What users are saying about
25 Ratings
4 Ratings
25 Ratings
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Score 9.4 out of 100
4 Ratings
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Score 9.6 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

Tallyfy

Good for customizing an onboarding process to help ensure a smooth process, and setting up a contract for electronic signature in an easier way than customizing an editable PDF and uploading it to any number of eSign platforms. I've integrated Tallyfy, using Zapier, to Webmerge and Signnow, to get the result I was looking for, but there are plenty of ways Tallyfy can be implemented.
Brian Del Terzo Credilife® | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

Creatio
9.1
Tallyfy
Case management
Creatio
9.7
Tallyfy
Call center management
Creatio
8.5
Tallyfy
Help desk management
Creatio
9.1
Tallyfy

Marketing Automation

Creatio
9.6
Tallyfy
Lead management
Creatio
9.6
Tallyfy
Email marketing
Creatio
9.5
Tallyfy

CRM Project Management

Creatio
9.0
Tallyfy
Task management
Creatio
9.4
Tallyfy
Billing and invoicing management
Creatio
8.2
Tallyfy
Reporting
Creatio
9.5
Tallyfy

CRM Reporting & Analytics

Creatio
9.5
Tallyfy
Forecasting
Creatio
9.4
Tallyfy
Pipeline visualization
Creatio
9.4
Tallyfy
Customizable reports
Creatio
9.5
Tallyfy

Customization

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

Security

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

Social CRM

Creatio
9.4
Tallyfy
Social data
Creatio
9.2
Tallyfy
Social engagement
Creatio
9.7
Tallyfy

Integrations with 3rd-party Software

Creatio
8.4
Tallyfy
Marketing automation
Creatio
8.4
Tallyfy

Platform

Creatio
9.0
Tallyfy
Mobile access
Creatio
9.0
Tallyfy

Reporting & Analytics

Creatio
Tallyfy
10.0
Dashboards
Creatio
Tallyfy
10.0

Process Engine

Creatio
Tallyfy
10.0
Process designer
Creatio
Tallyfy
10.0
Business rules engine
Creatio
Tallyfy
10.0
SOA support
Creatio
Tallyfy
10.0
Process player
Creatio
Tallyfy
10.0
Form builder
Creatio
Tallyfy
10.0
Model execution
Creatio
Tallyfy
10.0

Collaboration

Creatio
Tallyfy
10.0
Social collaboration tools
Creatio
Tallyfy
10.0

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

Tallyfy

  • Easily to collect data to serve any number of purposes.
  • We use it to collect data about our clients and to collect the data necessary to customize the contract and the customer experience.
  • Tallyfy Webhooks then allow us to push that data out to other platforms, etc, so I've been able to create a solution that completes the document and sends it out for electronic signature with the click of a button... once the data has been collected.
  • Create drop-downs, radio selections, checkboxes, short and long text paragraphs, etc. Even uploading documents and saving them directly to your favorite cloud storage, such as Drive or Dropbox.
  • Manage the process from one team member to the next, depending on responsibility.
Brian Del Terzo Credilife® | 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

Tallyfy

  • I'd like more control over the view. For example, some way to condense the view so that more data can be seen at once. Currently, in my opinion, it is just a little too large or blown up, but this may be a petty request.
Brian Del Terzo Credilife® | 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

Tallyfy

I was very satisfied with the Tallyfy solution and did not seek out any alternative solutions.
Brian Del Terzo Credilife® | 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

Tallyfy

  • Streamlined our intake process, leaving far less room for error.
  • Also expedited and improved the accuracy of the sales contract process and execution.
Brian Del Terzo Credilife® | 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

Creatio Editions & Modules

Additional Pricing Details

Tallyfy

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$500*

* Per organization

Tallyfy Editions & Modules

Edition
Basic$151
Professional$301
  1. per user, per month
Additional Pricing Details

Rating Summary

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