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Sobre Creatio CRM

Agiliza los procesos de ventas, marketing y servicios para gestionar el recorrido de cliente completo; todo desde la plataforma Creatio.

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Puntos a favor:

Additionally, out outside sales team love the mobile application.

Puntos en contra:

You have to be aware of the changes that you make from the beginning or it would be difficult to go back.

Valoraciones de Creatio CRM

Evaluación media

Facilidad de uso
4,7
Atención al cliente
4,7
Funcionalidades
4,7
Relación calidad-precio
4,7

Probabilidad de recomendación

9,1/10

Creatio CRM tiene una valoración global de 4,7 estrellas sobre 5 según las 121 opiniones de usuarios de Capterra.

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Filtrar opiniones (121)

Marvin
Marvin
Ingeniero de Procesos en Guatemala
Usuario de Linkedin verificado
Banca, 5.001-10.000 empleados
Ha utilizado el software durante: Más de un año
Fuente de la opinión

Una herramienta de baja programación y muy funcional bastante moldeable

5,0 hace 4 meses

Puntos a favor:

Es una herramienta que se que tiene mucha adaptabilidad a cualquier negocio o tipo de proceso con conexión con otros sistemas.

Puntos en contra:

La adaptabilidad que se puede obtener en esta y la conexión con otros sistemas poder generar reportes adaptados a cada necesidad.

Felipe
ING. Sistemas en Colombia
Tecnología y servicios de la información, 10.000+ empleados
Ha utilizado el software durante: Más de un año
Fuente de la opinión

Es bueno

4,0 hace 11 meses

Puntos a favor:

Este aplicativo es muy fácil de utilizar se implementa con facilidad.

Puntos en contra:

No he tenido problemas con este aplicativo funciona muy bien

Álvaro
Álvaro
Freelance en España
Usuario de Linkedin verificado
Marketing y publicidad, Trabajador autónomo
Ha utilizado el software durante: Prueba gratis
Fuente de la opinión

Completa y eficiente gestión de base de datos de contactos y control sobre las ventas

4,0 el año pasado

Comentarios: La curva de aprendizaje inicial es algo elevada, pero es una plataforma que cumple a la perfección y no defrauda en cuanto a sus opciones para manejo de contactos de clientes y control sobre procesos de ventas

Puntos a favor:

Sin duda, la automatización de procesos de ventas, marketing y las herramientas disponibles para la gestión de clientes potenciales

Puntos en contra:

Aunque la plataforma es altamente personalizable, puede ser un desafío para los usuarios menos técnicos configurar y personalizar la plataforma de acuerdo a sus necesidades.

Veronika
Veronika
Global Marketing Manager en Ucrania
Usuario de Linkedin verificado
Software informático, 501-1.000 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la opinión
Fuente: GetApp

Powerful CRM that streamlines the processes in the company

5,0 hace 7 años

Puntos a favor:

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.

Puntos en contra:

Working with bpm’online during quite a long period of time I have not noticed any essential drawbacks which I can mention.

Alexander
Business & sales analyst en Ucrania
Petróleo y energía, 1.001-5.000 empleados
Ha utilizado el software durante: Más de un año
Fuente de la opinión

Cutting-edge agile software solution, designed to optimize your conversion rates and drive business

5,0 el año pasado

Comentarios: We recognize that implementing Studio Creatio earlier would have been a strategic move. The platform has proven to be a game-changer for our operations, significantly improving our business processes and increasing our overall resilience, which is paramount in today's rapidly evolving business landscape.

Puntos a favor:

Sales Creatio stands out as an exceptional product for automating sales and distribution workflows. As a midsize player in the competitive manufacturing industry, our ability to compete with larger players has been significantly enhanced through our transformational approach and unwavering commitment to continuous innovation. Incorporating no-code tools into our sales/business analytics toolkit has proven to be a valuable addition. These tools have empowered our team to streamline processes and achieve greater efficiency, ultimately contributing to our success in the market. Notably, our conversion rates have experienced a significant increase, and our sales team is thrilled with the results.

Puntos en contra:

While we have overall been highly satisfied with the platform, we have encountered occasional technical issues. Nevertheless, the support provided by Creatio has been instrumental in swiftly resolving these minor issues, ensuring that our overall experience with the platform has remained uninterrupted.

Alternativas consideradas previamente: Salesforce Sales Cloud y HubSpot CRM

Razones para cambiar a Creatio CRM: The availability of no-code tools and a wide array of pre-built workflow solutions were pivotal factors in our decision-making process. These resources offered by Creatio have provided our team with the agility and flexibility to design and implement customized workflows without the need for extensive coding expertise. This comprehensive suite of no-code tools and workflow solutions has been instrumental in driving our decision to choose Creatio CRM as our preferred platform comparing to alternatives.

Giuliano
Customer Care Rep en EE. UU.
Telecomunicaciones, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la opinión

The Ideal CRM Solution For Business

4,0 hace 2 meses Nuevo

Puntos a favor:

It handles our CRM needs effectively and makes customer service issues easy to handle.

