# Page 4 | Creatio CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - Is Creatio CRM the right Government solution for you? Explore 133 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/130149/bpm-online-CRM/reviews

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Creatio CRM

4.7 (133)

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Last updated May 7th, 2026

# Page 4 - Reviews of Creatio CRM

## Showing most helpful reviews

Showing 76-100 of 133 Reviews

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Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Mark C.  
Logistiek Coördinator  
Retail  
Used the software for: Less than 6 months

### "The business process platform is a huge advantage"

September 21, 2016

5.0

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.

Pros

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.

Cons

Overall it is good for us. There might have been a few glitches at the beginning, but nothing specific I dislike about the platform.

Review Source

FL

Flavio L.  
Owner - President/CEO  
Marketing and Advertising  
Used the software for: 1-2 years

### "Happy business Partner/ Happy Customer in the Insurance Industry"

September 13, 2018

5.0

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.

Pros

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.

Cons

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.

Review Source

Marina C.  
President  
Internet  
Used the software for: I used a free trial

### "My experience and results."

August 3, 2023

4.0

This platform has proven to be a powerful and highly efficient tool for managing my clients.

Pros

I really like this platform because it has allowed me to automate and streamline customer service processes, as well as efficiently manage all activities related to my clients.

Cons

I take a little time to explore the different options and understand how to properly configure and customize the platform for my business needs.

Review Source

VH

Valentine H.  
CMO  
Electrical/Electronic Manufacturing  
Used the software for: 1-2 years

### "Pre-defined processes in my CRM "

December 15, 2016

5.0

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.

Pros

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.

Cons

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.

Review Source

BG

Bryan G.  
Marketing & Creative Director  
Computer Software  
Used the software for: Less than 6 months

### "Very flexible with amazing reporting"

January 27, 2017

5.0

BPM gives our business incredible insight into product development, business development, and account ROI. What used to take data entry and analysis can now be automatically from BPM in a matter of minutes.

Pros

At UpSellit, we develop custom e-commerce campaigns for a diverse range of clients. Every campaign is developed from the ground up and some campaigns are built before we close the sale. We need a solution that seamlessly blends sales tracking with project management. BPM's process creator allowed me to build my own complex process that adapts to our client needs in real-time and aligns with our unique sales process. The highly customizable reporting is a very close second favorite feature. I'm able to run reports on every single step of our complex sales process and gather insights and business intelligence I only thought possible with solutions that cost 10X what BPM charges.

Cons

I decided to build out our custom BPM processes and reports myself (instead of hiring one of the 3rd party developers BPM offers). This was a much larger undertaking than I anticipated. Some components of the process wizard aren't very intuitive, but their support team has gone above and beyond to help me, spending countless hours working with me to make sure we have the perfect system for our business.

Review Source

Avery T.  
  
  
Used the software for: Less than 6 months

### "User-friendly CRM software"

September 21, 2016

5.0

The bpm’online system was fully adapted to our corporate sales techniques and standards and automated vital sales processes. Moreover, our teams benefited from a greater forecast accuracy, better conversion of leads to opportunities, and more effective collaboration between our sales forces. Sales managers gained greater visibility into each deal and hence can now more effectively manage each sale as the system synchronized the work of our sales reps in all offices. Smart dashboards and reports provided us with crucial sales data used to understand the health of the sales pipelines and forecast actual results.

Pros

It was really a swift implementation. The bpm’online software was easily integrated with our order management system and other third-party applications. Smart charts and reporting helped us track our real time sales performance and forecast sales, so we did not lose any opportunity in any country.

Cons

As we purchased the basic support package, technical support was provided only via email, not phone. To receive technical support and consultation via telephone, you need to buy an extended support package.

Review Source

VS

Viktoriia S.  
Marketing Associate and Social Media Specialist  
Financial Services  
Used the software for: 6-12 months

### "Great platform, easy to navigate."

February 21, 2024

4.0

Pros

It is clear to navigate and has a great user experience. It's also very custom. You can make anything in the folders, types, customers, etc.

Cons

Sometimes, we had an issue with the scheduled emails feature. For some reason, it did not send, but overall, nothing much to complain about.

Review Source

ST

Sam T.  
Executive Sponsor  
Computer Software  
Used the software for: 1-2 years

### "Bpm online is a hidden gem!"

September 23, 2016

5.0

Pros

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.

