Creatio vs Ontraport

• 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

• User segmentation for specific messaging is key for us because it helps drive our new client conversions and existing client repurchasing.
• ONTRAPORT plays nice with our scheduling software and WordPress so we can implement new material without hassle.
• Campaigns and automation is simple to set up and monitor which helps us use more of their tools instead of paying for complex features we'll never use.

Read full review

• Documentation could sometimes be more intuitive
• Lots of third-party applications, so frustrating when only the connector you need is missing
• The possibilities are very large, so it is difficult to properly channel resources and needs within the company regarding this platform

Read full review

• Integrations. Basically, all integrations are done using Zapier. This is a huge time suck. In other programs like ActiveCampaign, you have WordPress plugins to import your data from Gravity Forms. It takes 2 minutes to set up. With Zapier, even a simple integration takes a minimum of 30 minutes to setup and test to the point where you trust it.
• Documentation: there is a lot of documentation, but a lot of it is confusing with not enough examples to make something clear.
• Templates: other programs like Drip focus on more templates for campaigns. While there are a few here, there's really not a ton and they don't seem carefully curated.
• Learning curve: it took a really long time to get it set up for our business. I appreciated the onboarding sessions, which definitely helped a lot, but it could have been simpler.
• Version 5: last year ONTRAPORT launched their newest version of their software. I can see that it's a foundation that they will be able to build a lot on, but it's not fleshed out yet. Like a fresh foundation and a good building, but not a lot of paint or polish yet.
• Sales funnels: managing people through a sales funnel just happens through a custom field that you set up. There's no predetermined "section" for something that a lot of sales teams would want. It makes it easy to not know what's going to happen with your automation when you send someone to a new part of the sales funnel (ie. you move someone to the next part of the sales funnel, it triggers an automation, maybe you weren't aware of that). It would be great if it gave you a quick summary of some of the automation you're about to send when you take actions.
• Intimidation: enough said. It just feels intimidating to set this stuff up. This may be true for all the other automation programs too though.

Read full review

• 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.

Read full review

• We can save costs on excessive mailings as we are more targeted in our efforts and wasting less communication.
• We have been able to more effectively target relevant donors that have given more recently.
• ONTRAPORT has consolidated the tracking software that we have used for contact information.

Read full review