Creatio vs Method:CRM

Likelihood to Recommend

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.

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Carl Moore

CRM Administrator

USEAFinancial Services, 11-50 employees

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This is a difficult question as we implemented it years ago. I think it is pretty much a very easily adaptable program to any business. It seems that the people who work for Method are able to think outside the box and come up with solutions that fit your individual needs.

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Denice Castillo

Special Projects and VP of Operations

Mobile Med Inc. and Plastic Surgery StudiosHospital & Health Care, 11-50 employees

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Feature Rating Comparison

Creatio

Method:CRM

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Creatio

Method:CRM

Case management

Call center management

Help desk management

Creatio

Method:CRM

Lead management

Email marketing

Creatio

Marketing automation

Compensation management

Creatio

Method:CRM

Mobile access

Pros

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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Will Ludgate

Business/Systems Analyst (contract)

OKI Europe LtdPrinting, 201-500 employees

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Method: CRM is the perfect solution you need if you want to effectively share thoughts through out your company.
Stop wasting time doing receptive task this software has reduced redundancy with it's message automations.
The powerful technology of Method: CRM exposed the truth to us about other expensive one-off bloated softwares with lots of unneeded features that we never ended up using.

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Denise D. BA Website Developer

Mobile Website Developer | WordPress

Denise D. BAMarketing and Advertising, 1-10 employees

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Cons

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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Tatyana Yaroshenko

Chief Marketing Officer

Be TechInformation Technology & Services, 11-50 employees

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Very hard to understand what has to happen in order to get a screen or even a button working.
You have to have a background in coding or web development for this to make any sense to you.
They say that you can be green to the industry and be able to use the program to even 1/2 its ability, but that is not the case. Went to partner program training where I learned how involved making a solution actually function could become.

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Verified User

Administrator in Marketing

Accounting Company, 1-10 employees

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Likelihood to Renew

No score

No answers yet

No answers on this topic

Method:CRM 8.0

Based on 2 answers

The things Method does well - QuickBooks data integration and extreme customization - it does very, very well. If you are looking for a CRM product or any business process automation software that integrates with QuickBooks, you have to look at Method CRM

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Verified User

Consultant in Finance and Accounting

Accounting Company, 1-10 employees

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Support Rating

No score

No answers yet

No answers on this topic

Method:CRM 9.0

Based on 1 answer

They are very quick to respond and figure out solutions. They are prompt, polite and well versed in the product. They really put a lot of thought in to how the system can be manipulated to better serve me.

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Denice Castillo

Special Projects and VP of Operations

Mobile Med Inc. and Plastic Surgery StudiosHospital & Health Care, 11-50 employees

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Implementation Rating

No score

No answers yet

No answers on this topic

Method:CRM 9.0

Based on 1 answer

Be available to learn! There is a huge learning curve to this program. You have to be willing to take it all in. Be available to the Method expert and be patient.

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Denice Castillo

Special Projects and VP of Operations

Mobile Med Inc. and Plastic Surgery StudiosHospital & Health Care, 11-50 employees

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Alternatives Considered

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.

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Vladlen Manastiretskiy

System Manager

National Property RescueReal Estate, 11-50 employees

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We also have used a few other tools such as Insightly. Hands down Method: CRM lead management, quickbook automation & notifications wins the game.

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Denise D. BA Website Developer

Mobile Website Developer | WordPress

Denise D. BAMarketing and Advertising, 1-10 employees

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Return on Investment

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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Kenneth Harrington-Colon

Internal Systems Specialist

Creative Business Resources (CBR)Human Resources, 11-50 employees

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This would likely have brought significant cost savings to our business - we just couldn't get sufficient time nor could we get accurate cost estimates from them.

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Verified User

C-Level Executive in Finance and Accounting

Information Technology and Services Company, 11-50 employees

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Pricing Details

General

Free Trial

Yes

Free/Freemium Version

Yes

Premium Consulting/Integration Services

Yes

Entry-level set up fee?

No

$3,000*

* Per installation

Creatio Editions & Modules

—

Additional Pricing Details

—

General

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

Yes

Entry-level set up fee?

No

Method:CRM Editions & Modules

Edition

Contact Management	$25¹
CRM Pro	$44¹

per user per month

Additional Pricing Details

—

Rating Summary

Creatio

Method:CRM

Creatio

Method:CRM

Creatio

Method:CRM

Creatio

Method:CRM

Likelihood to Recommend

Creatio

Method:CRM

Feature Rating Comparison

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Social data

Social engagement

Marketing automation

Compensation management

Mobile access

Pros

Creatio

Method:CRM

Cons

Creatio

Method:CRM

Likelihood to Renew

Creatio

Method:CRM

Support Rating

Creatio

Method:CRM

Implementation Rating

Creatio

Method:CRM

Alternatives Considered

Creatio

Method:CRM

Return on Investment

Creatio

Method:CRM

Screenshots

Creatio

Method:CRM

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Creatio Editions & Modules

Additional Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Method:CRM Editions & Modules

Edition

Additional Pricing Details

Rating Summary

Add comparison