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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Creatio

    Score9.4 out of 10
    N/ACreatio offers an agentic CRM and workflow platform. Its offerings include Creatio Studio, a no-code agentic platform to build applications and AI agents with natural language and visual designers, and a CRM suite with embedded AI agents across Creatio Marketing, Sales, and Service. The platform also includes industry workflows across 19 verticals and a range of marketplace add-ons. Creatio products can be purchased separately or as a unified CRM solution to…

    $10,000

    per year (minimum price for new users)

    Deltek WorkBook

    Score8.3 out of 10
    N/ANow from Deltek (acquired 2017), WorkBook is a project management solution. Designed for advertising and communications agencies with 30+ employees, the vendor says WorkBook is the perfect solution for multiple locations and collaboration through integrated conversations. Additionally the vendor says it is ideal for project-driven organizations that require CRM, forecasting, project and resource management, traffic as well as integrated billing and accounting. It's a customizable solution with…N/A
    Pricing
    CreatioDeltek WorkBook
    Editions & Modules
    Growth
    $25
    per month per user
    Enterprise
    $55
    per month per user
    Unlimited
    $85
    per month per user
    No answers on this topic
    Offerings
    Pricing Offerings
    CreatioDeltek WorkBook
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup fee$19 per month
    Additional DetailsCreatio Sales, Creatio Marketing, and Creatio Service are available as add-ons for $15 per month, per user. Creatio AI is included in every tier of the Creatio platform (Growth, Enterprise, and Unlimited). Creatio AI starts at $5,000 per yearBASIC PLAN INCLUDES TIME SHEET INCLUDES IPHONE & ANDROID APP Log your time on any job you have access to and get a reminder if you forget to submit hours. You can log your time on any job; billable, non-billable, customer jobs, and internal jobs. WorkBook also keeps track of absence entries and holiday requests. CUSTOMERS & PROJECTS Add as many customers, contacts, and projects/jobs as you like. Jobs are connected to clients and each job can be set to be billable, non-billable, internal, or a client job. COLLABORATION Collaborate with your colleagues and clients and keep track of comments, news, events, and notifications. Receive notifications whenever you need to approve anything, or a warning if something is about to go wrong. FILE SHARING Save all of your files in WorkBook and benefit from having them being kept secure in one, central location. Whenever a new customer or job is added, WorkBook will automatically create a folder structure (decided by you), allowing you to upload all of your documents and briefings to WorkBook. WorkBook will connect directly to your local file server or online storage, which means that you can save your files locally and have them be shown in WorkBook. Moreover, we have options to integrate with Google Drive or Dropbox.
    More Pricing Information
    Community Pulse
    CreatioDeltek WorkBook
    Considered Both Products
    Creatio
    No answer on this topic
    Deltek Inc.
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    43 Answers
    No answers on this topic
    Delivers good value for the price
    100%
    Delivers good value for the price
    39 Answers
    No answers on this topic
    Happy with the feature set
    98%
    Happy with the feature set
    42 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    97%
    Lived up to sales and marketing promises
    29 Answers
    No answers on this topic
    Implementation went as expected
    85%
    Implementation went as expected
    34 Answers
    No answers on this topic
    Features
    CreatioDeltek WorkBook
    Low-Code Development
    Comparison of Low-Code Development features of Creatio and Deltek WorkBook
    Feature
    Creatio
    8.5
    37 Ratings
    3% below category average
    Deltek WorkBook
    -
    Ratings
    Platform Security8.035 Ratings00 Ratings
    Platform User Management9.037 Ratings00 Ratings
    Reusability9.035 Ratings00 Ratings
    Platform Scalability8.036 Ratings00 Ratings
    Project Management
    Comparison of Project Management features of Creatio and Deltek WorkBook
    Feature
    Creatio
    -
    Ratings
    Deltek WorkBook
    4.6
    3 Ratings
    50% below category average
    Task Management00 Ratings4.03 Ratings
    Resource Management00 Ratings6.03 Ratings
    Gantt Charts00 Ratings4.03 Ratings
    Scheduling00 Ratings2.03 Ratings
    Workflow Automation00 Ratings2.03 Ratings
    Team Collaboration00 Ratings7.03 Ratings
    Support for Agile Methodology00 Ratings3.02 Ratings
    Support for Waterfall Methodology00 Ratings3.02 Ratings
    Document Management00 Ratings2.03 Ratings
    Email integration00 Ratings3.03 Ratings
    Mobile Access00 Ratings5.03 Ratings
    Timesheet Tracking00 Ratings10.03 Ratings
