Likelihood to Recommend Changing CRMs can be a very daunting proposition. Creatio's Support and Customer Success teams have been nothing short of fantastic as we recently navigated this change. The regular check-ins helped ensure we had the tools we needed to be successful. I do not have any programming background or experience. Creatio's low-code design has allowed me to implement the majority of changes very easily without additional third-party consultants. Some of the resource documents have not been updated to current versions of the software and/or would benefit from 'How to' videos for the novice user/administrator.
Read full review Nintex is best suited when processes are drawed by the business and then can be furter enhanced by IT professionals. When only used by business units we see that there are some lose ends in processes and some bagic process knowledge is needed. Therefore it is wise that the persons in the business who will use Nintex have some basic knowledge on how to set up business processes
Read full review Pros 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. Read full review Easily build approval process using email and assign a task actions in Nintex Workflow Easily manage security at item level with O365 permission action in Nintex Workflow Easily use Rule in Nintex Form to build the Input Form and manage the events Read full review Cons More rapid availability of updated documentation as they move forward into the Quantum release and beyond Better out of the box support for SAS and Service Companies in general Would like to see some no-code options for fine tuning CSS on Freedom UI pages Read full review Adding Machine learning features like the "Image and Text Automation" component, which allows bots to extract data from unstructured sources like scanned documents or PDFs. Natural language processing (NLP) features to understand and interpret human language, which can be useful for tasks like customer service or data entry. mostly for middle east countries where Arabic language is used. Integration with external systems where many industries uses their own legacy systems and they need RPA bot to interact with their systems as well. Adding More OCR tools for Document data extraction and dynamic content. Read full review Likelihood to Renew We have always used a CRM and Creatio has proven to be much more effective in meeting our needs than our previous provider. Its customizability will allow us to adapt this product as our business may change in the future.
Read full review We are currently investigating which collaboration platform best suits our needs. Chances are that we move to SharePoint Online and then we're going to also consider the microsoft power platform (power automate and power apps) to develop forms and workflows. Aspecially the pricing model for the cloud is currently a blocking factor to go for the Nintex solution in the Cloud.
Read full review Usability Because it is so easy to use and navigate through - even the most technophobic people in our company are using it on a regular basis. It is easy to change around and switch through different sections and keep neat and tidy.
Read full review Based on the on-prem experience with this tool, I believe that they have a lot of potential to help the online version catch up to where the on-prem left off. Nintex developed their online version and it is not as fully formed or capable compared to the on-prem version, and the licensing model scales back what we would have liked to be an expansion or at least continuous improvement of existing flows. It is also not near as user friendly specifically to non-developers and has an uncanny similarity to Microsoft Flow in the online instance. Consistent with my reviews of the tool - I believe they have some good approaches to design thinking that, if translated well from on-prem to online, could make this a clear winner again.
Chris Carpenter Staff Project Manager, Awesomizer, Fixer, Maker, Collaboration Enabler
Read full review Reliability and Availability Other than the daily maintenance window where the server may be inaccessible for a few minutes, there have been no issues with accessing our Creatio site. The daily maintenance window is outside normal business hours so it does not affect our Users - just myself when I am looking to implement changes.
Read full review The Nintex Process Platform has never crashed or had any availability issues during my usage. However there was an issue that was of my own making that caused a slowdown of the system. I had set up a process to run once a day and check for employees on a list that had certain parameters selected, and for some reason that I had to troubleshoot, the process instead ran constantly, which filled the cache quickly. I ended up having to dismantle that process so the system didn't crash.
Read full review Performance Some Users have reported slow responses from the server at times which seems to be localized. Users are based across four different time zones and the issue is intermittent.
Read full review Unlike any other process automation product out there. Not only is it a low-code, easy to use tool for building processes in environments like SharePoint or Salesforce, they have really started to expand their tool-set by offering tools to manage other things like process mapping, RPA, mobile,etc.
Read full review Support Rating The people at the Creatio offices world wide are very friendly, patience and always happy to help. I have a huge respect for them, especially the people that were based in the Ukraine. Still in these strange times they always keep the focus on the customer, where we would have totaly understanded it if it was any different. So huge compliments to the whole team, keep up the energy and the good work
Read full review The support team works as fast as they can and they are usually fast to solver the issues. Sometimes they need more time to solve one of them because our workflows and so on are more complex than usual clients.
Read full review In-Person Training The trainer addressed the smallest queries in a friendly and timely manner; He walked us through all the necessary products we were using
Read full review Online Training Most of the roadblocks to learning were not discovered until the users were actually in the system using it on a day to day basis. Our Customer Success Manager has offered to setup additional training sessions as needed to close the gaps in our learning. Some areas which required some additional training are setting up filters, dashboards, and generating reports.
Read full review I used the Nintex training software, it was easy to watch and follow along. It didn't go too fast and was descriptive enough to understand what the steps needed were in order to produce efficient workflows and user friendly forms.
Read full review Implementation Rating The project manager for our implementation was great to work with and took the time to understand our business. We felt very comfortable going into the project with a reasonable scope of work to provide us with a functional version of Creatio to meet our needs. Unfortunately, we came across multiple challenges with this partner in their deliverables and timelines. Thankfully Creatio was able to provide support resources to ensure we were able to launch. We have since changed partners for our third-party support.
Read full review test runs for key persons to insure the system is set up prior to rolling out I think the platform is good, I think the roll out and the local implantations is where we are failing as a company in using Nintex
Read full review Alternatives Considered The user-friendliness of Creatio was a big selling point along with the low-code initiatives, both of which were important to our business. With
Salesforce , unlimited wasn't really unlimited. You couldn't deploy an on-site instance and the overall cost of the system far outweighed the ROI. These are all things Creatio offers, out-of-the-box.
Read full review It's much more reasonably priced and we were able to actually experience the platform for a bit before we made a decision. And by the time our demo was finished we had already started depending on it for some of our processes so it would've been very hard to separate from it
Read full review Scalability I can see the promise of how it can be customized to other aspects of our business.
Read full review The scalability is really bottlenecked by the imagination of the user. I was able to make processes for my own personal usage, making my daily tasks easier. I was also able to make processes that affected hundreds of employees, making large standardization and efficiency gains. So either way, the system is used the same way, and I was the limiting factor.
Read full review Return on Investment Communication between sales representatives, vendors, and customers helps improve sales. Automating the sales process has allowed us to land more deals via opportunity management tools. No coding or manual sales processes are involved, hence we make zero errors when enhancing sales procedures. Touch Kulchan Associate Director - Digital Technology and Consumer Markets
Read full review We have saved our company thousands of dollars by creating our own customer support system rather than using a 3rd party tool. The ability to generate documents/PDFs in workflows has solved a great number of process issues for us and groups who had previously been using paper documents. Automating many permissions updates through workflows has been a huge time saver for repetitive processes. Read full review ScreenShots Nintex Process Platform Screenshots