Creatio is a provider of a platform to automate industry workflows and CRM with no-code and maximum degree of freedom. The Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales, and Service), industry workflows for 20 verticals and marketplace add-ons.
$25
per month per user
TeamDesk
Score 9.0 out of 10
N/A
TeamDesk is a low-code development platform for online database creation. Business owners or managers can build a unique web database solution without any programming to facilitate working with data, organize routine work and create an accessible data source for teams.
Changing CRMs can be a very daunting proposition. Creatio's Support and Customer Success teams have been nothing short of fantastic as we recently navigated this change. The regular check-ins helped ensure we had the tools we needed to be successful. I do not have any programming background or experience. Creatio's low-code design has allowed me to implement the majority of changes very easily without additional third-party consultants. Some of the resource documents have not been updated to current versions of the software and/or would benefit from 'How to' videos for the novice user/administrator.
Teamdesk is perfect for any operational tracking requirements for companies small or large, and any situation where you need to integrate with other systems since it can be set up to do that flexibly via its API and Webhooks. For example, you could track contacts, time and expense, projects and tasks, schedules, web leads, check-ins, order entry, quotes and invoices, support ticketing, and use the more advanced features to integrate with other systems to pull in currency exchange rates, various lists of data from other databases, send faxes, send bulk emails and so on. It does not do offline storage, so it would not be appropriate for a situation that offline work.
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.
Provide a very good, customizable user management system.
Gives a lot of flexibility to customize database to your needs without requiring coding skills. Even allows to customize interface if you can code in html.
Provides unlimited space and records.
Gives an opportunity to have a database on EU servers to comply with GDPR
Offers very good pricing options comparing to competitors (Salesforce, Quickbase, etc.) and offers unlimited space.
Gives an opportunity to share your ideas how to improve the platform, many of which are being implemented
Customers service if very helpful and friendly. All my questions were answered within a couple hours.
The only down side that I see, is that you have to be willing to spend some time creating your database. You start with a blank canvas and all the tools you need to design a custom database. But, you have to take the time to do it. If you take that time, it is well worth it.
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.
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.
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.
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.
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
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.
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.
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.
Quickbase is a good product which I have been using for 5 years (powerful, nice interface) but - not so powerful as TeamDesk - started to move toward large companies (>50 people) - more expensive than TeamDesk Zoho was not as flexible as TeamDesk Caspio was not as powerful as TeamDesk
The per user cost is significantly lower than any prior option we have tried. The time spent getting things set up was time well spent for the overall long-term savings.
