Creatio - Making our business more efficient
April 29, 2022

Creatio - Making our business more efficient

Lisa Taylor | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Creatio

We started using Creatio as a sales tool in our business; however, it is now being used for other areas of our business. We use it for marketing plans and budgets and also run our Quality Management System on it, which we are audited on. We have found it so useful that we are also now setting up the service side so our operations team can also use it.
  • Track contracts
  • Provide overviews of areas of the business through dashboards
  • Manage marketing plans
  • Run our Sales meetings through it
  • Being able to use voice notes in more areas - the sales team love those!
  • Being able to interact the sections together a bit more easily
  • Saved a lot of time with people going back and forth searching for information
  • Pulled together different areas of the business
Creatio is miles ahead of Infor - now, looking back on Infor, it seems very dated and restricted. I love how you can work things out and change things yourself in Creatio. And if things are a bit more complicated, you have your dedicated team person to help you. We have Olga, who is amazing and really understands what we are trying to achieve.

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Did Creatio live up to sales and marketing promises?


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Would you buy Creatio again?


DocuSign, Microsoft 365 (formerly Office 365), Tresorit
Because it is so easy to use and navigate through - even the most technophobic people in our company are using it on a regular basis. It is easy to change around and switch through different sections and keep neat and tidy.
Support is amazing. Day-to-day queries are answered quickly with the support team; however, we have Olga, our dedicated manager, who is amazing and gets on with everything. She really listens to what we want and what we are trying to achieve and works out the best way to do this.
Contracts are a big part of our business, and being able to create tracking and dashboards for this has made our contracts process so much smoother. Also, being able to integrate docu-sign means you can do everything through the system, rather than having to go back and forth and duplicate things.

Creatio Feature Ratings

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

Using Creatio

11 - Sales
1 - Organised, tech-savvy, time to work through training videos and do practice tests on the demo sites. Liaise between the different departments.
  • Sales
  • Marketing
  • Quality Management
  • Operations
  • Reminders for contracts, opportunities, etc. - set up via email
  • To put other aspects of our business into it, thought it would be mainly for sales
  • Accounts - they are talking about progressing into it
I don't think we could be without it now.

Creatio Support

Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response