# Creatio CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Creatio CRM the right Financial CRM 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 --- Creatio CRM 4.7 (133) [View alternatives](https://www.capterra.com/p/130149/bpm-online-CRM/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 28th, 2026 # Reviews of Creatio CRM Ease of use 4.7 Customer Service 4.7 ## Pros and Cons in Reviews og octavio g IT ManagerAutomotive, 201 - 500 employeesUsed the software for: 6-12 months. “We compared Creatio with traditional top tier CRMs and foud that in that area it is very price competitive because it has tools and functionality built in in other CRMS which have a fixed monthly fee with a variable component according to use.“ November 27, 2025 NR Nicole R Marketing SpecialistHuman Resources, 51 - 200 employeesUsed the software for: 1-2 years. “This is one of my primary uses and I have wasted a lot of time after accidentally deleting a section and having no way to retrieve it.“ June 2, 2025 Vlada H Marketing ManagerInformation Technology and Services, 51 - 200 employeesUsed the software for: 6-12 months. “Overall, Creatio CRM provided a robust solution for managing marketing campaigns and customer relationships in one place.“ May 8, 2025 Alona R Business AnalystFinancial Services, 11 - 50 employeesUsed the software for: More than 2 years. “It can be challenging to discern where to start or how to progressively leverage the tool's full potential, as the numerous capabilities can cause a sense of overload for new users.“ December 19, 2023 Viktor K Software DeveloperInformation Technology and Services, 51 - 200 employeesUsed the software for: 6-12 months. “Creatio is flexible and modern, and I had good control over customizations.“ May 17, 2025 EA Elvia A Ingeniero en sistemas computacionalesInformation Technology and Services, 51 - 200 employeesUsed the software for: 6-12 months. “I have seen that it takes time to respond, the waiting times are very slow, I don't know why everything is compiled at the time of making a change.“ August 19, 2023 Amanda T Business Development AssociateComputer Software, 201 - 500 employeesUsed the software for: 6-12 months. “They also offer a robust automation features such as lead nurturing and forecasting so we can prioritize sales efforts to meet sales targets.“ May 16, 2023 VS Viktoriia S Marketing Associate and Social Media SpecialistFinancial Services, 51 - 200 employeesUsed the software for: 6-12 months. “Sometimes, we had an issue with the scheduled emails feature.“ February 21, 2024 ## Showing most helpful reviews Showing 1-25 of 133 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Rommel B. Information Technology and Services Used the software for: ### "Great CRM running over a nice business process tool" October 31, 2016 5.0 BPMOnline, like most of the commercial tools out there, is a CRM build over a customizable framework. The main different with other tools, is what this framework offers, and the knowledge required to work on it. First, the business process tool is easy to use yet powerful and robust. It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools. The framework was build in .NET, so certain customizations and scripts are build either in c# (server side code) or javascript (client side code). If you know those languages, your learning curve in BPMOnline (which is normally shorter than others) will be even shorter than the rest of users. On the user side, the system is very friendly and intuitive, so you normally don't get lost in tons of options. Most of then are hidden and reserved for administrators. Pros Main advantages for BPMOnline: 1) Marketing, Sales and Services is fully integrated and normally don't require external or additional tools to work. 2) No hidden costs. The cost model and licenses are quite simple. Your contract normally provides all (and more) of what you need. It's really weird to find unexpected restrictions in the licenses you buy. 3) Learning curve for users, administrators and technicians is very short. With good guidance during implementation, you can take control very fast. Cons Some areas that requires improvements: 1) Integration to third party tools. There are certain integrations that come with the tool like email and phone systems. But others like legacy system or very particular solutions, requires development that can be difficult (not impossible). The lack of existing solutions in the market (free or paid) force you to develop those integrations. 2) Changes are easy to do, but they normally requires compilation. This can take some time, and if it's executed incorrectly, you can affect your instance. 3) The security is very detailed and can be aligned to every model. But, some changes applies just to new records, not to historical information. This can require customizations to work properly. 