What users are saying about
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Top Rated
66 Ratings
29 Ratings

Creatio

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Top Rated
66 Ratings
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Score 9.1 out of 100
29 Ratings
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Score 6.7 out of 100

Feature Set Ratings

    Low-Code Development

    9.3

    Creatio

    93%

    Workbooks

    Feature Set Not Supported
    N/A
    Creatio ranks higher in 6/6 features

    Visual Modeling

    9.2
    92%
    27 Ratings
    N/A
    0 Ratings

    Drag-and-drop Interfaces

    9.4
    94%
    29 Ratings
    N/A
    0 Ratings

    Platform Security

    9.5
    95%
    28 Ratings
    N/A
    0 Ratings

    Platform User Management

    9.2
    92%
    30 Ratings
    N/A
    0 Ratings

    Reusability

    9.1
    91%
    28 Ratings
    N/A
    0 Ratings

    Platform Scalability

    9.2
    92%
    29 Ratings
    N/A
    0 Ratings

    Sales Force Automation

    Creatio

    Feature Set Not Supported
    N/A
    7.7

    Workbooks

    77%
    Workbooks ranks higher in 9/9 features

    Customer data management / contact management

    N/A
    0 Ratings
    8.5
    85%
    9 Ratings

    Workflow management

    N/A
    0 Ratings
    8.2
    82%
    7 Ratings

    Territory management

    N/A
    0 Ratings
    7.7
    77%
    9 Ratings

    Opportunity management

    N/A
    0 Ratings
    8.8
    88%
    9 Ratings

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

    N/A
    0 Ratings
    6.4
    64%
    9 Ratings

    Contract management

    N/A
    0 Ratings
    7.2
    72%
    9 Ratings

    Quote & order management

    N/A
    0 Ratings
    7.6
    76%
    8 Ratings

    Interaction tracking

    N/A
    0 Ratings
    6.4
    64%
    8 Ratings

    Channel / partner relationship management

    N/A
    0 Ratings
    8.4
    84%
    8 Ratings

    Customer Service & Support

    Creatio

    Feature Set Not Supported
    N/A
    6.3

    Workbooks

    63%
    Workbooks ranks higher in 3/3 features

    Case management

    N/A
    0 Ratings
    6.2
    62%
    8 Ratings

    Call center management

    N/A
    0 Ratings
    6.8
    68%
    2 Ratings

    Help desk management

    N/A
    0 Ratings
    5.8
    58%
    8 Ratings

    Marketing Automation

    Creatio

    Feature Set Not Supported
    N/A
    7.3

    Workbooks

    73%
    Workbooks ranks higher in 2/2 features

    Lead management

    N/A
    0 Ratings
    8.0
    80%
    7 Ratings

    Email marketing

    N/A
    0 Ratings
    6.6
    66%
    7 Ratings

    CRM Project Management

    Creatio

    Feature Set Not Supported
    N/A
    7.5

    Workbooks

    75%
    Workbooks ranks higher in 3/3 features

    Task management

    N/A
    0 Ratings
    7.7
    77%
    7 Ratings

    Billing and invoicing management

    N/A
    0 Ratings
    6.8
    68%
    8 Ratings

    Reporting

    N/A
    0 Ratings
    7.8
    78%
    7 Ratings

    CRM Reporting & Analytics

    Creatio

    Feature Set Not Supported
    N/A
    8.6

    Workbooks

    86%
    Workbooks ranks higher in 3/3 features

    Forecasting

    N/A
    0 Ratings
    8.2
    82%
    8 Ratings

    Pipeline visualization

    N/A
    0 Ratings
    8.8
    88%
    8 Ratings

    Customizable reports

    N/A
    0 Ratings
    8.8
    88%
    8 Ratings

    Customization

    Creatio

    Feature Set Not Supported
    N/A
    7.7

    Workbooks

    77%
    Workbooks ranks higher in 4/4 features

    Custom fields

    N/A
    0 Ratings
    8.4
    84%
    8 Ratings

    Custom objects

    N/A
    0 Ratings
    7.6
    76%
    7 Ratings

    Scripting environment

    N/A
    0 Ratings
    7.5
    75%
    6 Ratings

    API for custom integration

    N/A
    0 Ratings
    7.5
    75%
    7 Ratings

    Security

    Creatio

    Feature Set Not Supported
    N/A
    7.5

    Workbooks

    75%
    Workbooks ranks higher in 2/2 features

    Single sign-on capability

    N/A
    0 Ratings
    7.0
    70%
    5 Ratings

    Role-based user permissions

    N/A
    0 Ratings
    8.0
    80%
    7 Ratings

    Social CRM

    Creatio

    Feature Set Not Supported
    N/A
    6.6

    Workbooks

    66%
    Workbooks ranks higher in 2/2 features

    Social data

    N/A
    0 Ratings
    6.0
    60%
    3 Ratings

    Social engagement

    N/A
    0 Ratings
    7.3
    73%
    1 Rating

    Integrations with 3rd-party Software

    Creatio

    Feature Set Not Supported
    N/A
    6.9

    Workbooks

    69%
    Workbooks ranks higher in 2/2 features

    Marketing automation

    N/A
    0 Ratings
    6.7
    67%
    6 Ratings

    Compensation management

    N/A
    0 Ratings
    7.0
    70%
    2 Ratings

    Platform

    Creatio

    Feature Set Not Supported
    N/A
    4.2

    Workbooks

    42%
    Workbooks ranks higher in 1/1 features

    Mobile access

    N/A
    0 Ratings
    4.2
    42%
    7 Ratings

    Attribute Ratings

    • Creatio is rated higher in 4 areas: Likelihood to Recommend, Likelihood to Renew, Usability, Support Rating

