Likelihood to Recommend Changing CRMs can be a very daunting proposition. Creatio's Support and Customer Success teams have been nothing short of fantastic as we recently navigated this change. The regular check-ins helped ensure we had the tools we needed to be successful. I do not have any programming background or experience. Creatio's low-code design has allowed me to implement the majority of changes very easily without additional third-party consultants. Some of the resource documents have not been updated to current versions of the software and/or would benefit from 'How to' videos for the novice user/administrator.
Read full review VanillaSoft is well suited for any marketing operations or sales operations team looking for a tool to help them efficiently reach prospects and engage with them through a streamlined method. This can be a great way to manage that engagement, measure it, and keep track of various aspects of prospects.
Read full review Pros Creatio's client success team is super. The team is collaborative, solution-oriented, and client-driven. We have weekly meetings with the team. They show up prepared with solutions/ideas to business requests and they are clearly engaged. Creatio's infrastructure team has been critical to our ability to execute our cloud strategy. They have worked with us to set up our testing and production environments within Azure, assisted in testing, and are responsive and flexible to our unique requirements. Creatio has been very flexible to requests for customization. We have taken their low-code out-of-the-box solution and "Ringlerized" it. The benefit for us is an application that meets our niche business needs. Read full review Our employees love it - very user friendly, easy to grasp, very little down time to learn it. They feel very confident immediately. Great technical support - I can get solutions to customer problems that make our company look more responsive to our clients. Our clients appreciate our solving their problems immediately. Because of the real time analytics - we can address immediate issues with marketing campaigns to make our client's personnel look great to their superiors. Because of all the functionality - we can provide a turnkey approach from a small company with big company capabilities. Read full review Cons More rapid availability of updated documentation as they move forward into the Quantum release and beyond Better out of the box support for SAS and Service Companies in general Would like to see some no-code options for fine tuning CSS on Freedom UI pages Read full review It really needs an "undo" button. I can't tell you how many times I was typing notes etc and hit a wrong button and all was gone so I had to start over. This may be the way we have it set up....we have term codes which are how the callers terminate a call they were on. They finish the call, then type notes in the notepad section of what happened, then they terminate the call. But there are times that I need to go onto a record and just leave a note but don't need to terminate it as anything. If there is a way to do that, it would make my life a lot easier. Read full review Likelihood to Renew We have always used a CRM and Creatio has proven to be much more effective in meeting our needs than our previous provider. Its customizability will allow us to adapt this product as our business may change in the future.
Read full review We have no reason not to renew. VanillaSoft has been the best CRM (for us) that we have ever used. The value is great, we love the system, and it's easy to get assistance from VanillaSoft team when needed. Our team is so used to the calling and admin functions there is no desire to change.
Read full review Usability Because it is so easy to use and navigate through - even the most technophobic people in our company are using it on a regular basis. It is easy to change around and switch through different sections and keep neat and tidy.
Read full review The entire system is set up so perfectly. It makes training callers much quicker, and admin tools are so easy to navigate when you get used to using it. Also, if there is ever something I cannot figure out, I can get support from VanillaSoft very quickly to resolve and get my task accomplished.
Read full review Reliability and Availability Other than the daily maintenance window where the server may be inaccessible for a few minutes, there have been no issues with accessing our Creatio site. The daily maintenance window is outside normal business hours so it does not affect our Users - just myself when I am looking to implement changes.
Read full review It is very rare that we have system issues. Maybe a handful of times over the years, we had to contact support about being unable to access. It was always a quick response from the VanillaSoft team, and they would clearly explain the issue and usually give time frame on fixing, or have it fixed immediately.
Read full review Performance Some Users have reported slow responses from the server at times which seems to be localized. Users are based across four different time zones and the issue is intermittent.
Read full review I work on all aspects for VanillaSoft for our company. The pages overall do load very quickly. Reports are amazing, I can get quick report, customized reports, and anything I may need to present to client in very little time. It has made my job so much simpler. As far as I know, integration goes smoothly as well.
Read full review Support Rating The people at the Creatio offices world wide are very friendly, patience and always happy to help. I have a huge respect for them, especially the people that were based in the Ukraine. Still in these strange times they always keep the focus on the customer, where we would have totaly understanded it if it was any different. So huge compliments to the whole team, keep up the energy and the good work
Read full review Response time was acceptable for the relatively few problems any of our users may have encountered. Fortunately, such occasions were rare.
Read full review In-Person Training It was very helpful and informative. The learning of the tool is something anyone can do, as the setup is so well thought out.
Read full review Online Training Most of the roadblocks to learning were not discovered until the users were actually in the system using it on a day to day basis. Our Customer Success Manager has offered to setup additional training sessions as needed to close the gaps in our learning. Some areas which required some additional training are setting up filters, dashboards, and generating reports.
Read full review It was very thorough. VanillaSoft team did not rush us. They explained the various functions clearly and were open to any and all questions we had as we began to learn the system. Also, once training completed, if we encountered anything we could not figure out, the support team was fantastic in helping us out.
Read full review Implementation Rating The project manager for our implementation was great to work with and took the time to understand our business. We felt very comfortable going into the project with a reasonable scope of work to provide us with a functional version of Creatio to meet our needs. Unfortunately, we came across multiple challenges with this partner in their deliverables and timelines. Thankfully Creatio was able to provide support resources to ensure we were able to launch. We have since changed partners for our third-party support.
Read full review Our implementation was very easy.
Read full review Alternatives Considered The user-friendliness of Creatio was a big selling point along with the low-code initiatives, both of which were important to our business. With
Salesforce , unlimited wasn't really unlimited. You couldn't deploy an on-site instance and the overall cost of the system far outweighed the ROI. These are all things Creatio offers, out-of-the-box.
Read full review VanillaSoft stacks up against
Microsoft Power BI very well by allowing the data visualization in a more effective way, Power BI has positioned itself as one of the more robust and intuitive tools for business intelligence and data presentation. VanillaSoft and
Microsoft Power BI are a great bundle for the report and analytics team.
Read full review Scalability I can see the promise of how it can be customized to other aspects of our business.
Read full review VanillaSoft has been great. The flexibility of the system is wonderful. The scalable software options are impressive as well. I would strongly support VanillaSoft's capabilities in this area. You really can do just about anything to get the setup and or integrations you may desire for your company needs.
Read full review Return on Investment Communication between sales representatives, vendors, and customers helps improve sales. Automating the sales process has allowed us to land more deals via opportunity management tools. No coding or manual sales processes are involved, hence we make zero errors when enhancing sales procedures. Touch Kulchan Associate Director - Digital Technology and Consumer Markets
Read full review Ability to contact more clients each day. The ability to save my correspondence and notes on each interaction allowing for the appearance to the customer that I am very engaged when we are speaking. Increased sales from the calendar setting and saving my notes. Read full review ScreenShots