Item: Creatio
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

Our entire investment organization uses Creatio for our CRM. We replaced Salesforce with Creatio earlier this year. We use it to keep track of all of our new leads, pipelines, team activity and outreach.

Pros and Cons

Easy to use
Intuitive interface
Highly customizable and configurable
Excellent customer support

I wish they had [a] dynamic search in their search bar when you're looking up companies.

Return on Investment

Creatio was much more affordable than Salesforce.
Our team has greater visibility over team activity as it's easier to track output.
It takes me half as long as it did on Salesforce to create tasks and log in activity.

Key Insights

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

Usability

Creatio is super intuitive because you can change the interface to suit your specific needs. You can change the output easily and configure the interface quickly.

Support Rating

Creatio's support team is stellar - always an email / txt / phone call away and extremely attentive. It's been really easy to get from them what we've needed in a timely way.

Likelihood to Recommend

Originally with Salesforce, it was really difficult to cater the solution to our specific needs. There were hundreds of output fields that we never used, but that would be included in our reports because we couldn't get rid of them. Now with Creatio, we can custom create and design an interface that includes what we need. It's easy to manage, I can change the interface from my team's if I want to and there's a great mobile app as well.

An amazing CRM solution that we used to replace Salesforce.

Overall Satisfaction with Creatio