Creatio Reviews

“The Ideal CRM Solution For Business

Pros

It handles my CRM needs effectively and makes customer service issues easy to manage.

Cons

There are no downsides to mention. Creatio CRM makes everything incredibly simple and user-friendly.

“Recommended

Pros

The team at customer service quickly finds a solution and is always willing to help with anything.

Cons

It's challenging to revert here after making any initial changes.

“Top Notch CRM

Pros

I appreciate the ease of use and the ability to quickly learn how to customize the solution myself instead of relying on a super technical resource.

Cons

Originally, the UI seemed a bit outdated, but with the new Freedom UI, it now feels like a cutting-edge CRM.

“Review about Creatio CRM

Pros

I am impressed with its capabilities and ease of use.

Cons

It's difficult to dislike something that simplifies your life.

“Impressive, user friendly CRM tool that streamlines your sales process in no time!

Pros

It's easy to customize, fully integrated, and has ongoing development with a great support team!

Cons

We haven't encountered any cons. Our experience has been entirely positive.

“Version Updates Cause Issues

Pros

At this moment, I can't think of many aspects to mention or critique. If anything, it just speaks to how seamlessly the platform integrates into our daily operations, making it difficult to pinpoint any significant drawbacks or additional features that we might need. The overall experience has been quite satisfactory, leaving me with little to add.

Cons

We've had issues with version updates affecting our apps, and the Freedom UI appearing unexpectedly for clients despite deactivation. Creatio Support hasn't been very helpful; it often takes several explanations for them to understand.

“Great platform, easy to navigate.

Pros

It's clear to navigate and has a great user experience. It's also very customizable. I can create anything in the folders, types, customers, etc.

Cons

Occasionally, we've faced issues with the scheduled emails feature. For some reason, emails didn't send as expected. Overall, though, we don't have much to complain about.

“Solid, Comprehensive, but Not Perfect

Pros

There are lots of advanced features available, and I can customize the dashboards however I like. Great overall for daily CRM users.

Cons

Loading times can be lengthy, and navigating through all the features can be confusing. If you only use the CRM once a week, it might be challenging. Daily users, however, will likely grasp the interface quicker. While no CRM is perfect, Creatio could definitely enhance its user interface.

“The Perfect Business CRM Solution For Business

Pros

Creatio CRM comes with the best CRM features and is very capable when it comes to lead tracking and management. To make marketing easy, it features top email marketing capabilities and is also good as a sales force automation solution.

Cons

I haven't encountered any major concerns with Creatio CRM.

“Creatio has everything we need

Pros

The standout features include automation tools and seamless integrations with other applications. Creatio also deserves praise for its proactive approach to customer feedback, continuously adapting and improving their platform based on user suggestions, which is truly outstanding.

Cons

The platform offers extensive options for customization, integrating third-party applications, and managing data. However, this breadth of functionality can be overwhelming for beginners. Figuring out where to start and how to fully utilize the tool's capabilities can be challenging due to the numerous features.

“Great for productivity improvement!

Pros

This tool has been instrumental in substantially enhancing my productivity and fostering stronger collaboration within my team. It has effectively facilitated the consolidation of our projects, even with geographically dispersed team members. Moreover, it has provided us with a clearer and more definitive understanding of our strategic trajectory. All in all, it has proven to be a game-changer for our workflows.

Cons

Having more pre-built and modular modules would greatly simplify user adoption. We understand that Creatio's team is actively working on this.

“A tool to manage data and clients relationship

Pros

Creatio is a remarkable platform that greatly helps contact center agents in streamlining their daily tasks, providing better service to clients, and ultimately boosting client satisfaction. Also, they offer a variety of valuable Marketplace solutions to extend Creatio's capabilities.

Cons

There isn't much to dislike. It might take non-technical users some time to learn the platform, but once you're familiar, you won't want to switch to another product.

“Great tool for sales forecasting and operations

Pros

I likethe customization options and the remarkable improvement in the accuracy of our sales forecasting. Dashboards have significantly enhanced our visibility and helped us better align with different units.

Cons

We successfully implemented everything within a couple of months, although we faced some challenges along the way. The no-code functionality allowed us to find quick and flexible solutions.

“A tool for deep business insights and analytics

Pros

Creatio provides a bunch of pre-configured workflow templates, most of which align closely with our requirements, helping us significantly streamline our operations. This level of efficiency is of utmost importance in the fast-paced world of financial markets. The most outstanding features are Creatio's customization capabilities, sales forecast tools, and easily adjustable dashboards.

Cons

While I encountered a few minor bugs, the responsive Creatio support team promptly fixed these issues, often through regular bi-weekly updates.

“Multifuntional customizable tool that helps organize and facilitate daily business routine

Pros

I enjoy using Creatio; it has a quite intuitive user interface and introduces a lot of possibilities to be customized according to the specific needs of my business.

Cons

Like any software, we sometimes encounter issues, but these are minor and don't overshadow our overall positive feedback about the product.

“A usefull marketing automation tool from first glance

Pros

The campaign feature within Creatio has been impressive, allowing me to execute even the most complex campaigns effortlessly, all while providing comprehensive insights into customer behaviors with just a few clicks.

Cons

I'm still getting used to the system, so I don't have many dislikes to mention. The onboarding process seems smooth and clear so far.

