Creatio formerly bpm'online

Creatio (formerly bpm'online) is a global provider of process-driven CRM for marketing, sales, and service. The core value of Creatio products is the agility to change processes faster than ever and align marketing, sales and service on a single platform. Users love Creatio’s engaging interface with a social look and feel, free from redundant information to keep them focused on what’s relevant. Today, the company employs 600+ experts and serves over 6,500 customers worldwide. Check out this video to learn more.

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Creatio Named a Leader in 2019 CRM Market Leader Awards

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Process-Driven CRM

Creatio’s unique functionality serves as a simultaneous marketing, sales, and service platform, so you gain the ability to switch between processes with ease.

Streamlined User Interface

Enjoy working with the modern, streamlined user interface that is free from redundant information, keeping you focused only on what’s relevant.

Complete Departmental Alignment

Creatio is three products on one platform, so it connects the dots between marketing, sales, and service for total alignment between departments.

Recognized as a Leader

In 2019 Gartner included Creatio in the Gartner Magic Quadrant for the CRM Customer Engagement Center. Forrester also gave Creatio the highest overall score among strong performers for its product in The Forrester Wave.

Sales Creatio

Sales Creatio is a cutting-edge end-to-end sales cycle management software that drives customer acquisition, development, and retention.

Sales Creatio delivers:

  • 360° customer view
  • Business process management
  • Collaboration tools
  • Lead management
  • Opportunity management
  • Orders and invoices
  • Field sales management
  • Sales forecasting
  • Contract management
  • Product management
  • Document flow automation
  • Project management
  • Mobile sales
  • Quote management
  • Synchronization and integration
Visual Process Designer

Marketing Creatio

Audience Trigger Campaign

Marketing Creatio is a robust marketing automation software that fosters demand generation excellence by identifying customers’ needs and nurturing their interests until prospects are successfully transformed into opportunities.

Marketing Creatio delivers:

  • 360° customer view
  • Lead management
  • Lead scoring
  • Marketing campaign management
  • Omnichannel communications
  • Email-marketing
  • Event management
  • Productivity tools
  • Business process management
  • Knowledge management
  • Synchronization and import
  • Loyalty/reward program management
  • Mobile & social flexibility
  • Web-to-Lead form

Service Creatio

Service Creatio provides effortless access to features and information regardless the device being used to access it. Service Creatio has two versions, Customer Center and Service Enterprise. Both include: omnichannel communications, a contact center, BPM, service catalog, knowledge management, synchronization & integration, and a system designer.

What are the differences between the two? How do you know which version is right for you? See below for additional details about Customer Center and Service Enterprise.

Customer Center

Best for companies looking to manage omnichannel communications.
  • 360° customer view
  • Case management

Service Enterprise

Best for medium to large companies looking for high-level service across multiple channels.
  • Unified customer database
  • Request management
  • Problem management
  • Change management
  • Release management
  • Service level management
  • Configuration management
Service Analytics

Creatio Resources

BPM Schema Tools

BpmSchemaTools is an application developed by TAI to simplify the analysis and documentation of a Creatio database. If you are an implementor or end user and need a quick way to extract and document all of your Creatio objects (tables/views) and their properties (fields), this is the tool for you!

CRM Buyer's Guide

Let’s take a look at the most crucial steps in the CRM selection process and identify possible pitfalls and solutions that can help you avoid costly mistakes and achieve the best outcome of your CRM initiative.

7 Habits of Effective Sales People

In this eBook, Creatio lays out key findings about the people, processes, and technology that are helping saavy sales professionals meet changing demands. Check out their list of the 7 habits these sales pros must have to align with other departments, deliver personalized sales experiences, and effectively manage their pipelines. 

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(847) 655-3400