What users are saying about
25 Ratings
28 Ratings
25 Ratings
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Score 9.4 out of 100
28 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

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

Feature Rating Comparison

Sales Force Automation

Creatio
9.5
Workbooks
7.7
Customer data management / contact management
Creatio
9.9
Workbooks
8.5
Workflow management
Creatio
9.6
Workbooks
8.2
Territory management
Creatio
9.1
Workbooks
7.7
Opportunity management
Creatio
9.6
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
Creatio
9.4
Workbooks
6.4
Contract management
Creatio
9.5
Workbooks
7.2
Quote & order management
Creatio
10.0
Workbooks
7.6
Interaction tracking
Creatio
9.2
Workbooks
6.4
Channel / partner relationship management
Creatio
9.4
Workbooks
8.4

Customer Service & Support

Creatio
9.1
Workbooks
6.3
Case management
Creatio
9.7
Workbooks
6.2
Call center management
Creatio
8.5
Workbooks
6.8
Help desk management
Creatio
9.1
Workbooks
5.8

Marketing Automation

Creatio
9.6
Workbooks
7.3
Lead management
Creatio
9.6
Workbooks
8.0
Email marketing
Creatio
9.5
Workbooks
6.6

CRM Project Management

Creatio
9.0
Workbooks
7.5
Task management
Creatio
9.4
Workbooks
7.7
Billing and invoicing management
Creatio
8.2
Workbooks
6.8
Reporting
Creatio
9.5
Workbooks
7.8

CRM Reporting & Analytics

Creatio
9.5
Workbooks
8.6
Forecasting
Creatio
9.4
Workbooks
8.2
Pipeline visualization
Creatio
9.4
Workbooks
8.8
Customizable reports
Creatio
9.5
Workbooks
8.8

Customization

Creatio
9.9
Workbooks
7.7
Custom fields
Creatio
9.9
Workbooks
8.4
Custom objects
Creatio
9.9
Workbooks
7.6
Scripting environment
Creatio
10.0
Workbooks
7.5
API for custom integration
Creatio
9.8
Workbooks
7.5

Security

Creatio
9.2
Workbooks
7.5
Single sign-on capability
Creatio
9.1
Workbooks
7.0
Role-based user permissions
Creatio
9.2
Workbooks
8.0

Social CRM

Creatio
9.4
Workbooks
6.6
Social data
Creatio
9.2
Workbooks
6.0
Social engagement
Creatio
9.7
Workbooks
7.3

Integrations with 3rd-party Software

Creatio
8.4
Workbooks
6.9
Marketing automation
Creatio
8.4
Workbooks
6.7
Compensation management
Creatio
Workbooks
7.0

Platform

Creatio
9.0
Workbooks
4.2
Mobile access
Creatio
9.0
Workbooks
4.2

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

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

  • 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

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

Likelihood to Renew

Creatio

No score
No answers yet
No answers on this topic

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

Reliability and Availability

Creatio

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 9.1
Based on 2 answers
Workbooks CRM never let me down.
Peter Lindeman | TrustRadius Reviewer

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 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

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

  • 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

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

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

Workbooks

General

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

Workbooks Editions & Modules

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

Rating Summary

Likelihood to Recommend

Creatio
9.4
Workbooks
8.7

Likelihood to Renew

Creatio
Workbooks
8.5

Usability

Creatio
Workbooks
7.3

Reliability and Availability

Creatio
Workbooks
9.1

Support Rating

Creatio
Workbooks
8.2

Online Training

Creatio
Workbooks
6.4

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