Creatio Reviews & Product Details

I like Creatio's analytics and reporting capabilities. The data is visualized at the touch of a button, providing instant insights into company operations.

I like everything about Creatio. Both product and service are top-notch.

Our company provides medication delivery services, so we need to process customer orders efficiently and ensure a quick delivery. Thanks to Creatio, our agents get immediately notified about each new order coming from the website or via mobile app and make the delivery arrangements. Creatio helps us collect information about customer interests and preferences and boost engagement through personalized marketing campaigns.

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Creatio offers a great set of tools for building custom workflows and integrating all corporate solutions into a single IT environment

There are no significant issues to mention

We use Creatio for end-to-end sales process automation. A single customer view with a track record of all the touchpoints helps us know our customers better. Sales forecasting functionality enables planning of our sales volumes, and dashboards and analytics allow monitoring the team progress in real-time.

Being Business Process Driven it has assisted us with planning our cycles precisely to the CRM framework rather than the reverse way around. The help is entirely educated and supportive too.

That we needed to hang tight for the gamification. Getting recognized with their new Academy now. Ideally, this would assist with settling the issue.

The framework assisted us with bettering construction and robotizing complex work processes. It is synchronized crafted by our promoting, deals, and administrations offices, establishing a solitary business climate.

Flexibility of settings Possibility of basic customization without involving development The ability to integrate with many third-party services Analytics aggregation Expanded documentation An interesting society of like-minded people

Ambiguity of system architecture requirements Not all processes are covered by low-code

First of all, we have automated the sales and support processes Many integrations allowed us to create the most complete portrait of the client, taking into account the software of employees from different continents In our CPM, we bring all points of contact with the client and can analyze the most effective Bulk and trigger mailings help to keep the target audience up to date and draw attention to our brand

I like the ability to create custom dashboards, graphs, and panels. Correct data visualization is one of the most important things to have in hand to make the right decisions. Also, workflows can be built quickly with no code.

The mobile app requires some improvements. Sometimes it is slower than the desktop version.

Creatio is being used for lead management and workflow automation; Thanks to the plataform, we have increased our sales conversion and customer satisfaction. The marketing module helps us run campaigns to attract new customers and increase ROI

One of the best things about Creatio is its configurability. You can adjust the processes, so they perfectly match your business requirements. Additionally, the system is very intuitive and easy to navigate. It’s easy to track operational efficiency with built-in analytics.

There aren't any significant flaws worth mentioning.

Having implemented Creatio, our company established an efficient contact center operations framework. A user-friendly agent desktop allows for the seeing of all data in one window. Improved categorization of service requests and omnichannel communication options speed up their processing, decreasing over-due requests practically to zero.

Creatio has changed my routine as a brand manager. Its Studio product is a nice, easy-to-use, and versatile platform for managing business processes and having all the information in one place, without unnecessary clicks or operations. I’ve been using Marketing Creatio for some time now, and one thing that I can say is that I am a huge fan. It works great in the current marketing environment, where none of us has the time to spend time on tech details but want to use advanced technologies. I want my work tools to be sophisticated without a steep learning curve, and this is exactly the experience Creatio’s products provide.

I do not have any major complaints at the moment. I had a chance to join the webinar when Creatio introduced the latest release. They presented their new interface and composable approach which I loved and look forward to trying out. The update looks great, and I wish they switched to this design before.

1) No need to struggle with complicated technical processes. I’ve never thought myself as a person that could develop applications, but here I am, using no-code tools every day at my job. 2) In-depth analytics. Even though the platform has many great features, I am most satisfied with the comprehensive analytics and ML tools that it provides. Without any IT background, I was able to customize the audience segmentation and get a better understanding of our customers’ behavior. 3) A top-notch user interface. Creatio is an enjoyable tool to work with. You do not need a 10-page-long instruction to combine ready-made templates to launch a trigger campaign. The platform is very intuitive.

Both IT and “business” developers in our company note Studio Creatio’s ease of use and advanced customization capabilities as critical to quick product adoption. The platform allows developers to create their own modules as well as modify the existing functionality. Creatio’s OOTB templates and wizards help us customize the application interface and business logic. Thanks to this, not only developers but employees from other departments in our company can build custom apps in just a few hours.

At the moment we are happy with everything.

