Creatio vs Pipedrive

June 12, 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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Pipedrive
Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams. A simple and visual sales pipeline tool that teams love to use
Creatio and Pipedrive are both popular CRM (Customer Relationship Management) software solutions, but they differ in their focus and features.

Creatio, formerly known as bpm'online, is a comprehensive CRM platform that encompasses marketing, sales, and service automation. It provides tools for managing the entire customer journey, from lead generation and nurturing to closing deals and post-sales support. Creatio offers advanced features such as process automation, customer data management, analytics, and omnichannel communication. It is suitable for medium to large-sized businesses that need a robust CRM solution to streamline their marketing, sales, and customer service operations.

Pipedrive, on the other hand, is a sales-focused CRM software designed specifically for managing sales pipelines and improving sales efficiency. It offers a visual pipeline view, deal tracking, contact management, and sales reporting features. Pipedrive emphasizes simplicity and ease of use, making it a popular choice for small and medium-sized businesses that prioritize sales processes and want a user-friendly CRM system.

See also: Top 10 Online CRM software
Creatio vs Pipedrive in our news:

2023. Pipedrive unveiled AI-powered sales assistant



Pipedrive, the user-friendly and efficient sales CRM designed for small businesses, has unveiled its new AI-driven Sales Assistant, currently in beta. This innovative tool offers sales professionals insights into a deal's likelihood of success and suggestions for optimal next steps, significantly enhancing the chances of closing deals successfully. Companies that leverage the Sales Assistant experience a threefold increase in deal closures compared to those who don't. By incorporating AI capabilities into the Sales Assistant, Pipedrive aims to empower sales teams with targeted and actionable guidance, enabling them to further elevate their performance. The integration of AI into the Sales Assistant equips small businesses with a virtual assistant that utilizes cutting-edge technology to help them prioritize tasks, focus on key deals, and identify potential challenges in their sales pipeline.


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. Sales CRM Pipedrive becomes unicorn



The latest European company to achieve unicorn status is Pipedrive, the sales CRM tool catering to small and medium-sized businesses. The company recently secured a majority investment from Vista Equity Partners, a U.S.-based private equity firm specializing in enterprise software. This investment has elevated Pipedrive's valuation to an impressive $1.5 billion. Pipedrive has always distinguished itself as sales software prioritizing the needs of salespeople, rather than just their managers. It was developed by sales professionals, for sales professionals. However, the platform has evolved into a comprehensive CRM solution that encompasses marketing functionalities as well. Pipedrive proudly boasts a user base of 95,000 companies relying on its software.


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.


2017. Pipedrive CRM gets $17M



Pipedrive, a CRM platform specifically developed to enhance sales for SMBs, has successfully secured $17 million in Series B funding. The newly acquired capital will be allocated towards product and technological advancements, expanding the partner ecosystem, and global marketing efforts. Pipedrive boasts a customer base of over 30,000 small businesses from 140+ countries, positioning itself as a formidable competitor against well-established players in the SMB CRM space. Originally recognized for its sales software catering primarily to salespeople rather than managers, Pipedrive has evolved into a comprehensive CRM platform. It has achieved this by integrating with over 50 online software solutions and consistently adding new integrations each month. These integrations encompass a range of business tools including Google Apps, Trello, Zapier, Mailchimp, Yesware, and Pandadoc.


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. Cloud-Based CRM Pipedrive gets $9 Million funding



Pipedrive, a SaaS CRM tool designed to assist small companies in managing and boosting sales, has successfully concluded a Series A funding round, raising $9 million. With a focus on small to medium-sized businesses, Pipedrive has gained popularity among various tech companies, including Fortumo, Postmates, FalconSocial, and Blippar. The primary objective of Pipedrive is to address the shortcomings of traditional CRM/sales software by streamlining the user experience. Conventional CRM solutions often demand excessive data entry and lack clearly defined workflows, leading to user dissatisfaction and, ultimately, missed sales opportunities. In contrast, Pipedrive offers a more intuitive approach with its visual dashboard, presenting deals in a pipeline format that spans from initial contact and contract negotiations to finalized deals. Notable competitors in the CRM market for Pipedrive include Zoho CRM, Base, Capsule, Insightly, and PipelineDeals. Furthermore, within the CRM landscape, all players compete against Salesforce at the high end and the humble spreadsheet at the lower end.


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.

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