Creatio vs Insightly

• 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.

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• Within GMAIL - the sidebar is an amazing tool and has so much potential!
• Within GMAIL - so save into Insightly and link is very very helpful
• Insightly's search is very good
• Being able to tag the contact is helpful
• The corroboration with Mailchimp is awesome

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• 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.

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• Would be great if you could integrate with your select email marketing platform, or if Insightly provided email marketing tools similar to mainstream platforms.
• I am a Microsoft product user and would like better integration with those products.
• Would be nice to have templates for different business types.

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• 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.

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• The most important effect that Insightly has had on our company is the unified organization of information available to the entire company. If someone leaves the company, or is just out sick, all of the info for their clients and their projects is available for management to use to keep business moving. For instance, I was called away for a family emergency and forgot to reschedule an in-house demo with a client. When the client showed up, my boss (the CEO of the Company) was able to review the client file, read the notes on the product demo and the client's needs and he was able to perform the demo himself. All of the information was right there to get him up to speed on why our client was there and what they needed.
• Efficiency is the next major positive impact that Insightly has brought. As a small, yet growing company, our employees have to be able to wear multiple hats and perform variety of functions. Insightly has brought such organization to my life that I am now able to keep much better track of all my daily tasks and in fact get so much more done in less time. My efficiency and productivity have increased dramatically.

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