CreatioUsed by 69% Professionals

Creatio Reviews

Paid

4.6

/5

(Alternatives.co rating)
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Creatio is a one-stop platform that enables businesses to automate workflows and CRM with no-code. A CRM tool for marketing, sales, and services, a no-code platform called Studio Creatio, marketplace add-ons, and industry workflows for more than 20 verticals are among the products.

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Creatio
4.7
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G2
4.6
Top Comments by G2
Positive Comments
  • Diana D.Brand Manager
    Review
    5.0

    Creatio has changed my routine as a brand manager. Its Studio product is a nice, easy-to-use, and versatile platform for managing business processes and having all the information in one place, without unnecessary clicks or operations. Ive been using Marketing Creatio for some time now, and one thing that I can say is that I am a huge fan. It works great in the current marketing environment, where none of us has the time to spend time on tech details but want to use advanced technologies. I want my work tools to be sophisticated without a steep learning curve, and this is exactly the experience Creatios products provide. I do not have any major complaints at the moment. I had a chance to join the webinar when Creatio introduced the latest release. They presented their new interface and composable approach which I loved and look forward to trying out. The update looks great, and I wish they switched to this design before. Definitely look up what Creatio offers when you choose a platform to use 1) No need to struggle with complicated technical processes. Ive never thought myself as a person that could develop applications, but here I am, using no-code tools every day at my job. 2) In-depth analytics. Even though the platform has many great features, I am most satisfied with the comprehensive analytics and ML tools that it provides. Without any IT background, I was able to customize the audience segmentation and get a better understanding of our customers behavior. 3) A top-notch user interface. Creatio is an enjoyable tool to work with. You do not need a 10-page-long instruction to combine ready-made templates to launch a trigger campaign. The platform is very intuitive.

  • Vithushan S.Co-Founder
    Review
    4.5

    Creatio has been an amazing CRM and BPM automation tool for a long time. Its capability of the business process & workflow management makes a very good impact on the enterprise entities who are looking for a CRM solution. The best part of Creatio is that you don't need to be a skilled developer to make a change in the workflow while it's in the live stage. The value brings to the business users with its low-code automation capabilities is high. Creatio is a growing platform, So it has few areas for improvements such as the business processes needs to have a real-time impact on the screen. In the current versions, the user has to refresh the screen to see the changes after the business process ran. Also, the authentication mechanism for integrations doesn't support client credentials or any modern grant types. In the CRM market there are so many options, but along with the CRM features Creatio brings more value with low-code/no-code capability which makes it one of the best to go with. So, I recommend this over the other options. As an organization, we have the need to automate the sales, marketing as well as internal process with a CRM. That's where Creatio helps us being one of the solutions. It's helping in terms of - Automating internal business flow with its low-code bpm designers - Changes on the go using its section wizards - Email automation - Forecasting feature for the sales pipelines - Opportunity, Leads & Account Management.

  • Martin B.Marketing & Sales
    Review
    5.0

    For us the main advantages of Creatio are that the system is flexible and easily customizable. We were looking for replacements for several legacy systems running in parallel (maintaining customer details, invoicing and for CRM and sales matters). We were able to easily adapt Creatio to our requirements and received competent support from the manufacturer and the project partner involved, for example on the subject of interfaces and integrations. Creatio proved to be a powerful system that not only serves as CRM software, but also enables us to structure, control and evaluate processes. There was no Sharepoint integration out of the box. Outlook integration is there, but could be improved. A translation of the user interface into German is available, but incomplete, so that additional work had to be done here. Avoid thinking of Creatio as just CRM software. The software has considerably more potential, which should be considered when planning a project. We were able to avoid the effort of operating multiple parallel systems (multiple maintenance of data, synchronization of the data, maintenance of the softwares). At the same time, we achieve a better overview and understanding of customer needs.

