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Creatio propose une synergie unique entre un CRM (Customer Relationship Management) unifié et une plateforme BPM (Business Process Management) intelligente pour l'automatisation du marketing, des ventes et des services. La...
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- Secteur d'activité : Informatique et sécurité réseau
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé toutes les semaines pendant plus d'un an
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Provenance de l'avis
Logiciel CRM
Avantages
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.
Inconvénients
Elle beugue trop et le service assistance n’est pas souvent disponible pour nous apporter de l’aide.

- Secteur d'activité : Mode et vêtements
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé toutes les semaines pendant Essai gratuit
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Provenance de l'avis
Meilleur CRM pour les entreprises.
Avantages
En plus de sa meilleure fonctionnalité, Creatio CRM est un logiciel que j’aime beaucoup. La personnalisation du système est aussi impeccable.
Inconvénients
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.
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 501–1 000 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Powerful CRM that streamlines the processes in the company
Avantages
Working as a marketing manager in the big company, which has several offices all over the world, I can see the importance for us to effectively coordinate the teamwork and develop a unified approach to our customers. Bpm’online helped us to automate our core processes and align marketing, sales and service on a single platform.
Our sales team is happy with the system, especially with lead management, opportunity management, field sales management and sales forecasting features. With bpm’online, they are able to manage end-to-end sales cycle and communication with the customers via multiple channels. Our service team outlines the problem management feature, as it allows unifying similar cases into a problem, assigning agents to resolve it. Moreover, customer support managers can track the agents’ performance in terms of problem resolution efficiency. As a marketing manager, I really enjoyed the website behavior tracking function. With the help of bpm’online marketing, all the information on the pages visited by a client and the time spent on each page is sent to the system. Thus, it enables to understand the needs of a prospect better, track the most effective lead generation channels and launch trigger campaigns based on lead’s preferences. By the way, it is so easy to create a campaign now with the intuitive campaign designer and then monitor its efficiency. What is more, with bpm’online, we automated our routine tasks, and now we are fully concentrated on the important issues.
Inconvénients
Working with bpm’online during quite a long period of time I have not noticed any essential drawbacks which I can mention.
Les meilleures alternatives à Creatio CRM
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Completely satisfied and loyal to Creatio solutions
We opted for Creatio because it offered user-friendly low-code development tools which allowed us to adjust the processes regularly based on our changing business needs and strategies. Now we are fully satisfied with the system and its functionality. Creatio helps us serve our customers better daily. We utilize the platform actively to manage our customer-facing processes as well as improve our internal operations.
Avantages
The system has advanced tools to not only manage but also to constantly improve customer relationship. The system’s agility and scalability are some of the greatest benefits to us. Thanks to the platform’s tools, we are able to keep introducing new solutions to our customers, adding new communication channels, and improving customer-facing workflows regularly. The system also helped us reduce operational costs and grow customer satisfaction level significantly. Even though the system is powerful and feature-rich already, we are confident that the product has a huge potential. Creatio’s team of professionals keep enhancing the system’s functionality with advanced AI-powered solutions and other latest technologies.
Inconvénients
The learning curve might be steep at times, especially since there is a wide range of useful features that we can utilize for the greater benefit of our business. Having an abundance of solutions and tools to use, we never stop learning something more about the system and its capabilities. While it is definitely a good thing, it might sometimes feel overwhelming since we need to continuously catch up with the new features that Creatio keeps rolling out. Another great thing – they are ensuring all the features are user-friendly, which makes the adoption of new functionality easy.
Pourquoi choisir Creatio CRM
Creatio was significantly more affordable and added more features.Logiciel antérieur
Zendesk SuitePourquoi passer à Creatio CRM
Best value for the capabilities and price.- Logiciel utilisé tous les jours pendant Essai gratuit
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Provenance de l'avis
Potential Buyer
Avantages
The prompt response from the sales team and the willingness to answer my questions. Many vendors just ignore your questions.
Inconvénients
I had a very specific needs related to users having an online calendar to schedule call back support. I was clear with BPM staff prior to the call and accepted the call because they believed they had a solution. On the call they listened to my needs again and then took me through a boilerplate pitch. They were going to investigate their ability to deliver and even offered to build a mock up to show me.
That call as the last time I heard from them. I reached back out and heard nothing. Not even a simple we looked into your need and we are unable to provide the support you desire.
I came away believing they will say anything just to get you on a call for their pitch.
Where are we going? Salesforce with Timetrade as a plugin

