Creatio
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Top Rated
66 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 9.1 out of 100
Based on 66 reviews and ratings
29 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 6.7 out of 100
Based on 29 reviews and ratings
Feature Set Ratings
Low-Code Development
9.3
Creatio
93%
Workbooks
Feature Set Not Supported
N/A
Creatio ranks higher in 6/6 features
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
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
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
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
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
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
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
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
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
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
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.
Digital Communications Professional
Fairford MedicalHealth, Wellness and Fitness, 11-50 employees
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.
BA/PM
Lucid SwitchInformation Technology and Services, 1-10 employees
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.
CIO (Chief Information Officer)
RinglerInsurance, 201-500 employees
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
Sales and Marketing Manager
Cobham Aviation and Engineering ServicesDefense & Space, 51-200 employees
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
Marketing & Communication Manager
SmartYouInformation Technology & Services, 51-200 employees
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).
Media Advisor / Sales Director
i.o.v. MMD Media Selectieve verkoopPublishing, 11-50 employees
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 |
- 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 |
- 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 |
- 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.
Digital Communications Professional
Fairford MedicalHealth, Wellness and Fitness, 11-50 employees
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.
IT Admin
CA TechnologiesHospitality, 11-50 employees
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.
Founder/CEO
Astrea IT Services Pvt LtdComputer Software, 51-200 employees
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.
Managing Director
WeCloud BeneluxInformation Technology and Services, 1-10 employees
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.

Verified User
Team Lead in Information Technology
Education Management Company, 11-50 employeesWorkbooks
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..
Director of ICT
Coeliac UKNon-Profit Organization Management, 11-50 employees
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.
CRM Administrator
USEAFinancial Services, 11-50 employees
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.
Operations Manager
Taopix LTDComputer Software, 11-50 employees
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.
Associate Director - Digital Technology and Consumer Markets
BTI Executive SearchHuman Resources, 51-200 employees
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
Quality Assurance Manager
Taopix LtdComputer Software, 11-50 employees