm’online is that it helps us to monitor and maintain our organization’s software licenses. License management in CRM system helps to track them in more effective way now. Utilizing this tool allows us to produce high quality data and provides the added benefit of transparency. **What do you dislike about Creatio?** We are happy with the system. Like everything about it. **What problems is Creatio solving and how is that benefiting you?** Bpm’online implementation enabled our business development department to streamline the process of client licensing. Client access licensing is performed so much faster now! The best part is that with bpm’online our sales reps spend less time on sales closing. Intelligent business processes enable us to configure notifications about license term expiration. In addition, the software allows to automatically generate contracts and documents required to close the deal. License renewal management has been simplified a lot. ### 26. Good CRM for logistics companies **Rating:** 4.5/5.0 stars **Reviewed by:** Tatiana Z. | Head Of Customer Service, Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2019 **What do you like best about Creatio?** Before bpm’online we used Outlook to handle customer requests. However, with time we discovered that Outlook does not allow us to measure employee performance properly and collect customer data accurately. Also, it always huge problem for clients to duplicate their requests in case of absence their Manager. In addition, reporting has become difficult. We decided to switch to bpm’online CRM. What we like about bpm’online is that it has an intuitive interface and a social look and feel, which makes working with the software easy. Bpm’online CRM allowed us to automate communications with clients and improve collaboration between multiple departments. **What do you dislike about Creatio?** Can’t think of any disadvantages at the moment, everything is working fine. **What problems is Creatio solving and how is that benefiting you?** Bpm’online enabled us to aggregate all the needed information in a single environment. This allows us to monitor and analyze manager performance. Having a 360-degree view of all the customers helps us predict their preferences – it is much easier to win their trust now. And there is no need to ask clients to repeat information they already discussed with other Manager. With bpm’online we can easily measure customer satisfaction. We can communicate with customers directly from the system. This includes making calls, managing email, approving contracts and collaborating in the enterprise social network. Will use this system further. ### 27. Good CRM for equipment manufacturers **Rating:** 5.0/5.0 stars **Reviewed by:** Dmitry K. | Kulikovskikh Dmitry, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2019 **What do you like best about Creatio?** Earlier we couldn’t manage to analyze the performance of our sales team. As a result, it was hard for us to plan business development strategy. To make things worse – our employees worked with tables. We knew that it was high time to change the way we run our business. We decided to give bpm’online sales a try, and…. it met our expectations! **What do you dislike about Creatio?** I dislike just one thing – that we didn’t implement bpm’online earlier. **What problems is Creatio solving and how is that benefiting you?** With bpm’online we can easily analyze both quantitative and qualitative performance indicators. For example, now we can quickly calculate sales conversion rate and lead value. Recently we’ve discovered that our sales volume increased by 35% after bpm’online sales implementation. We were pleasantly shocked. The system allows us to measure employee productivity performance so that we can properly gauge worker efficiency, identify who is working hard and who isn't. We can now determine how to properly compensate our workforce, and improve our workplace's overall productivity. Good job, bpm’online! ### 28. Powerful CRM - superb when you need automations **Rating:** 4.5/5.0 stars **Reviewed by:** Frederic B. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2018 **What do you like best about Creatio?** Many solid CRM exists in the market, but very few allow for business process automation. As an example, in our most recent project, we have to build a CRM solution for an Investment Management organization. They can now find in their CRM the information that was gathered into multiple administration systems, which improves the productivity of the users. More importantly, we built a number of notifications for the Financial Planners when certain "life events" take place. They can now have a proactive approach to customer service. The business processes are easy to update as the client needs evolve. **What do you dislike about Creatio?** The learning curve is steep. The system can do almost anything. Special consideration must be given at the design phase. **What problems is Creatio solving and how is that benefiting you?