--- description: Creatio CRMを実際に使用したユーザーのレビューから、製品の機能や価格、メリットデメリットをご覧いただけます。類似製品との比較も簡単、ぴったりのSaaSが見つかるはず！ image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Creatio CRMとは？ | 機能や料金、導入事例をご紹介【キャプテラ】 --- 現在地表示: [ホーム](/) > [CRMツール](/directory/2/customer-relationship-management/software) > [Creatio CRM](/software/130149/bpm-online-crm) # Creatio CRM Canonical: https://www.capterra.jp/software/130149/bpm-online-crm ページ：1 / 7\ 次へ: [次ページ](https://www.capterra.jp/software/130149/bpm-online-crm?page=2) > CRMの新時代 :AIを基盤に構築 。 すぐに行動することができます > > 評価：133人のユーザーによる評価は**4.7/5**。**おすすめ度**で最高の評価。 ----- ## 概要 ### Creatio CRMの対象ユーザー ノーコードでAIを核にあらゆる顧客および運用ワークフローを管理する新時代のCRMです 。 ## 簡単な統計と評価 | 測定基準 | 評価 | 詳細 | | **総合評価** | **4.7/5** | 133 レビュー | | 使いやすさ | 4.7/5 | レビュー全体に基づく | | カスタマー・サポート | 4.7/5 | レビュー全体に基づく | | 価格の妥当性 | 4.7/5 | レビュー全体に基づく | | 機能 | 4.7/5 | レビュー全体に基づく | | おすすめ率 | 90% | (9/10 おすすめ度) | ## 企業情報 - **キャプテラについて**: Creatio - **ロケーション**: Boston, アメリカ - **設立**: 2014 ## ビジネスコンテキスト - **価格プラン**: $25.00 - **価格モデル**: (無料のトライアル) - **対象となる企業**: 501～1,000, 1,001～5,000, 5,001～10,000, 10,000+ - **デプロイとプラットフォーム**: クラウド、SaaS、ウェブベース, Mac（デスクトップ）, Windows（デスクトップ）, Windows（オンプレミス）, Linux（オンプレミス）, Android（モバイル）, iPhone（モバイル）, iPad（モバイル） - **サポートされる言語**: アラビア語, イタリア語, インドネシア語, ウクライナ語, オランダ語, スペイン語, チェコ語, デンマーク語, トルコ語, ドイツ語, ハンガリー語, フランス語, ブルガリア語, ヘブライ語, ポルトガル語, ポーランド語, ロシア語, 英語 - **利用可能な国**: アイルランド, アゼルバイジャン, アメリカ合衆国, アラブ首長国連邦, アルゼンチン, アルメニア, イギリス, イスラエル, イタリア, インドネシア, ウクライナ, ウズベキスタン, ウルグアイ, エクアドル, エストニア, エルサルバドル, オマーン, オランダ, オーストラリア, オーストリア さらに62件 ## 機能 - AI／機械学習 - CRM - Catalog Management - For Financial Institutions - Third-Party Integrations - アポイントメント管理 - アンケートおよびフィードバック - アンケート／投票管理 - エンゲージメント追跡 - キャンペーン管理 - キャンペーン計画 - コミュニケーション管理 - コラボレーションツール - コンバージョン追跡 - コンプライアンス管理 - コンプライアンス追跡 - サポートチケット管理 - スケジューリング - チャンネル管理 - ドキュメント管理 - ナレッジ管理 - ビジュアル分析 - プロセス／ワークフロー自動化 - ポートフォリオ管理 - マルチキャンペーン - マーケティングの自動化 - ユーザー管理 - ランディングページ、Webフォーム - リード生成 - レポート／分析 - ローンポートフォリオ管理 - ワークフロー管理 - 予測分析 - 事業予測 - 価格最適化 - 保険業界向け - 借り手管理 - 受信箱管理 - 営業チーム／組織向け - 営業活動管理 - 投資家管理 - 担保追跡 - 検索／フィルター - 財務報告 - 財務管理 - 連絡先データベース - 顧客データベース - 顧客体験の管理 - 顧客履歴 - 顧客追跡 ... さらに67件の機能 ## 統合 (合計22件) - 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 ... さらに7件の統合 ## サポートのオプション - メール/ヘルプデスク - FAQ/フォーラム - ナレッジベース - 電話サポート - 24時間対応（オペレータ） - チャット対応有 ## Category - [CRMツール](https://www.capterra.jp/directory/2/customer-relationship-management/software) ## 関連カテゴリー - [SFA（営業支援システム）](https://www.capterra.jp/directory/12/sales-force-automation/software) - [保険業務システム](https://www.capterra.jp/directory/20035/insurance-agency/software) - [貸付ローンシステム](https://www.capterra.jp/directory/20011/loan-origination/software) - [CRMツール](https://www.capterra.jp/directory/2/customer-relationship-management/software) - [リード管理ツール](https://www.capterra.jp/directory/30017/lead-management/software) ## 代替製品 1. [Bigin by Zoho CRM](https://www.capterra.jp/software/204998/bigin-by-zoho-crm) — 4.7/5 (725 reviews) 2. [Salesforce Sales Cloud](https://www.capterra.jp/software/61368/salesforce) — 4.4/5 (18768 reviews) 3. [HubSpot CRM](https://www.capterra.jp/software/152373/hubspot-crm) — 4.5/5 (4453 reviews) 4. [Zoho CRM](https://www.capterra.jp/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 5. [Dynamics 365](https://www.capterra.jp/software/157279/dynamics-365) — 4.4/5 (5811 reviews) ## レビュー ### "Great CRM running over a nice business process tool" — 5.0/5 > **Rommel** | *2016年10月31日* | 情報技術、情報サービス | おすすめ評価：10.0/10 > > **良いポイント**: Main advantages for BPMOnline: 1) Marketing, Sales and Services is fully integrated and normally don't require external or additional tools to work. 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. 3) Learning curve for users, administrators and technicians is very short. With good guidance during implementation, you can take control very fast. > > **改善点**: Some areas that requires improvements: 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. 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. 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. 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. 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** | *2021年11月23日* | 教育管理 | おすすめ評価：9.0/10 > > **良いポイント**: Catching data about clients and their workers Making leads from the site The board of gatherings of the outreach group The board reports for promising circumstances The vital strength of the stage is its adaptability. Creatio accompanies out-of-the-case arrangements, yet theyre configurable for your business. > > **改善点**: At the point when clients go on-prem, there are some additional expenses for microservices. The mix with web-based media requires outsider applications 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 > **認証済みレビュアー** | *2019年5月16日* | 弁護士業界 | おすすめ評価：4.0/10 > > **良いポイント**: Easily customizable. Excellent support from technical side. > > **改善点**: 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** | *2023年12月19日* | 金融サービス | おすすめ評価：10.0/10 > > **良いポイント**: 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. > > **改善点**: 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** | *2023年6月8日* | 金融サービス | おすすめ評価：10.0/10 > > **良いポイント**: 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. > > **改善点**: 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. ----- ページ：1 / 7\ 次へ: [次ページ](https://www.capterra.jp/software/130149/bpm-online-crm?page=2) ## リンク - [Capterraで表示する](https://www.capterra.jp/software/130149/bpm-online-crm) ## このページは以下の言語で利用できます | ロケール | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | ja | | | nl | | | nl-BE | | | pl | | | pt | | | pt-PT | | | sv | | ----- ## 構造化データ