---
description: Detaillierte Informationen über Creatio CRM zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Schweiz.
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title: Creatio CRM Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026
---

Breadcrumb: [Startseite](/) > [CRM-Systeme](/directory/2/customer-relationship-management/software) > [Creatio CRM](/software/130149/bpm-online-crm)

# Creatio CRM

Canonical: https://www.capterra.ch/software/130149/bpm-online-crm

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> Creatio ist die führende No-Code-CRM-Plattform zur einfachen Automatisierung von Unternehmensprozessen.
> 
> Bewertung: **4.7/5** von 133 Nutzern. Top bewertet für **Weiterempfehlungsquote**.

-----

## Übersicht

### Wer verwendet Creatio CRM?

Die Creatio-Plattform ist hochgradig anpassbar und benutzerfreundlich und hilft Unternehmen mit 250+ Mitarbeitern aus allen Branchen, kundenorientierte und interne Prozesse schnell und skalierbar zu automatisieren.

## Kurzstatistiken und Ratings

| Metrik | Bewertung | Detail |
| **Gesamt** | **4.7/5** | 133 Nutzerbewertungen |
| Bedienkomfort | 4.7/5 | Auf Basis der Gesamtbewertungen |
| Kundenbetreuung | 4.7/5 | Auf Basis der Gesamtbewertungen |
| Preis-Leistungs-Verhältnis | 4.7/5 | Auf Basis der Gesamtbewertungen |
| Funktionen | 4.7/5 | Auf Basis der Gesamtbewertungen |
| Empfehlungsprozentsatz | 90% | (9/10 Weiterempfehlungsquote) |

## Über den Anbieter

- **Unternehmen**: Creatio
- **Region**: Boston, USA
- **Gegründet**: 2014

## Gewerblicher Kontext

- **Startpreis**: $ 25.00
- **Preismodell**:  (Gratis Testen)
- **Zielgruppe**: 501–1'000, 1'001–5'000, 5'001–10'000, 10'000+
- **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Linux (On-Premise), Android (mobil), iPhone (mobil), iPad (mobil)
- **Unterstützte Sprachen**: Arabisch, Bulgarisch, Deutsch, Dänisch, Englisch, Französisch, Hebräisch, Indonesisch, Italienisch, Niederländisch, Polnisch, Portugiesisch, Russisch, Spanisch, Tschechisch, Türkisch, Ukrainisch, Ungarisch
- **Verfügbare Länder**: Amerikanische Jungferninseln, Argentinien, Armenien, Aserbaidschan, Australien, Bahrain, Bangladesch, Belgien, Bolivien, Brasilien, Britische Jungferninseln, Bulgarien, Chile, Costa Rica, Deutschland, Dominica, Dominikanische Republik, Dänemark, Ecuador, El Salvador und 62 weitere

## Funktionen

- Befragungs-/Umfragemanagement
- Benutzer-Management
- Berichterstattung / Analyse
- CRM-Systeme
- Catalog Management
- Compliance Management
- Compliance-Verfolgung
- Dokumentenmanagement
- Engagement-Tracking
- Finanzberichterstattung
- Finanzmanagement
- For Financial Institutions
- Für Versicherungsbranche
- Für Vertriebsteams/ -organisationen
- Inbox-Management
- Investor-Management
- KI/Maschinelles Lernen
- Kampagnenmanagement
- Kampagnenplanung
- Kanalmanagement
- Kommunikationsmanagement
- Kontakt-Datenbank
- Konversion-Tracking
- Kredit-Portfolio-Management
- Kreditnehmer-Management
- Kundendatenbank
- Kundenerlebnis-Management
- Kundenhistorie
- Kundennachverfolgung
- Lead-Generierung
- Marketing-Automatisierung
- Mehrere Kampagnen
- Portfoliomanagement
- Preisoptimierung
- Prognose
- Prozess-/Workflow-Automatisierung
- Prädiktive Analytik
- Sicherheiten-Tracking
- Suchen / filtern
- Supportticket-Management
- Terminplanung
- Terminverwaltung
- Third-Party Integrations
- Umfragen & Feedback
- Vertriebsaktivitätsmanagement
- Visuelle Analytik
- Werkzeuge zur Zusammenarbeit
- Wissensmanagement
- Workflow-Management
- Zielseiten / Web-Formulare

... und 67 weitere Funktionen

## Integrationen (22 insgesamt)

- Asterisk
- Avaya Experience Platform
- Brandwatch
- DocFlow
- Gmail
- GoTo Meeting
- Google Calendar
- Google Contacts
- Infobip
- LDAP Manager
- Mailchimp
- Meta for Business
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power BI