Puntos en contra:

Everything is straightforward with Creatio CRM

Usuario verificado
Usuario de Linkedin verificado
Práctica de la abogacía, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la opinión

Excellent technological execution of the buggy product

2,0 hace 5 años

Comentarios: 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.

Puntos a favor:

Easily customizable. Excellent support from technical side.

Puntos en contra:

lots of bugs. new updates would override the fixes and render software useless until new patches would be applied.

Nynke
Yacht Sales Coordinator en Canadá
Hostelería, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la opinión

Impressive, user friendly CRM tool that streamlines your sales process in no time!

5,0 hace 4 meses

Comentarios: 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.

Puntos a favor:

Easy to customize, fully integrated. Ongoing development and a great support team!

Puntos en contra:

NO cons have been encountered for us. We have positive experience only

Mitch
CRM Administrator en EE. UU.
Software informático, 51-200 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la opinión

Completely satisfied and loyal to Creatio solutions

5,0 hace 4 años

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Alternativas consideradas previamente: ServiceNow Customer Service Management, Zoho CRM y Salesforce Sales Cloud

Razones para elegir Creatio CRM: Creatio was significantly more affordable and added more features.

Software anterior: Zendesk Suite

Razones para cambiar a Creatio CRM: Best value for the capabilities and price.

Heather
Sales en EE. UU.
Hospital y atención sanitaria, 201-500 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la opinión

An intuitive CRM tool

5,0 hace 4 años

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

The email integration has been tricky with outlook.

Alternativas consideradas previamente: Dynamics 365

Razones para elegir Creatio CRM: Low usage, difficult to customize, and poor functionality.

Software anterior: Dynamics 365

Razones para cambiar a Creatio CRM: Easier to customize and better UI

Justin
Director of Operations en EE. UU.
Transporte/transporte en camión/ferrocarril, 11-50 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la opinión

CRM Software Done Right

5,0 hace 4 años

Comentarios: 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.

Puntos a favor:

- 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.

Puntos en contra:

- 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.

Sean
Consultant en EE. UU.
Servicios de información, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la opinión

Top Notch CRM

5,0 hace 3 meses

Comentarios: As a partner, it's been great working with Creatio as a product and with Creatio as a software partner.

Puntos a favor:

The ease of use and ability to quickly learn how to customize the solution myself instead of relying on a super technical resource.

Puntos en contra:

Originally the UI was a bit outdated but with the new Freedom UI, it looks and feels like a next-gen CRM.

Emad
Flight manger en EE. UU.
Aerolíneas/aviación, 1.001-5.000 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la opinión

Recommended

4,0 hace 2 meses Nuevo

Comentarios: It’s amazing to use , make everything easy and more suitable

Puntos a favor:

The team at the customer service they quickly find a solution and always wanted to help in regarding anything

Puntos en contra:

It’s so hard to go back here f you make any changes in the first place

Vladlen
Systems Manager en EE. UU.
Propiedad inmobiliaria, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la opinión

A highly recommended solution for customer-centric businesses

5,0 hace 4 años

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Richard
President en EE. UU.
Software informático, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la opinión

bpm'online CRM with business process managment is right for SMB market

5,0 hace 5 años

Comentarios: Their CRM system and bpm'online business as a whole, has a wealth of helpful tools within the product but also an extensive academy, community and market place that is updated with new insights to accelerate my business.

Puntos a favor:

The user interface and organization of the whole system to personalize/customize instead of different tools for sales, marketing, customer service, and operations. All leading to the ability to accelerate business transformation.

Puntos en contra:

Reporting generation tools although the analytical dashboards and folders with data export cover most business needs.

Jacob
Communication & Marketing Manager en Suiza
Tecnología y servicios de la información, 51-200 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la opinión

A global CRM platform that really deserves to be known!

5,0 hace 2 años

Puntos a favor:

Creatio's low-code/no-code capabilities make it possible to gain autonomy and efficiency, projects that used to take months are now completed in weeks or even days. The marketing tools are impressive, as well as the way Creatio offers a global approach, from initial lead generation to customer support and the entire sales process.

Puntos en contra:

As a low-code platform, Creatio offers great freedom to users. Low-code means great opportunities and acceleration for creating new features and applications, but it doesn't mean that you can create anything in a snap, and this can be a bit frustrating.

Derek
Business Unit Manager
Consultoría de gestión, 11-50 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la opinión
Fuente: SoftwareAdvice

Good choice for the fair price

5,0 hace 8 años

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Usuario verificado
Usuario de Linkedin verificado
Ropa y moda, Trabajador autónomo
Ha utilizado el software durante: Más de un año
Fuente de la opinión

My first CRM software

4,0 hace 3 años

Comentarios: I used both marketing and sales dashboards and I liked sales better. Marketing platform lacked some features (available only via connectors).

Puntos a favor:

While working at the hotel marketing dept, I had to use Terrasoft BPM (now Creatio). First, I thought it was our in-house CRM. But learned later it was widely used and popular platform for many businesses. Probably, that's it's main pro - Creatio allows customising it so it looks like a custom made software for your business.