** The main purpose of the project was to centralize customer data in one location, provide productivity tools to users and generate leads based on specific client behaviours. ### 29. CRM that takes relationships with customers to the next level **Rating:** 5.0/5.0 stars **Reviewed by:** Дмитрий . | управляющий партнер, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2019 **What do you like best about Creatio?** Bpm’online increased our sales funnel conversion rates. It provides us with a bunch of new effective tools for managing diverse sales processes. For example, the system allows for effective lead management, which means our sales reps are able to easily track and capture leads through multiple sources. Bpm’online forecasting tools enable us to forecast sales volume based on different criteria while opportunity management feature allows for generating sales forecasts taking into account client’s budget, opportunity stage and probability. **What do you dislike about Creatio?** Currently there is no complaints about the system. **What problems is Creatio solving and how is that benefiting you?** Bpm’online CRM allowed us to manage all the sales processes in a single environment. Automatic task reminders increased customer satisfaction while standardized processes simplified the training of new employees. Additionally, this CRM helps us maintain communication history. Bpm’online allows us for adding leads from different sources into a single database. The system enables us to distribute the leads based on the prospect’s needs and profile, which is very convenient. In addition, we use the dashboards to analyze statistics on leads, such as number and quality of the new leads, conversion rate, etc. ### 30. My Experience with BPM'online **Rating:** 5.0/5.0 stars **Reviewed by:** Alex F. | Process and Innovation Rep, Hospitality, Mid-Market (51-1000 emp.) **Reviewed Date:** January 14, 2019 **What do you like best about Creatio?** The fact that I don't have to be an IT expert to be able to define or create a process to be customized based on my needs, I love how easy it is to understand the functionalities and the processes. A big portion of our processes are customized and BPM support and developers easily comprehend our needs when we create them **What do you dislike about Creatio?** Reporting is limited, although you can create filters and dashboards and even export to excel if you want a specific report within BPM where you add some Mathematical formulas, then you find yourself very limited. **Recommendations to others considering Creatio:** Easy to understand, great support **What problems is Creatio solving and how is that benefiting you?** It allows us to better identify our metrics. Now we are able to better track our client journey and identify strategies to better approach them ### 31. Great customizable platform for CRM and BPM **Rating:** 5.0/5.0 stars **Reviewed by:** Luis G. | General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2018 **What do you like best about Creatio?** The platform allow us to develop almost any business situation with highly custom forms and processes, almost codeless. The Dynamic Case Management remind us the importance for the processes to be focused on a journey, specially the customer journey that comes upfront for all the CRM out-of-the-box services provided. The connection between all objects give us a real 360º view of a customer or any other object we are working on. Finally, the capacity that I can provide to my customer for them to update and do minor changes without extensive training and risk. **What do you dislike about Creatio?** It didn't reach the 95% codeless, specially regarding the mobile app, but its getting there. **What problems is Creatio solving and how is that benefiting you?** I'm solving problems in areas so different as logistics, quality management, human resources and sales. The capacity to automate and dematerialize a process in a simple and quick manner allows almost anyone to produce quick changes on the processes, on data, on business rules. At the end we can get a fully customizable solution. ### 32. Data-driven CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Heather F. | Consultant - Marketing and Communications, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2019 **What do you like best about Creatio?** bpm'online makes it easy to manage customer data, and to create data-driven marketing campaigns. bpm'online really allows you to make the most of your customer data. **What do you dislike about Creatio?** I don't see any downsides of bpm'online. **What problems is Creatio solving and how is that benefiting you?** The KPI tracking feature is really useful, and the dashboards provide a great overview of marketing campaigns and overall customer journey. The integration with task management makes it easy to work effectively. ### 33. Great interface with good tools inside **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Plastics | Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2019 **What do you like best about Creatio?** All information that I need is in one place. There is no need to store info in different systems, files, any other places, because now everything is well organized and stored in one system. It is rather simple to find and edit info, even when you are out of the office - mobile app is always with me. I like an option to create my personal analytic - it is easy and looks fantastic. **What do you dislike about Creatio?