Creatio provided a "single source of truth" for business development activity.
October 06, 2021

Creatio provided a "single source of truth" for business development activity.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Creatio

We are using Creatio to manage sales opportunities from lead generation through the sales pipeline enterprise-wide. It has eliminated the need for multiple tracking spreadsheets and provides visibility throughout the process as well as historical reporting.
  • Tracking contact activities
  • Managing the status of opportunities
  • Provides flexible reporting
  • Response time (including login) can be extremely slow at times.
  • Error messages could be more helpful.
  • More suggestions re: workflow, i.e. sequencing activities would be useful.
  • It has allowed us to achieve our objective having a "single point of truth" for our leads.
  • It has provided a facility for each business developer to manage their own leads.
  • It has reduced the overhead involved with lead/pipeline management.
We selected Creatio to replace Hubspot because it was a better fit for our objectives.

Do you think Creatio delivers good value for the price?


Are you happy with Creatio's feature set?


Did Creatio live up to sales and marketing promises?


Did implementation of Creatio go as expected?


Would you buy Creatio again?


Overall, the app is easy to use. The UI in each area is clear and the drop-downs and searches are helpful. You need to develop your own "process" for using the application for repetitive tasks, i.e. workflow, which is an area where some suggestions would be helpful.
Outstanding. The team has gone above and beyond to help with customizations to make Creatio more useful in our environment and provide support for any issues or questions we've had.
Creatio is very good and easy to use for contact management. It requires some customization to use for sales pipeline reporting.

Creatio Feature Ratings

Drag-and-drop Interfaces
Platform Security
Platform User Management
Platform Scalability