What users are saying about
9 Ratings
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27 Ratings
9 Ratings
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Score 8 out of 100

CRM Creatio

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27 Ratings
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Score 9.4 out of 100

Likelihood to Recommend

Claritysoft

Great software for keeping track of things you've done or need to do with certain customers or potential customers.
Reagan Reed | TrustRadius Reviewer

CRM Creatio

If you have an in-house expert, then this product, due to its customization abilities, is a great choice for a CRM. However, due to Creatio's low-code approach, there are areas where end-users can make their own changes and customizations without the need for a developer. One such case is building out team dashboards for real-time reporting.
Carl Moore | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Claritysoft
8.6
CRM Creatio
9.6
Customer data management / contact management
Claritysoft
9.3
CRM Creatio
9.9
Workflow management
Claritysoft
9.0
CRM Creatio
9.9
Territory management
Claritysoft
8.3
CRM Creatio
9.0
Opportunity management
Claritysoft
8.8
CRM Creatio
9.9
Integration with email client (e.g., Outlook or Gmail)
Claritysoft
8.5
CRM Creatio
9.6
Quote & order management
Claritysoft
7.5
CRM Creatio
10.0
Interaction tracking
Claritysoft
9.0
CRM Creatio
9.4
Channel / partner relationship management
Claritysoft
8.3
CRM Creatio
9.6
Contract management
Claritysoft
CRM Creatio
9.5

Customer Service & Support

Claritysoft
10.0
CRM Creatio
9.1
Help desk management
Claritysoft
10.0
CRM Creatio
9.1
Case management
Claritysoft
CRM Creatio
9.7
Call center management
Claritysoft
CRM Creatio
8.5

Marketing Automation

Claritysoft
8.8
CRM Creatio
9.9
Lead management
Claritysoft
8.8
CRM Creatio
9.9
Email marketing
Claritysoft
8.8
CRM Creatio
9.8

CRM Project Management

Claritysoft
9.2
CRM Creatio
9.3
Task management
Claritysoft
10.0
CRM Creatio
9.8
Billing and invoicing management
Claritysoft
9.0
CRM Creatio
8.2
Reporting
Claritysoft
8.5
CRM Creatio
9.8

CRM Reporting & Analytics

Claritysoft
9.3
CRM Creatio
9.7
Forecasting
Claritysoft
9.0
CRM Creatio
9.6
Pipeline visualization
Claritysoft
9.0
CRM Creatio
9.6
Customizable reports
Claritysoft
10.0
CRM Creatio
9.8

Customization

Claritysoft
8.8
CRM Creatio
9.9
Custom fields
Claritysoft
8.7
CRM Creatio
9.9
Custom objects
Claritysoft
8.3
CRM Creatio
9.9
API for custom integration
Claritysoft
9.3
CRM Creatio
9.9
Scripting environment
Claritysoft
CRM Creatio
10.0

Security

Claritysoft
9.0
CRM Creatio
9.2
Single sign-on capability
Claritysoft
8.5
CRM Creatio
9.3
Role-based user permissions
Claritysoft
9.5
CRM Creatio
9.2

Platform

Claritysoft
6.5
CRM Creatio
9.2
Mobile access
Claritysoft
6.5
CRM Creatio
9.2

Social CRM

Claritysoft
CRM Creatio
9.6
Social data
Claritysoft
CRM Creatio
9.4
Social engagement
Claritysoft
CRM Creatio
9.9

Integrations with 3rd-party Software

Claritysoft
CRM Creatio
8.4
Marketing automation
Claritysoft
CRM Creatio
8.4

Pros

Claritysoft

  • Claritysoft is a low-cost solution for smaller companies to be able to keep up with leads and customers.
  • It also is great for having one depository for quotes and opportunities you and your company are working on.
  • The marketing function seems to also work really well for sending out and tracking email campaigns.
Dwayne Tharp | TrustRadius Reviewer

CRM Creatio

  • Customization: We have heavily customized the system. Creatio has been excellent in helping build requirements & see these through to implementation.
  • The system is really easy to use. Users pick it up & love it immediately.
  • Support is superb: If we have any issues or want to change the system at all, the team is always there helping by being fast, efficient & friendly
  • Cost: Definitely competitive.
Will Ludgate | TrustRadius Reviewer

Cons

Claritysoft

  • Needs to have the ability to be able to change accounts, opportunities, leads, and contacts over to another rep without having to go into each field separately--this is extremely time-consuming.
  • Would like to see each page be able to bring up more then 100 clients at a time.
Pamela Elliott | TrustRadius Reviewer

CRM Creatio

  • Having more marketplace solutions that add to the system’s functionality would be great.
  • We look forward to further enhancements in ML (even though Creatio already has some AI-powered solutions in place).
  • We would also like to see some improvements to the customer portal.
Tatyana Yaroshenko | TrustRadius Reviewer

Usability

Claritysoft

No score
No answers yet
No answers on this topic

CRM Creatio

CRM Creatio 6.8
Based on 2 answers
Once integration was set and complete the ability to train and use is very straightforward.
Anonymous | TrustRadius Reviewer

Support Rating

Claritysoft

No score
No answers yet
No answers on this topic

CRM Creatio

CRM Creatio 7.7
Based on 2 answers
The Business Analyst Team has been wonderful in advising on the best solutions for additional integrations and customizations. I couldn't be happier with their support.
Anonymous | TrustRadius Reviewer

Alternatives Considered

Claritysoft

Claritysoft's emails are much easier to use since Salesforce is in the middle of switching from Classic to Lightning. Also, Salesforce does not have a native group edit option. Claritysoft is much more data driven and you can use all functions of Excel to customize reports. However, Claritysoft does not have as many third-party add-on options compared to Salesforce's app exchange.
Joshua Day | TrustRadius Reviewer

CRM Creatio

The system’s UI, rich functionality, and a great potential for scalability made the system stand out among other vendors. It is a fully-fledged solution that allowed us to work with customer data way more efficiently and improve our processes on a regular basis.
Vladlen Manastiretskiy | TrustRadius Reviewer

Return on Investment

Claritysoft

  • Our previous application did not offer the data details that recently became oftenly asked for by our client. This would cause long waits to build out reporting function via a supportive application. With Claritysoft, we have been able to build internally, reports asked for by the client, as well as offer other reports our client had not thought of. It's ROI is continues to grow week to week it seems.
  • The interaction with the Outlook client in our environment has been less than impressive, but that may be indicative of the parameters and not the fault of the application.
  • Setting up accounts, laying permissions and roles, has been a night and day, positive change, compared to our predecessor.
Ryan Weller | TrustRadius Reviewer

CRM Creatio

  • bpm'online is a bit pricey, so utilizing it in place of other tools to help on your ROI is important.
  • Users are seeing the value of a consolidated information source and buy-in is quicker than it was with Salesforce or GoldMine.
  • The automation of internal notifications when particular fields are marked has increased productivity and decreased human error overall.
Kenneth Harrington-Colon | TrustRadius Reviewer

Screenshots

Pricing Details

Claritysoft

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Claritysoft Editions & Modules

Edition
Claritysoft$39.001
  1. Per Month Per User
Additional Pricing Details

CRM Creatio

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$3,000*

* Per installation

CRM Creatio Editions & Modules

Edition
Sales Creatio Team edition$301
Sales Creatio Commerce Edition$351
Sales Creatio Enterprise Edition$601
  1. per user/per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Claritysoft
8.4
CRM Creatio
9.5

Usability

Claritysoft
CRM Creatio
6.8

Support Rating

Claritysoft
CRM Creatio
7.7

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