** There is nothing that I can dislike now. **What problems is Creatio solving and how is that benefiting you?** bpm'online saves my time - many routing tasks are now performed in one click, and there is no option for me to forget smth :) Also rather useful thing is printables - you just enter the info in a system and all the needed drafts of the document are prepared. ### 34. Delighted with the bpmonline CRM tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Aviation & Aerospace | Mid-Market (51-1000 emp.) **Reviewed Date:** September 27, 2019 **What do you like best about Creatio?** The ease of use, operational efficiency and interoperability existing software tool suite is what sets BPM online apart **What do you dislike about Creatio?** More detailed documentation of the mobile services and training will be helpful **Recommendations to others considering Creatio:** BPM'online is ease of use and operational efficiency **What problems is Creatio 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 ### 35. Amazing highly congifurable solution to meet most of our needs **Rating:** 4.5/5.0 stars **Reviewed by:** Ammar Q. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2018 **What do you like best about Creatio?** Bpmonline is highly configurable and customisable solution that has increased the efficiency and productivity for users. We love the business processes and the automation functionality it offers to eliminate manual work on regular, smaller tasks. It was great to customise the built-in processes to our specific business needs. The other good thing about this solution is that users were able to move to Bpmonline quite quickly, without the need of lot of training. Data migration through data import was not that difficult either, once we cleaned the data. **What do you dislike about Creatio?** Would like to see more integrations/connectors for industry standard applications e.g. Zapier, Sage, MYOB etc. Also, AI is not as mature as its competition so that needs to be worked upon by Bpmonline. **Recommendations to others considering Creatio:** The product is recommended. However the company should have their requirements well-thought of so that the right partner can design and implement the right solution. Data migration is not that difficult, again the implementation partner needs to understand the business before undertaking the solution. Would also mentioned that if a company is moving away from an existing CRM, their users should not expect that they will get the exact same solution on Bpmonline. Bpmonline solution will increase the efficiency by improving the processes as well as automating some of the tasks. **What problems is Creatio solving and how is that benefiting you?** We are using Bpmonline for all: Marketing, Sales, and Service. And number of automated processes within these areas. ### 36. A robust, meticulously built CRM System! **Rating:** 5.0/5.0 stars **Reviewed by:** Thanos N. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2018 **What do you like best about Creatio?** The user-friendly design, business process functionality and user-modification flexibility. These features allow our firm to not only improve the efficiency and productivity of business but help us to innovate and adapt to market changes in the Financial industry with unprecedented agility. **What do you dislike about Creatio?** We have yet to come across anything we dislike with the system - fortunately the user friendly ability to configure the system allows us to swiftly find new ways of resolving obstacles when they arrive. **Recommendations to others considering Creatio:** BPMs staff and transparency of the system gives their client the upper-hand to truly evaluate and determine if the endless features of the system accomodate your needs. From personal experience, BPM works so closely with their clients and always allows them to test the system without limitations and even start building on it during the trail period to then transfer all those changes and implement (unfortunately the other majors do not - they are always so contract orianted **What problems is Creatio solving and how is that benefiting you?** The CRM helps us streamline our internal business processes - from generating documents to data entry and calculations, email management and insightful analytics. ### 37. Robust, highly customizable CRM for a fraction of the price. **Rating:** 4.5/5.0 stars **Reviewed by:** Stephen T. | Marketing Director, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2018 **What do you like best about Creatio?** The ability to fully automate our email marketing process is a huge increase in efficiency. We are now able to send out trigger emails based on almost anything we want, so that our reps and marketing team don't have to manually send out every email we want to send. Now, if a customer fits a certain criteria, we can have the system automatically send them a specific, personalized email. The best feature is that we can ultimately customize almost everything within the CRM and set it up exactly how we want it. Additionally, our Partner Success Manager Harry Taimur has been exceedingly helpful and has gone above and beyond to help us out. **What do you dislike about Creatio?