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Creatio (bpm’online) CRM Software Solution

Creatio formerly bpmonline large-formerly bpmonline

The most agile CRM platform to accelerate sales, marketing, service and operations.

Businesses use Creatio to manage the complete customer journey – from lead to order to continued customer service excellence.


A recent PricewaterhouseCoopers report predicted that in 2019, 48% of organizations will grow revenue opportunities and increase profits through artificial intelligence, and for midsize companies looking for a meaningful yet affordable way to put automation to work, CRM could be the answer.

This year, the vendors in this category continue to offer cost-effective solutions that promise to inject a dose of artificial intelligence into their clients’ CRM tools, making their sales, marketing, and customer service efforts more predictive, proactive, and scalable.

Business news: 4 Monumental Shifts in Customer Expectations, and the company Ready to Take Them On

Creatio (formerly bpm'online)

Has been named as a Leader in three categories of the 2019 CRM Market Leader Awards:

  • Enterprise CRM
  • CRM for Mid-sized Companies
  • Sales Force Automation

Creatio -key industry analysts- received multiple awards

Get complementary copy of Gartner's Critical Capabilities for Sales Force Automation, 2019.


Creatio, formerly bpm’online, is a cloud-based software that merges customer relationship management (CRM) features with business process management (BPM) capabilities. Creatio combines CRM’s core modules (account and contact management, sales force automation, service management, marketing automation, document management, reporting and analytics) with business process management (BPM) engine. It can be delivered as a service (SaaS) or on premise.


Current version as of August 4, 2020 is 7.16.3  More here....


The All-In-One view:

Creatio All in one platform

Understanding the Nature of the Creatio Company

Back in February, Creatio was named a CRM Watchlist 2020 winner by Paul Greenberg, an analyst, frequently referred to as “The Godfather of CRM”, the CRM Watchlist inventor, Founder and Managing Principal of The 56 Group, LLC, the author of the best-selling CRM at the Speed of Light: Social CRM Strategies, Tools, and Techniques for Engaging Your Customers, and a CRM Playaz talks creator.

Together with the brilliant Brent Leary, who is a co-host of CRM Playaz and co-founder and partner of CRM Essentials, they invited the company’s Global Head of Sales Enablement, Erik Hale, to talk about Creatio’s vision, mission, approach to helping customers transform and adapt to change in the midst of pandemic, and more.

Watch the video for the details!


Using Creatio Products to Effectively Manage

the Complete Customer Journey

Video: Meet our Creatio CRM BPM system for professional sales management of all types ranging from short sales cycles to long corporate sales, manage your leads, opportunities, orders and invoices, using the integrated business process that gives you access to the best in today’s sales.



Analyst Recognition

Ever Growing Analyst Recognition

Industry recognized over multiple years for sales, service and marketing

Forrester Analyst Recognition 2020


Gartner Analyst Creatio CRM 2020

Unified Platform

bpmonline-marketing-video bpmonline-sales-video bpmonline-service-video





CRM-bpm'online.pngUse Creatio Sales, Marketing and Service products to connect the dots between marketing, sales and customer service, efficiently managing the complete customer journey - from lead to order, and to ongoing account maintenance.


BPMonline Funnel capabilities.png

A complete solution for the customer's buying process that integrates with your sales process.




By Industries:

All Industries Financial Services Media and advertising
Manufacturing, wholesale and distribution Pharma CRM Professional Services
Public Sector Retail Real Estate
Telecommunications Transportation and Logistics  


Process-driven CRM for marketing, sales and service

Why use a CRM that specializes in business process management?

  1. Adaptability for change with consistency of work
  2. Marketing, sales and service production are on a single platform
  3. Institutionalize best practices
  4. Provide repeatable processes to improve time and cost effectiveness
  5. Agility to change processes in CRM faster than ever
  6. One common user interface that increases user adoption and use
  7. Powerful business process management engine
  8. One of the most cost-effective CRM solutions
  9. Create deployment flexibility: cloud and on-premise deployments

Creatio has a set of out-of-the box best practice business processes developed to manage key business operations as well as to address needs of a variety of verticals. However, thanks to a system’s Creatio BPM engine any customer-facing business process can be easily adjusted on the fly.



Business Automation Software.png

Business Process Automation built in Creatio BPM

  • BPM engine is a core of the platform
  • BPM engine is a single tool for business process modeling and execution with a single library of process elements
  • Processes can evoke / be evoked by third-party web services
  • Uses BPMN 2.0 notation
  • No limitations are applied to process features or usage

Creatio (formally bpm'online) Studio named Strong Performer for its Digital Process Automation


Learn more-> Unique problems solved for our clients with adaptable CRM solutions

Helpful video on the importance of successful Implementation

 bpm'online video testimonial - watch now

Get Started with Success with CRM 

Let's Get Acquainted:

Visit our Contact page and learn more about Dick Wooden and Julie Cooper.  

Call office: 269-445-3001


Creation Development & Customization

Creatio CRM offers tools to control customer journey from the first point of interaction to the sales and service stages. System’s dashboards allow users to get information and statistics on key internal, customer-facing and communication processes. Creatio CRM provides open configuration and extensive API to allow any customizations and integrations required for the business.

Get the latest on Low-Code and No-Code platform.  Simple developer tools accelerate customization and extension of the Creatio functionality - everyone is a developer

Creatio Studio Overview 

Creatio Studio main components

Creatio studio is the unique synergy of business processes management and case management technologies that provides organizations with powerful tools to easily manage and optimize business processes. Video link.

Overview Videos

Sales enterprise overview

Service enterprise overview

Marketing Overview

Creatio Real Estate


Industry Specific Creatio CRM Solutions

 Financial Services