What users are saying about
25 Ratings
1 Ratings
25 Ratings
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Score 9.4 out of 100
1 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

IRIS CRM

The cost is a little higher than other CRM software options, so IRIS CRM is better suited for larger organizations. It is great when multiple departments and functions are accessing sales data, as the software is fairly comprehensive in retention of sales related data. It is also great for generation of processing stats and simple reports. Calculation of rolling opportunities data is made easy. It is less appropriate for smaller sized companies with many novice users looking for high levels of customization. The software is highly capable, but the company isn't as well established as some others so some custom features can take time to implement.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Creatio
9.5
IRIS CRM
9.1
Customer data management / contact management
Creatio
9.9
IRIS CRM
10.0
Workflow management
Creatio
9.6
IRIS CRM
10.0
Territory management
Creatio
9.1
IRIS CRM
9.0
Opportunity management
Creatio
9.6
IRIS CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
Creatio
9.4
IRIS CRM
8.0
Contract management
Creatio
9.5
IRIS CRM
9.0
Quote & order management
Creatio
10.0
IRIS CRM
9.0
Interaction tracking
Creatio
9.2
IRIS CRM
8.0
Channel / partner relationship management
Creatio
9.4
IRIS CRM
9.0

Customer Service & Support

Creatio
9.1
IRIS CRM
9.0
Case management
Creatio
9.7
IRIS CRM
9.0
Call center management
Creatio
8.5
IRIS CRM
Help desk management
Creatio
9.1
IRIS CRM
9.0

Marketing Automation

Creatio
9.6
IRIS CRM
8.0
Lead management
Creatio
9.6
IRIS CRM
8.0
Email marketing
Creatio
9.5
IRIS CRM

CRM Project Management

Creatio
9.0
IRIS CRM
9.7
Task management
Creatio
9.4
IRIS CRM
9.0
Billing and invoicing management
Creatio
8.2
IRIS CRM
10.0
Reporting
Creatio
9.5
IRIS CRM
10.0

CRM Reporting & Analytics

Creatio
9.5
IRIS CRM
9.3
Forecasting
Creatio
9.4
IRIS CRM
10.0
Pipeline visualization
Creatio
9.4
IRIS CRM
10.0
Customizable reports
Creatio
9.5
IRIS CRM
8.0

Customization

Creatio
9.9
IRIS CRM
8.5
Custom fields
Creatio
9.9
IRIS CRM
8.0
Custom objects
Creatio
9.9
IRIS CRM
8.0
Scripting environment
Creatio
10.0
IRIS CRM
9.0
API for custom integration
Creatio
9.8
IRIS CRM
9.0

Security

Creatio
9.2
IRIS CRM
9.5
Single sign-on capability
Creatio
9.1
IRIS CRM
10.0
Role-based user permissions
Creatio
9.2
IRIS CRM
9.0

Social CRM

Creatio
9.4
IRIS CRM
Social data
Creatio
9.2
IRIS CRM
Social engagement
Creatio
9.7
IRIS CRM

Integrations with 3rd-party Software

Creatio
8.4
IRIS CRM
Marketing automation
Creatio
8.4
IRIS CRM

Platform

Creatio
9.0
IRIS CRM
9.0
Mobile access
Creatio
9.0
IRIS CRM
9.0

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

IRIS CRM

  • Grouping is done very effectively. For a company with a wide product portfolio, it is greatly beneficial to customize product families.
  • Streamlines the life cycle of merchant services very well. E-signatures, workflows, and help tickets are well integrated to maximize efficiency.
  • Processing stats and reporting tools are intuitive, useful, and aesthetically pleasing. The software allows you to quickly generate sales reports for specific product families and time periods.
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

IRIS CRM

  • Some minor design issues in the record communication interface. For example, replying to an existing email thread within the record set does not capture the entire communication or signatures.
  • Workflow customization is not easy for all users and can require some coding skills on the back end.
  • Linking forms from external websites is one feature that isn't very intuitive. Some leads are better inputted manually.
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

IRIS CRM

No answers on this topic

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

IRIS CRM

  • The cost is a bit higher than other options (~$1300/mo), which can be seen as a negative in an absolute sense.
  • The improvement in workflow management has been significant, and has saved at least 50 man-hours per week across our organization.
  • Accurate rolling sales data reporting has been critical in defining quality metrics. This benefit is more indirect, but it has allowed us to better respond to changes in customer complaint trending.
Anonymous | 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

IRIS CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Rating Summary

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