** There are less integrations with other products and services than some competitors, although the marketplace is constantly updating with new integrations. **Recommendations to others considering Creatio:** BPM is great if you are looking for a relatively inexpensive CRM (compared to other competitors) that gives you a high level control in terms of customizing your experience and business process. There is a learning curve, but once you start to understand the capabilities of the CRM, the possibilities are limitless. **What problems is Creatio solving and how is that benefiting you?** We are now able to send out trigger emails and automate our email marketing processes. We can now run reports and see live dashboards and updates within our funnel to have a better idea of our current overall picture. Our lead/opportunity flow is smoother and more efficient than before. The internal communication tools make it easier for internal employees to communicate, follow, and track activities in the form of call backs, reminders, etc. ### 38. Powerful system with very logical interface **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Plastics | Mid-Market (51-1000 emp.) **Reviewed Date:** December 18, 2018 **What do you like best about Creatio?** System is very logical and it is very easy to get used to all functions. With out-of-the box functionality, you can cover all the aspects of your business need. But what is the best – even if you need to adjust something, this process is quite easy on custom’s level. More advanced customization for sure requires time, and for some purposes programing skills but the majority can be adjusted very easy. The other very important issue is that during all the implementation process and further usage period you always have access to support team, free instructions and tutorials and your personal manager. All these factors help improve our usage of the system to achieve the best results. **What do you dislike about Creatio?** As system covers many business use-cases, some of the features are not relevant for our business so we had to spend some time to understand what is unneeded for us right now and we can switch this off. **What problems is Creatio solving and how is that benefiting you?** All our sales routine becomes more structured now and after some time of usage, we started to spend less time and efforts for creating your client profile with all the history of interaction. More over now system creates all the needed reports instead of us. ### 39. Why should bpmonline ? **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2019 **What do you like best about Creatio?** I feel free to customize, starting from modifying an existing module or making it from zero, it's easy just drag and drop, then a system can be build. Bpm in the build system is very fast. Meanwhile, the marketing module is good, especially the analytic email blasting feature. **What do you dislike about Creatio?** This application is heavy, running program is not fast, very dependent on resources and specifications that are quite large. And for mobile that still need further development. **Recommendations to others considering Creatio:** Bpmonline can be the right choice for building a CRM, because bpm has provided a default CRM module that is in accordance with existing standards, and of course it can be customized freely. **What problems is Creatio solving and how is that benefiting you?** Bpm very helpful, especially in the marketing section, called the email blasting (bulk email) process to new leads or existing customer. The benefits that I felt were helped by the results of the bulk email analysis, starting from how many customers click, unsubscibed, etc. So that I can plan more directed and targeted promos. ### 40. One platform to serve all departments **Rating:** 5.0/5.0 stars **Reviewed by:** Davey D. | Business consultant at Webrixs | CRM | Software development, Program Development, Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2018 **What do you like best about Creatio?** 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 Creatio?** 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. **Recommendations to others considering Creatio:** 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. **What problems is Creatio 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. ### 41. Very user friendly CRM system **Rating:** 4.0/5.0 stars **Reviewed by:** Ekaterina M. | Sales & Operations, Specialty Fertilizers, Chemicals, Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2018 **What do you like best about Creatio?** 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 Creatio?** - Some bugs come out after system updates - Lack of full functionality to visualize dashboards (compared to Excel) - Incorrect system processing of duplicates **Recommendations to others considering Creatio:** Evaluate the need to customize BPM online to satisfy your business needs and ask all questions in advance. **What problems is Creatio 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) ### 42. Great solution - not mature yet **Rating:** 3.5/5.0 stars **Reviewed by:** Mihai J. | Technical Project Manager & Software Solutions Architect, Human Resources, Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2018 **What do you like best about Creatio?