2019 EDITION

How to Successfully Select and Implement a CRM

Learn how to navigate your options and find a CRM that fits your business goals.

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Creatio Update v 7.18.4 Oct 2021

We are pleased to announce that the Creatio 7.18.4 update package is here! The following new capabilities and improvements have been added to the Creatio product line. Duplicate search. A new widget ...
author Dick Wooden 5 Min Read
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Building integrations with Creatio

Creatio with their low-code CRM has created a helpful video for "Building integrations with Creatio - methods, tools, best practices"
author Dick Wooden 5 Min Read
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How to mass update email access rights using Creatio business processes?

Key Tip when setting up new users email integration with Creatio: Creatio email access rights are set per the users email mailbox setup.  By default, Creatio sets these access rights for Read, Write ...
author Julie Cooper 4 Min Read
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Yes, Now IS the time to invest into CRM: Low-Code improves ROI

Many small to mid-sized businesses we see – and maybe you -- face the challenge of employees who have limited experience with digital applications like CRMs and therefore drag their feet when it ...
author Dick Wooden 7 Min Read
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Success with CRM Partner Has New Name, New Look

On this beautiful Fall day in Southwest Michigan, Julie and Dick get into the promotion of the renaming event of bpm'online to Creatio.
author Julie Cooper 7 Min Read
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Adding a Text Rich Custom Note Section in bpm online

We want to add a 'Notes' detail section with the rich text options into a custom section. This would allow users the ability to format note entries, attach related Web URL's and even add images ...
author Julie Cooper 6 Min Read
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Creatio Comparison to HubSpot Sales Professional

Creatio (formally bpm’online) and HubSpot Sales Professional are two popular Customer Relationship Management (CRM) systems: software that helps companies track customer/employee interactions, lead ...
author Julie Cooper 5 Min Read
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