4) Analytics tool is simple to use and powerful, but it still require some additional features, like calculated variables and export. Review Source Sharry Karisa M. Founder Education Management Used the software for: 1-2 years ### "Creatio CRM" November 23, 2021 4.0 Before Creatio, basically all that we did was manual and we attempted to offer our types of assistance at a quick speed. We are currently outfitted with clever answers for handle all client confronting processes: deals, showcasing, client assistance tasks, clinical guaranteeing, and claims the executives. Creatio holds cornerstone information of our individuals. The capacity to assemble work processes made Creatio a flat out fit for our business. We tweaked the lead the board cycle, and computerized deals pipe. We convey fundamentally better client care as our representatives have moment admittance to client profiles and see every one of their exercises. The specialists can follow the situation with client cases and give exact data on the goal. Pros Catching data about clients and their workers Making leads from the site The board of gatherings of the outreach group The board reports for promising circumstances The vital strength of the stage is its adaptability. Creatio accompanies out-of-the-case arrangements, yet theyre configurable for your business. Cons At the point when clients go on-prem, there are some additional expenses for microservices. The mix with web-based media requires outsider applications It would be extraordinary to make the framework more easy to use by adding further developed separating and information perception. On a side note, we have as of now seen some critical enhancements in this space this year. Review Source VR Verified Reviewer Board Member Law Practice Used the software for: 1-2 years ### "Excellent technological execution of the buggy product" May 16, 2019 2.0 Customer service was great and the team dedication to find suitable solution was beyond reproach. Having said that, I felt that I joined their QA team and kept running into bugs that made use of the product impossible until the bug was fixed. Ultimately, I never truly got to use the product and just gave in. Pros Easily customizable. Excellent support from technical side. Cons lots of bugs. new updates would override the fixes and render software useless until new patches would be applied. Review Source Alona R. Business Analyst Financial Services Used the software for: 2+ years ### "Creatio has everything we need" December 19, 2023 5.0 Pros The standout features include automation tools and seamless integrations with other applications. Creatio also deserves praise for its proactive approach to customer feedback. They continuously adapt and improve their platform based on user suggestions, which is truly outstanding. Cons The platform offers an abundance of options for customization, integration of third-party applications, and data management. However, this extensive functionality can be quite daunting for beginners. It can be challenging to discern where to start or how to progressively leverage the tool's full potential, as the numerous capabilities can cause a sense of overload for new users. Review Source Iaro K. Сonsulting Partner Financial Services Used the software for: 2+ years ### "An excellent software for financial institutions" June 8, 2023 5.0 Creatio is incredibly user-friendly, and Creatio support service consistently delivers exceptional assistance, ensuring our our satisfaction at all times. Pros This platform is a great solution for lead and opportunity management, from lead generation to finalizing sales. Great fit and ready-made solution for financial insitutions enables with ready workflows for solving all modern challenges. The platform has a user-friendly interface that enables customization through intuitive drag-and-drop functionality. Cons I don't think there is anything major, I personallt didn't experience such. Review Source Helena B. Strategic Сonsultant Information Technology and Services Used the software for: 2+ years ### "Ready-made solution for large-scale business" September 6, 2023 5.0 Pros The seamless integration of ready-made modules and workflows allows for the creation of any customized solutions, minimizing the requirement for extensive engagement from technical team. Cons I don't know of any significant issues, and I have not personally encountered any such concerns. Review Source josef M. Analyst Financial Services Used the software for: 2+ years ### "CRM that meets your business needs" September 22, 2016 5.0 The bpm’online tools with omnichannel capabilities improved the communication not only with our clients but also within each team and department of our company. Our team had access to all emails, calls, notifications and could track client communications efficiently. It synchronized the work of our marketing, sales and services departments creating a single business environment. Pros There are many things that we like about the bpm’online system. Firstly, availability of advanced tools for omnichannel communications. It ensures effective and direct communication with our