Business app development became easier. We’ve expanded customization capabilities with the flexible architecture of the platform. The package architecture enables us to select entire functional blocks and organize them as separate modules installed on a different Creatio app. This helps us to easily transfer changes between development, testing, and production environments.

Creatio is quite sophisticated, according to its programming, as it provides functions that are exclusive and very necessary for a marketing environment, as this software not only takes care of managing all your sales in general, it specializes in accelerating the entire cycle life of all these operations, which means an incredible quality, being one of my favorite aspects in relation to its performance, without excluding that these processes are fully automated and customization, which allows us to adapt said system to our production method. , no matter how complex and deep it is.

Since it is a platform that specializes in sales, we can mention that they maintain different restrictions that require authorization to access these high-end productivity functions, in which these points should be in a free environment, to perform a full work without occurrences in its cycle, one of these qualities is that you need a separate license to use the marketing unit, resulting in a wide mishap, for new users.

We take Creatio into account as a vital system for the company, since it has given us lasting and excellent results in its entirety, as it helps us locate and work properly, to carry out purchase operations, carrying out follow-ups throughout the process to guarantee said section in optimal movement, being of great proportion, since the sales margin has increased at a drastically accelerated level, since its implementation, using its functions for marketing activities with complex valuations in the same way.

The system’s process orchestration capabilities for customer service management are outstanding. From large-scale case processing automation to customized SLA management tools, omnichannel communication solutions, and actionable customer analytics, the system serves us as a one-stop-shop in delivering great customer experience and continuously raising the levels of customer engagement. Also, we really like the rich functionality and the agility that the platform provides.

Our in-house resources do not allow us to expand the system and build additional solutions in it at the desired scale even though the system has all tools we might need for that.

The combination of the system’s out-of-the-box solutions and easy-to-use low-code development tools allowed us to meet all of our business needs for process automation and CRM with a single software. Thanks to a unified data management environment and process automation tools, we were able to optimize our customer service operations substantially and put an end to all operational inefficiencies. I would highly recommend this solution to any customer-centric company that struggles with disjointed and siloed customer experience.

The low code no code tools enable me to do robust configuration without having to hire a developer to do custom development that is costly and less sustainable.

I just wish every employee in our organization used it, we have a couple legacy systems that other departments won't give up. It would be easier if everyone was using Creatio.

We are able to set up reports and dashboards much faster so we can have useful metrics for reviewing our employees KPIs, and for management to make informed decisions.

What stood out for us from the very start was cost-efficient deployment and strong technical support. The system’s efficiency is great; it is rich in contact center capabilities and has powerful low-code and business process automation tools. We believe that the system has a lot of potential for us, there is a lotof untapped functionality that we still need to discover.

Building AI-powered solutions within the system requires some dedicated in-house resources. Knowing all the low-code development tools we could use to grow our operational efficiency, we would like to create more advanced tailor-made business solutions in future.

With the help of the platform, we were able to improve our customer service operations significantly. Our case management and customer interactions became far more organized, hence, our employee productivity increased, too. With all the solutions the platform offers, our contact center is able to work at full speed, being efficient as never before.

In order to use the platform to support our sales process, our organization has required quite a bit of customization. Creatio has proven to be the partner for us by accommodating and customizing our sales process where needed. It has been a very pleasant experience to work with our Customer Service Manager, very impressed with the high level of support and understanding of our business in a short time. The platform is user friendly with a great user interface, easy to navigate and the training provided is extensive. Creatio offers a wide selection of Apps in their marketplace to integrate with the platform, therefore creating great opportunity for expanding the functionality. Though our sales team has only just started to adopt the platform into their daily routines, we foresee a long-term relationship with Creatio, improving our sales process, lead management and marketing campaigns.

Hoping for ways to upload individual contacts from phone or outlook instead of full synchronization. This would make data entry more efficient, instead of entering a contact in cell phone and then in Creatio. Our team works from their cell phones.

Automating our sales process, actively pursuing outstanding leads and sending marketing campaigns targeting customer needs.

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.

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.

Integration with third party application

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.

I don't see any downsides of bpm'online.

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.

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.

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.

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.

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.

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.

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.

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.

We are looking forward to more first-class sales features from bpm’online.

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.

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!

As of now, everything works fine. It would be great if bpm’online adds even more new features for sales management

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!