What users are saying about
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27 Ratings
143 Ratings

CRM Creatio

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27 Ratings
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Score 9.4 out of 100
143 Ratings
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Score 8 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

Yesware

If you send mail merge campaigns it is necessary. The need that other platforms are missing to save templates and CSV contact lists is prevalent here. There is no need for other platforms to integrate into Yesware, despite some of its competitors requiring it. The ase of download and linking to Gmail is invaluable. It would not be necessary if a company or individual is sending less than 100 emails in a day, but for a company that is in SaaS and sends multiple hundreds of emails in a day, it is entirely needed.
Jillian Straw | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

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

CRM Project Management

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

CRM Reporting & Analytics

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

Customization

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

Security

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

Social CRM

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

Integrations with 3rd-party Software

CRM Creatio
8.4
Yesware
Marketing automation
CRM Creatio
8.4
Yesware

Platform

CRM Creatio
9.1
Yesware
Mobile access
CRM Creatio
9.1
Yesware

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

Yesware

  • Ability to upload an entire excel sheet/CSV of contacts. Huge for avoiding to have to upload individuals manually.
  • The multi-touch function, where you can send a prospect multiple emails, automatically, throughout the course of weeks/months and keep them engaged. Super helpful.
  • The scheduling functionality. Some people check email first thing in the morning and are extremely busy during the day. The ability to schedule an email to go out at, for example, 7AM - is extremely effective and gives you a chance to make a touchpoint at a time when you otherwise wouldn't have been able to.
George Bakalis | 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

Yesware

  • We don't use Yesware's dialer tool because it doesn't measure up to the quality or speed of their competitors
  • Yesware has kept on a legacy tool, 'MailMerge' which is essentially duplicative to the main tool 'Campaigns', but has one neat feature that allows us to 'CC' another recipient, which is useful we want to reach out to two people at the same account
  • Yesware makes sure that users don't add the same prospect to multiple email/call campaigns, but it does not offer that safety measure across users, so theoretically, two sales/marketing reps can be reaching out to the same person
Anonymous | TrustRadius Reviewer

Likelihood to Renew

CRM Creatio

No score
No answers yet
No answers on this topic

Yesware

Yesware 9.0
Based on 6 answers
I like the product, but due to the limitations I don't love it. I'm curious to revisit other options, particularly in lieu of Yesware's recent price increases (although I'm on a legacy plan). Some of my challenges to be browser related (I'm on an older computer) -- I'll have to see how things go when I receive my new computer. If the glitches (especially with regard to tracking accuracy and send later feature) go away, I'd be much more inclined to renew
Vanessa Johnson | 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

Yesware

Yesware 7.0
Based on 1 answer
Pretty good overall, but again it needs some tweaks to ensure user frustration is kept to a minimum. This would go back to the autosave feature I mentioned which would immediately be a value add but not something that should need a user to move into a paid tier.
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

Yesware

Yesware 7.6
Based on 15 answers
Because it deserves this rating. The features and functionality provided are great. Our Sales team is very satisfied with this software as it integrates very well with our other software like Outlook, Salesforce, etc. Yesware provides great follow up with customers, which is essential for sales. Meeting scheduling is also flawless.
Anonymous | 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

Yesware

Yesware is comparable to both products listed above. I think that Outreach does a better job at allowing you to set up follow up tasks and reminders for future outreaching efforts. Yesware is better for sending out higher volume of emails at one single time. Yesware has better tracking and reporting than something like Marketo does
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

Yesware

  • I can send double the emails that I was sending before in half the time.
  • Easily track how emails are converting to improve messaging and understand what resonates
  • Keep track of which prospects need follow up so nothing falls through the cracks
Daniel Brigham | 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

Yesware

General

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

Yesware Editions & Modules

Edition
Pro$191
Premium$451
Enterprise$851
  1. per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

CRM Creatio
9.5
Yesware
8.1

Likelihood to Renew

CRM Creatio
Yesware
9.0

Usability

CRM Creatio
6.8
Yesware
7.0

Support Rating

CRM Creatio
7.7
Yesware
7.6

Add comparison