clients and we also benefit from always having up-to-date data about all our clients and their preferences. We liked the easy customization and user-friendly interface. The scalability and security of our data was also important. Working with the customer support team during the implementation was pleasant as they demonstrated strong technical expertise and understanding of our organizational needs. Cons The eco-system is not as large as some of the other big vendors have. At the same time, we got a more personalized approach from bpm’online. Review Source Arnaldo F. Director Information Technology and Services Used the software for: 2+ years ### "Creatio’s 360 " June 11, 2021 5.0 very good with passionate people with technology and like to support you Pros Very good looking software and efficient with a lot of ready to use functionalities. You can adapt the sofware at your own flavor to get the most of the power. Cons A better connection with tools like M365 would be a good point. Sometine you don’t know where your are in the different modules Review Source Valerie K. BD Director Events Services Used the software for: 2+ years ### "An amazing solution for organising all your business processes all together!" September 28, 2016 5.0 With BPMOnline you maintain your data base, you manage your projects, sales and cash flow, as well as keep your team well organised and focused. The most amazing thing about BPMOnline for the company staff is that it's also interactive and really fun to use! Pros All our work is based inBPMOnline! We start the day by logging in and end the day by logging out. All our Clients, suppliers, customer relationship, sales & marketing, project management, calendars, cash flow and even accounting system are all in one place! The way we can link all of them just by clicking a button makes our life easy and lets us perfectly focus on business outside 'admin work'. Review Source Daniel M. Travel Consultant Hospitality Used the software for: Less than 6 months ### "Best CRM" September 27, 2016 5.0 With the deployment of the bpm’online software, we aligned the work of our marketing, sales and service teams and integrated data from different locations and channels. What our agents liked is that the bpm’online system enabled them to deliver personalized services and to support each client. Business process management capabilities are a huge advantage of bpm’online for us. Moreover, the bpm’online platform is scalable and flexible and meets the changing needs of the travel market. Finally, the implementation process was thoroughly planned which ensured the success of the project. Pros People like the personalized approach and high-class service that we deliver when they travel. That enabled us to grow very fast. Unfortunately, our CRM system was failing to keep up with the pace of our growth. Hence, there was a need for a more effective CRM solution. We were looking for a software that would support and foster our business expansion and growth. Thanks to the intelligent bpm’online software, we reduced technology costs, and improved productivity. We achieved considerable improvement of sales and marketing productivity. Our improved interactions with clients resulted in increased revenue and customer loyalty. Cons There wasn’t anything to dislike. The project was carefully planned and thought through – thus, everything worked fine. Review Source EA Elvia A. Ingeniero en sistemas computacionales Information Technology and Services Used the software for: 6-12 months ### "learning and satisfaction of successful use :)" August 19, 2023 4.0 I like it, I love it, the more I get to know and understand it, the more I like it. For me, learning is very important, and applying this learning makes me feel useful, that I am progressing in my knowledge. It makes me feel good. Thanks for asking. Pros It is a software that by getting to know it one learns to identify and become familiar with its functionality. If it's hard work. However, by striving and pacting, one grows fond of him, falls in love with Creatio. Because by understanding it, you get to know everything that can be done with creatio. Thank you very much for designing, developing and building such an excellent product. Cons I have seen that it takes time to respond, the waiting times are very slow, I don't know why everything is compiled at the time of making a change. Another point is the dependencies that it has, they are complicated to understand, and therefore, as a result of this, errors have been made, I believe that understanding this issue is solved, or that there is a more in-depth documentation of issues in more depth. Review Source OY Olya Y. PMM Information Technology and Services Used the software for: 6-12 months ### "This is a highly scalable and customizable solution, must-have for businesses seeking a CRM " April 5, 2023 5.0 This is a highly scalable and customizable solution that offers a comprehensive suite of tools to design workflows that align with your