Creatio vs Monday.com

August 10, 2023 | Author: Sandeep Sharma
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Creatio
Creatio (formerly bpmonline) is a single platform to accelerate sales, marketing, service. It's a process-driven cloud based software that connects the dots between marketing, sales and customer service, allowing to efficiently manage the complete customer journey – from lead to order, and to ongoing account maintenance.
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Monday.com
monday.com is an intuitive team management platform for effective teamwork. Teams use monday.com to plan, organize and track their work in one visual, collaborative space.
Creatio and Monday.com are two popular software platforms that offer different solutions to enhance business productivity and collaboration. Creatio, formerly known as bpm'online, focuses on streamlining and automating business processes, with a strong emphasis on CRM functionality. It provides a comprehensive set of tools for managing customer relationships, marketing, sales, and service. Creatio's platform excels in offering robust process automation, visual process modeling, and advanced analytics capabilities. On the other hand, Monday.com is a versatile project management and team collaboration platform that enables users to organize tasks, track projects, and communicate effectively within teams. It provides a highly visual and customizable interface, allowing users to create and manage various workflows and project boards. Monday.com offers features like task assignment, progress tracking, and team communication tools.

See also: Top 10 Online CRM software
Creatio vs Monday.com in our news:

2022. monday.com introduces monday sales CRM



The renowned project management service, monday.com, has recently introduced monday sales CRM, a dynamic customer relationship management (CRM) system designed to streamline all customer-related processes within a single platform. Leveraging monday.com's flexible low-code/no-code framework, monday sales CRM offers a fully customizable CRM solution that empowers users to automate repetitive tasks, synchronize their Gmail/Outlook accounts for seamless email communication, and automatically log sent emails. Additionally, the CRM system provides real-time notifications when leads open or respond to emails, facilitates team quota tracking over time, allows for goal setting at both individual and team levels, centralizes post-sale activities for efficient client onboarding, project management, and collection tracking, streamlines the sales hiring process, and equips sales teams with the necessary tools and resources to enhance deal closure rates. The offering includes a free version for up to 2 seats, while the paid version starts at €10 per seat per month.


2021. Creatio raises $68M for its low-code CRM platform



Creatio, a low-code platform designed to streamline business processes, has secured $68 million in funding. One of Creatio's key strengths lies in its specialization within the CRM space, offering efficient automation solutions for marketing and sales-related tasks. The platform's competitive advantage lies in its ability to rapidly automate processes, allowing companies to transition from a low-code platform to live applications quickly. The low-code industry, in which Creatio operates, is currently experiencing significant investment and growth.


2020. Monday.com now lets companies build custom apps



Monday.com has recently unveiled version 2.0 of its highly flexible workflow platform, introducing enhanced capabilities for customers to develop custom apps on the Monday platform. With this update, users are provided with a wealth of resources, including over a hundred prebuilt automation recipes and code-free custom automations. Additionally, the release features more than 50 integrations with various applications, empowering project managers to create sophisticated workflows without the need for coding expertise. Whether it's process management, portfolio management, project management, CRM management, hotel management, or R&D management, Monday.com offers a code-free environment that enables users to leverage these building blocks and craft tailored applications to fulfill the specific needs of any organization or team.


2019. Bpm’online rebrands as Creatio



Low-code business process automation and CRM company Bpm'online has made an exciting announcement - it is undergoing a rebranding and will now be known as Creatio. This new name embodies the company's firm belief that individuals will possess the ability to become developers, empowering them to automate concepts and craft tailored solutions within a matter of minutes. Creatio has earned considerable recognition as a market leader, acknowledged by prominent industry analysts. Its intelligent platform enables the swift acceleration of sales, marketing, service, and operational processes for a vast customer base and numerous global partners.


2019. Workplace collaboration software Monday.com raised $150M


Monday.com, a rapidly expanding workplace collaboration platform, has recently announced a remarkable $150 million funding round, valuing the company at $1.9 billion. This substantial investment reflects both the platform's current success and the immense potential within the broader collaboration space, particularly in the areas of enhanced team communication and team management. With a customer base now reaching 80,000 organizations, compared to just 35,000 a year ago, Monday.com serves a diverse range of industries spanning over 200 verticals. Notably, these organizations vary in size, with employee counts ranging from as few as two to as high as 4,000. The impressive clientele includes renowned companies such as Carlsberg, Discovery Channel, Philips, Hulu, WeWork, and numerous Fortune 500 firms. It's worth mentioning that Monday.com attracts both technical and non-technical companies that rely on software and computers to facilitate their work processes.


