Creatio vs IRIS CRM

• 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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• 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.

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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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• 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.

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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 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.

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