Puntos en contra:

Creatio is definitely not designed for inexperienced user. I spent weeks learning the processes and it is good we had good support, answering promptly all my questions. E-mail (mass newsletters) were available for additional costs.

Iaro
Iaro
Сonsulting Partner en Ucrania
Usuario de Linkedin verificado
Servicios financieros, 51-200 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la opinión

An excellent software for financial institutions

5,0 el año pasado

Comentarios: Creatio is incredibly user-friendly, and Creatio support service consistently delivers exceptional assistance, ensuring our our satisfaction at all times.

Puntos a favor:

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.

Puntos en contra:

I don't think there is anything major, I personallt didn't experience such.

Ricardo
Lic. Administración de Empresas en México
Automoción, 1.001-5.000 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la opinión

CRM for car sales

5,0 el año pasado

Comentarios: It is a user friendly CRM. It easily adapts to the needs of the company and maintains a correct management of the processes.

Puntos a favor:

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.

Puntos en contra:

Everything that CRM offers is of great value.

Usuario verificado
Usuario de Linkedin verificado
Software informático, 201-500 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la opinión

Comprehensive CRM with a wide range of tools.

4,0 el año pasado

Puntos a favor:

The things I wanted to highlight about Creatio is their ability to organize and centralize data, which makes it easy for us to track leads, automate our sales process and customer interaction. They also offer a robust automation features such as lead nurturing and forecasting so we can prioritize sales efforts to meet sales targets.

Puntos en contra:

It is a bit complex with a steep learning curve just like any other CRMs

Tapani
Tapani
SEO/MARKETING en Rumanía
Software informático, 201-500 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la opinión

Awesome marketing and reporting abilities

5,0 hace 6 años

Comentarios: Data segmentation, functionality limitations, better understanding of customer behavior, reporting for SEO and other digital marketing purposes

Puntos a favor:

Having the ability to check lead profile accuracy and search the system for duplicate leads is a huge plus. Another great feature is having the ability to connect leads to relevant accounts to enrich lead data. Tools for reporting are awesome: we were able to integrate bpmonline with other tracking solutions so it drastically helps us to identify traffic sources, chanlles and link this data to leads or accounts.

Puntos en contra:

Offer more design features in the marketing campaigns. Overall I liked the reporting but dashboard export is a minus

Ka Shin
Social Media Executive en Malasia
Usuario de Linkedin verificado
Ha utilizado el software durante: Más de un año
Fuente de la opinión

bpm'online is a tools that can meet our business needs!

5,0 hace 6 años

Comentarios: Bpm'online tools that improved our communication not just only with our clients but also with the team of our company. Is ease to use in terms of access our emails, calls, notifications and also client communications.

Puntos a favor:

It's simple to use and user friendly. Response from their help desk is pretty quick and willing to answer all the question unlike others. Processes automation.

Puntos en contra:

Didn't provide a modular pricing that we can adjust according to what we needs. Design features in marketing is limited.

Tommie M.
Ha utilizado el software durante: No especificado
Fuente de la opinión
Fuente: GetApp

The only CRM tool you will ever need since it will grow with you

5,0 hace 11 años

Comentarios: I have used BPMonline since 2005. When we first started to look for a CRM system, hardly any of the products we looked at had the main feature what we wanted; the ability to view a list of any item or type of object (Customer, Contact, Lead, Opportunity, Activity….) from just about any angle and at the same time have detailed information about the item visible in one screen. Or, put in a different way; the ability to view a piece of information that is linked to one or more other pieces of information should be visible in one screen without the need to click an item to view its details. And, if you don’t like what you see, just change it! Need to automate your processes? Easy! Just draw your current processes using the built-in Process Designer and BMPonline will automatically create the proper process flow to aid, to automate and control the workflow at hand. If you need to integrate with your in-house Invoicing and Accounting system (or other systems) there is a set of published calls using the OData protocol to perform operations on all objects BPMonline platform (select, change, delete) using an HTTP-request command, and get responses in Atom, JSON or XML, including opportunities by page, sort and filter data.

Puntos en contra:

The installer for installing BPMonline on your own server is missing some elements such as installing the Redis server but the BPMonline Support crew is very responsive and helpful so that should not be a major issue.

Sam
Executive Sponsor en EE. UU.
Software informático
Ha utilizado el software durante: Más de un año
Fuente de la opinión
Fuente: SoftwareAdvice

Bpm online is a hidden gem!

5,0 hace 8 años

Puntos a favor:

Bpm online is a hidden gem! From when I first discovered bpm’online I have always liked the modern and simple user interface and reporting features. It’s great to have found a system that works not only for the users, but also for the management team. Our sales team are field based so it was important to find a system that was cloud-based so they could update their records whilst out on the road. Personally, I love how easy bpm is to customise and to create new business processes – this feature has saved me a lot of time and the company a lot of money.

Puntos en contra:

There’s not much that I dislike about the system however it would be great to have an app store where you can see what other sites and systems bpm can integrate with without having to contact the company each time.