Creatio vs. Revenue Grid

Creatio is well suited in following scenarios: Complex Business process modelling and automation, Low code No code development which is best for efficient timelines, customized reporting and dashboarding, seamless integration with other technologies. Scenarios where Creatio is less appropriate: Solutions which require high cutomizations on the frontend side as this can be done by javascript modifications but it increases the load on the page and slows it down.

Incentivized

If you are using Office365 and it is within your budget, utilizing SmartCloud Connect as an interface with a CRM is a no-brainer. It remains hidden when Outlook opens, but with an email selected you can open it with a single click. It then allows you to associate the email and even attachments with email addresses that were included in the to, cc, or from sections of the email. It's a very intuitive user interface and saves time in email tracking.

Incentivized

• 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.

• Integration with SF
• Logging call
• Creating new task and events

Incentivized

• When we started using Creatio in 2022 the new user interface had just been released and did not include all the features we needed; however, we used a more classic user interface and were still satisfied with the results.
• The ability to capture a digital signature directly within the application was missing in the base system; however, Creatio connected us with a partner that provided a solution for this specific situation.

• Sometimes my plugin gets disconnected from my Gmail. This needs to be fixed.

Incentivized

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.

Incentivized

Because of the issues we have been having regarding connectivity and instability of the google extension. At some point if this is not handled we may have to find a new vendor to support our needs

Incentivized

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.

Super easy to use when it is working properly

Incentivized

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.

Incentivized

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.

Incentivized

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

Sometimes they ask for way to much information. They need screenshots, full event names, date and times events were set (Which can be very difficult when you have a reoccurring meeting that was originally set years ago)

Incentivized

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.

Incentivized

Super easy walk thorough. I believe it was a 1 hours session

Incentivized

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.

Incentivized

Super easy to setup and maintain

Incentivized

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.

Out of all the other utilities we've used, SmartCloud connect seems to be the most stable. The other interfaces sometimes caused glitchy integrations with Outlook, requiring a user to restart the add-in to restore functionality, but so far that has not been the case with SmartCloud Connect. SmartCloud connect also allows you to connect to different CRM's instead of just one, which means you can still use it when migrating between CRM's.

Incentivized

I can see the promise of how it can be customized to other aspects of our business.

Incentivized

• We went from manually processing Work Orders into Invoices once a day - representing significant impact to turn around speeds - to submitting automatically in real time, eliminating a great deal of human transcription errors and freeing up a great deal of operations time
• Custom Implementation automation in Creatio has eliminated 4-6 hours of configuration work per sale in comparison to our old manual methods

• It has just made me more proficient.

Incentivized