What users are saying about
25 Ratings
25 Ratings
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Score 9.4 out of 100
12 Ratings
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Score 8.1 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

Kofax TotalAgility

The platform is an excellent solution for companies looking for a workflow automation system that can be used across departments and its return on investment becomes apparent once it is introduced in production for a business. Its ability to route work tasks dynamically between employees and outside parties, implement SLAs, and get information to a back-end source is excellent.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

Creatio
9.1
Kofax TotalAgility
Case management
Creatio
9.7
Kofax TotalAgility
Call center management
Creatio
8.5
Kofax TotalAgility
Help desk management
Creatio
9.1
Kofax TotalAgility

Marketing Automation

Creatio
9.6
Kofax TotalAgility
Lead management
Creatio
9.6
Kofax TotalAgility
Email marketing
Creatio
9.5
Kofax TotalAgility

CRM Project Management

Creatio
9.0
Kofax TotalAgility
Task management
Creatio
9.4
Kofax TotalAgility
Billing and invoicing management
Creatio
8.2
Kofax TotalAgility
Reporting
Creatio
9.5
Kofax TotalAgility

CRM Reporting & Analytics

Creatio
9.5
Kofax TotalAgility
Forecasting
Creatio
9.4
Kofax TotalAgility
Pipeline visualization
Creatio
9.4
Kofax TotalAgility
Customizable reports
Creatio
9.5
Kofax TotalAgility

Customization

Creatio
9.9
Kofax TotalAgility
Custom fields
Creatio
9.9
Kofax TotalAgility
Custom objects
Creatio
9.9
Kofax TotalAgility
Scripting environment
Creatio
10.0
Kofax TotalAgility
API for custom integration
Creatio
9.8
Kofax TotalAgility

Security

Creatio
9.2
Kofax TotalAgility
Single sign-on capability
Creatio
9.1
Kofax TotalAgility
Role-based user permissions
Creatio
9.2
Kofax TotalAgility

Social CRM

Creatio
9.4
Kofax TotalAgility
Social data
Creatio
9.2
Kofax TotalAgility
Social engagement
Creatio
9.7
Kofax TotalAgility

Integrations with 3rd-party Software

Creatio
8.4
Kofax TotalAgility
Marketing automation
Creatio
8.4
Kofax TotalAgility

Platform

Creatio
9.0
Kofax TotalAgility
Mobile access
Creatio
9.0
Kofax TotalAgility

Reporting & Analytics

Creatio
Kofax TotalAgility
9.0
Dashboards
Creatio
Kofax TotalAgility
10.0
Standard reports
Creatio
Kofax TotalAgility
10.0
Custom reports
Creatio
Kofax TotalAgility
7.0

Process Engine

Creatio
Kofax TotalAgility
6.7
Process designer
Creatio
Kofax TotalAgility
8.0
Process simulation
Creatio
Kofax TotalAgility
1.0
Business rules engine
Creatio
Kofax TotalAgility
9.0
Support for modeling languages
Creatio
Kofax TotalAgility
6.4
Form builder
Creatio
Kofax TotalAgility
8.0
Model execution
Creatio
Kofax TotalAgility
8.0

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

Kofax TotalAgility

  • Ease of use. The drag and drop configuration to create the processes makes the product easy to use and configure. Most of the icons are intuitive on what they are and how to use them. The use of the colored icons for each value also helps to know that that value is looking for.
  • Forms. The capture forms are easy to create and maintain. A new field can be added to the Extraction group and then the capture form is regenerated and that field is automatically added to the form with all the proper attributes. If an additional check box or field is added to the form, that field stays when regenerated. This differs from KTA 6.0.
  • Kofax has done pretty well integrating all the pieces of Kofax into one product. KC (Kofax Capture), KIC (Kofax Import Connector), KTM (Kofax Transformation Module with OCR), and workflow are all combined into KTA (Kofax Total Agility). This lets all of these features work together in one product. Kofax does keep adding more to the functions that maybe were left out original version. This makes Kofax Total Agility a robust product.
Gail Perian | 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

Kofax TotalAgility

  • Exception management within the platform can certainly be improved upon. If a job is suspended for any particular issue integrations can be put in place to attempt to handle them but it is kludgy and does not always work as anticipated.
  • The administration interface is based on Microsoft Silverlight which limits it to certain versions of Internet Explorer and the interface has seen better days. Their other application, Kofax Kapow, has a much more mature and intuitive interface. This supposedly is being replaced in the next major iteration but I have doubts it will be successfully done.
  • The product is expensive. It is also the Cadillac of workflow platforms with document transformation built in. In many cases the product can do what you want it to do but there may be other more cost effective platforms.
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

Kofax TotalAgility

Kofax TotalAgility is a beast of a package that gives you a thousand ways to tackle a problem, but it may not be the best platform for your needs. It is more of an enterprise platform that integrates well with other systems with moderate development time. Other packages may be cheaper, easier, and faster to implement depending on needs.
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

Kofax TotalAgility

  • Kofax TotalAgility is very expensive. Some customers have reported that using the KTA workflow has increased productivity and has a good ROI overall. The customers have not shared true numbers for me to give details.
Gail Perian | 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

Kofax TotalAgility

General

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

Rating Summary

Likelihood to Recommend

Creatio
9.4
Kofax TotalAgility
8.0

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