Creatio is a provider of a platform to automate industry workflows and CRM with no-code and maximum degree of freedom. The Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales, and Service), industry workflows for 20 verticals and marketplace add-ons.
$25
per month per user
NewgenONE Digital Transformation Platform
Score 9.0 out of 10
N/A
A unified,
cloud-based low-code platform for automating end-to-end processes and managing content and communications, backed by AI-based cognitive capabilities
and its integration ecosystem.
The NewgenONE platform, with content management at its core,
helps enterprises break down the silos between the front, middle, and back
offices by simplifying the information (data) flows between those offices,
functions, and departments.
The NewgenONE platform includes the…
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.
The Newgen OmniDocs is the best option when it comes to storing, sharing, disseminate documents. It is also widely used by the Technical team in my previous employers for storing their technical codes & queries and they have always cast their trust vote to Newgen OmniDocs. I have always recommended Newgen OmniDocs to my auditing, finance, technology and banking sector clients for whom data confidentiality matters more than any other industry. It is less appropriate in the businesses that do not require storing the documents as they destroy the documents once sent to the client to ensure they do not save client information or project. Furthermore, it is less appropriate in almost 50% of India as well as many other parts in MENA region where there is no presence of high-speed internet as it takes high bandwidth of internet to operate.
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.
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.
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.
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.
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.
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
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.
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.
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.
Faster search with easy to access files which helps me in sending the document quickly to the clients and retrieving it in no time whenever they ask for it. Sending the documents quickly always ensures higher client satisfaction which has great impact on ROI
Facilitates easy collaboration with client teams and ensures the research project is done exactly as per the client's requirements & needs. This also always makes clients happy and attract repeat projects and more revenues
Makes it easier for the tech. team to store / save technical queries & codes. Thus, whenever I approach them to make changes in my reports/ articles while uploading it on the website, tech. team does that at much faster pace. This leads in increased efficiency of Content writers as well as the tech. team
