Provider Overview

Creatio, formerly bpm’online, is a marketing, sales, and intelligent service management software provider offering CRM products and automations for each of these fields. They’re recognized as a market leader by a number of industry analysts such as Forrester, Gartner, and Nucleus Research.

Intended Customers: Businesses of all sizes.

Free Trial: Yes, 14-day free trial.

Free Version: No.

Features Included in All bpm’online Plans:

Marketing

Sales

Service

360 Degree Customer View360 Degree Customer View

Customer Center Software

Service Enterprise Software

SegmentationCollaboration Tools360 Degree Customer ViewUnified Customer Base
Website Behavior TrackingBusiness Process ManagementOmnichannel CommunicationsOmnichannel Communications
Lead ManagementLead ManagementContact CenterContact Center
Trigger CampaignsOpportunity ManagementCase ManagementBusiness Process Management
Personalized Email MarketingOrders and InvoicesKnowledge ManagementRequest Management
Event ManagementField Sales ManagementService CatalogueProblem Management
Business Process ManagementSales ForecastingBusiness Process ManagementChange Management
Productivity ToolsContract ManagementSynchronization and IntegrationRelease Management
System DesignerProduct ManagementSystem DesignerService Catalogue
 Document Flow Automation Service Level Management
 Project Management Configuration Management
 Mobile Sales Knowledge Management
 Knowledge Management Synchronization and Integration
 Synchronization and Integration System Designer
 System Designer  

 

All Available bpm’online Plans & Pricing: Plans are customizable and based on the number of users. You can use their calculator to determine the price.

Help & Support Options: You can contact bpm’online here: USA: +1 617 765 7997 UK: +44 20 3384 0040 Australia: +61 261 452 888 [email protected] [email protected] Bpm’online also has an online community that can be reached here. They offer technical support, a self-service portal, customer success management, and an online community.

Awards & Recognitions: Recognized by Gartner as the only challenger for lead management in the 2018 Magic Quadrant for sales force automation. Bpm’online was named a Leader in The Forrester Wave™: CRM Suites for Midsize Organizations, 2016. In addition, bpm’online has been recognized as a Strong Performer in The Forrester Wave™: Sales Force Automation Solutions, 2017, The Forrester Wave™: Lead-To-Revenue Management Platform Vendors, 2016; The Forrester Wave™: Customer Service Solutions For Midsize Teams, 2017, and The Forrester Wave™: Dynamic Case Management, Q1 2018.

Editor’s Bottom Line for Creatio

Creatio is a CRM software provider for sales, marketing, and service teams interested in optimizing the customer experience and journey. They’ve been recognized as an industry leader by many top analysts such as Gartner, Forrester, and Nucleus Research. They offer customers a customizable solution for whatever kind of software they’re interested in purchasing, giving the customer the power to use the software however they see fit for their business and employees. The fact that they offer a customizable pricing plan shows that Creatio is interested in providing help to businesses of all sizes. This plays a significant role in being an industry leader for sales, marketing, and service. Many providers choose only one of these three to specialize in; only the big names like Zoho, Salesforce, Zendesk, and others are capable of effectively offering large numbers of products. However, Creatio offers powerful features in each of their products that can help any business, regardless of size. Creatio's features are primarily based on management and automations. This, like with other CRM software, allows agents to prioritize the customer experience while the software handles the more time-consuming, mundane tasks that often get in the way of the important work like building lasting relationships with their customers. Their most striking feature is the 360-degree customer view that allows users to look at contact data, view customers on a map via their sales software, phone numbers, social media profiles, and more. This, on top of customer segmentation, helps businesses prioritize the customer’s needs. Overall, Creatio is an excellent option for businesses looking for sales, marketing, or service management software. They’ve received recognition from top industry analysts for good reason. Their pricing plan is customizable and affordable for businesses of all sizes, small businesses included. Pricing is based on the number of users, but small teams only need a couple of employees at most using the software, so the price should never get too out of control. If you’re focused on learning more about who your customers are and what motivates them to make a purchase, Creatio is a great option to consider.

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