Reliable, comprehensive, flexible, safe and smart BPM (CRM) system
July 12, 2021

Reliable, comprehensive, flexible, safe and smart BPM (CRM) system

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Creatio

Creatio is a business precesses management system implemented in the company which is my major customer. I was the one who was responsible for BPM online (its former name) setup and integration. Currently the software is the main business platform we use daily for sales and marketing (we've got both sales and marketing licenses).
  • Creatio is super flexible, good for any business
  • This BPM has good administrative options
  • Creatio is cheaper than some famous CRMs and BPMs
  • Reports dashboard settings are very tricky
  • Not all UTM parameters are added to the lead (like content, term, etc)
  • System updates require testing before implementation (if there are custom modifications)
  • Creatio made business processes both quicker and more automized
  • It provides good integration with webforms and lead management
  • Combines both sales and marketing within one place
For this customer, I've been choosing among AmoCRM, Insightly, Bitrix24, Zoho Bigin (and CRM) and many others. The choice of Creatio was predicted mostly by the fact, that the company was using Terrasoft CRM previously. So it was a safe decision and choice to have the same provider of the service. And there was a good discount for loyal customers.

Do you think Creatio delivers good value for the price?

Yes

Are you happy with Creatio's feature set?

Yes

Did Creatio live up to sales and marketing promises?

Yes

Did implementation of Creatio go as expected?

Yes

Would you buy Creatio again?

Yes

I would give Creatio all fives, but this software is designed for companies (multiple users, teams, and departments), so my ranking is influenced by feedbacks I heard from sales managers and other personnel working with Creatio. During the process of implementation, there were many issues. It took more than a year to set up everything for everyone. Creatio definitely needs someone within your company to be responsible for implementation tasks (user education, integrations, customization, testing)
Support is really good. Maybe it is because we had a dedicated support manager. But still, all issues were resolved timely. There were too many at the beginning, but now when we solved most of the problems we contact our support manager mostly before the updates. We have a testing platform to test all updates.
Creatio is good for medium-sized and big companies which need highly customizable software. It's good for businesses that have both online and offline stores. On the other hand, Creation is too "heavy" options for startups and small enterprises requiring simple and very cheap solutions and no specialized personnel to support and administer Creatio.

Creatio Feature Ratings

Visual Modeling
6
Drag-and-drop Interfaces
Not Rated
Platform Security
9
Platform User Management
9
Reusability
Not Rated
Platform Scalability
9