What users are saying about
25 Ratings
25 Ratings
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Score 9.4 out of 100
6 Ratings
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Score 9 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

GlobiFlow for Podio

GlobiFlow should be considered advanced software for a limited number of employees. If users of GlobiFlow don't work together, they could easily create processes that cancel out other work. GlobiFlow works very well when one person understands the program well and uses it to help coworkers think through processes. The most helpful way we've used it is in automating our hiring process somewhat. Instead of receiving hundreds of emails with job applications, we set up an app in Podio and used Globiflow to notify supervisors when applications were received through our website. As a candidate moves through the hiring process, GlobiFlow processes provide triggers to help us remember what needs to happen at each step along the way by automatically generating tasks, emails, and items in other apps.
Kim Westermann | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

Creatio
9.1
GlobiFlow for Podio
Case management
Creatio
9.6
GlobiFlow for Podio
Call center management
Creatio
8.5
GlobiFlow for Podio
Help desk management
Creatio
9.1
GlobiFlow for Podio

Marketing Automation

Creatio
9.6
GlobiFlow for Podio
Lead management
Creatio
9.6
GlobiFlow for Podio
Email marketing
Creatio
9.5
GlobiFlow for Podio

CRM Project Management

Creatio
9.0
GlobiFlow for Podio
Task management
Creatio
9.4
GlobiFlow for Podio
Billing and invoicing management
Creatio
8.2
GlobiFlow for Podio
Reporting
Creatio
9.5
GlobiFlow for Podio

CRM Reporting & Analytics

Creatio
9.4
GlobiFlow for Podio
Forecasting
Creatio
9.4
GlobiFlow for Podio
Pipeline visualization
Creatio
9.4
GlobiFlow for Podio
Customizable reports
Creatio
9.5
GlobiFlow for Podio

Customization

Creatio
9.9
GlobiFlow for Podio
Custom fields
Creatio
9.9
GlobiFlow for Podio
Custom objects
Creatio
9.9
GlobiFlow for Podio
Scripting environment
Creatio
10.0
GlobiFlow for Podio
API for custom integration
Creatio
9.7
GlobiFlow for Podio

Security

Creatio
9.2
GlobiFlow for Podio
Single sign-on capability
Creatio
9.1
GlobiFlow for Podio
Role-based user permissions
Creatio
9.2
GlobiFlow for Podio

Social CRM

Creatio
9.4
GlobiFlow for Podio
Social data
Creatio
9.2
GlobiFlow for Podio
Social engagement
Creatio
9.7
GlobiFlow for Podio

Integrations with 3rd-party Software

Creatio
8.4
GlobiFlow for Podio
Marketing automation
Creatio
8.4
GlobiFlow for Podio

Platform

Creatio
9.0
GlobiFlow for Podio
Mobile access
Creatio
9.0
GlobiFlow for Podio

Reporting & Analytics

Creatio
GlobiFlow for Podio
8.0
Custom reports
Creatio
GlobiFlow for Podio
8.0

Process Engine

Creatio
GlobiFlow for Podio
8.3
Process simulation
Creatio
GlobiFlow for Podio
8.0
Business rules engine
Creatio
GlobiFlow for Podio
9.0
Model execution
Creatio
GlobiFlow for Podio
8.0

Collaboration

Creatio
GlobiFlow for Podio
8.0
Social collaboration tools
Creatio
GlobiFlow for Podio
8.0

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

GlobiFlow for Podio

  • GlobiFlow allows one event to prompt a task or notification automatically, which greatly improves workflows and internal communications.
  • GlobiFlow makes it possible to automate some interactions we have with people outside the agency, for example, responding immediately to an application when it is received, creating a Sharefile folder to collect submitted documents all in one secure location, etc.
  • GlobiFlow suggests new ways of setting up workflows that makes us think through and improve our processes.
  • GlobiFlow helps us keep track of events in new and improved ways. For example, when a leave request is approved GlobiFlow automates the process for putting that date on an agency-wide calendar.
  • GlobiFlow helps us use Podio and Sharefile better so we communicate with employees in other offices and out in the field more effectively.
Kim Westermann | 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

GlobiFlow for Podio

  • There is a steep learning curve for your typical PC user. I've used GlobiFlow for over a year but there are many things I still don't understand about it. The help pages are somewhat helpful, but there is a whole vocabulary associated with GlobiFlow that is a bit mysterious at the front end.
  • Any limitations in Podio are repeated in GlobiFlow.
  • Setting up processes in GlobiFlow is somewhat complicated, which makes it a little tedious when employees change and responsibilities shift, as they often do in a growing organization. Naming your processes well is important so you can go back and find places where changes need to be made.
Kim Westermann | 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

GlobiFlow for Podio

We acquired GlobiFlow at the same time that we GlobiFlow Podio and ShareFile. GlobiFlow helped us use both Podio and ShareFile more efficiently. Podio has an internal automation function that performs some of the same tasks as GlobiFlow but is far more limited, which is why we decided to go ahead and learn how to implement GlobiFlow.
Kim Westermann | 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

GlobiFlow for Podio

  • GlobiFlow saves time once you get it up and running.
  • GlobiFlow improves internal communication and cross-agency collaboration.
  • GlobiFlow helps us communicate with external clients and applicants in a more efficient and professional manner.
Kim Westermann | 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

GlobiFlow for Podio

General

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

Rating Summary

Likelihood to Recommend

Creatio
9.4
GlobiFlow for Podio
9.0

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