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 My company works with a client who offers a SaaS solution to the beauty sector. We had been using Salesforce for three years but needed a system with lead nurturing, workflow automation, and user-friendliness that Salesforce lacked without a hefty monthly price tag. We are taking use of LeadMaster's eMarketing, automation, and workflow management capabilities as well as the streamlined nature of the Professional Edition. We've been able to better regulate the sales process and boost our conversion rate as a result. We have been very pleased with LeadMaster's customer service and would suggest their product without reservation.
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 It has business app Use the cloud based technology No integrations at all no communication gap Software customizations as per your business and working strong customer support 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 Need to give all features/access to top level designations of the company. (title based access/feature) need to enhance more communication with team with real-time notifications. Need to improve in deep reporting metrics 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 My ability to more effectively manage the workflow in our office has been greatly enhanced by LeadMaster. Each member of my team is aware of the students they are responsible for recruiting and the specific process that should be followed with each and every one of them. The system also enables us to practically eliminate the use of paper in our process, which helps to reduce the number of different types of office errors.
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 The reason to give this rating because of the following. 1. Assessing the efficiency of campaigns involving several agencies and points of contact 2. True close loop reporting 3. The capacity to manage a channel through the use of features for updating leads and pipelines. 4. Ensuring that no leads were lost and that they were always assigned to someone for follow-up, whether the lead originated through e-marketing, the filling out of a form on a website, or even a lead from a trade fair 5. Creating a seamless connection between marketing and lead generating
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 My client has been using Salesforce for the past two years, but they were looking for a system that would provide lead nurturing, workflow automation, and overall ease of use – functionality that was just not available within Salesforce without incurring a large, monthly fee. I'm using one of my clients who has been using Salesforce for the past two years. Because of LeadMaster's user-friendliness, robust automation and workflow management, and eMarketing capabilities, we have decided to employ the Professional Edition. As a result, we are able to better regulate the sales process and achieve a higher closure rate.
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 To mange the vendor/customer as per services or requirement helps to improve service wise business reporting helps to know the service wise sale a bit communication lag between team that create a delay in closing deal. Read full review ScreenShots