Creatio is completely customizable to meet your needs

Changing CRMs can be a very daunting proposition. Creatio's Support and Customer Success teams have been nothing short of fantastic as we recently navigated this change. The regular check-ins helped ensure we had the tools we needed to be successful. I do not have any programming background or experience. Creatio's low-code design has allowed me to implement the majority of changes very easily without additional third-party consultants. Some of the resource documents have not been updated to current versions of the software and/or would benefit from 'How to' videos for the novice user/administrator.

We have always used a CRM and Creatio has proven to be much more effective in meeting our needs than our previous provider. Its customizability will allow us to adapt this product as our business may change in the future.

The project manager for our implementation was great to work with and took the time to understand our business. We felt very comfortable going into the project with a reasonable scope of work to provide us with a functional version of Creatio to meet our needs. Unfortunately, we came across multiple challenges with this partner in their deliverables and timelines. Thankfully Creatio was able to provide support resources to ensure we were able to launch. We have since changed partners for our third-party support.

Most of the roadblocks to learning were not discovered until the users were actually in the system using it on a day to day basis. Our Customer Success Manager has offered to setup additional training sessions as needed to close the gaps in our learning. Some areas which required some additional training are setting up filters, dashboards, and generating reports.

If you can think it, you can create it, within reason. For example, you can create business rules in any section to hide, show, make required, or populate fields, etc. This is a simple process that is easy to setup; however, you may need to do this multiple times even if the same criteria are being used. The If/Then logic only allows for one action if the conditions are met.

Support has been very quick to respond to requests 24/7, and our Customer Success Manager has been extremely helpful in following up on our behalf for issues or questions outside the normal scope.

By being able to customize all aspects of Creatio, we were able to eliminate anything (and everything) that Users would not need for their role. Successful training on our system can be done in hours where previously it would have taken weeks for the same level of comfort.

I can see the promise of how it can be customized to other aspects of our business.

Other than the daily maintenance window where the server may be inaccessible for a few minutes, there have been no issues with accessing our Creatio site. The daily maintenance window is outside normal business hours so it does not affect our Users - just myself when I am looking to implement changes.

Some Users have reported slow responses from the server at times which seems to be localized. Users are based across four different time zones and the issue is intermittent.

The initial set-up was completed by our implementation partner.

The sales process at Creatio was a positive experience. Unlike other vendors, Creatio had the implementation partner join the call, gather information, then prepare a quick demo in a later call based on some of our conversations. This was useful to illustrate how Creatio can be customized to our needs rather than us having to accept a "best fit" to some out of the box software or workflow. I appreciate how the Account Manager brought in knowledge experts to let the product speak for itself. The primary focus was never on price, timing, or the pitfalls of other CRMs.

Our Customer Success Manager (Olga) connects monthly for an update to share what is upcoming and check if we have any needs that can be supported. She has been fantastic to work with.