organization's unique business processes. Its adaptability to cater to the diverse needs of various departments and companies is unmatched, making it a must-have for businesses seeking a CRM solution. The ability to manage workflows and business processes is essential for any organization, and this software delivers on that front, providing a robust platform to integrate all corporate solutions into a single IT environment. Effective data visualization is critical to making informed decisions, and this software ensures that the visualization of data is accurate and precise. With virtually limitless customization options, businesses can tailor the software to their specific requirements. Furthermore, built-in reporting and analytics offer valuable customer insights, making it easier for businesses to stay on top of their game. The software is user-friendly, cost-effective, and has gained significant popularity in the market. Pros Creatio offers great agility, enabling us to quickly adapt and make changes as necessary. We often refrain from altering anything that is already functioning well and instead utilize the out-of-the-box modules for tasks such as sales forecasting, opportunity management, marketing autometion and more Cons Overall everything is good, any question and inconvenience can be solved promptly Review Source VR Verified Reviewer Business Analyst Information Technology and Services Used the software for: 2+ years ### "Multifuntional customizable tool that helps organize and facilitate daily business routine" October 10, 2023 5.0 Pros We enjoy using Creatio, it has quite intuitive user interface and introduces a lot of possibilities to be customised according to the specific needs of your business. Cons As with any software we sometimes run into issues, but it happens with any software and doesn't affect our overall positive feedback regarding the product. Review Source VR Verified Reviewer Senior Research Analyst Financial Services Used the software for: 2+ years ### "A tool for deep business insights and analytics" October 11, 2023 5.0 Pros Creatio provides a bunch of pre-configured workflow templates, the majority of which align closely with our requirements, that helped us significantly streamline our operations. This level of efficiency is of utmost importance in the fast-paced world of financial markets. The most outstanding are Creatio's customization capabilities, sales forecast tools, and easily-adjustable dashboards. Cons While I faced a few minor bugs along the way, these issues were promptly fixed by responsive Creatio support team or resolved through the regular bi-weekly updates that Creatio consistently delivers. Review Source JG Jacob G. Communication & Marketing Manager Information Technology and Services Used the software for: 2+ years ### "A global CRM platform that really deserves to be known! " April 28, 2022 5.0 Pros Creatio's low-code/no-code capabilities make it possible to gain autonomy and efficiency, projects that used to take months are now completed in weeks or even days. The marketing tools are impressive, as well as the way Creatio offers a global approach, from initial lead generation to customer support and the entire sales process. Cons As a low-code platform, Creatio offers great freedom to users. Low-code means great opportunities and acceleration for creating new features and applications, but it doesn't mean that you can create anything in a snap, and this can be a bit frustrating. Review Source VR Verified Reviewer Blogger Apparel & Fashion Used the software for: 1-2 years ### "My first CRM software" July 12, 2021 4.0 I used both marketing and sales dashboards and I liked sales better. Marketing platform lacked some features (available only via connectors). Pros While working at the hotel marketing dept, I had to use Terrasoft BPM (now Creatio). First, I thought it was our in-house CRM. But learned later it was widely used and popular platform for many businesses. Probably, that's it's main pro - Creatio allows customising it so it looks like a custom made software for your business. Cons Creatio is definitely not designed for inexperienced user. I spent weeks learning the processes and it is good we had good support, answering promptly all my questions. E-mail (mass newsletters) were available for additional costs. Review Source VR Verified Reviewer Business Development Associate Computer Software Used the software for: 6-12 months ### "Comprehensive CRM with a wide range of tools." May 16, 2023 4.0 Pros The things I wanted to highlight about Creatio is their ability to organize and centralize data, which makes it easy for us to track leads, automate our sales process and customer interaction. They also offer a robust automation features such as lead nurturing and forecasting so we can prioritize sales efforts to meet sales targets. Cons It is a bit complex with a steep learning curve just like any other CRMs Review Source JAEL John Aldous Earl L. L1 IT Infra Engineer Banking Used the