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Helps me gather my data faster
Pros and Cons
    • "To benefit from this software you need to have somebody dedicated to customizing the features you're looking for and, to be honest, I do not have time to focus only on that."

    What is our primary use case?

    I'm using it for sales.

    How has it helped my organization?

    Instead of using Excel I'm using this program. It has helped me gather my data faster. But that's it, not much. It hasn't really improved anything yet because I haven't been able to customize it the way I want to.

    I had a different strategy in mind for this product. Since we are mainly in the construction business, and it is very diversified, I haven't been able to use the software to its utmost. I'm using just the basics, I'm not using anything advanced. I am even trying to reset everything and start from scratch because it didn't benefit me from the first time I used it.

    What needs improvement?

    To benefit from this software you need to have somebody dedicated to customizing the features you're looking for and, to be honest, I do not have time to focus only on that. I handle many things in our company. I'm a partner in the company and I really do not have time to focus only on bpm'online. It needs somebody dedicated to it.

    For how long have I used the solution?

    One to three years.
    Buyer's Guide
    Sales Creatio
    September 2025
    Learn what your peers think about Sales Creatio. Get advice and tips from experienced pros sharing their opinions. Updated: September 2025.
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    What do I think about the stability of the solution?

    No issues with stability. The software is good.

    What do I think about the scalability of the solution?

    I have had no issues with scalability so far.

    How are customer service and support?

    Very helpful, very professional, I like their technical support. I have been dealing with three people so far and they are really professional. They respond quickly, they are very helpful.

    Which solution did I use previously and why did I switch?

    I tried using Salesforce.com but when I started the implementation I didn't receive the proper support, the way I did with bpm'online, so that is why I switched.

    How was the initial setup?

    The setup was straightforward, nothing complicated.

    What's my experience with pricing, setup cost, and licensing?

    Again, honestly, I'm not benefiting from the product the way I should because I don't have a dedicated person to work on it and customize it. So for me, for the time being, it's expensive because I'm not using it to the optimum. The price itself is fine, I'm not complaining. But for the amount I'm paying, because we are a small to medium business, we should be benefiting more from the features of the product.

    Which other solutions did I evaluate?

    We didn't evaluate other options, I went straight for this one. I had a presentation on the product and I loved it and I used it.

    What other advice do I have?

    The customer service is good, the managers on my accounts are good, very helpful, very cooperative. It's user-friendly, you can do it yourself, you don't need to have a technical IT guy do it for you. However, it takes time to implement it, it takes time to work on it. You have to know exactly what you want from the software to use it efficiently.

    I would rate the product itself at eight out of 10, but my usage of the product is a three out of 10.

    Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
    PeerSpot user
    User
    It provides a customizable platform that enables companies to safely store and recognize customer data, as well as connect multiple channels and other related services
    Pros and Cons
    • "It provides a customizable platform that enables companies to safely store and recognize customer data, as well as connect multiple channels and other related services."
    • "There is still some room for improvement in the overall look and feel of the software."

    What is our primary use case?

    Due to Creatio’s versatility and customizability, almost all business problems can be solved using the various flexible tools that the software has to offer.

    How has it helped my organization?

    Creatio’s sales functionality is built on a scalable and user-friendly platform to improve workflow efficiencies and streamline employee communications. As a Creatio partner, I can now provide my customer with sophisticated tools to manage all sales channels, including direct and partner sales, e-commerce, field sales, and POS.

    What is most valuable?

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

    What needs improvement?

    The overall look and feel of the software has improved over time. However, there is still some room for improvement.

    For how long have I used the solution?

    Three to five years.
    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    Buyer's Guide
    Download our free Sales Creatio Report and get advice and tips from experienced pros sharing their opinions.
    Updated: September 2025
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    Buyer's Guide
    Download our free Sales Creatio Report and get advice and tips from experienced pros sharing their opinions.