What users are saying about
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27 Ratings
3 Ratings

CRM Creatio

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27 Ratings
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Score 9.4 out of 100
3 Ratings
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Score 9.6 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

Upland Altify

Altify is very well suited for customer relationship mapping and for use on very large, long term and complex deals. Altify is created and represented as an enterprise-level tool, but even some of its functions are too overbuilt for enterprise level sales activities. Altify is a tool best utilized only for the top level of complex deals within an organization. Features such as customer relationship mapping do have use and benefit for mid to large level deals and is arguably the most valuable tool in the Altify suite. After nearly a year using Altify, my recommendation on its use would be to enable account plans, account management, opportunity management, and sales process manager only to the top strategic account reps in the organization, realizing that they are probably best used purely out of the box as any customizations create other complications. For the rest of the sales teams, the customer relationship mapping feature is the one tool reps would gain the most value out of.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

CRM Creatio
9.1
Upland Altify
Case management
CRM Creatio
9.7
Upland Altify
Call center management
CRM Creatio
8.5
Upland Altify
Help desk management
CRM Creatio
9.1
Upland Altify

Marketing Automation

CRM Creatio
9.9
Upland Altify
Lead management
CRM Creatio
9.9
Upland Altify
Email marketing
CRM Creatio
9.8
Upland Altify

CRM Project Management

CRM Creatio
9.3
Upland Altify
Task management
CRM Creatio
9.8
Upland Altify
Billing and invoicing management
CRM Creatio
8.2
Upland Altify
Reporting
CRM Creatio
9.8
Upland Altify

CRM Reporting & Analytics

CRM Creatio
9.7
Upland Altify
Forecasting
CRM Creatio
9.6
Upland Altify
Pipeline visualization
CRM Creatio
9.6
Upland Altify
Customizable reports
CRM Creatio
9.8
Upland Altify

Customization

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

Security

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

Social CRM

CRM Creatio
9.6
Upland Altify
Social data
CRM Creatio
9.4
Upland Altify
Social engagement
CRM Creatio
9.9
Upland Altify

Integrations with 3rd-party Software

CRM Creatio
8.4
Upland Altify
Marketing automation
CRM Creatio
8.4
Upland Altify

Platform

CRM Creatio
9.2
Upland Altify
Mobile access
CRM Creatio
9.2
Upland Altify

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

Upland Altify

  • Organization chart: really well integrated with SFDC and the visual is easy.
  • Profile recommendations in Org chart: great coaching builtin to be fair, but it's tough on your thought process.
  • Plan overview and POV hit the mark on what is most important.
  • Love the idea of using this with the prospect for early stage alignment and coaching.
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

Upland Altify

  • Sales Process Manager: The Altify Sales Process manager's biggest drawback is the lack of usability for the end user. Altify has an out of the box sales process or a custom one can be created based on the company sales process. The drawback is that unless the sales process includes very few items, it can be more cumbersome than helpful. The Rep walks through the Sales Process by selection whether they have "Completed" are "In Progress" or have "Not Completed" the sales process activities at each stage of the opportunity. Altify saves after each selection so there is considerable downtime as the user waits for their selection to be recorded before they can answer the next question. Altify has an option to automatically advance the Salesforce opportunity Sales Stage once a certain % or mandatory steps in the sales process are completed, however this is not entirely useful as it does not advance until the set % or mandatory marked processes within a Sales Stage are completed AS WELL as at least one process from the next sales stage. This becomes very confusing and cumbersome for the users. In most cases, the sales process manager becomes more of a micromanagement tool with managers requiring all items to be marked completed and the Users merely marking items to satisfy that requirement without getting the intended benefit of the guided selling experience.
  • Account Plans: Account Plans can be grouped in both "does well" and "does poorly" for the Altify Suite. I will outline the bad in this portion of the review. Altify Account Plans do have some ability for customization, however the standard out of the box options are incredibly overbuilt. Filling out all of the information within the Account Plan can consume 40+ man hours for a single Account. While some of this information can be useful and important to note, other portions become more cumbersome than useful. The Completeness and Scorecard portions of the use a number of calculations. These calculations are explained at the bottom of the page but from a user perspective are very confusing and not straightforward. Most users that begin using account plans quickly abandon them because of the difficulty in setting them up correctly and the minimal insights that are gleaned out of the work put into them. One place for the greatest opportunity to improve account plans is in the objectives section, there the user can set objectives and activities (tasks) to meet them. The tasks must be manually selected to create an actual task in Salesforce and this cannot be assigned out to other SF Users. This portion of the Account plan would be improved if it could be used as a holistic account management platform to manage tasks across all the opportunities and potential opportunities, with an ability to assign them out to others in Salesforce within the account team.
  • Altify Max Insights: Altify max insights is intended to provide coaching advice at the opportunity level. This feature is tied into the opportunity manager. The drawback to this feature is that the insight mainly pertains to whether or not a user filled out all the steps in the opportunity manager: the sales process, the opportunity assessment, strategy, and the customer relationship map. The insights are far less action-oriented and more of a reminder to use the tool components. This tool just doesn't hold value, especially as it is an add on product.
  • Lack of Customization - While Altify does allow customization of some of their products and components, Altify has a ton of limitations. One of the most frustrating aspects is that all of the processes happen from their "black box" which is the dealmaker opportunity objects that Altify creates. This is essentially a shadow copy of the opportunities within Salesforce that then push changes to the actual opportunity. There is no way to tap into this shadow opportunity to either run custom processes or to even surface the Altify insights in a BI tool such as Einstein. This means that a lot of the use and functionality that Altify does do well cannot be leveraged for company insights or user end improvements.
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

Upland Altify

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

Upland Altify

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

Upland Altify

While Skuid is not a match to what Altify does in terms of capabilities, Skuid did allow us to natively create the functions that we needed within the business in a way that was more useful than the Altify tools out of the box functionality. Altify does not offer anything for a more "light touch" opportunity, which is its greatest drawback. With Skuid we were able to create our own solution for these lighter touch opportunities
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

Upland Altify

  • Shows management that we have a strategy.
  • Forces critical and honest thinking about gaps in your account knowledge.
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

Upland Altify

General

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

Upland Altify Editions & Modules

Additional Pricing Details
Contact us for a Quote

Rating Summary

Likelihood to Recommend

CRM Creatio
9.5
Upland Altify
7.5

Usability

CRM Creatio
6.8
Upland Altify

Support Rating

CRM Creatio
7.7
Upland Altify

Add comparison