Creatio: Excellent product, very helpful & friendly staff
August 08, 2020

Creatio: Excellent product, very helpful & friendly staff

Will Ludgate | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Creatio (formerly bpm'online)

Creatio is used in our company for Customer Service case management. It is used across Europe & the middle east to log, process, cost & close customer service cases. Elsewhere in the company, I believe it is also used as a standard CRM system.
  • Customization: We have heavily customized the system. Creatio has been excellent in helping build requirements & see these through to implementation.
  • The system is really easy to use. Users pick it up & love it immediately.
  • Support is superb: If we have any issues or want to change the system at all, the team is always there helping by being fast, efficient & friendly
  • Cost: Definitely competitive.
  • Very occasional issues but quick to revert & sort.
  • No major issues to mention.
  • Faster customer service processing.
  • Much greater detail of cases stored.
  • Control of cases achieved.
  • Unified case processing across Europe.
  • Brings teams together to process cases.
I do not wish to criticize others.
In our customized system case management, e-mail management (sent in emails creating cases, added to the case, attachments stored), permissions, status changes, etc were all handled perfectly. For us, I think it works perfectly for a limited number of people handling any one case, but lack of case locking as standard could cause issues with many users accessing one case.

Creatio Feature Ratings

Customer data management / contact management
8
Workflow management
9
Territory management
9
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Quote & order management
Not Rated
Interaction tracking
8
Channel / partner relationship management
Not Rated
Case management
9
Call center management
8
Help desk management
8
Lead management
Not Rated
Email marketing
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
10
Custom objects
10
Scripting environment
7
API for custom integration
10
Role-based user permissions
9
Single sign-on capability
10
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
8
Mobile access
Not Rated