What users are saying about
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27 Ratings
2 Ratings

CRM Creatio

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27 Ratings
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Score 9.4 out of 100
2 Ratings
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Score 10 out of 100

Likelihood to Recommend

CRM 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

DialSource

Dialsource is great for any application where the business is using Salesforce.com. It helps with the dialing of the phone, leaving preset voicemails, speeding up the client call back response time and documenting client interaction in Salesforce.com. I recommend it to my realtor partners, and their teams, as a way to create more business contacts and interactions.
Mark Coffman | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

CRM Creatio
9.6
DialSource
Customer data management / contact management
CRM Creatio
9.9
DialSource
Workflow management
CRM Creatio
9.9
DialSource
Territory management
CRM Creatio
9.0
DialSource
Opportunity management
CRM Creatio
9.9
DialSource
Integration with email client (e.g., Outlook or Gmail)
CRM Creatio
9.6
DialSource
Contract management
CRM Creatio
9.5
DialSource
Quote & order management
CRM Creatio
10.0
DialSource
Interaction tracking
CRM Creatio
9.4
DialSource
Channel / partner relationship management
CRM Creatio
9.6
DialSource

Customer Service & Support

CRM Creatio
9.1
DialSource
Case management
CRM Creatio
9.7
DialSource
Call center management
CRM Creatio
8.5
DialSource
Help desk management
CRM Creatio
9.1
DialSource

Marketing Automation

CRM Creatio
9.8
DialSource
Lead management
CRM Creatio
9.9
DialSource
Email marketing
CRM Creatio
9.8
DialSource

CRM Project Management

CRM Creatio
9.2
DialSource
Task management
CRM Creatio
9.8
DialSource
Billing and invoicing management
CRM Creatio
8.2
DialSource
Reporting
CRM Creatio
9.8
DialSource

CRM Reporting & Analytics

CRM Creatio
9.7
DialSource
Forecasting
CRM Creatio
9.6
DialSource
Pipeline visualization
CRM Creatio
9.6
DialSource
Customizable reports
CRM Creatio
9.8
DialSource

Customization

CRM Creatio
9.9
DialSource
Custom fields
CRM Creatio
9.9
DialSource
Custom objects
CRM Creatio
9.9
DialSource
Scripting environment
CRM Creatio
10.0
DialSource
API for custom integration
CRM Creatio
9.9
DialSource

Security

CRM Creatio
9.2
DialSource
Single sign-on capability
CRM Creatio
9.2
DialSource
Role-based user permissions
CRM Creatio
9.2
DialSource

Social CRM

CRM Creatio
9.6
DialSource
Social data
CRM Creatio
9.4
DialSource
Social engagement
CRM Creatio
9.9
DialSource

Integrations with 3rd-party Software

CRM Creatio
8.4
DialSource
Marketing automation
CRM Creatio
8.4
DialSource

Platform

CRM Creatio
9.1
DialSource
Mobile access
CRM Creatio
9.1
DialSource

Pros

CRM 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

DialSource

  • Best telephony of any tool
  • Backend automation pre-call and post-call that save reps a ton of admin time.
  • Inbpound lead matching by phone number inside of Salesforce
Rob Morris | TrustRadius Reviewer

Cons

CRM 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

DialSource

  • I don't see any areas of improvement at this time.
Mark Coffman | TrustRadius Reviewer

Usability

CRM Creatio

CRM Creatio 6.8
Based on 2 answers
Once integration was set and complete the ability to train and use is very straightforward.
Anonymous | TrustRadius Reviewer

DialSource

No score
No answers yet
No answers on this topic

Support Rating

CRM Creatio

CRM Creatio 7.7
Based on 2 answers
The Business Analyst Team has been wonderful in advising on the best solutions for additional integrations and customizations. I couldn't be happier with their support.
Anonymous | TrustRadius Reviewer

DialSource

DialSource 10.0
Based on 2 answers
If I have an issue with the interface between Salesforce.com and Dialsource, usually the Support team is reaching out to me to let me know the connection between the two programs has been altered or disconnected before I even get a chance to realize it myself.
Mark Coffman | TrustRadius Reviewer

Alternatives Considered

CRM 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

DialSource

DialSource Telephony is way better than the others: no delay, no static, clear consistent voice quality.
Rob Morris | TrustRadius Reviewer

Return on Investment

CRM 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

DialSource

  • Return on investment was almost immediate for us.
  • The time savings along plus the process alignment are home runs
Rob Morris | TrustRadius Reviewer

Screenshots

Pricing Details

CRM Creatio

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$3,000*

* Per installation

CRM Creatio Editions & Modules

Edition
Sales Creatio Team edition$301
Sales Creatio Commerce Edition$351
Sales Creatio Enterprise Edition$601
  1. per user/per month
Additional Pricing Details

DialSource

General

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

DialSource Editions & Modules

Additional Pricing Details
Please contact us to learn more and review pricing options for your organization.

Rating Summary

Likelihood to Recommend

CRM Creatio
9.5
DialSource
10.0

Usability

CRM Creatio
6.8
DialSource

Support Rating

CRM Creatio
7.7
DialSource
10.0

Add comparison