    Change request and Case Management00 Ratings4.02 Ratings
    Budget and Expense Management00 Ratings10.02 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Creatio and Deltek WorkBook
    Feature
    Creatio
    -
    Ratings
    Deltek WorkBook
    9.0
    3 Ratings
    16% above category average
    Quotes/estimates00 Ratings10.03 Ratings
    Invoicing00 Ratings8.03 Ratings
    Project & financial reporting00 Ratings8.03 Ratings
    Integration with accounting software00 Ratings10.03 Ratings
    Best Alternatives
    CreatioDeltek WorkBook
    Small Businesses
    No answers on this topic
    Any.do
    Score8 out of 10
    Medium-sized Companies
    Quixy
    Score9.9 out of 10
    KanbanFlow
    Score7.3 out of 10
    Enterprises
    No answers on this topic
    Microsoft To Do
    Score7.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    CreatioDeltek WorkBook
    Likelihood to Recommend
    8.0
    (59 ratings)
    8.0
    (3 ratings)
    Likelihood to Renew
    9.9
    (4 ratings)
    -
    (0 ratings)
    Usability
    9.0
    (40 ratings)
    9.0
    (1 ratings)
    Availability
    9.1
    (1 ratings)
    -
    (0 ratings)
    Performance
    7.3
    (1 ratings)
    -
    (0 ratings)
    Support Rating
    10.0
    (38 ratings)
    9.0
    (1 ratings)
    Online Training
    8.2
    (1 ratings)
    -
    (0 ratings)
    Implementation Rating
    9.6
    (2 ratings)
    -
    (0 ratings)
    Configurability
    9.1
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    9.1
    (1 ratings)
    -
    (0 ratings)
    Product Scalability
    8.2
    (1 ratings)
    -
    (0 ratings)
    Vendor post-sale
    9.1
    (1 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    9.1
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    CreatioDeltek WorkBook
    Likelihood to Recommend
    Creatio
    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
    Read full review
    Deltek Inc.
    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.
    Incentivized
    Read full review
    Pros
    Creatio
    • 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
    Deltek Inc.
    • 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
    Incentivized
    Read full review
    Cons
    Creatio
    • 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.
    Read full review
    Deltek Inc.
    • 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.
    Incentivized
    Read full review
    Likelihood to Renew
    Creatio
    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
    Read full review
    Deltek Inc.
    No answers on this topic
    Usability
    Creatio
    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
    Deltek Inc.
    Gets the job done, just not the sexiest.
    Incentivized
    Read full review
    Reliability and Availability
    Creatio
    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
    Read full review
    Deltek Inc.
    No answers on this topic
    Performance
    Creatio
    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
    Read full review
    Deltek Inc.
    No answers on this topic
    Support Rating
    Creatio
    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
    Deltek Inc.
    Great implementation support, but haven't had many questions since.
    Incentivized
    Read full review
    Online Training
    Creatio
    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
    Read full review
    Deltek Inc.
    No answers on this topic
    Implementation Rating
    Creatio
    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
    Read full review
    Deltek Inc.
    No answers on this topic
    Alternatives Considered
    Creatio
    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
    Deltek Inc.
    Timelog, e-conomic project module and podio
    Incentivized
    Read full review
    Scalability
    Creatio
    I can see the promise of how it can be customized to other aspects of our business.
    Incentivized
    Read full review
    Deltek Inc.
    No answers on this topic
    Return on Investment
    Creatio
    • 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
    Read full review
    Deltek Inc.
    • 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.
    Incentivized
    Read full review
    ScreenShots

    Creatio Screenshots

    Product screenshotProduct screenshotProduct screenshotProduct screenshotProduct screenshotProduct screenshot

    Deltek WorkBook Screenshots

    Screenshot of TasksScreenshot of Weekly SchedulesProduct screenshotScreenshot of Gantt Chart – Streamline project planning by converting and approved quotes into a schedule with drag ‘n drop resource allocation.Screenshot of Time Entry – Facilitate adoption and ensure accurate time data by integrating task management and time entry.Screenshot of Net Revenue Forecast – Reduce input errors and save valuable time by integrating resourcing, project management and finance to fully control AR and AP and get precise cash flow and net revenue forecasts.