What users are saying about
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27 Ratings

CRM Creatio

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27 Ratings
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Score 9.4 out of 100
6 Ratings
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Score 8.1 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

TargetX, from Liaison

TargetX is very well suited for smaller colleges who do not have all of the resources to manage a pure Salesforce environment for their CRM. They provide great support and direction for different business use cases. They have a product that has been around longer than any other higher ed CRM solution out there in regards to Salesforce. It is likely less appropriate for a school that has a lot of resources and could handle using Salesforce and their HEDA approach to higher ed CRM solutions.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

CRM Creatio
9.1
TargetX, from Liaison
Case management
CRM Creatio
9.7
TargetX, from Liaison
Call center management
CRM Creatio
8.5
TargetX, from Liaison
Help desk management
CRM Creatio
9.1
TargetX, from Liaison

Marketing Automation

CRM Creatio
9.9
TargetX, from Liaison
Lead management
CRM Creatio
9.9
TargetX, from Liaison
Email marketing
CRM Creatio
9.8
TargetX, from Liaison

CRM Project Management

CRM Creatio
9.3
TargetX, from Liaison
Task management
CRM Creatio
9.8
TargetX, from Liaison
Billing and invoicing management
CRM Creatio
8.2
TargetX, from Liaison
Reporting
CRM Creatio
9.8
TargetX, from Liaison

CRM Reporting & Analytics

CRM Creatio
9.7
TargetX, from Liaison
Forecasting
CRM Creatio
9.6
TargetX, from Liaison
Pipeline visualization
CRM Creatio
9.6
TargetX, from Liaison
Customizable reports
CRM Creatio
9.8
TargetX, from Liaison

Customization

CRM Creatio
9.9
TargetX, from Liaison
Custom fields
CRM Creatio
9.9
TargetX, from Liaison
Custom objects
CRM Creatio
9.9
TargetX, from Liaison
Scripting environment
CRM Creatio
10.0
TargetX, from Liaison
API for custom integration
CRM Creatio
9.9
TargetX, from Liaison

Security

CRM Creatio
9.2
TargetX, from Liaison
Single sign-on capability
CRM Creatio
9.3
TargetX, from Liaison
Role-based user permissions
CRM Creatio
9.2
TargetX, from Liaison

Social CRM

CRM Creatio
9.6
TargetX, from Liaison
Social data
CRM Creatio
9.4
TargetX, from Liaison
Social engagement
CRM Creatio
9.9
TargetX, from Liaison

Integrations with 3rd-party Software

CRM Creatio
8.4
TargetX, from Liaison
Marketing automation
CRM Creatio
8.4
TargetX, from Liaison

Platform

CRM Creatio
9.2
TargetX, from Liaison
Mobile access
CRM Creatio
9.2
TargetX, from Liaison

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

TargetX, from Liaison

  • Addresses the higher education infrastructure to integrate Salesforce
  • Email marketing is done at huge cost savings over other marketing platforms in Salesforce
  • Helps facilitate events on an off-campus
  • Helps our admissions counselors keep up on tasks and contacts
Anonymous | 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

TargetX, from Liaison

  • When sending large volumes of email the campaigns can be slow to send
  • The events functions are not as robust as some of the competition
  • Their telemarketing component has not been updated in a while and leaves a bit for current call centers.
Anonymous | 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

TargetX, from Liaison

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

TargetX, from Liaison

No score
No answers yet
No answers on this topic

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

TargetX, from Liaison

We transitioned from Hobsons older CRM, Connect, as it was an aging CRM that was not going to be supported much longer. TargetX was right for us at the time as Salesforce did not have a pure data structure for higher education. TargetX provided all of the support and infrastructure to get a Salesforce CRM suited for higher ed. Hobsons Radius is their newer CRM but it is not based on Salesforce and thus is not the leading industry standard.
Anonymous | 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

TargetX, from Liaison

  • We have saved a great deal of money on email campaigns with over half a million contacts
  • Managing of on-campus event registration has been very successful for us.
  • By creating a call center using their Telemarketing component we have been able to increase our enrollment for a number of programs
Anonymous | 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

TargetX, from Liaison

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

TargetX, from Liaison Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

CRM Creatio
9.5
TargetX, from Liaison
5.0

Usability

CRM Creatio
6.8
TargetX, from Liaison

Support Rating

CRM Creatio
7.7
TargetX, from Liaison

Add comparison