What users are saying about
25 Ratings
9 Ratings
25 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 9.4 out of 100
9 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 9.2 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

Dubsado

I would say it's best suited for small businesses (solo entrepreneurs or less than 10 employees) who work on a project basis.
Morgan Specht | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Creatio
9.5
Dubsado
7.5
Customer data management / contact management
Creatio
9.9
Dubsado
8.8
Workflow management
Creatio
9.6
Dubsado
6.5
Territory management
Creatio
9.1
Dubsado
Opportunity management
Creatio
9.6
Dubsado
7.5
Integration with email client (e.g., Outlook or Gmail)
Creatio
9.4
Dubsado
8.3
Contract management
Creatio
9.5
Dubsado
9.5
Quote & order management
Creatio
10.0
Dubsado
9.3
Interaction tracking
Creatio
9.2
Dubsado
3.0
Channel / partner relationship management
Creatio
9.4
Dubsado

Customer Service & Support

Creatio
9.1
Dubsado
Case management
Creatio
9.7
Dubsado
Call center management
Creatio
8.5
Dubsado
Help desk management
Creatio
9.1
Dubsado

Marketing Automation

Creatio
9.6
Dubsado
6.4
Lead management
Creatio
9.6
Dubsado
6.4
Email marketing
Creatio
9.5
Dubsado

CRM Project Management

Creatio
9.0
Dubsado
8.4
Task management
Creatio
9.4
Dubsado
6.0
Billing and invoicing management
Creatio
8.2
Dubsado
10.0
Reporting
Creatio
9.5
Dubsado
9.3

CRM Reporting & Analytics

Creatio
9.4
Dubsado
5.8
Forecasting
Creatio
9.4
Dubsado
6.0
Pipeline visualization
Creatio
9.4
Dubsado
6.0
Customizable reports
Creatio
9.5
Dubsado
5.3

Customization

Creatio
9.9
Dubsado
5.1
Custom fields
Creatio
9.9
Dubsado
8.5
Custom objects
Creatio
9.9
Dubsado
9.0
Scripting environment
Creatio
10.0
Dubsado
1.0
API for custom integration
Creatio
9.8
Dubsado
2.0

Security

Creatio
9.2
Dubsado
6.0
Single sign-on capability
Creatio
9.1
Dubsado
5.0
Role-based user permissions
Creatio
9.2
Dubsado
7.0

Social CRM

Creatio
9.4
Dubsado
1.0
Social data
Creatio
9.2
Dubsado
1.0
Social engagement
Creatio
9.7
Dubsado
1.0

Integrations with 3rd-party Software

Creatio
8.4
Dubsado
1.0
Marketing automation
Creatio
8.4
Dubsado
1.0
Compensation management
Creatio
Dubsado
1.0

Platform

Creatio
9.0
Dubsado
1.0
Mobile access
Creatio
9.0
Dubsado
1.0

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

Dubsado

  • Invoicing: makes receiving payments easy for myself and clients
  • Forms: customizable and easy to set up
  • Email
Emilie Smith | 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

Dubsado

  • Sometimes it's hard to see the buttons, like the ADD button. Maybe it could be in a darker color?
🧁Mary BRANDT, M.A.🧁 | 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

Dubsado

Dubsado overall is so multifunctional that the other platforms didn't stand a chance. I will say I do use ClickUp alongside Dubsado. Dubsado isn't super awesome for task organization and management, but ClickUp blows all the other task management software out of the water. Combining the two has been a game changer for sure.
Heather Herring | 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

Dubsado

  • Clients are excited to hire me because my onboarding process is so professional
  • Easy of use makes collecting payment from clients easy
  • Streamlined process allows me to charge more for my services
Morgan Specht | 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

Dubsado

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Add comparison