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 It helps automate your marketing campaigns - send emails, does automated follow-up, creates leads directly into the CRM Helps you track the performance of your marketing campaign Its a cost-effective tool Their integration with salesforce and Hubspot is missing, will require you to do it manually Their email editor is quite basic with many must-have designing features missing 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 The platform navigation is very smooth. Easily switch from CRM to Marketing Automation tool I like the featured when the leads goes directly into CRM if you have run the email campaign from the tool or anyone had subscribed to the blogs. Read full review Cons 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 Read full review The email editor tool is very basic You cannot templatize your outreach with out-of-the-box designing Integrations with Salesforce and Hubspot is missing 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 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 Has a lot of scope for improvement in terms of email editor and lead management Out-of-the-box reporting features should also be made available Should provide integration with other software The user experience could be improved The tool can be made a little faster to operate Workflows, land page, and form options can be improved 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
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The customer support team is active and reverts promptly to support requirements. However, most of the requirements takes a lot of time to get fixed.
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 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 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
, 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.
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Great powerful tool and it's in the budget of our company and can perform all the tasks compared to others.
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. Read full review We just started using the tool. So far we are using it for initial purpose but looking at the platform it looks pretty good. Read full review ScreenShots