** 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 Creatio?** 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 Creatio 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. ### 43. Optimization of the sales department **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Industrial Automation | Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2019 **What do you like best about Creatio?** Before the introduction of bpm'online, InTech already had experience using CRM systems – we knew what we liked and didn’t like based on past experiences. Given the previous experience, we were looking for a tool that would allow not only to automate sales processes, but also to monitor and analyze the results of the work of the sales department. Bpm'online met these requirements, and its interface became an additional advantage of the system. InTech can now analyze the effectiveness of the sales department in the context of the following results: • volume of closed and potential orders; • the amount of work done by managers in the context of calls, meetings, activities for the time period; • customer base growth. **What do you dislike about Creatio?** Can’t say that we dislike anything at this point. At InTech, we have seen great results from bpm’online sales and credit the software for more sales and process transparency. **What problems is Creatio solving and how is that benefiting you?** The main task of implementing bpm'online was to collect all data on customers in a single system to conduct transparent work. Managers can go through all the stages of working with a client with high quality: from script conversations to invoicing. ### 44. Happy business Partner/ Happy Customer in the Insurance Industry **Rating:** 5.0/5.0 stars **Reviewed by:** Flavio L. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 07, 2018 **What do you like best about Creatio?** Bpm’online is an easy to use system. We were able to customize and adjust it based on our specific needs and goals for our client. The business process platform is a huge advantage. **What do you dislike about Creatio?** Frankly, it is hard to find anything to complain about the platform. Even though our team faced some minor issues in the initial stages of the implementation, the support team quickly resolved them. Due to system versatility and customizability, almost all business tasks can be solved using the various flexible tools that the software has to offer. **Recommendations to others considering Creatio:** Do your research. I would strongly recommend other potential buyers to read user guides and watch webinars in the initial stages of the product implementation or usage. Delving deeper into bpm’online functionality to understand how it works will help you get the most out of the technology. **What problems is Creatio solving and how is that benefiting you?** Bpm’online functionality is built on a scalable platform for more efficient workflows. As a bpm’online partner, we can now provide our customers with high-end tools so that they can effectively manage all marketing, sales and customer service channels. With the implementation of bpm’online, we reduced technology costs and eliminated expenses associated with unexpected software upgrades and personnel. ### 45. Best CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2019 **What do you like best about Creatio?** Bpmonline is highly configurable and customizable solution that has increased the efficiency and productivity for users. We love the business processes and the automation functionality it offers to eliminate manual work on regular, smaller tasks. It was great to customize the built-in processes to our specific business needs. Its very User friendly. Data migration through data import was not that difficult either, once we cleaned the data. **What do you dislike about Creatio?** Need more plugins to connect with other 3rd party systems like Quickbooks **What problems is Creatio solving and how is that benefiting you?** Have used BPM Online to streamline the sales process ### 46. Solutions CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 19, 2019 **What do you like best about Creatio?** IT's a good tools for manager our personal commercial. We use it for to have tracing about the sell od team. **What do you dislike about Creatio?** I have had problems with the databases because when joining accounts or similar contacts I have not been able to delete the history and I remain with history in two accounts **What problems is Creatio solving and how is that benefiting you?** N/A ### 47. The next-generation CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Zbinden D. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2018 **What do you like best about Creatio?** 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 Creatio?