What users are saying about
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27 Ratings

CRM Creatio

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27 Ratings
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Score 9.4 out of 100
22 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

Velocify by Ellie Mae

Small businesses who do not need complex reporting and analytics would fit well into the Velocify model. There needs to be specific segments that appeal to this type of CRM, and the best feature is within an added layer--dialer. The ability to turn things around and contact your leads immediately was very beneficial to us, and could prove to be a boon for a small to midsize business.
Tim Gossett | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

CRM Creatio
9.1
Velocify by Ellie Mae
Case management
CRM Creatio
9.7
Velocify by Ellie Mae
Call center management
CRM Creatio
8.5
Velocify by Ellie Mae
Help desk management
CRM Creatio
9.1
Velocify by Ellie Mae

Marketing Automation

CRM Creatio
9.9
Velocify by Ellie Mae
Lead management
CRM Creatio
9.9
Velocify by Ellie Mae
Email marketing
CRM Creatio
9.8
Velocify by Ellie Mae

CRM Project Management

CRM Creatio
9.3
Velocify by Ellie Mae
Task management
CRM Creatio
9.8
Velocify by Ellie Mae
Billing and invoicing management
CRM Creatio
8.2
Velocify by Ellie Mae
Reporting
CRM Creatio
9.8
Velocify by Ellie Mae

CRM Reporting & Analytics

CRM Creatio
9.7
Velocify by Ellie Mae
Forecasting
CRM Creatio
9.6
Velocify by Ellie Mae
Pipeline visualization
CRM Creatio
9.6
Velocify by Ellie Mae
Customizable reports
CRM Creatio
9.8
Velocify by Ellie Mae

Customization

CRM Creatio
9.9
Velocify by Ellie Mae
Custom fields
CRM Creatio
9.9
Velocify by Ellie Mae
Custom objects
CRM Creatio
9.9
Velocify by Ellie Mae
Scripting environment
CRM Creatio
10.0
Velocify by Ellie Mae
API for custom integration
CRM Creatio
9.9
Velocify by Ellie Mae

Security

CRM Creatio
9.2
Velocify by Ellie Mae
Single sign-on capability
CRM Creatio
9.3
Velocify by Ellie Mae
Role-based user permissions
CRM Creatio
9.2
Velocify by Ellie Mae

Social CRM

CRM Creatio
9.6
Velocify by Ellie Mae
Social data
CRM Creatio
9.4
Velocify by Ellie Mae
Social engagement
CRM Creatio
9.9
Velocify by Ellie Mae

Integrations with 3rd-party Software

CRM Creatio
8.4
Velocify by Ellie Mae
Marketing automation
CRM Creatio
8.4
Velocify by Ellie Mae

Platform

CRM Creatio
9.2
Velocify by Ellie Mae
Mobile access
CRM Creatio
9.2
Velocify by Ellie Mae

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

Velocify by Ellie Mae

  • The prioritized queue allows for management to set contact standards and hold users accountable. It removes all the guess work out of what lead to call next.
  • The Dial IQ feature is fantastic for powering through calls and maximizing speed to contact.
  • The Shotgun lead distribution puts the lead into the hand of the user that is ready and available to call that lead immediately. No handing off a lead to an originator and hoping they call. This feature allows for the system to notify multiple users simultaneously and first user to press 1 wins the lead. Talk about creating a competitive sales environment!
Sara Razmus | 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

Velocify by Ellie Mae

  • Velocify would be well served to create a more robust email drip campaign platform.
  • Velocify could revamp their dashboards and prioritized views our individuals work out of daily. It's rather overwhelming when working with a lot of leads. Adding interactive graphics - calendars, easy to view alerts, etc would be great. (Big Purple Dot does this well)
Kristi Brannon | TrustRadius Reviewer

Likelihood to Renew

CRM Creatio

No score
No answers yet
No answers on this topic

Velocify by Ellie Mae

Velocify by Ellie Mae 5.1
Based on 5 answers
I am sure that we as a company are likely to continue using Velocify. I am not involved in the selection process, but I have not heard any negative feedback and switching programs would more than likely be too much work
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

