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Creatio CRM Software

Creatio formerly bpmonline large-formerly bpmonline

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.

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


Creatio 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 October,30 2019 is 7.15.1

Upcoming releases found here...

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

 Creation All in One Platform-3


Video: Meet our CRM-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.

Quick Resource Links:

Sales Creatio   or  Sales Pricing

Service Creatio  or  Service Pricing

Marketing Creatio   or  Marketing Pricing

Creatio Bundled Pricing Calculator

Creatio 14 Day Trial

By Industries:

All Industries

Financial Services

Media and advertising

Manufacturing, wholesale and distribution

Pharma CRM

Professional Services

Public Sector


Real Estate


Transportation and Logistics


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



CRM-bpm'online.pngUse Creatio 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.


Process-driven CRM for marketing, sales and service

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 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 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

Ever Growing Analyst Recognition

Industry recognized over multiple years for sales, service and marketing

Creatio Strong Performer Forrester 2017-2019

 Creatio in Gartner Magic Quadrant awards


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


 How to videos

User Interface Overview

Out of the box Processes to close more deals (1hr)

List Setup

Section Wizard - setup of lists

Detail Wizard - modify detail section

Working with Folders  (static or dynamic groups of records)

 Creating & Setup of Users

Working with Emails


Doing Lookups

Using tags

Universal import from Excel

Efficient Sales Management

Landing Pages

Processing Cases

Set up automatic email case registration

System Designer

Industry Specific

 Financial Services