What users are saying about
<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener noreferrer'>Customer Verified: Read more.</a>
27 Ratings

CRM Creatio

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener noreferrer'>Customer Verified: Read more.</a>
27 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 9.4 out of 100
38 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 7 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

Qvidian RFP & Proposal Automation

This software is very well-suited to companies who find themselves expanding their footprint, the number of their Sales representatives, their territories, and/or their products and services and need to maximize their ability to both keep up with those demands whilst streamlining their proposal resources.Further, this is a very powerful tool with a lot of features and functionality including CRM plug-in and reporting. Thus, it may be less appropriate for a very small organization with only one product and that is also blessed with lengthy cradle-to-grave turnaround windows.In addition, to better the odds for success an investment in upfront personnel training and either a dedicated periodic window of time and/or dedicated person(s) for content upkeep are prudent.Finally, working with the vendor is a delight as they make every effort to maintain and deliver a product that both meets your needs and on which you can rely.
Gerald Thompson | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

CRM Creatio
9.1
Qvidian RFP & Proposal Automation
Case management
CRM Creatio
9.7
Qvidian RFP & Proposal Automation
Call center management
CRM Creatio
8.5
Qvidian RFP & Proposal Automation
Help desk management
CRM Creatio
9.1
Qvidian RFP & Proposal Automation

Marketing Automation

CRM Creatio
9.9
Qvidian RFP & Proposal Automation
Lead management
CRM Creatio
9.9
Qvidian RFP & Proposal Automation
Email marketing
CRM Creatio
9.8
Qvidian RFP & Proposal Automation

CRM Project Management

CRM Creatio
9.3
Qvidian RFP & Proposal Automation
Task management
CRM Creatio
9.8
Qvidian RFP & Proposal Automation
Billing and invoicing management
CRM Creatio
8.2
Qvidian RFP & Proposal Automation
Reporting
CRM Creatio
9.8
Qvidian RFP & Proposal Automation

CRM Reporting & Analytics

CRM Creatio
9.7
Qvidian RFP & Proposal Automation
Forecasting
CRM Creatio
9.6
Qvidian RFP & Proposal Automation
Pipeline visualization
CRM Creatio
9.6
Qvidian RFP & Proposal Automation
Customizable reports
CRM Creatio
9.8
Qvidian RFP & Proposal Automation

Customization

CRM Creatio
9.9
Qvidian RFP & Proposal Automation
Custom fields
CRM Creatio
9.9
Qvidian RFP & Proposal Automation
Custom objects
CRM Creatio
9.9
Qvidian RFP & Proposal Automation
Scripting environment
CRM Creatio
10.0
Qvidian RFP & Proposal Automation
API for custom integration
CRM Creatio
9.9
Qvidian RFP & Proposal Automation

Security

CRM Creatio
9.2
Qvidian RFP & Proposal Automation
Single sign-on capability
CRM Creatio
9.3
Qvidian RFP & Proposal Automation
Role-based user permissions
CRM Creatio
9.2
Qvidian RFP & Proposal Automation

Social CRM

CRM Creatio
9.6
Qvidian RFP & Proposal Automation
Social data
CRM Creatio
9.4
Qvidian RFP & Proposal Automation
Social engagement
CRM Creatio
9.9
Qvidian RFP & Proposal Automation

Integrations with 3rd-party Software

CRM Creatio
8.4
Qvidian RFP & Proposal Automation
Marketing automation
CRM Creatio
8.4
Qvidian RFP & Proposal Automation

Platform

CRM Creatio
9.2
Qvidian RFP & Proposal Automation
Mobile access
CRM Creatio
9.2
Qvidian RFP & Proposal Automation

Proposal Creation & Organization

CRM Creatio
Qvidian RFP & Proposal Automation
7.6
Proposal branding
CRM Creatio
Qvidian RFP & Proposal Automation
7.0
Proposal templates
CRM Creatio
Qvidian RFP & Proposal Automation
8.0
Proposal content library updates
CRM Creatio
Qvidian RFP & Proposal Automation
8.0
Guided proposal creation
CRM Creatio
Qvidian RFP & Proposal Automation
8.0
Searchable proposal database
CRM Creatio
Qvidian RFP & Proposal Automation
7.0

