Creatio is a provider of a platform to automate industry workflows and CRM with no-code and maximum degree of freedom. The Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales, and Service), industry workflows for 20 verticals and marketplace add-ons.
$25
per month per user
GlobiFlow for Podio
Score 10.0 out of 10
N/A
GlobiFlow for Podio is a workflow automation and data visualization solution for Citrix Podio.
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.
GlobiFlow should be considered advanced software for a limited number of employees. If users of GlobiFlow don't work together, they could easily create processes that cancel out other work. GlobiFlow works very well when one person understands the program well and uses it to help coworkers think through processes. The most helpful way we've used it is in automating our hiring process somewhat. Instead of receiving hundreds of emails with job applications, we set up an app in Podio and used Globiflow to notify supervisors when applications were received through our website. As a candidate moves through the hiring process, GlobiFlow processes provide triggers to help us remember what needs to happen at each step along the way by automatically generating tasks, emails, and items in other apps.
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.
GlobiFlow allows one event to prompt a task or notification automatically, which greatly improves workflows and internal communications.
GlobiFlow makes it possible to automate some interactions we have with people outside the agency, for example, responding immediately to an application when it is received, creating a Sharefile folder to collect submitted documents all in one secure location, etc.
GlobiFlow suggests new ways of setting up workflows that makes us think through and improve our processes.
GlobiFlow helps us keep track of events in new and improved ways. For example, when a leave request is approved GlobiFlow automates the process for putting that date on an agency-wide calendar.
GlobiFlow helps us use Podio and Sharefile better so we communicate with employees in other offices and out in the field more effectively.
There is a steep learning curve for your typical PC user. I've used GlobiFlow for over a year but there are many things I still don't understand about it. The help pages are somewhat helpful, but there is a whole vocabulary associated with GlobiFlow that is a bit mysterious at the front end.
Any limitations in Podio are repeated in GlobiFlow.
Setting up processes in GlobiFlow is somewhat complicated, which makes it a little tedious when employees change and responsibilities shift, as they often do in a growing organization. Naming your processes well is important so you can go back and find places where changes need to be made.
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.
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.
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.
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.
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
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.
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.
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.
We acquired GlobiFlow at the same time that we GlobiFlow Podio and ShareFile. GlobiFlow helped us use both Podio and ShareFile more efficiently. Podio has an internal automation function that performs some of the same tasks as GlobiFlow but is far more limited, which is why we decided to go ahead and learn how to implement GlobiFlow.
