Home/CRM Software/bpm’online CRM
Updated on: January 23, 2021
What is bpm’online CRM ?

bpm’online CRM

Low-code, process automation and CRM platform
(227 Ratings) Write Review

bpm’online CRM has been rebranded to Creatio. Check Creatio

bpm’online CRM is a leading low-code, process automation and CRM company. Today, that company serves thousands of customers worldwide. bpm’online CRM’s agile CRM platform enables midsize and large enterprises to accelerate sales, marketing, service and operations. bpm’online CRM embraces the “Everyone a Developer” concept for a seamless Business-IT alignment. bpm’online CRM has been highly recognized by key industry analysts, receiving multiple awards. That company has been highly recognized as a market leader by key industry analysts.

bpm’online CRM Awards

Highly Rated
Fastest Growing
Most Popular
Most Searched

bpm’online CRM Features Show All Features

bpm’online CRM Technical details

Support 24/7 (Live rep) Business Hours Online Customer Type Large Enterprises Medium Business Small Business
API Location / Phone Number Boston, Massachusetts / +1 617 765 7997
Deployment SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac Category CRM Software

bpm’online CRM Pricing

Pricing ModelFree Trial , Quotation Based
Creatio
Custom

Features

  • 360° customer view
  • Segmentation
  • Website behavior tracking
  • Lead management
  • Trigger campaigns
  • Personalized email marketing
  • Event management
  • Business process management
  • Productivity tools
  • System designer
  • Collaboration tools
  • Opportunity management
  • Orders and invoices
  • Field sales management
  • Sales forecasting
  • Contract management
  • Product management
  • Document flow automation
  • Project management
  • Mobile sales
  • Knowledge management

Disclaimer: The pricing details were last updated on 27/03/2018 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

bpm’online CRM FAQs

bpm’online CRM is CRM Software. bpm’online CRM offers the following functionalities:

  • Contact Management
  • Call Logging
  • Product Catalog
  • Lead Scoring
  • Project Management
  • Referral Tracking
  • Marketing Automation
  • Customer Support
  • List Management
  • Quotes (Proposals)

Learn more about bpm’online CRM features.

bpm’online CRM provides a custom pricing for their software.

Learn more about bpm’online CRM pricing.

No, bpm’online CRM does not offer a free plan.

Learn more about bpm’online CRM pricing.

Yes, bpm’online CRM provides API.

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bpm’online CRM Reviews

OVERALL RATING
4.5
Based on 227 Rating(s)
Rating Distribution
  • 78.8 %
  • 14.1 %
  • 1 %
  • 0.5 %
  • 0.5 %
SHARE YOUR EXPERIENCE Write a Review
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Vazha MSource : g2crowd.com
(Reviewed on 08 October 2020)
"A powerful customer engagement tool that we critically needed"

What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

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.

...more
Mitch KSource : g2crowd.com
(Reviewed on 01 September 2020)
"Very satisfied customer"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

There are great plug ins and add ons in the Creatio marketplace. Support is very attentive. R&D is great at bring features you request into future global releases.

What problems are you solving with the product? What benefits have you realized?

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.

...more
Volodymyr DSource : g2crowd.com
(Reviewed on 04 June 2020)
"Datagroup and Creatio (formerly bpm'online)"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

We would recommend to invest as much time and effort in learning the system as possible. The system’s UI is very user-friendly, but there are many useful functions beyond basic functionality that can be used effectively.

What problems are you solving with the product? What benefits have you realized?

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.

...more
Administrator in Legal ServicesSource : g2crowd.com
(Reviewed on 27 May 2020)
"A great product with a highly dedicated team behind it"
...more
Administrator in Information ServicesSource : g2crowd.com
(Reviewed on 22 May 2020)
"Agile and scalable system, easy customization"

What do you like best?

Creatio has an unlimited number of system modifications. The software’s agility and capabilities that allow us to scale effectively are definitely among the top benefits for us. Thanks to technologies like low-code development tools, the system allows us to customize it according to the needs of nearly all of our internal clients.

What do you dislike?

The mobile application needs improvement. For instance, I would like to see a mobile version of customer portal available. It would be way more convenient for our customers to send their requests from a mobile device.

Recommendations to others considering the product:

Do not hesitate to trust the implementation team’s expertise and proficiency – their customer-centric approach guarantees that you’ll meet all of your customers’ needs.

What problems are you solving with the product? What benefits have you realized?

Thanks to Creatio, we lowered our support service costs significantly by automating manual processes and day-to-day business tasks. Since the net costs of our services decreased, we were able to provide an exceptional customer service up to 17% cheaper than our competitors while maintaining our gross profit margin.

...more
Nynke PSource : g2crowd.com
(Reviewed on 27 February 2020)
"Strong CRM to support the Sales Process"

What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

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

...more
ethan valerySource : trustpilot.com
(Reviewed on 23 January 2020)
CRM for sales and marketing

Clear interface, good tools to connect sales and marketing teams

...more
Sriraksha KSource : g2crowd.com
(Reviewed on 01 October 2019)
"Best & Ease CRM"

What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

Integration with third party application

...more
MurielSource : financesonline.com
(Reviewed on 30 September 2019)
A BPM for growing my business.

PROS & CONS

What are the best aspects of this product?

Collaborating with a BPM makes it possible for contractors to log in, look into their working schedules, see contact details, and be peeled with work updates. The knowledge base has been a tremendous help for forms, fact sheets, company policies, and WHS details.

What aspects are problematic or could work better?

Some options within the menu are a bit clunky. The contacts filter search requires re-seting after every selection made. Being HTML does have its downsides although I'm already looking forward to getting navigation menus that entail lesser clicks.

What specific problems in your company were solved by this product?

Field contractors with different IT skillsets have successfully deployed this tool. Other diary management tools couldn't function across platforms nor would they make room for managing and storing client day. This tool is exceptional at handling customer care.

Are you a current user of this product?

Yes

...more
EricSource : financesonline.com
(Reviewed on 29 September 2019)
A CRM that's simple to operate.

PROS & CONS

What are the best aspects of this product?

Implementation was really swift this tool. It can easily be integrated with our current order managment system as well as other known third party apps. The reporting and smart checks are enabled us to keep track of our sales performance in real-time as well as forecast sales.

What aspects are problematic or could work better?

When we bought the basic support plan, we didn't realize that technical support is only available through email. So that means zero phone support. To get to extended technical assistance and consultation over the phone, you'll need to opt for their extended support plan.

What specific problems in your company were solved by this product?

The tool has completely adapted to our standards and sales techniques. It did a good job automating our sales processes. In addition, our teams were able to benefit from increased forecast precision, improved leads coversion to opportunities, and enhanced collaborative effort with our sales forces.

Are you a current user of this product?

Yes

...more
Read All Reviews

Videos on bpm’online CRM

Creatio (formerly bpm'online) sales demo video
Creatio (formerly bpm'online) sales demo video
Introducing Studio Creatio Free | Featured presenter: Katherine Kostereva, CEO at Creatio
Sprig Maximizes the effectiveness of their Process Automation with bpm'online

bpm’online CRM Screenshots

Business rules engine
Business process modeling
Workflow management
Collaboration
Analytics
Integrations
Business rules engine
Business rules engine
Business process modeling
Workflow management
Collaboration
Analytics
Integrations

Articles on bpm’online CRM

Free and Open Source Softwares
Acquiring new customers is important to scale up a business, but retaining the existing customers... read more

Customers

Skeyes
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PharmaLink
Onco360
Oki