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CRM Creatio is our opportunity to scale our business
May 02, 2021

CRM Creatio is our opportunity to scale our business

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with CRM Creatio

We currently have two divisions using the CRM Creatio in our organization out of three housed under our company umbrella. We use it to manage our field sales managers and our agents who also work in the field to sell insurance. We have a tiered approach but essentially it comes down to a sales management tool that allows users to track their sales, their [team's] sales, their contacts, and sales funnels including leads.
  • Easy front end. Intuitive and easy-to-use structure and layout of pages.
  • Business Rules are easy to create from an admin side.
  • Designing Workspaces is easy and fun.
  • Adding ability to print images and attachments from a section or a view. This would be a very good feature.
  • Its speed, Creatio can take some time to load certain pages from a user and an admin.
  • Their community/academy documentation is not always easy to understand or clear. Some documents are outdated and with current updates no longer apply.
  • It is giving us the ability to scale our agent force lead management
  • An easier way for [the] sales team to consume data
  • Lead tracking and ROI on particular lead sources

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?

I wasn't involved with the selection/purchase process

Did implementation of Creatio go as expected?

No

Would you buy Creatio again?

Yes

Once integration was set and complete the ability to train and use is very straightforward.
The Business Analyst Team has been wonderful in advising on the best solutions for additional integrations and customizations. I couldn't be happier with their support.
CRM Creatio is an excellent lead management tool. It has all the right features and the ability to customize lead sources and also integrate multiple lead sources for automation from outside vendors and internal sources. The leads section is straightforward to use for an end-user and also easy to manage and report on. It is truly a good tool even straight out of the box. CRM Creatio understands what a lead pipeline and sales cycle [look] like.