Studio Creatio
CreatioExternal reviews
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Very easy when it comes to customization
What do you like best about the product?
- programming using the web interface
- works with javascript & C#
- update to date technology
- works with javascript & C#
- update to date technology
What do you dislike about the product?
- sometimes it's slow when using web UI
- slow when compiling codes
- slow when compiling codes
What problems is the product solving and how is that benefiting you?
- Time off request
- Integrated with in house database
- Integrated with in house database
Incredibly robust, geared towards developers
What do you like best about the product?
I love the multiple integrations that are possible within the system due to the open API's and collaboration with a vast array of 3rd party vendors.
What do you dislike about the product?
Development uses some pretty heavy lifting when it comes to workflow creations and associations
What problems is the product solving and how is that benefiting you?
We're capturing how often we touch our clients so we can gauge the fee against the amount of work put in for that client
Powerful CRM - superb when you need automations
What do you like best about the product?
Many solid CRM exists in the market, but very few allow for business process automation. As an example, in our most recent project, we have to build a CRM solution for an Investment Management organization. They can now find in their CRM the information that was gathered into multiple administration systems, which improves the productivity of the users. More importantly, we built a number of notifications for the Financial Planners when certain "life events" take place. They can now have a proactive approach to customer service. The business processes are easy to update as the client needs evolve.
What do you dislike about the product?
The learning curve is steep. The system can do almost anything. Special consideration must be given at the design phase.
What problems is the product solving and how is that benefiting you?
The main purpose of the project was to centralize customer data in one location, provide productivity tools to users and generate leads based on specific client behaviours.
Tailor-makeable CRM
What do you like best about the product?
Even though the tool has standard settings, everything (or almost everything) can be configured to fit precise needs. This goes from simple fields on a page, the modeling and management of processes, or the dynamic reporting dashboards. The configuration goes far and beyond what one could expect from such a solution, without requiring technical knowledge. You don't have to fit your mode functioning to the solution, you fit the solution to your mode of functioning.
Additionally, the different levels of process management allow to really manage the flow of actions and information in the company for all the organization. It proposes scenariis for marketing campaign, simple dynamic case management as well as BPMN, useful for all cases you might need to modelize.
We especially appreciated working with their consultant. At any problem we encountered, our main contact would go out of his way to help us out, often through direct calls and screen sharing as to ensure everything would work as we wished for. The presence and dedication is highly appreciable.
Additionally, the different levels of process management allow to really manage the flow of actions and information in the company for all the organization. It proposes scenariis for marketing campaign, simple dynamic case management as well as BPMN, useful for all cases you might need to modelize.
We especially appreciated working with their consultant. At any problem we encountered, our main contact would go out of his way to help us out, often through direct calls and screen sharing as to ensure everything would work as we wished for. The presence and dedication is highly appreciable.
What do you dislike about the product?
Lacking a deeper connection with social media, which is honestly the only thing missing. Fortunately often compensated by great add-ons created by partners, but fundamentals in the tool would be nice.
Another point is that the tool is very user friendly and easy to comprehend, but if you want to go further into admin actions or process definition it does require specific knowledge about the structure and parameters of the platform (nothing impossible nor illogical though, and as mentioned before, they're always ready to help).
Another point is that the tool is very user friendly and easy to comprehend, but if you want to go further into admin actions or process definition it does require specific knowledge about the structure and parameters of the platform (nothing impossible nor illogical though, and as mentioned before, they're always ready to help).
What problems is the product solving and how is that benefiting you?
It has been especially useful for the coordination between marketing and sales team as what regards lead nurturing and transfer. The process and responsibilities are now clearly defined and feedback from one side or the other ensured, which has helped with clarifying exactly what needed to change in our operating mode.
Recommendations to others considering the product:
bpm'online proposes a free 14-day demo version. This allows to take a quick dip into the system before choosing it.
User friendly and rapidly customizable CRM solution with excellent workflow management capability
What do you like best about the product?
Sales, Marketing and Service functionalities are available on the same platform and similar UI.
Modules, Forms and Fields can be easily customized.
Powerful visual process designer which enable us to automate our workflows, approvals and notifications.
Easy to use with intuitive interface; flexible searching and dashboards.
Fully cloud based system and can be accessed from anywhere, 24x7.
Lower and transparent pricing.
Modules, Forms and Fields can be easily customized.
Powerful visual process designer which enable us to automate our workflows, approvals and notifications.
Easy to use with intuitive interface; flexible searching and dashboards.
Fully cloud based system and can be accessed from anywhere, 24x7.
Lower and transparent pricing.
What do you dislike about the product?
Needs more connectors to popular applications and social media.
Needs capability for designing complex reports by analysts and admins without development.
Needs capability for designing complex reports by analysts and admins without development.
What problems is the product solving and how is that benefiting you?
Lead capture from multiple channels such as website, email, file import.
Lead status tracking and send automatic notifications on status change.
Quotation generation using templates.
Sales pipeline tracking and sales performance reporting.
Account management and customer visits management.
Lead status tracking and send automatic notifications on status change.
Quotation generation using templates.
