Assistive CRM vs. Creatio

Sharing some of the use cases where Assistive CRM is best suited, Best for Funnel tracking 0% Lead leakage BFSI Best Mobile CRM for Reports and insights FMCG Healthtech Field first CRM Edutech I'm personally using Assistive CRM for managing my leads and improving sales productivity, earlier I was using excel and was not able to track the sales person and manage the funnel but Assistive CRM has streamlined our sales process and increased our revenue

Creatio is well suited in following scenarios: Complex Business process modelling and automation, Low code No code development which is best for efficient timelines, customized reporting and dashboarding, seamless integration with other technologies. Scenarios where Creatio is less appropriate: Solutions which require high cutomizations on the frontend side as this can be done by javascript modifications but it increases the load on the page and slows it down.

Incentivized

• Lead Management
• Advance Analytics
• Workflow automations
• Streamlining the sales funnel

• 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.

• Marketing
• OCR
• No improvement as such

• When we started using Creatio in 2022 the new user interface had just been released and did not include all the features we needed; however, we used a more classic user interface and were still satisfied with the results.
• The ability to capture a digital signature directly within the application was missing in the base system; however, Creatio connected us with a partner that provided a solution for this specific situation.

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.

Incentivized

Ease of Use Easy to configure Simple, Light and Fast UI Loved by the team No coding needed Helped us streamline our sales Process Automated tasks and reminders through prompt notifications Helps to close deals and no lead leakage Better customer support team who helped us in every step Reduce time spent on manual tracking and helped to get actionable insights

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.

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.

Incentivized

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.

Incentivized

The team is super responsive and helped us in every step. We contacted their support team whenever we face any kind of queries while using the web or application, every query raised is tracked and TAT is shared. The CS team is even available on weekends if there is any requests from our end, and for any extended support.

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

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.

Incentivized

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.

Incentivized

Customization Easy to use offline UI/UX Better Customer Support Services Infinitely configurable Streamlined sales process through effective pipeline management Automated workflows for increased efficiency Provided valuable insights into deals, sales team performance, and revenue Enabled engagement with prospects across multiple channels Sales Pipeline Management In-Depth Insights and Reports for Sales Geo-Awareness feature to increase sales Productivity

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.

I can see the promise of how it can be customized to other aspects of our business.

Incentivized

• Assistive helped us automating multiple processes
• Increasing the ROI
• Increased Business productivity

• We went from manually processing Work Orders into Invoices once a day - representing significant impact to turn around speeds - to submitting automatically in real time, eliminating a great deal of human transcription errors and freeing up a great deal of operations time
• Custom Implementation automation in Creatio has eliminated 4-6 hours of configuration work per sale in comparison to our old manual methods