    Likelihood to Recommend

    9.2

    Creatio

    92%
    52 Ratings
    7.0

    Workbooks

    70%
    18 Ratings

    Likelihood to Renew

    9.1

    Creatio

    91%
    2 Ratings
    8.5

    Workbooks

    85%
    7 Ratings

    Usability

    9.2

    Creatio

    92%
    36 Ratings
    7.3

    Workbooks

    73%
    1 Rating

    Availability

    Creatio

    N/A
    0 Ratings
    9.1

    Workbooks

    91%
    4 Ratings

    Support Rating

    9.2

    Creatio

    92%
    35 Ratings
    8.2

    Workbooks

    82%
    2 Ratings

    Online Training

    Creatio

    N/A
    0 Ratings
    6.4

    Workbooks

    64%
    1 Rating

    Likelihood to Recommend

    Creatio

    Contracts are a big part of our business, and being able to create tracking and dashboards for this has made our contracts process so much smoother. Also, being able to integrate docu-sign means you can do everything through the system, rather than having to go back and forth and duplicate things.
    Lisa Taylor | TrustRadius Reviewer

    Workbooks

    It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
    Brian Walsh | TrustRadius Reviewer

    Pros

    Creatio

    • 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.
    Butch Knowlton | TrustRadius Reviewer

    Workbooks

    • Sales process management from enquiry to delivery of product
    • This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
    • Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
    • The FD loved it
    • The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
    • Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
    Chris Hood | TrustRadius Reviewer

    Cons

    Creatio

    • Documentation could sometimes be more intuitive
    • Lots of third-party applications, so frustrating when only the connector you need is missing
    • The possibilities are very large, so it is difficult to properly channel resources and needs within the company regarding this platform
    Jacob Grabowski | TrustRadius Reviewer

    Workbooks

    • There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
    • While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
    • I am sure that would increase productivity even further (if it's of the same standard as the main environment).
    Martijn Daalder | TrustRadius Reviewer

    Pricing Details

    Creatio

    General

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

    Starting Price

    $0 per month per user

    Creatio Editions & Modules

    On-premise Edition
    Studio Creatio Enterprise$251
    Studio Creatio Free$01
    1. per user/per month
    SaaS Edition
    Studio Creatio Free$01
    Studio Creatio Enterprise$251
    Sales Creatio Team Edition$301
    Sales Creatio Commerce Edition$351
    Sales Creatio Enterprise Edition$601
    1. per month per user
    Additional Pricing Details

    Workbooks

    General

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

    Starting Price

    $30 per user/per month

    Workbooks Editions & Modules

    Edition
    Workbooks CRM Edition$301
    Workbooks Business Edition$651
    1. per user/per month
    Additional Pricing Details

    Likelihood to Renew

    Creatio

    Creatio 9.1
    Based on 2 answers
    I don't think we could be without it now.
    Lisa Taylor | TrustRadius Reviewer

    Workbooks

    Workbooks 8.5
    Based on 7 answers
    the product works. support has been good or greatso far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
    Paul Reynolds | TrustRadius Reviewer

    Usability

    Creatio

    Creatio 9.2
    Based on 36 answers
    The user interface of Creatio is quite friendly. It is intuitive for new users to start using the software. It is also fairly straightforward to setup. Business users are able to become productive with Creatio in a short amount of time due to an easy to use design. I find the design intuitive overall.
    Naveen Gabrani | TrustRadius Reviewer

    Workbooks

    Workbooks 7.3
    Based on 1 answer
    No answer on this topic is available.

    Reliability and Availability

    Creatio

    No score
    No answers yet
    No answers on this topic

    Workbooks

    Workbooks 9.1
    Based on 4 answers
    Workbooks CRM never let me down.
    Peter Lindeman | TrustRadius Reviewer

    Support Rating

    Creatio

    Creatio 9.2
    Based on 35 answers
    Support is really good. Maybe it is because we had a dedicated support manager. But still, all issues were resolved timely. There were too many at the beginning, but now when we solved most of the problems we contact our support manager mostly before the updates. We have a testing platform to test all updates.
    Anonymous | TrustRadius Reviewer

    Workbooks

    Workbooks 8.2
    Based on 2 answers
    No answer on this topic is available.

    Online Training

    Creatio

    No score
    No answers yet
    No answers on this topic

    Workbooks

    Workbooks 6.4
    Based on 1 answer
    Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
    Brendan Harris, MBA | TrustRadius Reviewer

    Alternatives Considered

    Creatio

    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.
    Carl Moore | TrustRadius Reviewer

    Workbooks

    We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
    Adam Grieve | TrustRadius Reviewer

    Return on Investment

    Creatio

    • 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 | TrustRadius Reviewer

    Workbooks

    • Allows us easy management of leads and clear visibility of opportunities for the sales team
    • User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
    • Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations
    David Carter | TrustRadius Reviewer

    Screenshots

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