Cons

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.

Review Source

VR

Verified Reviewer  
Product Manager  
Information Services  
Used the software for: I used a free trial

### "Advanced CRM solution that automates sales force processes for enhanced efficiency"

June 8, 2023

5.0

I'm fully satisfied with Creatio. Its user-friendly automation features allowed me to personalize processes and analytics without extensive training. The platform offers many pre-built workflow templates that mostly met our needs, requiring only minor adjustments.

Pros

CRM platform offers a intuitive dashboards, making it highly customizable for your team's convenience. The scoring mechanisms and forecasting tools provided are valuable for strategic insights. Enjoy the simplicity of our user-friendly interface, allowing easy customization through drag-and-drop functionality. Rest assured, our reliable support service consistently exceeds expectations, catering to your specific needs.

Cons

I have not encountered any major drawbacks with Creatio. However, there have been a few minor issues that were quickly resolved by their excellent customer support team.

Review Source

BC

Bryce C.  
Analyst  
Renewables & Environment  
Used the software for: Less than 6 months

### "Solid, Comprehensive, but Not Perfect"

February 17, 2024

4.0

Pros

Lots of advanced features available to you, and you can customize the dashboards however you'd like. Great overall for users in CRM everyday

Cons

Takes a long time to load sometimes, a little confusing with all the features so if you're only in CRM about once a week, it might be hard to navigate. I imagine everyday users will pick up on the interface quicker. No CRM is perfect but Creatio could definitely improve their user interface.

Review Source

SR

Shaji R.  
Final Authority  
Computer Software  
Used the software for: Less than 6 months

### "Best software to synchronize processes"

November 24, 2016

5.0

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.

Pros

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.

Cons

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.

Review Source

VS

Vanessa S.  
Marketing Director  
Professional Training & Coaching  
Used the software for: 6-12 months

### "Bpm'online is a very user-friendly CRM; from setup up to managing the customer journey to connecting"

March 14, 2018

4.0

Ease of setup and tailoring to our business, value for money, excellent customer service, and having the ability to track all customer interactions and communications and analyze the campaign effectiveness with dashboards. The results are linked to customers or accounts which gives us insight into customer behavior patterns to further engage effectively with customers.

Pros

Ease of setup and tailoring to our business, value for money, excellent customer service, and having the ability to track all customer interactions and communications and analyze the campaign effectiveness with dashboards. The results are linked to customers or accounts which gives us insight into customer behavior patterns to further engage effectively with customers.

Review Source

TM

Tommie M.  
  
  
Used the software for:

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

April 23, 2013

5.0

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.

Cons

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.

Review Source

TL

Tommi L.  
Vice President  
  
Used the software for: 6-12 months

### "Perfect CRM for us"

September 20, 2016

5.0

We are in process of integration an ERP system with the bpm'online system with help of Partner of bpm'online so that no data was lost or missed out. In addition, implementing the bpm'online CRM is time and cost effective as we were able to use the system right away.

Pros

Being a small company I had to be very careful when choosing CRM software as the resources for the investment were limited, but still I wanted best possible product to help me to grow our business. With bpm'online I got exactly that. As a result of implementing the bpm'online system, we aligned our workflows of marketing and sales on a single platform. Thus, we got a complete view of all touchpoints with a client. Another thing about the bpm'online system is ease of use. There was no need for me to follow any tech trainings. I was able to use it right away after it was deployed. Also the support team's proactivity helped.

Cons

It's quite hard to find anything to complain about the bpm'online and even if a slight error sometimes occurred it was quickly resolved by the support team.

Review Source

A

Alex  
  
  
Used the software for:

### "Software that not only helps improving relationships with customers, but also streamline internal workflow"

April 8, 2013

5.0

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.

Pros

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.

Review Source

NB

Nadia B.  
Project Manager  
Insurance  
Used the software for: Less than 6 months

### "bpm'online marketing review"

August 25, 2016

4.0

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.

Pros

It's simple, user friendly and provides enough bunch of functions for proper marketing campaign

Cons

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.

Review Source

Response from Creatio

August 26, 2016

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.

