Likelihood to Recommend 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.
Read full review Microsoft Power Automate is the best tool to extend Microsoft services you already use. Hands down. Prototyping workflows is very easy in Microsoft Power Automate. It's also the best choice for sending custom cards through Teams and email. It's the easiest way to get data from Microsoft Graph.
Read full review Pros 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. Read full review Sending confirmation email to clients and user once the flow is triggered. Fetching or Dumping files from one location to another if the flow is triggered. Schedule flow helps to send alerts and triggers the flow at a specific interval of time to carry out the required task. Power Automate also be used to convert any file format to a specific file format and save it to the required location Read full review Cons More rapid availability of updated documentation as they move forward into the Quantum release and beyond Better out of the box support for SAS and Service Companies in general Would like to see some no-code options for fine tuning CSS on Freedom UI pages Read full review Many times it doesn't feel very "low-code" or intuitive. AI builder is helping more and more. Workflows should have a longer lifespan in days, we have approval processes that take months and it's very annoying to fix if the instance is stopped. Better debugging and quick fix help Read full review Likelihood to Renew 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.
Read full review my employer is absolutely fearful of ever changing anything, ever.
Read full review Usability 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.
Read full review Power Automate has an intuitive interface that is easy for novices to use. It doesn't require programming knowledge, however having that experience will help troubleshoot potential issues if they do arise. There are advanced features that allow the use of "code-like" steps that will help power users get more advanced automations set up quickly.
Read full review Reliability and Availability 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.
Read full review Performance 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.
Read full review Support Rating 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
Read full review I really have had a need to contact Win Automation support, but when I do google how to do a task, Win Automation has an extensive message board with a broad number of topics and questions answered where I could see how other people were able to solve similar problems to the ones I have.
Read full review In-Person Training after reviewing the main features of Power Automate, the Microsoft trainer focused on some of our real life use cases implementation, from simple to more advanced.
Read full review Online Training 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.
Read full review although it was productive, it is more difficult to stay focused and in a 7 hours a day online training (including screen share issues and the fact that the trainer just can't precisely show the exact location of your mistake)
Read full review Implementation Rating 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.
Read full review I had to migrate from
Robocorp to Power Automate. The automation was using API and sharepoint. So it was better to use Power Automate instead of
Robocorp so we did the migration. in some areas the migration was easy but creating flows and making it smaller codes was difficult. Debugging the code was tough so we took lots of time.
Read full review Alternatives Considered 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.
Read full review Power Automate is a no-code/low-code solution tailored for workflow automation, data integration, and AI integration, making it an excellent choice for Microsoft-centric organizations.
OutSystems , on the other hand, is a comprehensive application development platform, offering rapid app development with both low-code and traditional development options. This platform is well-suited for organizations seeking custom application development.
Nintex specializes in workflow and process automation with a strong focus on SharePoint and Office 365 integration. It also includes advanced features like document generation and robotic process automation (RPA).The choice among these platforms should align with your organization's specific needs, considering factors like integration requirements and the desired level of technical expertise. In the bottomline, it's up to cost and licensing.
Read full review Scalability I can see the promise of how it can be customized to other aspects of our business.
Read full review Return on Investment Communication between sales representatives, vendors, and customers helps improve sales. Automating the sales process has allowed us to land more deals via opportunity management tools. No coding or manual sales processes are involved, hence we make zero errors when enhancing sales procedures. Touch Kulchan Associate Director - Digital Technology and Consumer Markets
Read full review It has encouraged everyday users to get a feel for low code no code without the detailed technical programmings skills This has encouraged the use of Power Automate to replace what was once an excel filled with complex macros and VBA! It has significantly saved time for someone like myself from chasing people for information and now I can create an auto alert using PA Ikbal Miah Senior Digital Transformation Business Analyst
Read full review ScreenShots Microsoft Power Automate Screenshots