Likelihood to Recommend 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.
Read full review If you know workflow programs, and if you are tech-savvy, then this program will help you with nearly everything. If you need a workflow made better or just need one period, then this will help. You can use it for nearly anything where there is a process. Unfortunately, in any of these scenarios, if you are not tech-savvy, then you do not want to use this program. It will be frustrating. Same can be said if you are handing the program off to someone. It can be too complex for some people. That said, if they are willing to learn the program, then you may be OK. But ultimately, you will lose time and effort. For us, Integrify was used in Admissions - the workflow had to be very specific, and was very complex when it came to the re-enrollment process; however, I would not have suggested it to HR. While it could have helped them, it would have resulted in many hours lost because of the complexity of the program if I were to have left. I'm not saying I was the be-all, end-all for it in HR! I am saying that they had never worked with a workflow program before, and it was going to cost her more time than she could spare.
Read full review Pros 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. Read full review Easy to develop an intake form. Workflow diagram is simple to follow and make adjustments to. Dashboard is helpful in identifying bottlenecks in the process. Read full review Cons 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 Read full review It's complicated. No, really. When you log in, you won't know much about what you're doing and you may only get about 10% of what the program is capable of. This is not a good thing as some will just give up before delving further into the program. If it is too complicated at the outset for someone who doesn't understand forms or how these kinds of programs work, you will not gain new clients unless you are there the moment they create an account. You can have someone reach out, but - in my experience - the decision to continue with a program or write it off is in the first ten minutes. When I first looked at it, printing larger flows was an issue. They have since addressed this, so the point of mentioning this is that (while they eventually looked back at the bigger picture) looking at large and small views would have been helpful. The people I consulted had issues with Javascript. There were ways to get around it, but these people did not have the time to spend on that and asked me to find another solution. Read full review Likelihood to Renew 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.
Read full review Usability 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.
Read full review Reliability and Availability 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.
Read full review Performance 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.
Read full review Support Rating 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
Read full review Online Training 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.
Read full review Implementation Rating 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.
Read full review Alternatives Considered 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.
Read full review I think Integrify was a good product for its cost. The only thing it really lacked was project management capabilities. It was difficult for our manager to go into the dashboard and see what work his employees were working on, who has what, and how long they have had certain tasks. It is doable, but just not very quick and simple.
Read full review Scalability I can see the promise of how it can be customized to other aspects of our business.
Read full review Return on Investment 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. Touch Kulchan Associate Director - Digital Technology and Consumer Markets
Read full review For the people I consulted - it helped them put more into the personal aspects of the business. While certain processes ran, they could keep an eye on the data, but were otherwise free to focus on the important aspects of the business. They were a marketing group. Their copywriter was able to be a copywriter instead of just filling out forms all day! It's adaptable. You can cross-pollinate any department with it, provided you know what you are doing. So, you are not getting a program for HR, and another for Marketing. Integrify can span the whole business. You can cut costs in focusing on one workflow product rather than a handful. It did have one negative impact on the place I consulted. Their tech-savvy person left in early 2019, and nobody else was able to use the program. Nor did they want to try when opening it up and trying to understand it. I was able to help out, but ultimately they were discouraged. I would recommend training multiple people if you use this product, and emphasize their support team! Read full review ScreenShots