- Secteur d'activité : Services et technologies de l'information
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Ready-made solution for large-scale business
Avantages
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.
Inconvénients
I don't know of any significant issues, and I have not personally encountered any such concerns.
- Secteur d'activité : Hôpitaux et soins de santé
- Taille de l'entreprise : 201–500 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
An intuitive CRM tool
I would recommend this tool to others struggling with user adaptation. We have built additional sections for each of our departments and they are getting on board as well.
Avantages
I love the system's UI. It's very similar to salesforce without the heavy price and its easier to customize. We have had great user uptake since launch. Additionally, out outside sales team love the mobile application.
Inconvénients
The email integration has been tricky with outlook.
Alternatives envisagées
Dynamics 365Pourquoi choisir Creatio CRM
Low usage, difficult to customize, and poor functionality.Logiciel antérieur
Dynamics 365Pourquoi passer à Creatio CRM
Easier to customize and better UI- Secteur d'activité : Transport routier/ferroviaire
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
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.
Avantages
- 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.
Inconvénients
- 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.
- Secteur d'activité : Services et technologies de l'information
- Taille de l'entreprise : 201–500 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
This is a highly scalable and customizable solution, must-have for businesses seeking a CRM
This is a highly scalable and customizable solution that offers a comprehensive suite of tools to design workflows that align with your organization's unique business processes. Its adaptability to cater to the diverse needs of various departments and companies is unmatched, making it a must-have for businesses seeking a CRM solution. The ability to manage workflows and business processes is essential for any organization, and this software delivers on that front, providing a robust platform to integrate all corporate solutions into a single IT environment. Effective data visualization is critical to making informed decisions, and this software ensures that the visualization of data is accurate and precise. With virtually limitless customization options, businesses can tailor the software to their specific requirements. Furthermore, built-in reporting and analytics offer valuable customer insights, making it easier for businesses to stay on top of their game. The software is user-friendly, cost-effective, and has gained significant popularity in the market.
Avantages
Creatio offers great agility, enabling us to quickly adapt and make changes as necessary. We often refrain from altering anything that is already functioning well and instead utilize the out-of-the-box modules for tasks such as sales forecasting, opportunity management, marketing autometion and more
Inconvénients
Overall everything is good, any question and inconvenience can be solved promptly

- Secteur d'activité : Services financiers
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé toutes les semaines pendant plus de deux ans
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Provenance de l'avis
An excellent software for financial institutions
Creatio is incredibly user-friendly, and Creatio support service consistently delivers exceptional assistance, ensuring our our satisfaction at all times.
Avantages
This platform is a great solution for lead and opportunity management, from lead generation to finalizing sales. Great fit and ready-made solution for financial insitutions enables with ready workflows for solving all modern challenges. The platform has a user-friendly interface that enables customization through intuitive drag-and-drop functionality.
Inconvénients
I don't think there is anything major, I personallt didn't experience such.
- Secteur d'activité : Loisirs, voyage et tourisme
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Creatio CRM
Avantages
Ability to customize setup, processes and automations to match business needs
Inconvénients
Their could be improvement in how some client communications are displayed
- Secteur d'activité : Automobile
- Taille de l'entreprise : 1 001–5 000 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
CRM for car sales
It is a user friendly CRM. It easily adapts to the needs of the company and maintains a correct management of the processes.
Avantages
The ease of understanding the use of the platform and the connection with other platforms. It helps to maintain a clean database, this helps decision making.
Inconvénients
Everything that CRM offers is of great value.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 5 001–10 000 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Bank of Georgia -Business process management
The system’s combination of out-of-the-box solutions and easy-to-use configuration tools enabled us to take our customer service operations to the next level. Thanks to advanced case routing and tailor-made workflows for various types of customer requests, we were able to decrease our request case processing time, deliver better customer service, and raise customer satisfaction levels in general. We expect that the system will help us achieve even greater business results in the future. I would definitely recommend it to anyone searching for reliable technology to drive better customer experience
Avantages
Effective solutions to unify multiple customer touchpoints, easy-to-navigate UI for service agents, AI-powered automation tools for customer service management processes, comprehensive customer analytics, easy configuration, and much more. The system is versatile and intuitive, which makes it a perfect fit for our company.
Inconvénients
We see that the system has great potential in AI-powered solutions that are getting more and more advanced with every product release. However, we wish we had more existing AI solutions in place that we could get up and running at this point of time without requiring much effort from our IT teams or business analysts to leverage them.
- Secteur d'activité : Marketing et publicité
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
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.
Avantages
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.
Inconvénients
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.
- Secteur d'activité : Fabrication électrique/électronique
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Pre-defined processes in my CRM
Tell us all about your experience:
I am CMO and CRM system is my working tool number one. I have worked with different systems before, they were all good and helped me to achieve the goals. But working with bpm's online is a bit different. It's more than just a CRM system. With bpm's online you do not just keep the contacts and basic information about clients, with the actions you did and will do next, but you move through a pre-defined process and on every stage you have tips what to do in order to close the deal.
Avantages
Processes in bpm's online CRM is a great benefit for our business. I know many cases when the deal was not closed successfully just because a sales rep did not provide necessary information on time or forgot to follow-up.
Inconvénients
That is not the cheapest solution on the market, but it worth money. You get all necessary functionality to run the business and even more.
- Secteur d'activité : Services et technologies de l'information
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
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.
Inconvénients
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.