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 1 answer
Users can gain a very good understanding of the system quickly. The administrator can use terms that are familiar to their company when setting the system up. Most new administrators error to the side of complexity when setting up the system. With Velocify less is more.
Jay Dunsing | TrustRadius Reviewer

Reliability and Availability

CRM Creatio

No score
No answers yet
No answers on this topic

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 2 answers
The system is always up!!
Jay Dunsing | TrustRadius Reviewer

Performance

CRM Creatio

No score
No answers yet
No answers on this topic

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 2 answers
If the system is set up correctly it will be a game changer for your organization.
Jay Dunsing | 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

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 5 answers
While I didn't speak with the Support team often, they seemed very accepting and reliable. My favorite was the company emails that we would receive whenever something wasn't working correctly so that we would know that it's being worked on, providing a bit of relief to the other employees that were having trouble.
Anonymous | TrustRadius Reviewer

In-Person Training

CRM Creatio

No score
No answers yet
No answers on this topic

Velocify by Ellie Mae

Velocify by Ellie Mae 8.0
Based on 1 answer
The in-person training if you will is done via GoToMeeting or some other service. I have been told that the moderator goes way too in-depth and too fast.
Jay Dunsing | TrustRadius Reviewer

Online Training

CRM Creatio

No answers on this topic

Velocify by Ellie Mae

Velocify offers online training via videos and written descriptions of implementation procedures.
Jay Dunsing | TrustRadius Reviewer

Implementation Rating

CRM Creatio

No score
No answers yet
No answers on this topic

Velocify by Ellie Mae

Velocify by Ellie Mae 8.0
Based on 2 answers
If you plan to have more than 20 users on Velocify you should outsource implementation to someone that knows how the system can best be implemented for your business/process flows. If you have fewer proposed users try to use one of the canned levels.
Jay Dunsing | 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

Velocify by Ellie Mae

Before we went with Velocify, we had Salesforce and Hobson's EMT Connect. Both of these systems were rather expensive and didn't give us exactly what we needed for lead conversion as well as the customization we desired. However, I feel that some of the reasons we went with Velocify were not exactly truthful as we found out during the implementation process or much later that there were things they said that they could do that once we started getting into the weeds with it they weren't able to execute. From a lead conversion and speed to lead standpoint, this is a good product. From a reporting and lifecycle management standpoint, this is a very poor product compared to the other two
Tim Gossett | TrustRadius Reviewer

Scalability

CRM Creatio

No score
No answers yet
No answers on this topic

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 1 answer
The system is fully scaleable both vertically and horizontally across the enterprise.
Jay Dunsing | 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

Velocify by Ellie Mae

  • Faster lead conversion lead us to higher potential for "first school wins" philosophy.
  • Negative return on time spent maintaining Velocify. Because manual reporting was needed and much had to be done outside of the system, there was a monetary loss of time because of this.
  • Predictability was near impossible for us, and the fact that we had to purchase an email automation system because Velocify did not do anything we needed was a negative ROI for our business.
Tim Gossett | 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

Velocify by Ellie Mae

General

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

Velocify by Ellie Mae Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

CRM Creatio
9.5
Velocify by Ellie Mae
10.0

Likelihood to Renew

CRM Creatio
Velocify by Ellie Mae
5.1

Usability

CRM Creatio
6.8
Velocify by Ellie Mae
10.0

Reliability and Availability

CRM Creatio
Velocify by Ellie Mae
10.0

Performance

CRM Creatio
Velocify by Ellie Mae
10.0

Support Rating

CRM Creatio
7.7
Velocify by Ellie Mae
10.0

In-Person Training

CRM Creatio
Velocify by Ellie Mae
8.0

Implementation Rating

CRM Creatio
Velocify by Ellie Mae
8.0

Scalability

CRM Creatio
Velocify by Ellie Mae
10.0

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