What users are saying about
25 Ratings
1 Ratings
25 Ratings
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Score 9.4 out of 100
1 Ratings
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Score 9 out of 100

Likelihood to Recommend

Creatio

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.
Carl Moore | TrustRadius Reviewer

Revenue Grid

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.
Kenneth Harrington-Colon | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Creatio
9.5
Revenue Grid
Customer data management / contact management
Creatio
9.9
Revenue Grid
Workflow management
Creatio
9.6
Revenue Grid
Territory management
Creatio
9.1
Revenue Grid
Opportunity management
Creatio
9.6
Revenue Grid
Integration with email client (e.g., Outlook or Gmail)
Creatio
9.4
Revenue Grid
Contract management
Creatio
9.5
Revenue Grid
Quote & order management
Creatio
10.0
Revenue Grid
Interaction tracking
Creatio
9.2
Revenue Grid
Channel / partner relationship management
Creatio
9.4
Revenue Grid

Customer Service & Support

Creatio
9.1
Revenue Grid
Case management
Creatio
9.7
Revenue Grid
Call center management
Creatio
8.5
Revenue Grid
Help desk management
Creatio
9.1
Revenue Grid

Marketing Automation

Creatio
9.6
Revenue Grid
Lead management
Creatio
9.6
Revenue Grid
Email marketing
Creatio
9.5
Revenue Grid

CRM Project Management

Creatio
9.0
Revenue Grid
Task management
Creatio
9.4
Revenue Grid
Billing and invoicing management
Creatio
8.2
Revenue Grid
Reporting
Creatio
9.5
Revenue Grid

CRM Reporting & Analytics

Creatio
9.5
Revenue Grid
Forecasting
Creatio
9.4
Revenue Grid
Pipeline visualization
Creatio
9.4
Revenue Grid
Customizable reports
Creatio
9.5
Revenue Grid

Customization

Creatio
9.9
Revenue Grid
Custom fields
Creatio
9.9
Revenue Grid
Custom objects
Creatio
9.9
Revenue Grid
Scripting environment
Creatio
10.0
Revenue Grid
API for custom integration
Creatio
9.8
Revenue Grid

Security

Creatio
9.2
Revenue Grid
Single sign-on capability
Creatio
9.1
Revenue Grid
Role-based user permissions
Creatio
9.2
Revenue Grid

Social CRM

Creatio
9.4
Revenue Grid
Social data
Creatio
9.2
Revenue Grid
Social engagement
Creatio
9.7
Revenue Grid

Integrations with 3rd-party Software

Creatio
8.4
Revenue Grid
Marketing automation
Creatio
8.4
Revenue Grid

Platform

Creatio
9.0
Revenue Grid
Mobile access
Creatio
9.0
Revenue Grid

Pros

Creatio

  • 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.
Will Ludgate | TrustRadius Reviewer

Revenue Grid

  • Keeps email tracking simple within Outlook.
  • Has a global search to allow associating an email with multiple types of accounts (i.e clients, leads, contacts, and activities).
  • Single-button click to open or close the SmartCloud interface in Outlook.
Kenneth Harrington-Colon | TrustRadius Reviewer

Cons

Creatio

  • 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.
Tatyana Yaroshenko | TrustRadius Reviewer

Revenue Grid

  • The software updates often, leading to an opening delay the first time it is used in a session.
  • Creating contacts is simple, but can lead to duplicates when proper research for tracking is not utilized by the end user.
  • Extra cost on top of CRM costs add to the bottom line expense of the system.
Kenneth Harrington-Colon | TrustRadius Reviewer

Alternatives Considered

Creatio

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.
Vladlen Manastiretskiy | TrustRadius Reviewer

Revenue Grid

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.
Kenneth Harrington-Colon | TrustRadius Reviewer

Return on Investment

Creatio

  • 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.
Kenneth Harrington-Colon | TrustRadius Reviewer

Revenue Grid

  • Departments that use it save time on email tracking, allowing them to focus on client request and tasks.
  • Simple integration with Outlook made it a breeze to set up, allowing for quick expansion or reduction of licenses.
  • Extra cost has prevented us from applying the utility company-wide, which creates dual methodologies for email tracking and training.
Kenneth Harrington-Colon | TrustRadius Reviewer

Screenshots

Pricing Details

Creatio

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
$3,000*

* Per installation

Revenue Grid

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Rating Summary

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