Negative Comments
  • Verified User in Human ResourcesMid-Market(51-1000 emp.)
    Review
    3.0

    I like that this can be used for all facets of our business. From CRM to Project Management Solution even have the ability to create and manage cases within it. I like the ability for it to be a single solution CRM for both the front end and back end of your business. I like how this also has a mobile app so I can quickly search my accounts while in the field as well as add notes. Also, we store a lot of our client facing documents in this system so when I'm going through a sales process I can quickly pull the necessary documents. I feel like because it is so detailed, there are way too many clicks. For example, from Creating an Account to Adding a Content, I shouldn't have to click 10+ different spots. (this might be how our company has it set up). Also, the marketing arm for us isn't as strong as Hubspot. We're looking for easy and better analytics. Also, as I mentioned, it is very in-depth with lots of clicks. One of my biggest frustrations is that when I create an opportunity from the account, it keeps me in the account. Instead of taking me to the opportunity, I then have to click back into the opportunity to edit it or add to it. Also, I think the look is somewhat "blah" I've used Salesforce in the past, and it is a lot "prettier" in my opinion. I thought I'd type out some more things. Some of these might be based on how we have this setup, but for example, when I'm creating an opportunity, it has to open new screens/windows, and it is super time-consuming and frustrating. I understanding wanting detail, but if you're not doing anything with the detail as a company, there has to be a way to turn it off. This is a very in depth tool that can do it all. My recommendation would to spend a lot of time on training to ensure that the staff using it is confident and comfortable otherwise they'll not use it to its full capability. I'd also make sure that your partner who services/helps with it has a great understanding of the actual product and is able to quickly fix things. We come across a problem and it is out of our realm so we have to contract someone to come in and fix it... However, they don't know our industry or the system well enough so it take several days/calls to get it done. We're using this as our Sales CRM and our Implementation/Customer Service tool/ticketing system. We tried using this as our marketing arm as well which makes the most sense since we have all the contact/employee data in the system to easily send email blast out of, however, for us it wasn't as detailed or analytical as other systems. So... We now export our list to Hubspot and then run our campaigns out of there. More work and more steps but better results. Lots fo great details but way too many clicks

  • Verified User in Information Technology and ServicesMid-Market(51-1000 emp.)
    Review
    4.0

    Even though the tool has standard settings, everything (or almost everything) can be configured to fit precise needs. This goes from simple fields on a page, the modeling and management of processes, or the dynamic reporting dashboards. The configuration goes far and beyond what one could expect from such a solution, without requiring technical knowledge. You don't have to fit your mode functioning to the solution, you fit the solution to your mode of functioning. Additionally, the different levels of process management allow to really manage the flow of actions and information in the company for all the organization. It proposes scenariis for marketing campaign, simple dynamic case management as well as BPMN, useful for all cases you might need to modelize. We especially appreciated working with their consultant. At any problem we encountered, our main contact would go out of his way to help us out, often through direct calls and screen sharing as to ensure everything would work as we wished for. The presence and dedication is highly appreciable. Lacking a deeper connection with social media, which is honestly the only thing missing. Fortunately often compensated by great add-ons created by partners, but fundamentals in the tool would be nice. Another point is that the tool is very user friendly and easy to comprehend, but if you want to go further into admin actions or process definition it does require specific knowledge about the structure and parameters of the platform (nothing impossible nor illogical though, and as mentioned before, they're always ready to help). bpm'online proposes a free 14-day demo version. This allows to take a quick dip into the system before choosing it. It has been especially useful for the coordination between marketing and sales team as what regards lead nurturing and transfer. The process and responsibilities are now clearly defined and feedback from one side or the other ensured, which has helped with clarifying exactly what needed to change in our operating mode. Tailor-makeable CRM

  • Verified User in ConstructionSmall-Business(50 or fewer emp.)
    Review
    4.0

    From a marketing perspective, the ability to automate trigger emails, create campaigns based on the status of an incoming lead was important to us - BPM Online does exactly that. The complete process from incoming lead, through to close of sale. Customising the default processes can be difficult Not being able to apply a change to a bulk selection - i.e have to make changes to each individual item Having to search by first name rather than last name Having to go to 'Contact' if I want to look up a name - I can't search from the 'Search Panel' if I am under Opportunities section. I love this product - but as a company we made the mistake of rushing in without clearly defining what we expected BPM to achieve. Key things I would suggest that you write out / or get clear on before using up all your support hours are: - Define the sales process: do you need automated tasks when new leads come in, when should those tasks be due, what happens once the lead is contacted - do you have a qualification method - Ensure the list of contacts and opportunities that you are importing is up to date: check for duplicate contacts before importing into BPM - Assign on staff member to handle the implementation, but ensure they have enough time to handle this. We made the mistake of implementing BPM at a very busy period and a lot of mistakes were made on our side. - Align names of each lead / opportunity stage to your current process - this will make it easier for staff to transition when they understand the key terminology - Close off your existing CRM system - the best thing we did! This makes staff have to get used to the new system. Being able to nurture our leads until they become a hot prospect. This has significantly reduced the amount of phone calls our sales consultants have to make. The ability to qualify each lead at a different stage based on its source is very useful, It allows the Sales consultants to then prioritise which leads they must call first. Automation at best!