** 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. **Recommendations to others considering Creatio:** 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 ! **What problems is Creatio 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. ### 48. Refreshing CRM with a robust process engine **Rating:** 5.0/5.0 stars **Reviewed by:** Garett L. | Senior Partner, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2018 **What do you like best about Creatio?** Low-code platform that speeds the time to roll out implementations. Their business process designer makes it easier to create automation that adds great value to the end user experience. **What do you dislike about Creatio?** There is a little bit of a learning curve due to the flexibility of the platform there are many paths to approach different business cases and translating them into the software platform so having a full understanding of the platform will impact the end result. **What problems is Creatio solving and how is that benefiting you?** - Transparency across departments - streamlined business process integration - Open-ended API allows for integration across many different software suites - User adoption of the platform is high - Transition from legacy software ### 49. Refreshing product and company **Rating:** 5.0/5.0 stars **Reviewed by:** Chris I. | Manager, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2018 **What do you like best about Creatio?** The ability to customize and tailor the software to your own unique business processes and needs. **What do you dislike about Creatio?** There are a lot of system settings that can be learned and utilized. **Recommendations to others considering Creatio:** Give it a try for sure! Really explore the marketplace, and the process engine. **What problems is Creatio solving and how is that benefiting you?** I use bpm'online for CRM and email marketing, as well as tracking customer renewals and product information. Being able to create our own data sets to use and then creating or customizing some process flows enable us to stay on top of software renewals and what is going on with our customers. Being able to easily track and send emails through the system has been a huge help in seeing the interactions with our clients and prospects. We have also modified the sales process to fit our needs, based on the type of opportunity. ### 50. Brazilian public contests company is delighted and partner/developer is satisfied **Rating:** 5.0/5.0 stars **Reviewed by:** Carlos F. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2018 **What do you like best about Creatio?** 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 Creatio?** 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 Creatio 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. ## Creatio Discussions - [what makes bpm'online better than other CRM systems](https://www.g2.com/discussions/3466-what-makes-bpm-online-better-than-other-crm-systems) - 2 comments, 1 upvote - [What is Creatio used for?](https://www.g2.com/discussions/what-is-creatio-used-for) - 1 comment - [View Creatio pricing details and edition comparison](https://www.g2.com/products/creatio/reviews?page=5§ion=pricing&secure%5Bexpires_at%5D=2026-07-18+02%3A06%3A27+-0500&secure%5Bsession_id%5D=c02432d0-83c1-40e3-a9dd-33b565fe9bd6&secure%5Btoken%5D=2647979e9ab64727a6dd142e6de409056737eb6ec5117534577ec14c0400d77c&format=llm_user) ## Creatio Integrations - [Anthology Student](https://www.g2.com/products/anthology-student/reviews) - [Forsta](https://www.g2.com/products/forsta/reviews) - [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) - [Odoo ERP](https://www.g2.com/products/odoo-odoo-erp/reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - [Shopify](https://www.g2.com/products/shopify/reviews) - [Twilio](https://www.g2.com/products/twilio/reviews) - [Visual Studio](https://www.g2.com/products/visual-studio/reviews) - [Workato](https://www.g2.com/products/workato/reviews) ## Creatio Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Ticket and Case Management** - Ticket creation user experience - Ticket response user experience - Workflow - Response Automation - SLA Management - Attachments/Screencasts - Ticket Collaboration - Customer and Contacts Database **Lead Generation** - Lead Builder - CRM Integration - Marketing Automation Integration - Social Media Integration - Data Import & Export Tools **Administration** - Dashboards - Reports & Analytics **Setup** - Activities - Flows - Dependencies - Notifications **Channels** - Voice - Social - Web Chat - Mobile SMS - Email **Digital Workflows** - Logic and Conditions - No-Code Or Low-Code - Document Management **Responses** - Personalization - Route To Human - Natural Language Understanding (NLU) **Lead Intelligence** - Lead Validation - Lead Enrichment - Lead Quality - Lead Analysis - Browser Extension **Lead Monitoring** - Features - Performance - Identification **Revenue Sourcing and Forecasting** - Revenue History - Pipeline Management - Dashboard Analytics - Multi-Device Data Visualization - Data Segmentation - Predictive Forecasting - Revenue Operations Cadence **Data Management** - Consolidation - Data types - Correction - Cleansing - Validation **Generative AI** - AI Text-to-Speech **Automation - AI Agents** - Sales Follow-Up - Customer Interaction Automation - Lead Generation - Document Processing - Feedback Collection **Customization - AI Agent Builders** - Natural Language