software for: 6-12 months ### "Great all-in-one solution!" May 5, 2023 5.0 Pros It offers a very comprehensive automated platform to automate sales, marketing and customer service processes. It also provides advanced analytics and reporting capabilities to track performance, identify areas of improvement and make data-driven decisions for your sales and marketing departments. Cons Can't think of any downside at this point. It has been good for us! Review Source MR Masud R. Human Resource Manager Information Technology and Services Used the software for: 1-2 years ### "The Perfect Business CRM Solution For Business " January 18, 2024 5.0 Pros Creatio CRM comes with best CRM features and is also very capable when it comes to lead tracking and management. To make marketing easy, it features best email marketing capabilities and is also good as a sales force automation solution. Cons With Creatio CRM, I haven't realized major concerns Review Source EP Elina P. COO Computer Software Used the software for: 1-2 years ### "A great way to organize company processes " May 22, 2018 5.0 Bpm’online has assisted our company in organizing our accounting processes. In many cases processes were being practiced, however, nothing was documented. Alternatively, processes were documented but not being practiced. Now, all processes are organized. Each user’s activity is identified and each user held accountable. With this complete oversight, human error is easily identified and corrected, and processes easily adjusted to minimize mistakes. Pros Generous selection of Accounting Connectors, Add-ons and Software Solutions. We have not had to go outside of the bpm’online software in search of such applications. Cons The time needed to sift through our company processes. It was an intensive, organization project to undertake before we could even think about implementation. 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 KSS Ka Shin S. Social Media Executive Used the software for: 1-2 years ### "bpm'online is a tools that can meet our business needs!" July 10, 2018 5.0 Bpm'online tools that improved our communication not just only with our clients but also with the team of our company. Is ease to use in terms of access our emails, calls, notifications and also client communications. Pros It's simple to use and user friendly. Response from their help desk is pretty quick and willing to answer all the question unlike others. Processes automation. Cons Didn't provide a modular pricing that we can adjust according to what we needs. Design features in marketing is limited. Review Source ST Sam T. Information Technology and Services Used the software for: 1-2 years ### "BPM online is a hidden gem" September 1, 2016 5.0 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. They find it much easy to see where the marketing, sales and service teams are and whether they're going to hit their targets. 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. Pros 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. The biggest benefit is that our sales team now actually use our CRM because they use the reporting dashboards to see where they are and to compete with the other sales reps! 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 AH Ashley H. Sales and Marketing Coordinator Pharmaceuticals Used the software for: 1-2 years ### "Customized to Fit Small Pharmaceutical Company's Needs" September 13, 2018 5.0 bpm'online has allowed us to discover several issues within our organization; those issues are related to follow-up and the sharing of information regarding customers, quotes & sales. These problems have all been fixed by utilizing bpm'online's "Activities" module. Pros bpm'online has a plethora of training videos and tools to help users get acquainted with the system. As a small pharmaceutical company, we have grown exponentially simply by using the Sales product from bpm'online. It has been very easy to customize the system to fit our needs. Cons I cannot think of one thing that I dislike about this system! Review Source SM Stefano M. Sales Director Information Technology and Services Used the software for: 6-12 months ### "A fresh approach to CRM" September 5, 2016 4.0 We've been using Bpm'online for several months and it's a great benefit to our business management processes: it helps tracking our business initiatives since the very beginning in an easy and intuitive way. We had other products before, but eventually all of them were too wearisome to use, specially for routine tasks and standards ops: after a while the account managers perceived CRM as an additional burden instead of a help, and dropped it. Pros 1\. Ease of use 2. Integrated vision of marketing, sales and support 3. Process automation 4. Supportive company Cons 1\. Deep customization requires advanced skills 2. Customer support is rather good, but with a more proactive apprach could be much better 3. Heavy usage may suffer from performance issues Review Source Similar Products Featured