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27 Ratings

CRM Creatio

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27 Ratings
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Score 9.4 out of 100
1 Rating
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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

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

If you are a Benefits only shop—it's great! We really liked the system. Very user friendly and a true Benefits broker system. We tried an integration with our CL/PL system and BrokerageBuilder, but it didn't work. Having two systems became too clunky for accounting (commissions), reporting (revenue, etc.), and for client service and prospecting (i.e., do we have CL for our Benefits clients and vice versa? We had to look in two systems to find out).
Jessica Gardner | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

CRM Creatio
9.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customer data management / contact management
CRM Creatio
9.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Workflow management
CRM Creatio
9.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Territory management
CRM Creatio
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Opportunity management
CRM Creatio
9.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Integration with email client (e.g., Outlook or Gmail)
CRM Creatio
9.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Contract management
CRM Creatio
9.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Quote & order management
CRM Creatio
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Interaction tracking
CRM Creatio
9.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Channel / partner relationship management
CRM Creatio
9.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customer Service & Support

CRM Creatio
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Case management
CRM Creatio
9.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Call center management
CRM Creatio
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Help desk management
CRM Creatio
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Marketing Automation

CRM Creatio
9.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Lead management
CRM Creatio
9.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Email marketing
CRM Creatio
9.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Project Management

CRM Creatio
9.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Task management
CRM Creatio
9.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Billing and invoicing management
CRM Creatio
8.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Reporting
CRM Creatio
9.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Reporting & Analytics

CRM Creatio
9.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Forecasting
CRM Creatio
9.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Pipeline visualization
CRM Creatio
9.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customizable reports
CRM Creatio
9.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customization

CRM Creatio
9.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom fields
CRM Creatio
9.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom objects
CRM Creatio
9.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Scripting environment
CRM Creatio
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
API for custom integration
CRM Creatio
9.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Security

CRM Creatio
9.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Single sign-on capability
CRM Creatio
9.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Role-based user permissions
CRM Creatio
9.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Social CRM

CRM Creatio
9.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social data
CRM Creatio
9.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social engagement
CRM Creatio
9.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Integrations with 3rd-party Software

CRM Creatio
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Marketing automation
CRM Creatio
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Platform

CRM Creatio
9.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Mobile access
CRM Creatio
9.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

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

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

  • It's very flexible. You can add custom fields easily and create/update workflows and activities quickly.
  • The layout is easy on the eye. The dashboard is laid out well and helps you stay on track with renewals and activities.
  • Emails attached to an activity are easily viewed and housed within the activity on a separate tab.
  • Adding and reviewing policy info is simple. The tabs make it helpful to find and view info quickly.
Jessica Gardner | 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

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

  • The reporting was a challenge. There are a lot of canned reports, but we had to spend hours over several weeks to have reports built to give us accurate info, like a simple book of business report (it had to be escalated to senior reporting engineers). Creating reports is fairly simple, but we frequently encountered issues that made us lose confidence in the data—particularly on the book of business reports.
  • There should be some auto-save features. When we used the system (through June 2019), you always had to click "save" on any changes.
  • It would improve efficiencies if users could drag/drop emails and documents to activities, policies and clients.
Jessica Gardner | 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

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

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

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) 10.0
Based on 1 answer
The Zywave Customer Support team is phenomenal! Never any complaints. They resolve things quickly. You can call and talk with a real person, submit a chat question, or email them. Their training videos are good—short and sweet. We still use multiple Zywave products in our Benefits, Commercial Lines, and Marketing departments. They are a great company to work with. The implementation/onboarding for all products has been amazing! Training for products has always surpassed the training we received from other vendor partners.
Jessica Gardner | 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

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

We moved from BrokerageBuilder (BKB) to Epic in June 2019. Epic pros over BKB: You can use Epic for CL, PL, Bonds, and Benefits—one system for your whole agency has a lot of advantages. In Epic, you can drag and drop emails and documents to clients, policies, and activities. Epic has an auto-save feature. Reporting in Epic is better. Epic cons compared to BKB: The design aesthetic of Epic is not as nice as BKB. Navigating Epic is clunky—everything is in multiple layers. Epic is less flexible for custom fields. Epic is designed for CL/PL, so it's not ideal for a Benefits user, although they are improving/investing in the benefits side. BKB is just better for a Benefits user.
Jessica Gardner | 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

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

  • We liked the system for the Benefits department. It was easy to see what your colleagues had done for clients. We liked that you could mark tasks as complete within the activity. We liked that you could share activities with another person.
  • Having two systems was a challenge for our agency and led to use changing to one combined system.
  • The reporting needs to be improved. The basic book of business reports and other reports that most agencies want to use to track revenue with were lacking and had to be created.
Jessica Gardner | TrustRadius Reviewer

Screenshots

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

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

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

General

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

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

CRM Creatio
9.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
8.0

Usability

CRM Creatio
6.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Support Rating

CRM Creatio
7.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
10.0

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