Configuration - Tone Customization - Security Guardrails **Agentic AI - Lead Capture** - Cross-system Integration - Proactive Assistance **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Performance Optimization & Learning - AI Marketing Agents** - Send-Time Optimization - Autonomous A/B Testing **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **User Interface Design** - WYSIWYG Editor - Customized Branding - App Templates - Workflow Management **Inventory Control** - Inventory Management - Inventory Sourcing **Management** - Updates - Audit Trail - Integration **Functions** - Session Routing - Session Queuing - Concurrent Calling - Speech Analytics - Auto Dialer - IVR - Inbound Screen Pop - Persistent Data **Forms** - Data Mapping - Templates - Mobile-Friendly Forms **Platform** - Conversation Editor - Integration - Human-In-The-Loop **Data Capture** - Mobile - Websites - Social Media - Data **CRM Data Enrichment** - Calendar Sync - Email Activity Capture - Conversation Intelligence - Marketing Leads - Contact Capture **Analytics** - KPIs - Forecasting - Reports and Dashboards - Predictive analytics **Generative AI** - AI Text Generation - AI Text Summarization **Autonomy - AI Agents** - Independent Decision Making - Adaptive Responses - Task Execution - Problem Solving **Functionality - AI Agent Builders** - Omni-channel Support - Agent Branding - Proactive Response Capabilities - Seamless Human Escalation **Agentic AI - Lead Intelligence** - Cross-system Integration **Agentic AI - Contact Center** - Autonomous Task Execution - Cross-system Integration - Natural Language Interaction - Proactive Assistance **Autonomous Campaign Orchestration - AI Marketing Agents ** - End-to-End Campaign Execution - Goal-Based Campaign Planning - Cross-Channel Orchestration - Conversational Campaign Setup - Real-Time Campaign Adaptation **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Data Control** - Data Migration - Data Synchronization - Data Security **Omni-Channel** - Customer Service - Order Fulfillment - Order Management - Integrations **Administrative** - Session Summary Notes - Administrator Access - Reporting & Dashboards - Session Recording - Agent Scheduling and Assignment **Automation** - Workflow Automation - Workflow Mapping - Real-Time Updates - Robotic Process Automation **Analytics** - Export/Import - Reporting **Account Management** - Nonengaged Accounts - Account optimization - Historical Patterns - Rep Performance - Account Engagement - Historical Win/Loss Patterns **Mobile** - Mobile dashboard - Mobile application **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation **Data and Analytics - AI Agent Builders** - Analytics & Reporting - Contextual Awareness - Data Privacy Compliance **Customer Query Resolution - AI Customer Support Agents** - Automated Ticket Resolution - Contextual Response Generation - Sentiment Analysis - Knowledge Base Utilization - Multilingual Support **Agentic AI - Help Desk** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - AI Agents** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **AI Content Generation - AI Marketing Agents ** - Dynamic Content Optimization - AI Copy Generation - Personalized Content Creation **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Publishing** - Application Deployment - Platform Compatibility - Lifecycle Management **Customization** - Forms - Personalization - Templates - Integration **Platform Additional Functionality** - Cloud - On-Premise **Integration - AI Agent Builders** - Workflow Automation - API Usage - Platform Interoperability - CRM Data Integration **Customer Interaction Automation - AI Customer Support Agents** - Proactive Customer Outreach - Feedback Collection - Escalation Handling - Workflow Optimization **Agentic AI - Revenue Operations & Intelligence (RO&I)** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - No-Code Development Platforms** - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Agentic AI - Digital Process Automation (DPA)** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Audience Intelligence & Segmentation - AI Marketing Agents ** - Lookalike Audience Modeling - Behavioral Triggering - Predictive Audience Segmentation **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Communication Channels** - Customer Portal - Email to Case - Chat/Live Support - Social Integration - Voice **Integration ** - Marketplace - Retail POS - Other software **Integrations & Data Connectivity - AI Marketing Agents ** - Event & Data Ingestion - CRM & CDP Integration **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Generative AI** - AI Text Generation **Agentic AI - Retail Analytics** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform** - Mobile User Support - Customization - User, Role, and Access Management - Integration - Reporting - Dashboards **Automation** - Customer Interaction Automation - Feedback Collection - Document Processing **Autonomy** - Independent Decision Making - Adaptive Responses - Task Execution - Problem Solving ## Top Creatio Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,668 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,269 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,834 reviews)