... und 7 weitere Integrationen

## Optionen für Kundensupport

- E-Mail/Helpdesk
- FAQ/Forum
- Wissensdatenbank
- Telefon-Support
- 24/7 Live-Support
- Chat

## Category

- [CRM-Systeme](https://www.capterra.ch/directory/2/customer-relationship-management/software)

## Ähnliche Kategorien

- [Sales Force Automation Software](https://www.capterra.ch/directory/12/sales-force-automation/software)
- [Versicherungssoftware](https://www.capterra.ch/directory/20035/insurance-agency/software)
- [Kreditvergabesoftware](https://www.capterra.ch/directory/20011/loan-origination/software)
- [CRM-Systeme](https://www.capterra.ch/directory/2/customer-relationship-management/software)
- [Lead Management Software](https://www.capterra.ch/directory/30017/lead-management/software)

## Alternativen

1. [HubSpot CRM](https://www.capterra.ch/software/152373/hubspot-crm) — 4.5/5 (4451 reviews)
2. [Zoho CRM](https://www.capterra.ch/software/155928/zoho-crm) — 4.3/5 (6964 reviews)
3. [Bigin by Zoho CRM](https://www.capterra.ch/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews)
4. [Salesforce Sales Cloud](https://www.capterra.ch/software/61368/salesforce) — 4.4/5 (18768 reviews)
5. [Dynamics 365](https://www.capterra.ch/software/157279/dynamics-365) — 4.4/5 (5811 reviews)

## Nutzerbewertungen

### "Great CRM running over a nice business process tool" — 5.0/5

> **Rommel** | *31. Oktober 2016* | Informationstechnologie & -dienste | Empfehlungsbewertung: 10.0/10
> 
> **Vorteile**: Main advantages for BPMOnline:&#13;&#10;1) Marketing, Sales and Services is fully integrated and normally don't require external or additional tools to work.&#13;&#10;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. &#13;&#10;3)  Learning curve for users, administrators and technicians is very short. With good guidance during implementation, you can take control very fast.
> 
> **Nachteile**: Some areas that requires improvements:&#13;&#10;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.&#13;&#10;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.&#13;&#10;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.&#13;&#10;4) Analytics tool is simple to use and powerful, but it still require some additional features, like calculated variables and export.
> 
> 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. &#13;&#10;&#13;&#10;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.

-----

### "Creatio CRM" — 4.0/5

> **Sharry Karisa** | *23. November 2021* | Bildungsmanagement | Empfehlungsbewertung: 9.0/10
> 
> **Vorteile**: Catching data about clients and their workers &#10;&#10;Making leads from the site &#10;&#10;The board of gatherings of the outreach group &#10;&#10;The board reports for promising circumstances &#10;&#10;The vital strength of the stage is its adaptability. &#10;&#10;Creatio accompanies out-of-the-case arrangements, yet theyre configurable for your business.
> 
> **Nachteile**: At the point when clients go on-prem, there are some additional expenses for microservices. The mix with web-based media requires outsider applications &#10;&#10;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.
> 
> 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.

-----

### "Excellent technological execution of the buggy product" — 2.0/5

> **Verifizierter Rezensent** | *16. Mai 2019* | Anwaltskanzlei | Empfehlungsbewertung: 4.0/10
> 
> **Vorteile**: Easily customizable. Excellent support from technical side.
> 
> **Nachteile**: lots of bugs. new updates would override the fixes and render software useless until new patches would be applied.
> 
> 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.

-----

### "Creatio has everything we need" — 5.0/5

> **Alona** | *19. Dezember 2023* | Finanzdienstleistungen | Empfehlungsbewertung: 10.0/10
> 
> **Vorteile**: 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.
> 
> **Nachteile**: 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.

-----

### "An excellent software for financial institutions" — 5.0/5

> **Iaro** | *8. Juni 2023* | Finanzdienstleistungen | Empfehlungsbewertung: 10.0/10
> 
> **Vorteile**: 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.
> 
> **Nachteile**: I don't think there is anything major, I personallt didn't experience such.
> 
> Creatio is incredibly user-friendly, and Creatio support service consistently delivers exceptional assistance, ensuring our our satisfaction at all times.

-----

Seite: 1 / 7\
Weiter: [Nächste Seite](https://www.capterra.ch/software/130149/bpm-online-crm?page=2)

## Links

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