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 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 System does a great job normalizing business process and automating order processing tasks. Before TeamWorks, the process was much more manual and more expensive staff ($65k to $70K) were required to manage the process. Since implementing TeamWorks, we need much lower-skilled workers to manage order processing. System ensures that we have consistent data across all systems. Rules engine is really the “company playbook” – it is the heart and soul of how the company works. It handles thousands of orders per day Read full review Cons More rapid availability of updated documentation as they move forward into the Quantum release and beyond Better out of the box support for SAS and Service Companies in general Would like to see some no-code options for fine tuning CSS on Freedom UI pages Read full review The system gets crashed when many instances go into the queue stage. The system even crashes and sometimes restarts automatically when the load on the server increases. We had to develop a separate software for this and maintain the same. We cannot manipulate the data during run time. It is difficult to develop user-interfaces with complex functionality. In order to consume external services that follow HTTP protocol, we need to use IDE for that, and consuming services from IDE takes a lot of time to give a response. 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 This particular decision will be made by other people. Overall IBM BPM is the best BPM engine that I have worked with. It is implemented at our company and IT and business are already somewhat familiar with it. Therefore if asked I will recommend renewal as long as the price is reasonable.
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 • The system is easy enough to use but, by definition, is a complex tool. However, they have done a good job generally balancing tool complexity / capability with usability. When comparing to MS Biz Talk, for example, Biz Talk has less functionality but is actually harder to use. • Software is very flexible. For somebody with the right technical background, it’s quite easy to write some Java code to overcome any hurdles or make the product do what is needed
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
Read full review Issues can be raised through tickets and it works based on the priority of the issue. The Support Team response is also good and the solution is provided in a short span of time. In a case where the issue is serious, they try to find out the root cause and provide an alternative for it.
Read full review In-Person Training • Attended on premise sysadmin training for 4 days, 8 hours per day. Although further follow-up training was available, I never felt the need to go back. Training was very hands-on with real modeling (rather than just following a manual). Very effective.
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 • Very satisfied – not too difficult at all. • We had a consultant available as part of our contract, but we didn’t really need to use (except for some advice on ActiveDirectory and single sign-on)
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
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.
Read full review Pega Pega is a comprehensive suite which offers a unique theme of BPM development in the market. A no-coding approach based on rules with inheritance makes Pega a very powerful product. However Pega, falls short on integration centric capabilities and very rigid to customize. On the other hand IBM comes with array of products which suits needs of varying degree. Advanced integration is solved by BPEL Process Server which has support for state based patterns and mediation. Dynamic rules and event management can be solved with WODM, Cloud to on-premise connectivity with Cast Iron, Enterprise gateway and security usecases with DataPower, Social BPM with IBM BPM , WODM, mobify with Worklight. Pega has a little bit of eveything here and there. It solves the dynamic rule management, brings out the flavor of Social BPM and mobility with Antenna ( I guess) and predictive analytics as well in one single suite. There are certain usecases which needs to have a little bit of everything, however this little bits and pieces of functionality when its blows, Pega would have problems to scale. With IBM its a bit nightmare to maintain a variety of technologies, however you can wish to go for one without the other and go for something only when you truly need it. Pega vs IBM Its difficult to pick a winner. In nutshell when you want a full scale BPM with rich integration capabilities go for IBM BPM. On the other hand if you hava mature integration capability already, Pega can yield quick results for you as well. Pega's strength is its methodology. IBM BPM's strength is integration. Actually you can't go wrong with both in terms of implementation. My strong recommendation is to invest time to process analysis and pick a good vendor to support consulting and implementation.
Read full review Scalability I can see the promise of how it can be customized to other aspects of our business.
Read full review It scales from small team interactions to business processes serving thousands of employees, as well as straight-through-processing needs that go well beyond. Of course, scale is always in the eye of the beholder, but IBM BPM does a good job of giving you all of the hooks, APIs, and data that you need to take on whatever scaling approaches you need to meet the load
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. Touch Kulchan Associate Director - Digital Technology and Consumer Markets
Read full review It has added value to the upper management to give visibility into what is happening at any time in the enterprise. Boosted employee morale because it gives them all the information to work the case/task in a single location. Identifies bottlenecks and improves the turnover. Read full review ScreenShots