Creatio vs Ontraport

• 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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• 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.

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• 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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• 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.

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• 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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• 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.

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