2015. Bpm’online updates its CRM for Financial Services



Bpm’online CRM for Financial Services is designed to empower firms in delivering exceptional customer service. With new features dedicated to corporate banking, lending, underwriting, and product portfolio integration, the product equips a wider range of institutions with the necessary tools to gain a comprehensive 360-degree view of customers and transform it into a competitive advantage. Bpm’online CRM for Financial Services offers banks all the essential tools to streamline crucial customer-facing processes. It comprises four products: marketing, bank sales, lending, and bank customer center, which can be utilized as standalone applications or integrated as a bundle of modules. Banks have the flexibility to select the products that align best with their business requirements, with each product supported by a robust business process management engine. By adhering to pre-defined processes within bpm’online, agents incorporate industry best practices into their workflow, ranging from identifying prospective clients to recommending the most relevant banking products to existing customers at the most opportune moments.


2015. Bpm’online showcases latest process-driven CRM innovations, deployments at CRM Evolution 2015



Bpm'online, a provider of process-driven CRM software for marketing, sales, and service, demonstrated the growing market momentum for CRM solutions with robust process engines at the CRM Evolution conference today. The introduction of new customers such as HaloPays and Portman, as well as the process-driven enhancements in bpm'online's latest version 7.6, exemplify why 8 out of 10 new bpm'online customers in the previous quarter have chosen to replace their existing CRM systems with bpm'online's acclaimed, flexible, and process-oriented approach. The bpm'online CRM solution's core is built on a BPM platform, enabling businesses to easily configure their business processes without requiring technical specialists or coding. This grants companies the agility to continually experiment with different approaches and processes to determine the most effective ones, thus ensuring their success in a highly competitive environment.


2015. Bpm’online CRM for real estate imroves MLS integration



Bpm’online real estate has unveiled its updated 7.5 version, a cutting-edge CRM system tailored for both commercial and residential real estate enterprises, offering comprehensive management of customer interactions throughout the entire sales process, from leads to transactions. This latest release introduces unprecedented customization capabilities, enhanced integration with MLS (Multiple Listing Service), and expanded functionalities for listing and contract management. The improved MLS integration enables swift importing of available listings from the market directly into bpm’online real estate within seconds. This facilitates the seamless inclusion of relevant MLS data and photos, fostering stronger connections between home buyers and sellers. As soon as a new listing is added to bpm’online real estate, the system automatically identifies pertinent customer requests and promptly notifies the agent. This approach empowers agents to effortlessly close more deals, catering to customer needs with increased efficiency.


2015. Forrester Wave: Bpm’online CRM receives the highest overall score for Midmarket CRM



Bpm’online, a cloud-based software solution for marketing, sales, and service automation, has achieved the status of a Strong Performer in The Forrester Wave: CRM Suites For Midsize Organizations, Q1 2015 assessment. The report highlights that bpm’online received the highest score for its current offering among the Strong Performers. Forrester conducted an evaluation of the top ten CRM suite vendors, considering 95 criteria, and rated each vendor in three main categories: Current offering, Strategy, and Market presence. The evaluation was based on the effectiveness of their products across various CRM capabilities, such as sales force automation, marketing automation, customer service, field service, e-Commerce, business intelligence, customer data management, technology, and architecture.


2015. Bpm’online announced key executive appointment and new US headquarter



Cloud CRM software vendor bpm’online has welcomed Michael Rooney as the new Senior Vice President and General Manager of bpm’online in North America, according to an announcement made by the company. This appointment also signifies the inauguration of bpm’online's fresh office in Boston, MA, which will function as the company's headquarters in the United States. The primary objective of establishing this office is to expedite sales operations and foster collaborations with technology and market professionals. By doing so, bpm’online aims to attract the finest engineering and sales experts in the Boston area, while facilitating the expansion of its customer and partner network.

Author: Sandeep Sharma
Sandeep is a marketing expert with a wealth of knowledge in various domains: customer relationship management, social media management, advertising, search engine optimization, website building, Sandeep has established himself as a multifaceted professional. He honed his skills while working at Salesforce and Hubspot, where he gained invaluable insights into the industry. Now, as the proud owner of a small advertising consulting agency, Sandeep continues to provide innovative and effective strategies to businesses, helping them thrive in the competitive landscape of digital marketing. You can contact Sandeep via email sandeep@liventerprise.com