Sales pipeline tracking and sales performance reporting.
Account management and customer visits management.
Great tool to merge different needs in one platform
What do you like best about the product?
System has a powerful out of the box functionality and predefined business processes. Some of them are very general and there is a need to customize them to our specific business needs, but a great thing here that system has advanced set of tools like system wizard that helps me to fine-tune even the most complex processes, organize correct workflow for different departments in our organization and make them work together.
Bpm’online provides very logical and user-friendly capabilities for changing business logic and functionality. Even employees who have no programming skills can successfully customize applications on their own.
Another thing that is definitely important that with each new version system gets easier tools for customization thus the functional part becomes more advanced.
Bpm’online provides very logical and user-friendly capabilities for changing business logic and functionality. Even employees who have no programming skills can successfully customize applications on their own.
Another thing that is definitely important that with each new version system gets easier tools for customization thus the functional part becomes more advanced.
What do you dislike about the product?
- After an update sometimes it’s hard to get used to new functions, some “old” settings really change their look so it takes some time to make needed alterations.
What problems is the product solving and how is that benefiting you?
The software allows us to organize correct our workflow, store all the relevant data in one place and provide an easy access to this information to each member of our team. This is very time-saving and effective and in this way we have structured information about our deals, customer profile and our business results in one place.
Thanks to bpm’online, transferring business needs into a system view within the shortest time is now a reality.
Thanks to bpm’online, transferring business needs into a system view within the shortest time is now a reality.
Very good and flexible tool supporting business
What do you like best about the product?
Simple to use and configure. Integration with the mail in a few seconds. Variety of our-of-the-box processes. Intuitive and ergonomic user interface. A modern look, very friendly in everyday use.
What do you dislike about the product?
It would be great if the information search was not only based on filters. It will be good to be able to do basic operations such as adding, adding, subtracting etc. in a more simple way than programming.
What problems is the product solving and how is that benefiting you?
The system is irreplaceable in everyday work for a sales team. All in one place with any tool. Good data quality translates into reliable reports and subsequent actions that can be done consciously for different customer groups. This allows focusing on selected priorities
Creatio is a great solution both for efficiency and effectiveness
What do you like best about the product?
"Creatio offers an exceptionally user-friendly interface, making it accessible to users with various levels of technical expertise.
And it's seamless integration with a range of development standard languages as JScript and C#, significantly simplifies the integration of external tools."
And it's seamless integration with a range of development standard languages as JScript and C#, significantly simplifies the integration of external tools."
What do you dislike about the product?
It could further enhance its no-code offerings and provide more debugging tools. These improvements would make Studio Creatio even more comprehensive.
What problems is the product solving and how is that benefiting you?
Creatio offers an exceptionally user-friendly interface, making it accessible to users with various levels of technical expertise.
And it's seamless integration with a range of development standard languages such as JS and C#, significantly simplifies the integration of external tools. We have a lot of lead sources so had to build multiple integrations. It was pretty easy for me as an experienced engineer.
And it's seamless integration with a range of development standard languages such as JS and C#, significantly simplifies the integration of external tools. We have a lot of lead sources so had to build multiple integrations. It was pretty easy for me as an experienced engineer.
Flexible and very intuitive Customer Service Platform
What do you like best about the product?
Bpm’Online is a very complete and flexible platform with many possibilities for creating new and tailored business processes to fit the organization needs. It performs well and offers a very quick and efficient service and technical support.
The platform provides the ability to create tailored reports, quickly filter data and clearly consult the history and timeline of clients. For Case Management this feature has proven to be very effective.
The platform provides the ability to create tailored reports, quickly filter data and clearly consult the history and timeline of clients. For Case Management this feature has proven to be very effective.
What do you dislike about the product?
The Knowledge Base is a very static repository, and it doens’t allow the user to dig-into some subject or navigate it.
There is a need to use multiple screens (especially to use documents taken from the Knowledge Base) which is not very user friendly.
The chat app integration was not very good (many code adjustments needed).
There is a need to use multiple screens (especially to use documents taken from the Knowledge Base) which is not very user friendly.
The chat app integration was not very good (many code adjustments needed).
What problems is the product solving and how is that benefiting you?
If you’re looking for a Customer Support solution, the bpm’Online platform is a very efficient tool which allows management of specific roles and functions, monitoring and supervision.
If you know your processes well and have a struturred idea of waht you need to take out of the plaftorm, bpm’Online (with the help of the very supportive customer service) can deliver.
If you know your processes well and have a struturred idea of waht you need to take out of the plaftorm, bpm’Online (with the help of the very supportive customer service) can deliver.
Up and running - fast!
What do you like best about the product?
We were able to customize and add/remove data fields, processes and external integrations. I love the ability to create an external web hook that connects to any source that we need, then trigger a BPMonline business process and pass parameters in to do business process automation.
What do you dislike about the product?
Documentation needs improvement, need more examples to develop quicker.
What problems is the product solving and how is that benefiting you?
automating business processes. we've been able to do everything that we've wanted using business processes and external REST API integrations.
Recommendations to others considering the product:
exercise a trial version for 30 days.
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