ED

Emad D.  
Flight manger  
Airlines/Aviation  
Used the software for: Less than 6 months

### "Recommended"

April 26, 2024

4.0

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

Pros

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

Cons

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

Review Source

JH

Jim H.  
Director, Training and Safety  
Food Production  
Used the software for: Less than 6 months

### "The team at bpm'online has made a huge change in sales attitude smooth and easy."

July 26, 2017

5.0

Previously, all customer relationship management was done via paper Daily Planners, Weekly Planners, printed-out prospect books (usually kept in Excel or in physical binders), and "Customer Profit Plans" (current-account location surveys). The CRM has allowed us to eliminate not only the huge amounts of physical paper, but also the huge amount of admin time it took to compile these sheets and develop reports for management oversight.

Pros

What I've enjoyed most about the software so far has been the contact with the BPM team, as well as the implementation firm that they chose to work with us. The business analysts and accounts managers are sharp, they were open to learning our business, and have been super easy to contact whenever needed.

Cons

The mobile application was only slightly difficult to get used to navigating, but there was a lot of customization on the implementation end. Once trained, BPM's mobile platform worked very well.

Review Source

OM

Olivia M.  
Marketing specialist  
Computer Software  
Used the software for: Less than 6 months

### "Great CRM for sales"

December 16, 2016

5.0

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.

Pros

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.

Cons

Compared to the number of advantages we’ve got thanks to bpm, I think the disadvantages are too minor to mention.

Review Source

Estelle E.  
Responsable de vente  
Apparel & Fashion  
Used the software for: I used a free trial

### "Meilleur CRM pour les entreprises."

October 15, 2023

5.0

Pros

En plus de sa meilleure fonctionnalité, Creatio CRM est un logiciel que j’aime beaucoup. La personnalisation du système est aussi impeccable.

Cons

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.

Review Source

JV

Jeremy V.  
Project Manager  
Marketing and Advertising  
Used the software for: 6-12 months

### "one of the coolest experiences with bpm'online CRM"

September 21, 2016

5.0

Pros

Bpm’online helped us to seamlessly integrate scattered sources of our customer data. We were able to organize marketing and sales teams in a single environment and automate our business processes. In my opinion, the most valuable feature is their set of built-in best practice processes – our sales used these processes and started to work with the system right away. Bpm’online process mapping and process automation helped us to minimize errors and smoothen operations. As a result, we were able to achieve higher customer satisfaction. By the end of the project, the number of attracted customers grew and our average purchase volume increased.

Cons

We didn't have any major issues with the system, even though some pitfalls or slight issues could happen from time to time. In general, we were quite satisfied with bpm’online.

Review Source

VH

Valentive H.  
CMO  
Electrical/Electronic Manufacturing  
Used the software for: Less than 6 months

### "Pre-defined processes in my CRM "

December 15, 2016

5.0

I am CMO and CRM system is my working tool number one. I’ve worked with different systems before, they were all good and helped me to achieve the goals. But working with bpm’online is a bit different. It’s more than just a CRM system. With bpm’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.

Pros

Processes in bpm’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.

Cons

That’s not the cheapest solution on the market, but it worth money. You get all necessary functionality to run the business and even more.

Review Source

JK

Jyoti K.  
Content Marketing Strategist and Public Relation  
Computer Software  
Used the software for: 2+ years

### "Bpm’online’s sales functionality is built on a scalable and user-friendly platform to improve workflow efficiencies and streamline employee communications. As a bpm’online partner, I can now provide my customer with sophisticated tools to manage all sales"

July 6, 2018

5.0

Bpm’online will not only help automate processes but also organize them – it is a win, win situation.

Pros

The system is easy to configure, build processes with and make changes as companies grow and change. Bpm’online provides a customizable platform that enables companies to safely store and recognize customer data, connect multiple channels and other related services.

Cons

Overtime, the overall look and feel of the software has improved; however, there is still some room for improvement.

Review Source

JS

John S.  
Solution architect  
Computer Software  
Used the software for: 6-12 months

### "Great customer management tool"

March 12, 2018

4.0

Pros

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.

Cons

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.

Review Source

TA

Tawsif A.  
Marketing Project Executive  
  
Used the software for: 6-12 months

### "Great company, very good communication and one-to-one help, decent platform. "

July 12, 2017

4.0

Pros

It is very customizable and suits most of our needs. The customer service is fantastic and always willing to help. Nataly from bpmOnline at times went above and beyond her duties to help out.

Cons

Sometimes the software can be very clunky and unresponsive. It can sometimes also act inconsistently with how it performs.

Review Source

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