Creatio's approach to low-code customizations, process automation, and an all-in-one solution makes it a prime choice.
June 30, 2020

Creatio's approach to low-code customizations, process automation, and an all-in-one solution makes it a prime choice.

Carl Moore | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Creatio (formerly bpm'online)

Creatio is widely used throughout our organization. We are currently utilizing three different Creatio products, which include, the Sales Enterprise, Customer Center, and Marketing platforms. Our sales team uses the product to generate new business opportunities and finalize partner relationships. They rely heavily on the dashboard, accounts, contacts, and opportunities sections of Creatio. The Marketing Team utilizes Creatio to perform mass communications with our customers relative to, introductory information, and specialized notifications. The remainder of our company uses Creatio as a standard CRM to better service our existing and future clients. By leveraging the inherent business process automation and case sections, our employees can quickly identify, resolve, and finalize interactions. As a platform, Creatio has helped our business by eliminating a large portion of manual processes due to its automation capabilities.
  • Business Process Automation
  • User-Friendly Dashboards and KPIs
  • High-level of customization
  • Can have a steep learning curve for some users
  • Although customizable, some functions will require more dedicated expertise
  • Not enough out-of-the-box detailed reporting for the average user
  • Creatio has helped us improve inter-departmental data sharing
  • Our sales team has seen new business growth after successfully implementing Creatio.
The user-friendliness of Creatio was a big selling point along with the low-code initiatives, both of which were important to our business. With Salesforce, unlimited wasn't really unlimited. You couldn't deploy an on-site instance and the overall cost of the system far outweighed the ROI. These are all things Creatio offers, out-of-the-box.
If you have an in-house expert, then this product, due to its customization abilities, is a great choice for a CRM. However, due to Creatio's low-code approach, there are areas where end-users can make their own changes and customizations without the need for a developer. One such case is building out team dashboards for real-time reporting.

Creatio Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
Not Rated
Interaction tracking
10
Channel / partner relationship management
10
Case management
10
Call center management
Not Rated
Help desk management
10
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
Not Rated
Reporting
8
Forecasting
10
Pipeline visualization
10
Customizable reports
8
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
9
Role-based user permissions
10
Single sign-on capability
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Mobile access
10