Creatio vs Square Customer Engagement

Likelihood to Recommend

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.

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Carl Moore

CRM Administrator

USEAFinancial Services, 11-50 employees

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[Square is well suited for] Any small business / independent contractor with little to medium business flow where a monthly fee just doesn't make sense. If you are performing large transactions or have a lot of business / a lot of people using square readers then an actual flat rate from a bank / provider would likely be a better option.

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Kyle Farago

Independent Contractor

LoenbroInformation Technology and Services, 1-10 employees

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Feature Rating Comparison

Creatio

Square Customer Engagement

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Creatio

Square Customer Engagement

Case management

Call center management

Help desk management

Creatio

Square Customer Engagement

Lead management

Email marketing

Creatio

Marketing automation

Creatio

Square Customer Engagement

Mobile access

Pros

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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Will Ludgate

Business/Systems Analyst (contract)

OKI Europe LtdPrinting, 201-500 employees

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No monthly fees
Reasonable per transaction fee
Good priced equipment/addons
Chip and NFC readers available

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Kyle Farago

Independent Contractor

LoenbroInformation Technology and Services, 1-10 employees

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Cons

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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Tatyana Yaroshenko

Chief Marketing Officer

Be TechInformation Technology & Services, 11-50 employees

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Some of the build quality on the peripherals could feel a bit better.
Have more options for businesses with more credit card transactions such as monthly or discounted per transaction once a certain number is reached.
Have functionality to allow for a typed card number without the higher fee if the software verifies there is a hardware/read error with the card.

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Kyle Farago

Independent Contractor

LoenbroInformation Technology and Services, 1-10 employees

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Alternatives Considered

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.

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Vladlen Manastiretskiy

System Manager

National Property RescueReal Estate, 11-50 employees

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The only other service similar to Square I have any interaction with is PayPal here, it works in a very similar manner, and at the time had the same exact fee schedule. It has the added perk of going directly into your PayPal account if this is a service you use a lot of for your business. It (at the time) did not have any additional readers or peripherals such as NFC or Chip readers, but that may have changed now. Over all I'd say they are pretty close to each other performance wise, but Square has a bigger user base for the card reader specifically.

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Kyle Farago

Independent Contractor

LoenbroInformation Technology and Services, 1-10 employees

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Return on Investment

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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Kenneth Harrington-Colon

Internal Systems Specialist

Creative Business Resources (CBR)Human Resources, 11-50 employees

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This has allowed me to accept credit / debit transactions without having to have a monthly subscription to a service and lose money on times of no to little use, allowing me to have a broader customer range as checks are risky.
All of my initial equipment was free and there were no startup costs so my return was immediate.
The small fee taken out of the transaction is very much worth the ability to accept nearly all plastic transactions.

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Kyle Farago

Independent Contractor

LoenbroInformation Technology and Services, 1-10 employees

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Pricing Details

General

Free Trial

Yes

Free/Freemium Version

Yes

Premium Consulting/Integration Services

Yes

Entry-level set up fee?

No

$3,000*

* Per installation

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

Rating Summary

Creatio

Square Customer Engagement

Likelihood to Recommend

Creatio

Square Customer Engagement

Feature Rating Comparison

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Social data

Social engagement

Marketing automation

Mobile access

Pros

Creatio

Square Customer Engagement

Cons

Creatio

Square Customer Engagement

Alternatives Considered

Creatio

Square Customer Engagement

Return on Investment

Creatio

Square Customer Engagement

Screenshots

Creatio

Square Customer Engagement

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Rating Summary

Add comparison