Proposal Collaboration & Workflow

CRM Creatio
Qvidian RFP & Proposal Automation
8.4
RFP management & response
CRM Creatio
Qvidian RFP & Proposal Automation
8.0
Proposal collaboration & approval
CRM Creatio
Qvidian RFP & Proposal Automation
8.0
User permissions/proposal editing controls
CRM Creatio
Qvidian RFP & Proposal Automation
7.0
Sales proposal workflow
CRM Creatio
Qvidian RFP & Proposal Automation
10.0
Proposal automation user interface
CRM Creatio
Qvidian RFP & Proposal Automation
9.0

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

Qvidian RFP & Proposal Automation

  • Using Qvidian as an RFP tool has made a difference in our RFP process, turn-around time, and content development. It's helped us streamline our RFP process so that we are able to produce the majority of the document before the kick-off meeting, which means we have more time to customize and refine the document before it goes to print.
  • Additionally, it took several hours before to gather all of the basic data we needed for an RFP, but now we can have the majority of the response ready in under 15 minutes in most cases. We are also able to start projects from our phones (iPhone thru Safari) or on an iPad. This has been extremely helpful while traveling.
  • Finally, our content is centrally located on a searchable database. Previously we had used several free tools to aid in content storage that would allow us access easily via search. It never seemed to do what we wanted, and when we did find something, we weren't sure if it was the most current or usable. The library functions in Qvidian have been a huge help, and has changes the way we collect data, and retrieve it.
Lauren Whiteaker | 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

Qvidian RFP & Proposal Automation

  • One area where Qvidian occasionally struggles is feature regression. For instance, the editing option that puts multiple records into one document had always been present in Qvidian; however, when the multi-edit feature that only allows editing one record at a time was released in version 9.1, the original editing functionality was removed. This caused me a lot of frustration, as it severely slowed down my work flow since I could now only see and edit one record at a time. It wasn't until a year later when version 10 was released that the old editing functionality was added back. However, one bright spot of version 9.1 was an added feature that allowed organizing records by simply dragging and dropping them into different categories. This was much easier than having to right click on a record, select Move, then right click on a folder and select paste. However, with version 10, this feature was removed and I'm now back to having to right click on records instead of dragging and dropping. It seems that with each release, I never know if something I like will be taken away or if something I don't like will be added -- sometimes it's both.
  • A recent change that was added in version 10.1 that I personally view as a negative is that Qvidian now handles all requests server side instead of on the user's computer. This means that if a user wants to export or edit a large number of records, they have to wait for Qvidian's server to generate a report of those records. Depending on the number of records, this can be very quick (a few seconds) or very long (I've waited up to 20 minutes before) depending on how taxed Qvidian's servers currently are. I understand the reasoning behind the move, in that it takes the load off of a user's computer so that other applications they currently have open aren't affected by added memory usage, but in practice I find that it only slows down my workflow. Any somewhat modern PC shouldn't have any trouble handling a large report request from Qvidian.
  • Although Qvidian is certified for use in several different browsers (Internet Explorer, Firefox, and Chrome for Windows), it doesn't offer the same functionality in each one. For instance, in Explorer, when a record is selected for editing or export, it will automatically open in Word. In Firefox, a pop-up dialog appears and a user has to click Open in order for the record to appear in Word. And in Chrome, the file is added to the download bar and a user must click on the file there for it to open, unless they add an exception to .docx file types to automatically open in Word (which I had to do, since I prefer using Chrome). Other simple features such as right clicking on a folder or record to bring up Qvidian's context menu are hit or miss depending on the browser. In Explorer, everything is generally smooth, though the browser itself is slower than the other choice. In Firefox, right clicking generally works but sometimes has some hiccups, and in Chrome, more often than not right clicking brings up Chrome's context menu instead of Qvidian's, which often leads to having to first select a folder and then click the dedicated Actions button in Qvidian to perform the desired action. No matter which browser you use, there will be some sort of functionality that doesn't quite work as expected.
Brian Kravitz | TrustRadius Reviewer

Likelihood to Renew

CRM Creatio

No score
No answers yet
No answers on this topic

Qvidian RFP & Proposal Automation

Qvidian RFP & Proposal Automation 8.0
Based on 32 answers
The tool provides us with the functionality we need to perform more efficiently and we have not identified another product that offers enough "nice to haves" in addition to the "must haves" to warrant a compelling reason for changing tools.
Michelle Palasek, CF APMP | 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

Qvidian RFP & Proposal Automation

Qvidian RFP & Proposal Automation 9.0
Based on 8 answers
The shift they made in architecting documents from content to outline, is now reversed allowing outline creation first, then content which is more natural. But, due to the fact that we went through a migration of content to get to the new version, it feels less optimized than if we would have re-implemented.

