What users are saying about
25 Ratings
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Score 9.4 out of 100
3 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

HelpSystems Automate Plus

Anything where automation would be helpful, I'd recommend. If you're doing a task over and over again, Automate can likely work and do it for you. It helps to keep things running exactly the same so that when failures occur, they can easily be traced to their source.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

Creatio
9.1
HelpSystems Automate Plus
Case management
Creatio
9.7
HelpSystems Automate Plus
Call center management
Creatio
8.5
HelpSystems Automate Plus
Help desk management
Creatio
9.1
HelpSystems Automate Plus

Marketing Automation

Creatio
9.6
HelpSystems Automate Plus
Lead management
Creatio
9.6
HelpSystems Automate Plus
Email marketing
Creatio
9.5
HelpSystems Automate Plus

CRM Project Management

Creatio
9.0
HelpSystems Automate Plus
Task management
Creatio
9.4
HelpSystems Automate Plus
Billing and invoicing management
Creatio
8.2
HelpSystems Automate Plus
Reporting
Creatio
9.5
HelpSystems Automate Plus

CRM Reporting & Analytics

Creatio
9.5
HelpSystems Automate Plus
Forecasting
Creatio
9.4
HelpSystems Automate Plus
Pipeline visualization
Creatio
9.4
HelpSystems Automate Plus
Customizable reports
Creatio
9.5
HelpSystems Automate Plus

Customization

Creatio
9.9
HelpSystems Automate Plus
Custom fields
Creatio
9.9
HelpSystems Automate Plus
Custom objects
Creatio
9.9
HelpSystems Automate Plus
Scripting environment
Creatio
10.0
HelpSystems Automate Plus
API for custom integration
Creatio
9.8
HelpSystems Automate Plus

Security

Creatio
9.2
HelpSystems Automate Plus
Single sign-on capability
Creatio
9.1
HelpSystems Automate Plus
Role-based user permissions
Creatio
9.2
HelpSystems Automate Plus

Social CRM

Creatio
9.4
HelpSystems Automate Plus
Social data
Creatio
9.2
HelpSystems Automate Plus
Social engagement
Creatio
9.7
HelpSystems Automate Plus

Integrations with 3rd-party Software

Creatio
8.4
HelpSystems Automate Plus
Marketing automation
Creatio
8.4
HelpSystems Automate Plus

Platform

Creatio
9.0
HelpSystems Automate Plus
Mobile access
Creatio
9.0
HelpSystems Automate Plus

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

HelpSystems Automate Plus

  • 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.
Anonymous | 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

HelpSystems Automate Plus

  • AutoMate's Windows interface can be quite buggy at times. We are using the latest and final build of AutoMate 10. It took many iterations to get this most stable build, but there are still many little issues that happen when building tasks. Copying and pasting too much causes GUI errors and can crash. Things don't indent properly, success/failure arrow lines in the Job window don't flow perfectly straight, etc. There is a newer version AutoMate 11, but it's so buggy we can't even use it properly.
  • Memory management is terrible on Aut 10 and 11. Just working in the program for a little bit building tasks has memory leaks that don't resolve until you close out of the program. You'll be using several GB of ram in no time.
  • Dashboard reporting could be better. We'd like a better way to track how jobs are running, when failures occur, etc. You can do that now, but the interface is cumbersome.
Anonymous | 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

HelpSystems Automate Plus

At an older job we used to use SSIS as kind of an automation tool as well as it could also be used to connect to FTP sources, read files, etc. AutoMate is simply centrally designed to be true automation software. It is much more robust, can work with a variety of software (including SSIS itself) and is much quicker to integrate and troubleshoot.
Anonymous | 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

HelpSystems Automate Plus

  • 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.
Anonymous | TrustRadius Reviewer

Screenshots

HelpSystems Automate Plus

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

HelpSystems Automate Plus

General

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

Rating Summary

Likelihood to Recommend

Creatio
9.4
HelpSystems Automate Plus
8.0

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