GetApp
4.8
Top Comments by GetApp
Positive Comments
  • Jacob G.Information Technology and Services
    Review
    5.0

    No Comments

  • Arnaldo F.Information Technology and Services
    Review
    5.0

    very good with passionate people with technology and like to support you

  • Vazha M.Financial Services
    Review
    5.0

    The systems combination of out-of-the-box solutions and easy-to-use configuration tools enabled us to take our customer service operations to the next level. Thanks to advanced case routing and tailor-made workflows for various types of customer requests, we were able to decrease our request case processing time, deliver better customer service, and raise customer satisfaction levels in general. We expect that the system will help us achieve even greater business results in the future. I would definitely recommend it to anyone searching for reliable technology to drive better customer experience

Negative Comments
  • Mark R.
    Review
    1.0

    No Comments

  • Anonymous ReviewerLaw Practice
    Review
    2.0

    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.

  • Daniel P.Computer Software
    Review
    3.0

    The idea of using bpm / online, indicated a change in the terms of use and escape of the domain and the monopoly of the great tools that BPM offers. This tool allows us to manage small processes that, in other occasions, we would have to design and leave in files.

Trustradius
4.6
Top Comments by Trustradius
Positive Comments
  • Butch KnowltonCIO (Chief Information Officer)
    Review
    5.0

    We are utilizing Creatio as an enterprise CRM and business process management solution. Implementing Creatio is a part of our digital transformation journey. The system has enabled the smooth execution of our business application suite by amalgamating five disparate solutions under one umbrella. We'll have a much better user experience for all things associated with our business, one location for all of our business processes, and severely improved data for analytics.
    Any organization seeking a solution that executes business rules and workflows in addition to a CRM should consider this product. I think the systems flexibility makes it well suited for multiple organizations that need to orchestrate their internal operations and create tailor-made processes to achieve business goals.
    Creatio's client success team is super. The team is collaborative, solution-oriented, and client-driven. We have weekly meetings with the team. They show up prepared with solutions/ideas to business requests and they are clearly engaged. Creatio's infrastructure team has been critical to our ability to execute our cloud strategy. They have worked with us to set up our testing and production environments within Azure, assisted in testing, and are responsive and flexible to our unique requirements. Creatio has been very flexible to requests for customization. We have taken their low-code out-of-the-box solution and "Ringlerized" it. The benefit for us is an application that meets our niche business needs.
    Creatio relies quite a bit on implementation partners. Understanding their clients' business is critical to good requirements. We didn't see strong analysts in the project and ended up hiring two. Broader, more diverse color schemes and customizable client logos, branding across the UI would be very nice to have. A more engaging and robust document management solution to go along with their business process management workflows would have helped our project.

  • Valrijs BikovsHead of Division
    Review
    5.0

    Our previous solution didnt provide us with the ability to build new processes. Having realized thoselimitations, we opted for a new tool that would support our growth. For us, Creatio is a foundation fordesigning and management of all internal business processes. We customized our lead and opportunitymanagement processes, automated complex compliance processes, and customer onboarding. Tailor-made dashboards help us track the efficiency of our operations and discover bottlenecks. We runcampaigns using the Marketing module and utilize a self-service portal to manage internal requests.
    Creatio is an excellent fit for any company that wants to keep up with the changing business demand. Itoffers both out-of-the-box functionality and the ability to build business processes of any complexity.
    Creatio is an excellent tool for business process automation. Low-code/no-code tools provide[d] [are] unlimited. Resources for building configurative solutions. We have deployed the system within a few months [.] Keep scaling
    So far, we havent faced any lack of functionality with Creatio. The vendor offers numerous capabilities. We are happy with the product and service we receive.

