Creatio vs. Fortra’s Automate

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Creatio
Score 9.1 out of 10
N/A
Creatio is a provider of a platform to automate industry workflows and CRM with no-code and maximum degree of freedom. The Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales, and Service), industry workflows for 20 verticals and marketplace add-ons.
$25
per month per user
Fortra’s Automate
Score 9.0 out of 10
N/A
Fortra's Automate (formerly HelpSystems Automate) is a robotic process automation platform for desktop applications. According to the vendor, it offers the ability to automate almost any business process, and no technical expertise is required—IT and business users alike can understand the drag-and-drop interface.N/A
Pricing
CreatioFortra’s Automate
Editions & Modules
Growth
$25
per month per user
Growth + CRM (Marketing/Sales/Service)
$40
per month per user
Enterprise
$55
per month per user
Enterprise
$55
per month per user
Enterprise + CRM (Marketing/Sales/Service)
$70
per month per user
Enterprise + CRM (Marketing/Sales/Service)
$70
per month per user
Unlimited
$85
per month per user
Unlimited
$85
per month per user
Unlimited + CRM (Marketing/Sales/Service)
$100
per month per user
Unlimited + CRM (Marketing/Sales/Service)
$100
per month per user
No answers on this topic
Offerings
Pricing Offerings
CreatioFortra’s Automate
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup feeOptional
Additional Details
More Pricing Information
Community Pulse
CreatioFortra’s Automate
Top Pros
Top Cons
Features
CreatioFortra’s Automate
Low-Code Development
Comparison of Low-Code Development features of Product A and Product B
Creatio
8.9
35 Ratings
3% above category average
Fortra’s Automate
-
Ratings
Visual Modeling9.032 Ratings00 Ratings
Drag-and-drop Interfaces9.434 Ratings00 Ratings
Platform Security8.633 Ratings00 Ratings
Platform User Management8.635 Ratings00 Ratings
Reusability8.633 Ratings00 Ratings
Platform Scalability9.034 Ratings00 Ratings
Best Alternatives
CreatioFortra’s Automate
Small Businesses
Jotform
Jotform
Score 8.7 out of 10
airSlate SignNow
airSlate SignNow
Score 8.5 out of 10
Medium-sized Companies
Quixy
Quixy
Score 9.8 out of 10
Appian
Appian
Score 8.8 out of 10
Enterprises
Quickbase
Quickbase
Score 9.2 out of 10
Appian
Appian
Score 8.8 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
CreatioFortra’s Automate
Likelihood to Recommend
9.4
(57 ratings)
10.0
(4 ratings)
Likelihood to Renew
9.6
(4 ratings)
-
(0 ratings)
Usability
9.0
(38 ratings)
10.0
(1 ratings)
Availability
9.1
(1 ratings)
-
(0 ratings)
Performance
7.3
(1 ratings)
-
(0 ratings)
Support Rating
9.7
(38 ratings)
10.0
(1 ratings)
Online Training
8.2
(1 ratings)
-
(0 ratings)
Implementation Rating
7.6
(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
CreatioFortra’s Automate
Likelihood to Recommend
Creatio
Changing CRMs can be a very daunting proposition. Creatio's Support and Customer Success teams have been nothing short of fantastic as we recently navigated this change. The regular check-ins helped ensure we had the tools we needed to be successful. I do not have any programming background or experience. Creatio's low-code design has allowed me to implement the majority of changes very easily without additional third-party consultants. Some of the resource documents have not been updated to current versions of the software and/or would benefit from 'How to' videos for the novice user/administrator.
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Fortra
It's great for repetitive or regularly scheduled activities like reports or file transfers. However, it's not so good for on-demand activities. It doesn't support task shortcuts to run specific tasks. If it did it would be perfect.
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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.
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Fortra
  • Very detailed task builder. Easy to read step by step a task's operation even if you don't have much programming knowledge.
  • Scheduling for automation jobs is very flexible. Allows us to create all kinds of job schedules as needed.
  • Organization of jobs, tasks, conditions is done well. Allows us to easily manage our items.
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Cons
Creatio
  • More rapid availability of updated documentation as they move forward into the Quantum release and beyond
  • Better out of the box support for SAS and Service Companies in general
  • Would like to see some no-code options for fine tuning CSS on Freedom UI pages
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Fortra
  • A reporting capability on tasks: enabled, disabled, by folder, by trigger, etc. Currently there is none.
  • An "OR" in their conditional statements - currently there is only "AND".
  • Some kind of temporary backup when changing a task - separate from the current back up/restore functionality (which works well).
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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.
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Fortra
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.
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Fortra
It's just very easy to use, extremely versatile, and very reliable. It's hard to find use cases where it won't work.
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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.
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Fortra
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.
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Fortra
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
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Fortra
Support is very helpful and responsive, although using the tool is very user-friendly, so I hardly use the service.
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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.
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Fortra
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.
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Fortra
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.
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Fortra
Read full review
Scalability
Creatio
I can see the promise of how it can be customized to other aspects of our business.
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Fortra
No answers on this topic
Return on Investment
Creatio
  • Communication between sales representatives, vendors, and customers helps improve sales.
  • Automating the sales process has allowed us to land more deals via opportunity management tools.
  • No coding or manual sales processes are involved, hence we make zero errors when enhancing sales procedures.
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Fortra
  • It's been a net positive as AutoMate requires less eyes on specific tasks so that people can focus attention elsewhere and do more analysis.
  • Less manual work also decreases the chances of mistakes and/or missed jobs. Since Automate can schedule everything, send email notifications, etc., there is less time wasted.
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ScreenShots

Creatio Screenshots

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Fortra’s Automate Screenshots

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