End users having to configure settings more often than desired
Anonymous | TrustRadius Reviewer

Reliability and Availability

CRM Creatio

No score
No answers yet
No answers on this topic

Qvidian RFP & Proposal Automation

Qvidian RFP & Proposal Automation 10.0
Based on 1 answer
Qvidian system maintenance is performed on weekends, usually at odd hours, and advanced notice is given so that teams can plan accordingly.
Gerald Thompson | TrustRadius Reviewer

Performance

CRM Creatio

No answers on this topic

Qvidian RFP & Proposal Automation

Remote or VPN employees seem to have somewhat slower access time. Server maintenance has improved performance.

Finding occasional recurring prompts to update settings in Microsoft (Explorer, Word, Excel, Powerpoint)
Anonymous | TrustRadius Reviewer

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

Qvidian RFP & Proposal Automation

Qvidian RFP & Proposal Automation 10.0
Based on 6 answers
They are very much in support of great customer service. They respond quickly with emails and in some cases phone calls to resolve any issues and often times user questions in the past when I could not figure something out.
Nancy Bergantzel CF APMP | TrustRadius Reviewer

In-Person Training

CRM Creatio

No score
No answers yet
No answers on this topic

Qvidian RFP & Proposal Automation

Qvidian RFP & Proposal Automation 6.0
Based on 1 answer
Live instructor training is expensive, though we have had instructors come to our offices for a ‘refresher’ before. The refresher was more of a “let us fix that for you” than a training on how to do it ourselves.
Anonymous | TrustRadius Reviewer

Online Training

CRM Creatio

No score
No answers yet
No answers on this topic

Qvidian RFP & Proposal Automation

Qvidian RFP & Proposal Automation 9.0
Based on 2 answers
Online training is limited in my opinion.
Anonymous | TrustRadius Reviewer

Implementation Rating

CRM Creatio

No score
No answers yet
No answers on this topic

Qvidian RFP & Proposal Automation

Qvidian RFP & Proposal Automation 10.0
Based on 4 answers
IT works great. UPgrades are handled automatically. I was not involved in setup but I know they are there when we need them
Nancy Bergantzel CF APMP | 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

Qvidian RFP & Proposal Automation

We have been using Qvidian for years, when Compass was introduced in our company. Having spent over a year using Compass, I would not recommend it for writing proposals. In all fairness, that is not Compass' strength.Compass is ok for general document sharing for informational purposes. It does have a Presentation Builder function for creating PowerPoint presentations, but it is cumbersome and not very flexible. Specifically, the linkage is awkward and files may have to be re-linked when they are updated. In addition, the architecture only allows you to create a couple of levels of content. The search function is very limited. Compass is a newer project and has not fully matured.
Susan Madden | 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

Qvidian RFP & Proposal Automation

  • The positive impact has been to know we have a system that can house legally-approved responses to questionnaires. The good about this is that if we have a simple RFI that does not require a lot of response customization, we can draw upon previously-approved responses and create output MUCH quicker, without the need of laborious and time-consuming legal reviews of RFIs or DDQs we produce for prospective clients. Quicker, easier output with less internal review = efficient RFI process and quicker turnaround time to respond to our client/prospective client base.
  • The negative impact has only been the time it takes to orient oneself with the program, and REMAIN oriented. As we do not do RFIs on a daily basis, it is easy for us to become rusty, or to take short-cuts because we do not have time to re-train on the program. Those shortcuts and workarounds tend to cause us not to use the program to its full potential and lead to counter-productivity in some cases.
Megan J. | 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

Qvidian RFP & Proposal Automation

General

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

Qvidian RFP & Proposal Automation Editions & Modules

Additional Pricing Details
Please contact Qvidian for pricing details.

Rating Summary

Likelihood to Recommend

CRM Creatio
9.5
Qvidian RFP & Proposal Automation
7.0

Likelihood to Renew

CRM Creatio
Qvidian RFP & Proposal Automation
8.0

Usability

CRM Creatio
6.8
Qvidian RFP & Proposal Automation
9.0

Reliability and Availability

CRM Creatio
Qvidian RFP & Proposal Automation
10.0

Support Rating

CRM Creatio
7.7
Qvidian RFP & Proposal Automation
10.0

In-Person Training

CRM Creatio
Qvidian RFP & Proposal Automation
6.0

Online Training

CRM Creatio
Qvidian RFP & Proposal Automation
9.0

Implementation Rating

CRM Creatio
Qvidian RFP & Proposal Automation
10.0

Add comparison