Great platform with outstanding workflow configuration flexibility.
October 08, 2021

Great platform with outstanding workflow configuration flexibility.

David Slaney  MBA, PMP | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Creatio

Prior to Creatio, pretty much everything we did was manual and we struggled to provide our services at a rapid pace. We are now equipped with intelligent solutions to handle all customer-facing processes: sales, marketing, customer service operations, medical underwriting, and claims management. Creatio holds keystone data of our members. The ability to build workflows made Creatio an absolute fit for our business. We customized the lead management process, and automated sales funnel. We deliver significantly better customer service as our agents have instant access to customer profiles and see all their activities. The agents can track the status of customer cases and
provide accurate information on the resolution.
  • The key strength of the platform is its flexibility.
  • Creatio comes with out-of-the-box solutions, but they’re configurable for your business.
  • When customers go on-prem, there are some extra costs for microservices. The integration with social media requires third-party apps.
  • With Creatio, we increased operational efficiency, elevated customer service, and improved turnaround time from lead to contract.

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High adoption rate among our business users. Focused training more on the change from manual to automated business processes rather than the UI. UI is very intuitive and learned easily.
Creatio support has been terrific. They are quick to respond to questions and challenges. They provided the required resources to address the challenges in a very timely fashion. They are always there to help.
Creatio is a robust platform, very flexible, and adaptable, so it’s hard to think of the scenarios where it wouldn't fit.

Creatio Feature Ratings

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