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As an experienced sales professional who has worked with many CRM products, I love the bpm'online user interface as I can see all of my key data without scrolling, making it easy to use to track my customers, accounts, opportunities, and activities. I also like that I don't need to staff dedicated IT development support since bpm'online can be customized using 70% configuration and only 30% development. Their recent ranking by Forrester as a Strong Performer behind the Leaders Salesforce.com and Microsoft Dynamics is well deserved and any business looking to invest in a proven, cost-effective solution will quickly become satisfied customers due to all of the out-of-the-box functionality they include at no extra cost.

The bpm'online research and development organization has been investing a lot of time and money to ensure they have a leading edge product which means they now have quarterly upgrades. However the bpm'online support for these minor and major release upgrades has not yet met my high expectations for seamless upgrades. based on this I would recommend leveraging contracted professional services from one of their implementation partners.

Sales Management with improved efficiency and reporting.

If you’re looking for a cloud-based process-driven CRM solution with faster implementation, a monthly subscription that includes upgrades and support costs then look no-further. Bpm'online CRM is your cutting-edge solution that combines all the features of contact management software, sales CRM software, service management software and business process management system all packaged into one fully integrated CRM platform. With BPM'online CRM companies have the opportunity to improve customer experiences and increase revenue growth while reducing overall capital expenses (operational costs). Some of the platform benefits include: *Enterprise Social Network: allow employees across the business to engage, collaborate, and share information. *Drag'n'drop customization: tired of getting locked into a process. Get BPMonline's open configuration software and have the ability to change the platform to fit your business. *Agile deployment: the choice is yours -have it on both On-Demand (Saas) or On-Premise.. *Multi-device: if your business is not yet mobile then it's time to change. BPM'online CRM allows for the same look and feel across all devices (mobile, tablets, laptop, desktop). *Consumer UI: unlike many traditional software, BPM'online CRM reduces the amount of time wasted on routine operations, improves employee productivity and satisfaction.

BPM'online comes integrated with social media channels such as Linkedin, Facebook, and Twitter and however the company is currently working on the ability for the system to be able to listen in on social media conversations-mentions which will be available in future product releases.

Like many businesses, being able to create applications on the fly is definitely a competitive advantage that positively impacts the bottom-line. BPM'online allows the business or IT to create applications quickly and efficiently saving the company a tremendous amount of time and money and avoid the need to rely heavily on coding alone. For our business, our IT projects are simplified and we now have a CRM platform that allows us to go to any market quicker and much faster.

The ability to customise the product and adjust it to your needs. Most of the adjustments you are able to do yourself without any coding. Super nice and helpful customer service and great onboarding process. Competetive price.

Some things in the UX could be improved for sure, but overall with this value for money I have nothing to complain about.

In bpm we are storing the information about our customers and opportunities and tracking the results.

What I really like in this product is its amazing UI and the resulting ease of use. The UI is really intuitive and pleasant to use both for standard users and system administrators. You don't need to be an experienced programmer or an IT professional to perform standard aministration tasks, like creating accounts, assign permissions, setup reports and views, customize object cards or design a workflow: for these common tasks the system is straightforward and full of smart wizards that guide you through these functions. Besides it is really rich of functionalities that make it absolutely comparable to equivalent products of the CRM "big names". Another strenght is the way the company cares for its customers. I would define it "very personal", you don't feel you are in touch with a standard multinational where processes are hyper-standardized and unless you bought a significant amount of licenses you are just one of the bunch. Even with few licenses you feel you are meaningful for them, and that's definitely value.

Integration with social media can be improved, especially for marketing. Adding Linkedin within the accessible media is a must. After-sales objects can be automated a bit more (e.g. orders, invoices, projects, etc.)

I have a complete and up-to-date vision of our business: pipeline, forecast and plenty of details for each opportunity. I can easily track all sales activities whether they are a visit, a call or an email. I can promote my products and services through effective digital marketing tools.

I really liked that it just worked. You had BPM processes connecting things and making things happen. We did not even have to do anything ourselves. We did reach an "endpoint" where we needed a little more power out of it, which meant some custom coding. We contacted Kewl Consulting to get them to program some automation and now our CRM is a rocket ship!! Power and speed is how we can execute tasks so quickly, without forgetting a task. The price for licenses was also very competitive so even after working with Kewl Consulting we feel like we got more than our moneys worth!

I did dislike that we had to do some extra programming to get buttons on the page, and have automatic/dynamic arithmetic on the page itself. Our work around was to contact Kewl Consulting to help us with this. It was a surprise in the beginning (no one is ever expecting to pay more than initial), but bpm'online's licensing price was so far that getting Kewl Consulting involved wasn't a sticker shock. Both parties worked quickly to get us exactly what we wanted.

We used this for all aspects of our company; customer management, relations, automation of pay-role, attendance, bonuses, days off requests. If it's repetitive we automated it. We also figure out that we needed a Case section - a place where we can have out customers issue their issues to us and we could solve them in a timely manner. It was great, we saved more time than we ever thought we could.

User-Friendly Interface: Creatio boasts an intuitive and user-friendly interface, making it easy for both new users and experienced professionals to navigate the platform efficiently. The drag-and-drop interface for building processes and workflows simplifies automation tasks. Versatile Functionality: Creatio offers a wide range of features beyond traditional CRM functionalities. It includes tools for sales, marketing, and service automation, as well as process management and analytics capabilities. This versatility allows businesses to manage various aspects of their operations within a single platform. Automation and Customization: The software provides robust automation capabilities, enabling users to automate repetitive tasks, streamline processes, and improve efficiency. Additionally, Creatio offers extensive customization options, allowing users to tailor the system to their specific business needs without extensive coding knowledge. Integration Capabilities: Creatio offers seamless integration with popular third-party applications and services, such as Microsoft Outlook, Google Workspace, and various marketing automation tools. This integration capability facilitates data synchronization and ensures a smooth workflow across different platforms. Analytics and Reporting: Creatio provides advanced analytics and reporting tools that empower users to gain insights into their business performance. The platform offers customizable dashboards, real-time reporting, and predictive analytics features, enabling data-driven decision-making and strategic planning.

What could be improved: Cost: While Creatio offers a comprehensive set of features, its pricing plans may be considered relatively high for small and medium-sized businesses with limited budgets. Some businesses may find it challenging to justify the cost compared to other CRM solutions on the market. Learning Curve: Despite its user-friendly interface, mastering all the functionalities of Creatio can require a significant learning curve, particularly for users with limited technical expertise. Providing more comprehensive training resources or tutorials could help users make the most of the platform more quickly. Mobile App: While Creatio offers a mobile app for on-the-go access, some users have reported limitations in terms of functionality and usability compared to the desktop version. Enhancements to the mobile app, including improved performance and feature parity with the desktop version, could enhance the user experience for mobile users.

Sales Process - Creatio automates sales workflows, from lead generation to deal closure, streamlining processes and ensuring a consistent and timely sales journey.

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.

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.

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.

There are many good qualities, but the best is that it is highly customizable. The UI looks and feels great too. There is also a marketplace where you can get packages to add-on functionality or change the experience, which is helpful if you don't have time to make your own solution.

Setting up business rules (used to drive behavior on screen) and business processes (automation) can be difficult until you understand how everything works together.

We are using BPM'Online to keep track of leads, determine quote prices, and create orders. All of this was done on paper before, and it is really helping streamline the process. We were able to customize it to create separate orders based on location, which really cuts down on our admin. time.