What users are saying about
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27 Ratings
5 Ratings

CRM Creatio

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27 Ratings
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Score 9.4 out of 100
5 Ratings
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Score 9 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

Tallyfy

Good for customizing an onboarding process to help ensure a smooth process, and setting up a contract for electronic signature in an easier way than customizing an editable PDF and uploading it to any number of eSign platforms. I've integrated Tallyfy, using Zapier, to Webmerge and Signnow, to get the result I was looking for, but there are plenty of ways Tallyfy can be implemented.
Brian Del Terzo Credilife® | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

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

CRM Project Management

CRM Creatio
9.2
Tallyfy
Task management
CRM Creatio
9.8
Tallyfy
Billing and invoicing management
CRM Creatio
8.2
Tallyfy
Reporting
CRM Creatio
9.8
Tallyfy

CRM Reporting & Analytics

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

Customization

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

Security

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

Social CRM

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

Integrations with 3rd-party Software

CRM Creatio
8.4
Tallyfy
Marketing automation
CRM Creatio
8.4
Tallyfy

Platform

CRM Creatio
9.1
Tallyfy
Mobile access
CRM Creatio
9.1
Tallyfy

Reporting & Analytics

CRM Creatio
Tallyfy
10.0
Dashboards
CRM Creatio
Tallyfy
10.0

Process Engine

CRM Creatio
Tallyfy
10.0
Process designer
CRM Creatio
Tallyfy
10.0
Business rules engine
CRM Creatio
Tallyfy
10.0
SOA support
CRM Creatio
Tallyfy
10.0
Process player
CRM Creatio
Tallyfy
10.0
Form builder
CRM Creatio
Tallyfy
10.0
Model execution
CRM Creatio
Tallyfy
10.0

Collaboration

CRM Creatio
Tallyfy
10.0
Social collaboration tools
CRM Creatio
Tallyfy
10.0

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

Tallyfy

  • Easily to collect data to serve any number of purposes.
  • We use it to collect data about our clients and to collect the data necessary to customize the contract and the customer experience.
  • Tallyfy Webhooks then allow us to push that data out to other platforms, etc, so I've been able to create a solution that completes the document and sends it out for electronic signature with the click of a button... once the data has been collected.
  • Create drop-downs, radio selections, checkboxes, short and long text paragraphs, etc. Even uploading documents and saving them directly to your favorite cloud storage, such as Drive or Dropbox.
  • Manage the process from one team member to the next, depending on responsibility.
Brian Del Terzo Credilife® | 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

Tallyfy

  • I'd like more control over the view. For example, some way to condense the view so that more data can be seen at once. Currently, in my opinion, it is just a little too large or blown up, but this may be a petty request.
Brian Del Terzo Credilife® | 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

Tallyfy

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

Tallyfy

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

Tallyfy

I was very satisfied with the Tallyfy solution and did not seek out any alternative solutions.
Brian Del Terzo Credilife® | 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

Tallyfy

  • Streamlined our intake process, leaving far less room for error.
  • Also expedited and improved the accuracy of the sales contract process and execution.
Brian Del Terzo Credilife® | 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

Tallyfy

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$500.00*

* Per organization

Tallyfy Editions & Modules

Edition
Basic$15.001
Professional$30.001
  1. per user, per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

CRM Creatio
9.5
Tallyfy
10.0

Usability

CRM Creatio
6.8
Tallyfy

Support Rating

CRM Creatio
7.7
Tallyfy

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