Creatio

Creatio is a no-code platform. It allows workflow automation, process management and CRM (customer relationship management). Customization based on an organization requirement is easily implemented. With Creatio you can automate business tasks, implement rules, and develop third party integrations. We have our legacy source systems that integrate with Creatio during a batch process. This process allows for excellent external customer engagement and traceability. Creatio supports ongoing collaboration among staff assignments or handoffs regarding Customer requests and completions. This documented handoff/traceability allows a company to continue to excel in customer service.

Further, the tool has a dashboard module for management reporting. There are many variables on the reporting capability provided as part of the native package, but you can easily customize the dashboard to your organization’s unique requirements.

The Creatio native package is adaptable, the product allows any customer to implement customization. Example, the template generation. The product package has templates that can be used or can be configured to meet customization requirements.

Another notable feature is the support for function and role. Organizations can create specific roles based on the function and responsibilities of the employee.

I would repeat my approach of choosing a vendor and would choose Creatio again.

yes

2 times
1) on the initial implementation of the product ( about 3 years ago)
2) Upgrade to the latest version in 2023.