
Creatio CRM
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- Branche: Finanzdienstleistungen
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Creatio has everything we need
Vorteile
The standout features include automation tools and seamless integrations with other applications. Creatio also deserves praise for its proactive approach to customer feedback. They continuously adapt and improve their platform based on user suggestions, which is truly outstanding.
Nachteile
The platform offers an abundance of options for customization, integration of third-party applications, and data management. However, this extensive functionality can be quite daunting for beginners. It can be challenging to discern where to start or how to progressively leverage the tool's full potential, as the numerous capabilities can cause a sense of overload for new users.
- Branche: Personalbeschaffung & -besetzung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Creatio CRM for Powerful Customer Support
Creatio CRM has dynamic measure for managing every customer concern.
Vorteile
Creatio CRM is executive and reliable in controlling all the procurement processes.
Nachteile
Creatio CRM is practical and offers decency in service delivery.
- Branche: Anwaltskanzlei
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Excellent technological execution of the buggy product
Customer service was great and the team dedication to find suitable solution was beyond reproach. Having said that, I felt that I joined their QA team and kept running into bugs that made use of the product impossible until the bug was fixed. Ultimately, I never truly got to use the product and just gave in.
Vorteile
Easily customizable. Excellent support from technical side.
Nachteile
lots of bugs. new updates would override the fixes and render software useless until new patches would be applied.

- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Ready-made solution for large-scale business
Vorteile
The seamless integration of ready-made modules and workflows allows for the creation of any customized solutions, minimizing the requirement for extensive engagement from technical team.
Nachteile
I don't know of any significant issues, and I have not personally encountered any such concerns.
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Efficient CRM tool to optimize and automate key processes
I like to work with the bpm'online system. It connected all the dots between our marketing, sales and service departments creating one single environment. Now we have a complete view of all business activities.
The system is powered by bpm engine which enabled us to optimize and automate key processes within the company.
Thanks to bpm'online we solved a whole range of business problems - we aligned our marketing, sales and service departments. The system mapped and automated our processes so that we were able to close all the gaps and increase our productivity. Additionally, bpm engine ensured that we were able to flexibly change our processes when needed. Constant improvements led to more efficient and smooth operations and satisfied customers.
Nachteile
Like any time you start something new, there is a learning curve. Thus, read user guides and watch videos on the website, dig into the functionality of the product.
- Branche: Unternehmensberatung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Good choice for the fair price
There were numerous CRM options for us to choose from, and they all seem to have strengths. What we liked about bpm’online was that it provides one place for everything we need, from business development through to managing projects, processing orders and more.
We’re still making internal decisions on naming conventions and numerous details which is stalling the process. I think we will benefit from being able to allocate tasks to various people which will help us to track and manage all of our projects.
Vorteile
We like the fact that we could host it on-site. The customization of the system is also great, however it does mean that more work needs to put invested up front. We have not got to a point where our entire company is using the system, but we have made some headway. I can see that it will help streamline our business.
Nachteile
Other CRM’s have a cleaner look and feel, and slightly more engaging graphics. I feel that there might be a little too much clutter on some of the pages, but understand that it can be customized. Customization of the system has been taking too long, however this is mostly due to us not having the time or resources to dedicate to setting bpm’online up 100% for our business. So while it is beneficial that we can customize just about everything, the drawback that we have experienced is that we have been struggling internally to make decisions on the way forward.
- Branche: Gastgewerbe
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Impressive, user friendly CRM tool that streamlines your sales process in no time!
Implementing Creatio in our sales process has streamlined our sales process, kept us on our toes to follow up with every lead, respond in a timely manner, keep track of our customer information and have access to live analytical sales stats. I would recommend this CRM to everyone, the support team is impressive.
Vorteile
Easy to customize, fully integrated.
Ongoing development and a great support team!
Nachteile
NO cons have been encountered for us. We have positive experience only
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Great for productivity improvement!
Vorteile
This tool has been instrumental in substantially enhancing our productivity and fostering stronger collaboration within our team. It has effectively facilitated the consolidation of our projects, even with the geographical dispersion of some of the team members. Moreover, it has provided us with a clearer and more definitive understanding of our strategic trajectory. All in all, it has proven to be a game-changer for our workflows.
Nachteile
That would much help to have even more pre-built and composable modules as this will simplify the user adoption process. We know that Creatio's team are inteniv;y working on this.
- Branche: Rechtsberatung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Version Updates Cause Issues
It has been very frustrating for our team.
Vorteile
Not much that I can think of at this time.
Nachteile
Version updates causing issues with our apps
Freedom UI randomly showing up for clients even though we have deactivated it
Creatio Support is not very helpful and it takes explaining the same thing many times for support to understand.
- Branche: Telekommunikation
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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The Ideal CRM Solution For Business
Vorteile
It handles our CRM needs effectively and makes customer service issues easy to handle.
Nachteile
Everything is straightforward with Creatio CRM

- Branche: Computer- & Netzwerksicherheit
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
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Logiciel CRM
Vorteile
C’est une plateforme spécialisée dans l’automatisation du marketing, des ventes et services. Elle permet aux petites, moyennes ou grandes entreprises d’avoir les moyens de gérer les processus client et d'offrir une expérience client hors du commun.
Nachteile
Elle beugue trop et le service assistance n’est pas souvent disponible pour nous apporter de l’aide.