- Secteur d'activité : Services et technologies de l'information
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Creatio’s 360
very good with passionate people with technology and like to support you
Avantages
Very good looking software and efficient with a lot of ready to use functionalities. You can adapt the sofware at your own flavor to get the most of the power.
Inconvénients
A better connection with tools like M365 would be a good point. Sometine you don’t know where your are in the different modules
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
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.
Avantages
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.
Inconvénients
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.
- Secteur d'activité : Services et technologies de l'information
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
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.
Avantages
1. Ease of use
2. Integrated vision of marketing, sales and support
3. Process automation
4. Supportive company
Inconvénients
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
- Secteur d'activité : Assurance
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
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.
Avantages
It's simple, user friendly and provides enough bunch of functions for proper marketing campaign
Inconvénients
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.
Réponse de 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.
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Provenance de l'avis
Software that not only helps improving relationships with customers, but also streamline...
In order to provide best customer service and meet our KPIs we have decided to implement a unified CRM and project management solution that would be both, user-friendly and easily customizable. I am happy to report that BPMonline has met our expectations. The scope of work included data management, project management, sales management and budget management. The essential part of the project was to deliver the agreed customizations of the existing software. As the industries we target are unique the software had to be customized to store maximum information about each of our accounts. Upon project realization we received an excellent tool for data quality analysis allowing improving interactions with existing and potential customers and, consequently, increasing sales and working with bigger projects. Also, the business process management tool allowed to streamline workflow and save valuable time. Thanks to sophisticated yet simple BPMonline CRM, now various departments involved in the project can track in one place all the activities avoiding unnecessary duplications. Sales people and operational departments now have more control over projects and budgets.
Avantages
The BPMonline staff provides the absolute best customer service. Furthermore, we were impressed with the work of the customer success manager. Their sophisticated and proactive approach ensured a much higher level of software awareness.

- Secteur d'activité : Services et technologies de l'information
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Best CRM for medium and big size companies
Very easy to use and integrate teams on working them.
Avantages
Bpmonline is supported over a powerful bpm engine. It makes maximun flexibility on sales, marketing and support processes. Also it can be expanded with new applications from its marketplace.
In a very short time, a company can be selling with a very productive way.
Inconvénients
Slow execution on application data load.
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Great CRM for sales
Bpm’online has become a real catch for our sales reps. I would say it was a stone age of our company’s history, as we were not employing CRM on mobile. The system allowed us to carefully plan the time, work faster with a higher level of productivity. To be honest, we’ve gained a competitive edge with that magnificent soft. Thank developers.
Avantages
With many features in one bpm’online pack, there is one that stands out most. In our case, we stress field sales function. Our sales reps are happy now with the possibility to build schedules and routes as they plan the day. Right from their tablets, they make product presentations and check items availability at stock. Besides, the system lets them end visits correctly – they can send customers’ orders right after the visit even if offline.
Inconvénients
Compared to the number of advantages we’ve got thanks to bpm, I think the disadvantages are too minor to mention.
- Secteur d'activité : Vente au détail
- Taille de l'entreprise : 501–1 000 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
The business process platform is a huge advantage
Bpm’online is really easy to use; we were able to customize and adjust it based on our needs and goals. With bpm’online you’ll never have to bend the way your software works in order to make it support how your business operates.
The interface is intuitive, which makes bpm’online easy to work with. I also like their dashboards.
Avantages
Bpm’online helped us integrate all data that we were using. The system helped us to better structure and automate complex workflows. Process automation improved productivity and efficiency of the work.
At the same time, the system allowed the staff to demonstrate more personalized approach to each customer having all the client’s information available at a client’s profile.
Inconvénients
Overall it is good for us. There might have been a few glitches at the beginning, but nothing specific I dislike about the platform.
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Great customer management tool
Avantages
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.
Inconvénients
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.