What users are saying about
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27 Ratings
4 Ratings

CRM Creatio

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27 Ratings
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Score 9.4 out of 100
4 Ratings
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Score 8 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

Proposable

It is a great solution for small to medium-sized businesses. It is fairly customizable, and their support team has been great to work with us. They have helped us build some custom workflows to push a customer straight to a credit card page once they sign the proposal. This has really helped increase conversions when signing on a new customer.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

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

CRM Project Management

CRM Creatio
9.3
Proposable
Task management
CRM Creatio
9.8
Proposable
Billing and invoicing management
CRM Creatio
8.2
Proposable
Reporting
CRM Creatio
9.8
Proposable

CRM Reporting & Analytics

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

Customization

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

Security

CRM Creatio
9.2
Proposable
Single sign-on capability
CRM Creatio
9.3
Proposable
Role-based user permissions
CRM Creatio
9.2
Proposable

Social CRM

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

Integrations with 3rd-party Software

CRM Creatio
8.4
Proposable
Marketing automation
CRM Creatio
8.4
Proposable

Platform

CRM Creatio
9.2
Proposable
Mobile access
CRM Creatio
9.2
Proposable

Proposal Creation & Organization

CRM Creatio
Proposable
7.9
Proposal branding
CRM Creatio
Proposable
9.6
Proposal templates
CRM Creatio
Proposable
8.5
Proposal content library updates
CRM Creatio
Proposable
6.8
Guided proposal creation
CRM Creatio
Proposable
5.8
Searchable proposal database
CRM Creatio
Proposable
8.5

Proposal Collaboration & Workflow

CRM Creatio
Proposable
8.5
RFP management & response
CRM Creatio
Proposable
10.0
Proposal collaboration & approval
CRM Creatio
Proposable
9.1
User permissions/proposal editing controls
CRM Creatio
Proposable
7.3
Sales proposal workflow
CRM Creatio
Proposable
8.5
Proposal automation user interface
CRM Creatio
Proposable
7.6

Proposal Delivery

CRM Creatio
Proposable
7.7
Proposal distribution
CRM Creatio
Proposable
6.6
Interactive proposals
CRM Creatio
Proposable
9.4
Proposal content tracking
CRM Creatio
Proposable
7.1

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

Proposable

  • Very professional
  • Easy to navigate and use
  • Easy to edit and draw up new proposals
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

Proposable

  • The user interface is not intuitive and you'll need some time to understand where things are.
  • The structure of the proposals is sort of rigid and is difficult to create really beautiful documents (unless you are a genius designer).
Pablo Povarchik | 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

Proposable

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

Proposable

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

Proposable

I didn't choose Proposable over DocuSign, but I did use it at a previous company. Proposable is great for the smaller business and makes the creation and sending of agreements so easy! DocuSign was nice, but it was more complex in my experience and created a bottleneck for our sales team to get approval. I'm sure this was more of our own internal process, but between the two, Proposable was much faster to get what you needed in the form of an agreement. Less time freed up more time for selling!
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

Proposable

  • It has left a great impression on current prospects and clients
  • It is the easiest way to draw up terms of an agreement
  • It is the best way to track who and when a prospect is viewing a proposal
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

Proposable

General

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

Proposable Editions & Modules

Edition
Solo$191
Team$391
Enterprise500+2
  1. per user/per month
  2. per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

CRM Creatio
9.5
Proposable
8.3

Usability

CRM Creatio
6.8
Proposable

Support Rating

CRM Creatio
7.7
Proposable

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