- Branche: Bekleidung & Mode
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für Kostenlose Testversion genutzt
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Meilleur CRM pour les entreprises.
Vorteile
En plus de sa meilleure fonctionnalité, Creatio CRM est un logiciel que j’aime beaucoup. La personnalisation du système est aussi impeccable.
Nachteile
La prise n’est pas facile pour un débutant mais , avec le temps. L’équipe d’assistance n’est pas des fois disponible pour nous aider.
- Branche: Immobilien
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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A highly recommended solution for customer-centric businesses
Working with Creatio’s team has been a pleasant and rewarding experience. We had a rapid project
deployment with the first phase completed in 2 months only and the second deployment finished in 3
months. Thanks to its low-code development tools, we are able to create new tailor-made solutions on
the go. These constant process management improvements enabled us to create better ways of
interacting with our customers and building rapport with them.
Vorteile
The system’s ability to provide us with a complete customer profile, deliver an omnichannel customer
experience, and leverage comprehensive analytics. The platform’s tools help us understand our clients
and serve them better. Also, the system’s UI is great.
Nachteile
The change management process was challenging at first, but our users quickly recognized the
intuitiveness of the system. Whenever we had any complications because of our initial lack of
knowledge of the system, Creatio team was always ready to help us out.

- Branche: Eventservice
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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An amazing solution for organising all your business processes all together!
With BPMOnline you maintain your data base, you manage your projects, sales and cash flow, as well as keep your team well organised and focused. The most amazing thing about BPMOnline for the company staff is that it's also interactive and really fun to use!
Vorteile
All our work is based inBPMOnline! We start the day by logging in and end the day by logging out. All our Clients, suppliers, customer relationship, sales & marketing, project management, calendars, cash flow and even accounting system are all in one place! The way we can link all of them just by clicking a button makes our life easy and lets us perfectly focus on business outside 'admin work'.
- Branche: Transport/Güterfrachtverkehr/Schienenverkehr
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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CRM Software Done Right
We have had an excellent time with the software so far. Development has been a breeze, and the Academy has proven to be an incredible tool for providing the answers we need at the pace we need them.
Vorteile
- Ease of customization and management even for non-developers.
- Clean intuitive interfaces that eliminate a great deal of hassle from end-user education.
- Robust out of the box solutions for many standard business needs.
- Excellent pricing and incredibly simple license management.
Nachteile
- Printables and Reports can be difficult to work with and seem to have fallen behind the quality represented elsewhere in the software.
- No out of the box support for tagging attachments with metadata necessary for internal security practices and segmentation.

