What users are saying about
25 Ratings
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Score 9.4 out of 100
11 Ratings
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Score 8.6 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

Square Customer Engagement

[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.
Kyle Farago | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Creatio
9.5
Square Customer Engagement
8.0
Customer data management / contact management
Creatio
9.9
Square Customer Engagement
8.0
Workflow management
Creatio
9.6
Square Customer Engagement
8.0
Territory management
Creatio
9.1
Square Customer Engagement
8.0
Opportunity management
Creatio
9.7
Square Customer Engagement
8.0
Integration with email client (e.g., Outlook or Gmail)
Creatio
9.4
Square Customer Engagement
8.0
Contract management
Creatio
9.5
Square Customer Engagement
8.0
Quote & order management
Creatio
10.0
Square Customer Engagement
8.0
Interaction tracking
Creatio
9.2
Square Customer Engagement
8.0
Channel / partner relationship management
Creatio
9.4
Square Customer Engagement
8.0

Customer Service & Support

Creatio
9.1
Square Customer Engagement
Case management
Creatio
9.7
Square Customer Engagement
Call center management
Creatio
8.5
Square Customer Engagement
Help desk management
Creatio
9.1
Square Customer Engagement

Marketing Automation

Creatio
9.6
Square Customer Engagement
Lead management
Creatio
9.6
Square Customer Engagement
Email marketing
Creatio
9.5
Square Customer Engagement

CRM Project Management

Creatio
9.0
Square Customer Engagement
8.0
Task management
Creatio
9.4
Square Customer Engagement
8.0
Billing and invoicing management
Creatio
8.2
Square Customer Engagement
8.0
Reporting
Creatio
9.5
Square Customer Engagement
8.0

CRM Reporting & Analytics

Creatio
9.5
Square Customer Engagement
8.0
Forecasting
Creatio
9.4
Square Customer Engagement
8.0
Pipeline visualization
Creatio
9.4
Square Customer Engagement
8.0
Customizable reports
Creatio
9.5
Square Customer Engagement
8.0

Customization

Creatio
9.9
Square Customer Engagement
Custom fields
Creatio
9.9
Square Customer Engagement
Custom objects
Creatio
9.9
Square Customer Engagement
Scripting environment
Creatio
10.0
Square Customer Engagement
API for custom integration
Creatio
9.8
Square Customer Engagement

Security

Creatio
9.2
Square Customer Engagement
8.0
Single sign-on capability
Creatio
9.1
Square Customer Engagement
Role-based user permissions
Creatio
9.2
Square Customer Engagement
8.0

Social CRM

Creatio
9.4
Square Customer Engagement
Social data
Creatio
9.2
Square Customer Engagement
Social engagement
Creatio
9.7
Square Customer Engagement

Integrations with 3rd-party Software

Creatio
8.4
Square Customer Engagement
Marketing automation
Creatio
8.4
Square Customer Engagement

Platform

Creatio
9.0
Square Customer Engagement
8.0
Mobile access
Creatio
9.0
Square Customer Engagement
8.0

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

Square Customer Engagement

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

Square Customer Engagement

  • 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.
Kyle Farago | 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

Square Customer Engagement

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.
Kyle Farago | 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

Square Customer Engagement

  • 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.
Kyle Farago | TrustRadius Reviewer

Screenshots

Square Customer Engagement

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

Square Customer Engagement

General

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

Rating Summary

Likelihood to Recommend

Creatio
9.4
Square Customer Engagement
9.0

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