Overall Satisfaction with 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.
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.
- Automation of Workflow
- Document Repository and Retrieval
- Adaptable with third party integrations
- Specific roles based on the function and responsibilities of the employee.
- Ability to create Read only Roles configured by User id
Overall Satisfaction Continued
- Positively improved Customer Service
- Adaptability
Creatio has both AWD and Xpression functionality plus more.
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
Creatio Feature Ratings
Using Creatio
50 - Business Operations, Accounting and Legal
- Case Management
- Reporting
- Collaboration
- Claims
Evaluating Creatio and Competitors
- Cloud Solutions
- Scalability
- Integration with Other Systems
- Ease of Use
- Other
I would repeat my approach of choosing a vendor and would choose Creatio again.
Creatio Implementation
- Third-party professional services
TCS
Creatio Support
Pros | Cons |
---|---|
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 | None |
Yes - Yes
2 times
1) on the initial implementation of the product ( about 3 years ago)
2) Upgrade to the latest version in 2023.
1) on the initial implementation of the product ( about 3 years ago)
2) Upgrade to the latest version in 2023.