What users are saying about
25 Ratings
25 Ratings
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Score 9.4 out of 100
4 Ratings
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Score 7 out of 100

Likelihood to Recommend

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

Deltek WorkBook

My recommendation very much depends on who the colleague is. I would recommend WorkBook if it is an accountant, project manager or someone similar, and if the setup is done within WorkBook and passwords, etc. are being used within WorkBook only. I would tell IT Managers to avoid the application and think twice in terms of access management etc.
Christopher Fritz | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Creatio
9.5
Deltek WorkBook
Customer data management / contact management
Creatio
9.9
Deltek WorkBook
Workflow management
Creatio
9.6
Deltek WorkBook
Territory management
Creatio
9.1
Deltek WorkBook
Opportunity management
Creatio
9.7
Deltek WorkBook
Integration with email client (e.g., Outlook or Gmail)
Creatio
9.4
Deltek WorkBook
Contract management
Creatio
9.5
Deltek WorkBook
Quote & order management
Creatio
10.0
Deltek WorkBook
Interaction tracking
Creatio
9.2
Deltek WorkBook
Channel / partner relationship management
Creatio
9.4
Deltek WorkBook

Customer Service & Support

Creatio
9.1
Deltek WorkBook
Case management
Creatio
9.7
Deltek WorkBook
Call center management
Creatio
8.5
Deltek WorkBook
Help desk management
Creatio
9.1
Deltek WorkBook

Marketing Automation

Creatio
9.6
Deltek WorkBook
Lead management
Creatio
9.6
Deltek WorkBook
Email marketing
Creatio
9.5
Deltek WorkBook

CRM Project Management

Creatio
9.0
Deltek WorkBook
Task management
Creatio
9.4
Deltek WorkBook
Billing and invoicing management
Creatio
8.2
Deltek WorkBook
Reporting
Creatio
9.5
Deltek WorkBook

CRM Reporting & Analytics

Creatio
9.5
Deltek WorkBook
Forecasting
Creatio
9.4
Deltek WorkBook
Pipeline visualization
Creatio
9.4
Deltek WorkBook
Customizable reports
Creatio
9.5
Deltek WorkBook

Customization

Creatio
9.9
Deltek WorkBook
Custom fields
Creatio
9.9
Deltek WorkBook
Custom objects
Creatio
9.9
Deltek WorkBook
Scripting environment
Creatio
10.0
Deltek WorkBook
API for custom integration
Creatio
9.8
Deltek WorkBook

Security

Creatio
9.2
Deltek WorkBook
Single sign-on capability
Creatio
9.1
Deltek WorkBook
Role-based user permissions
Creatio
9.2
Deltek WorkBook

Social CRM

Creatio
9.4
Deltek WorkBook
Social data
Creatio
9.2
Deltek WorkBook
Social engagement
Creatio
9.7
Deltek WorkBook

Integrations with 3rd-party Software

Creatio
8.4
Deltek WorkBook
Marketing automation
Creatio
8.4
Deltek WorkBook

Platform

Creatio
9.0
Deltek WorkBook
Mobile access
Creatio
9.0
Deltek WorkBook

Project Management

Creatio
Deltek WorkBook
7.7
Task Management
Creatio
Deltek WorkBook
8.0
Resource Management
Creatio
Deltek WorkBook
9.0
Gantt Charts
Creatio
Deltek WorkBook
9.0
Scheduling
Creatio
Deltek WorkBook
9.0
Workflow Automation
Creatio
Deltek WorkBook
6.0
Team Collaboration
Creatio
Deltek WorkBook
6.0
Support for Agile Methodology
Creatio
Deltek WorkBook
10.0
Support for Waterfall Methodology
Creatio
Deltek WorkBook
10.0
Document Management
Creatio
Deltek WorkBook
6.0
Email integration
Creatio
Deltek WorkBook
6.0
Mobile Access
Creatio
Deltek WorkBook
4.0
Timesheet Tracking
Creatio
Deltek WorkBook
7.0
Change request and Case Management
Creatio
Deltek WorkBook
10.0
Budget and Expense Management
Creatio
Deltek WorkBook
8.0

Professional Services Automation

Creatio
Deltek WorkBook
6.0
Quotes/estimates
Creatio
Deltek WorkBook
5.1
Invoicing
Creatio
Deltek WorkBook
6.0
Project & financial reporting
Creatio
Deltek WorkBook
6.0
Integration with accounting software
Creatio
Deltek WorkBook
7.0

Pros

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

Deltek WorkBook

  • Workbook handles all processes in a consultancy company
  • Workflow options on all thinkable processes
  • Support global growth and intercompany management
  • Strong planning tool
  • Able to manage multiple clients to one project
  • Advanced template set-up
  • The communication module, so all relevant information is available on the projects
  • Flexible planning and project management
Frants E. Moraitis | TrustRadius Reviewer

Cons

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

Deltek WorkBook

  • The integrations on IT level are not great and should be improved.
  • Change of IP's that's used for logins are being changed without reporting it to super users.
Christopher Fritz | TrustRadius Reviewer

Alternatives Considered

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

Deltek WorkBook

Timelog, e-conomic project module and podio
Frants E. Moraitis | TrustRadius Reviewer

Return on Investment

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

Deltek WorkBook

  • WorkBook is one of the cheaper solutions on the market, which, in the long term, gives a great ROI.
  • We have spent a lot of time on support which is a negative impact.
Christopher Fritz | TrustRadius Reviewer

Screenshots

Pricing Details

Creatio

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
$3,000*

* Per installation

Deltek WorkBook

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Required
$19*

* per month

Rating Summary

Likelihood to Recommend

Creatio
9.4
Deltek WorkBook
7.0

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