- Branche: Computer-Software
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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With much to improve, but proven alternative.
The idea of using bpm / online, indicated a change in the terms of use and escape of the domain and the monopoly of the great tools that BPM offers.
This tool allows us to manage small processes that, in other occasions, we would have to design and leave in files.
Vorteile
Simple and basic user interface for any principle that uses BPM as a serious management for business processes.
The BPM tool is solid, you can design and implement any process of a slightly simple tranche. Since the coding is in the background (automated by the tool), we take care of the technical and procedural management of each project.
Nachteile
A technical level requires many updates, it has basic but powerful features. Its larger competitors incorporate truly powerful tools to create correct BPM flows of guaranteed quality.
The incorporation of external services has not yet matured.
- Branche: Marketing & Werbung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Happy business Partner/ Happy Customer in the Insurance Industry
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.
Vorteile
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.
Nachteile
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.
- Branche: Computer-Software
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Very flexible with amazing reporting
BPM gives our business incredible insight into product development, business development, and account ROI. What used to take data entry and analysis can now be automatically from BPM in a matter of minutes.
Vorteile
At UpSellit, we develop custom e-commerce campaigns for a diverse range of clients. Every campaign is developed from the ground up and some campaigns are built before we close the sale. We need a solution that seamlessly blends sales tracking with project management. BPM's process creator allowed me to build my own complex process that adapts to our client needs in real-time and aligns with our unique sales process. The highly customizable reporting is a very close second favorite feature. I'm able to run reports on every single step of our complex sales process and gather insights and business intelligence I only thought possible with solutions that cost 10X what BPM charges.
Nachteile
I decided to build out our custom BPM processes and reports myself (instead of hiring one of the 3rd party developers BPM offers). This was a much larger undertaking than I anticipated. Some components of the process wizard aren't very intuitive, but their support team has gone above and beyond to help me, spending countless hours working with me to make sure we have the perfect system for our business.
- Branche: Computer-Software
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Best software to synchronize processes
With the deployment of the bpm’online system, we finally united our three main departments: marketing, sales and service, which allowed our head of departments to automate lots of routine processes. Now marketing and sales managers work as one team, instantly share the business information on the leads, potential buyers and orders, etc. Coherent communication and internal operations increased the productivity of the staff.
Vorteile
Firstly, bpm’online synced our internal processes and data, and created a unified business hub for our marketing and sales. The system became one single entry point for all data and no information was lost.
Secondly, the system has a very friendly interface. Our staff quickly adopted a new system. An intuitive interface is a crucial feature that our marketers and sales reps were looking for since they are the ones who work with the system on day-to-day basis. Now previously complicated reports are made in 1-2-3 clicks.
Nachteile
When we just deployed the system, the out-of-box processes didn’t cover all our operations. So we had to work with client support managers to make additional customization.
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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A fresh approach to CRM
We've been using Bpm'online for several months and it's a great benefit to our business management processes: it helps tracking our business initiatives since the very beginning in an easy and intuitive way. We had other products before, but eventually all of them were too wearisome to use, specially for routine tasks and standards ops: after a while the account managers perceived CRM as an additional burden instead of a help, and dropped it.
Vorteile
1. Ease of use
2. Integrated vision of marketing, sales and support
3. Process automation
4. Supportive company
Nachteile
1. Deep customization requires advanced skills
2. Customer support is rather good, but with a more proactive apprach could be much better
3. Heavy usage may suffer from performance issues
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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bpm'online marketing review
Hi,
I'm using bpm'online marketing to plan lead generation campaigns. It was rather easy to set up online campaign process starting with bulk emails and trigger communications. The templates are simple and a vendor offers quite a few designs. I do like the analytics that can be used for further communications (like we can filter those, who showed the most interest to the content). I can also create the filters according to any criteria that I want to target.
Vorteile
It's simple, user friendly and provides enough bunch of functions for proper marketing campaign
Nachteile
When I create templates, I miss the range of design opportunities like I used to have in other email platforms. Some extra skills, like html-coding is needed for the best template.
Antwort von Creatio
Hi Nadia,
We appreciate your feedback and would like to ensure that we are working on additional features for the marketing solution, which will improve your user experience.
Meanwhile, you are welcome to check our insights page, where you can download ebook with useful marketing tips: https://www.bpmonline.com/insights
Thank you for being our client.
Bpm¿online team.
- Branche: Computer-Software
- Unternehmensgröße: 11–50 Mitarbeiter
- Weitere für Mehr als 2 Jahre genutzt
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Bpm’online’s sales functionality is built on a scalable and user-friendly platform to improve...
Bpm’online will not only help automate processes but also organize them – it is a win, win situation.
Vorteile
The system is easy to configure, build processes with and make changes as companies grow and change. Bpm’online provides a customizable platform that enables companies to safely store and recognize customer data, connect multiple channels and other related services.
Nachteile
Overtime, the overall look and feel of the software has improved; however, there is still some room for improvement.
- Branche: Computer-Software
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Great customer management tool
Vorteile
We are able to manage all of our customer relationships in BPM. This has allowed us to integrate contact with our other applications as well as expedite the sales process.
Nachteile
We didn’t have the best experience on support or first time. After some smaller escalations support changed their tune and we have never had a problem since.
- Branche: Computer-Software
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Great CRM for a growing business with extensive lead generating activities
We use bpm’online for lead management purposes. From lead generation and integration with our landing pages to tracking channels efficiency and conversion rates. Analytics tools is a big part of the deal as now we can measure success of our marketing campaigns and concentrate on what works best.
Vorteile
Plenty of great tools for marketers at a reasonable price. By setting up visual dashboards, we now have the ability to track information on leads and channels.
Nachteile
Although it’s always possible to sign up for a training I’d prefer to have more video tutorials available. Nevertheless, whenever I have questions their support is very helpful.
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 11–50 Mitarbeiter
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The best CRM experience that I found in the market.
I solve sales process and projects for IT company. My user experience is positive. I like high customization possibilities about modules, process and indicators.
Vorteile
Customization possibilities about modules, process and indicators
Nachteile
I dislike that there insn't a free license option for 1-3 users at least, for startups companies.
- Branche: Logistik & Lieferkette
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Expirience with Bpm´online
We were having big troubles with a CRM of a big and known ERP because it was not really functional, it was very difficult to give all the power to the sales department.
With Bpm´online, they have all the control, in and out of the office. They can track the projects, they can have their contacts, they´re clients, so all the information even in they´re cellphones.
Bpm´online it's all we need.
- Branche: Computer-Software
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Adaptative
It's a excellent CRM with the perfect level of complexity
Vorteile
The flexibility of making a bpm process and work areas that allows you to organize the information in the hole system
Nachteile
You have to be aware of the changes that you make from the beginning or it would be difficult to go back
- Branche: Hochschulbildung
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Startup New to CRM
The customer service has been great. The suppport staff is extremely helpful! Took a little getting used to but nothing other than expected. Would definitely do it again!
Vorteile
Support. UI.
Nachteile
Social media Integration is still maturing.