  • Naveen GabraniFounder/CEO
    Review
    5.0

    Creatio provides powerful features at an affordable cost. It is easy to customize and set up. The user interface is intuitive. It is possible to set up business rules with an easy interface without writing code. The basic setup can be performed by a business user, without involving a developer. Overall it is recommended CRM for small to medium businesses.
    Creatio is well suited for a CRM for a small or medium-sized business. It can handle the management of customers, leads and accounts well. It is strong in managing business automation related to data. For example scenarios like business rules related to opportunity stages, handling large opportunities, assigning them based on business rules, case management is well handled by Creatio.
    Capturing information about customers and their employees Creating leads from the website Management of meetings of the sales team Management reports for opportunities
    Integration with other platforms can be a bit of challenge. If complex custom user interface is needed, then Creatio may not be a good choice. Advanced email template creation is not supported at this time.

Negative Comments
  • Verified User
    Review
    3.5

    We switched from Quickbase to this platform and our whole set up was more organized on both sides, which helped set us up for success. I've head good things about QuickBase overall, but we just didn't have the bandwidth on our side or the support for our team members that we felt we needed during set up (this is word of mouth, I did not personally participate in the QuickBase set up process).
    Very customizeable. I might suggest that you have a developer on staff to help with set up. This would have made things much easier.
    Customer service is stellar. Especially our current support specialist, Daniel. He is quick to respond, willing to help, and always accomplishes what he says he will. The UI is very aesthetically pleasing, and overall very intuitive. The customizeabilty of the system is undeniable. They are continually taking suggestions and working to make improvements. Each release has new features that are interesting to us.
    The marketing platform is not very user friendly in our experience, coming from a system like Mailchimp that has a lot of freedom and very few limitations on what you can send and how it was sent. The marketing platform seems to have a lot of stipulations around size requirements of photos, text, etc. We've actually stopped using the marketing side all together, which is disappointing for us, because having a marketing platform attached to your contact management system is great for data and integration, but we found that the time spent and the quality of outreach we were able to create just wasn't worth it. No other complaints really.

  • Kenneth Harrington-ColonInternal Systems Specialist
    Review
    4.5

    When compared to bpm'online they are too convoluted and the support system is shoddy at best. We've had multiple issues with their support team, including some instances where the support staff provided inaccurate information. GoldMine has an extremely dated user interface and connecting it to the web requires more effort than is reasonable in this day and age. Microsoft Dynamics CRM has a very awkward user interface, making it difficult to grasp the system as a whole, particularly for level 1 users.
    bpm'online is a great tool for activity tracking and account/contact specific notes. It is easy to adjust an account or contact page to include the information you want to reference, and you can create tabs within those pages to segregate information as needed. It is less friendly when it comes to actually using the system for email communications; we use Office365 to send and receive emails and use the SmartCloud connector to help integrate the two systems. The reason for this is that composing an email replaces any information you had visible on the browser tab, requiring you to open a new duplicate tab to refer to information.
    Tracks email communications. Feed system embedded in any type of record to isolate conversations to a specific topic. Workflow creation to automate activity assignments and internal email notifications.
    Development user interface is not for the light-hearted. Compiling of changes to the database can take a long time. The mobile app can become inaccessible without compiling new changes

  • Verified User
    Review
    4.5

    We currently have two divisions using the CRM Creatio in our organization out of three housed under our company umbrella. We use it to manage our field sales managers and our agents who also work in the field to sell insurance. We have a tiered approach but essentially it comes down to a sales management tool that allows users to track their sales, their [team's] sales, their contacts, and sales funnels including leads.
    CRM Creatio is an excellent lead management tool. It has all the right features and the ability to customize lead sources and also integrate multiple lead sources for automation from outside vendors and internal sources. The leads section is straightforward to use for an end-user and also easy to manage and report on. It is truly a good tool even straight out of the box. CRM Creatio understands what a lead pipeline and sales cycle [look] like.
    Easy front end. Intuitive and easy-to-use structure and layout of pages. Business Rules are easy to create from an admin side. Designing Workspaces is easy and fun.
    Adding ability to print images and attachments from a section or a view. This would be a very good feature. Its speed, Creatio can take some time to load certain pages from a user and an admin. Their community/academy documentation is not always easy to understand or clear. Some documents are outdated and with current updates no longer apply.