“A highly efficient platform with a bunch of pre-built solutions

Pros

I found everything to be impressive, from the intuitive interface to the smooth data synchronization across multiple customer-facing applications. Creatio offers effective tools for lead and opportunity management, covering the entire journey from lead generation to opportunity closure. The scoring mechanisms are particularly valuable, helping to prioritize crucial leads, and the forecasting tools prove highly efficient for strategic planning.

Cons

No-code tools are very user-friendly. However, our team needed training to fill gaps in our business process management knowledge. For creating really complex apps, IT team support is still necessary, though this might be specific to our industry.

“Ready-made solution for large-scale business

Pros

The seamless integration of ready-made modules and workflows allows me to create any customized solutions, minimizing the requirement for extensive engagement from the technical team.

Cons

I haven't come across any significant issues personally.

“Creatio CRM

Pros

I genuinely value the capability to tailor the setup, processes, and automations to fit the specific needs of our business. This level of customization allows us to fine-tune the platform to our unique requirements, ensuring that it aligns perfectly with our operational goals and workflows. The flexibility to adjust and optimize these elements has been incredibly beneficial, enhancing our overall efficiency and effectiveness.

Cons

There could be improvements in how some client communications are displayed.

“learning and satisfaction of successful use :)

Pros

By getting to know this software, I have learned to identify and become familiar with its functionality. It can be hard work, but by striving and engaging, I have grown fond of it and fallen in love with Creatio. By understanding it, I have discovered everything that can be done with Creatio. Thank you very much for designing, developing, and building such an excellent product.

Cons

I've noticed that response times can be slow, especially when making changes. It seems everything compiles at the time of change, and understanding dependencies can be complex, leading to errors. Better documentation could help clarify these issues.

“My experience and results.

Pros

I really like this platform because it has allowed me to automate and streamline customer service processes, as well as efficiently manage all activities related to my clients.

Cons

It took me some time to explore the different options and understand how to configure and customize the platform for my business needs.

“It's good

Pros

This application is very easy to use and is easily implemented.

Cons

I haven't had any issues with this application; it performs very well.

“Advanced CRM solution that automates sales force processes for enhanced efficiency

Pros

The CRM platform offers intuitive dashboards, making it highly customizable for my team's convenience. The scoring mechanisms and forecasting tools provided are valuable for strategic insights. I enjoy the simplicity of the intuitive interface, allowing easy customization through drag-and-drop functionality. The reliable support service consistently exceeds expectations, catering to specific needs.

Cons

I haven't encountered any major drawbacks with Creatio. Any minor issues were quickly resolved by their excellent customer support team.

“An excellent software for financial institutions

Pros

This platform is a great solution for lead and opportunity management, from lead generation to finalizing sales. It's a great fit and ready-made solution for financial institutions, equipped with ready workflows for solving all modern challenges. The platform has an intuitive interface that enables customization through drag-and-drop functionality.

Cons

Personally, I haven't experienced anything major.

“Comprehensive CRM with a wide range of tools.

Pros

What stands out about Creatio is its ability to organize and centralize data, making it easy for me to track leads, automate our sales process, and manage customer interactions. They also offer robust automation features such as lead nurturing and forecasting, allowing us to prioritize sales efforts to meet targets.

Cons

It's a bit complex with a steep learning curve, much like any other CRM.

“Great all-in-one solution!

Pros

I find it to be a very comprehensive automated platform for streamlining sales, marketing, and customer service processes. It also offers advanced analytics and reporting capabilities to monitor performance, pinpoint areas for improvement, and make data-driven decisions for my sales and marketing teams.

Cons

I can't think of any downside at this point. It's been beneficial for us!

“Complete and efficient management of contact database and control over sales

Pros

Although the platform is highly customizable, I find it challenging to configure and tailor it to my needs if I'm not very technical.

Cons

Certainly, the streamlining of sales and marketing processes and the tools for managing potential clients have been automated.

“Cutting-edge agile software solution, designed to optimize your conversion rates and drive business

Pros

Sales Creatio is an exceptional product for automating sales and distribution workflows. As a midsize player in the competitive manufacturing industry, our ability to compete with larger companies has greatly improved through our innovative approach and commitment to continuous advancement. The no-code tools in our sales and business analytics toolkit have been a valuable addition, streamlining our processes and enhancing efficiency, which has contributed to our market success. Our conversion rates have significantly increased, and our sales team is thrilled with the results.

Cons

While we've generally been highly satisfied with the platform, we've encountered occasional technical issues. However, Creatio's support has been crucial in swiftly resolving these minor issues, ensuring our overall experience remains uninterrupted.

“This is a highly scalable and customizable solution, must-have for businesses seeking a CRM

Pros

Creatio offers great flexibility, allowing me to quickly adapt and make changes as needed. I often avoid altering anything that already works well and instead utilize the out-of-the-box modules for tasks like sales forecasting, opportunity management, marketing automation, and more.

Cons

Overall, everything is satisfactory; any questions or issues are promptly resolved.

“CRM for car sales

Pros

The platform is easy to understand and integrates well with other platforms. It helps maintain a clean database, which aids in decision-making.

Cons

The value of everything CRM offers is exceptional.

“A global CRM platform that really deserves to be known!

Pros

Creatio's low-code capabilities allow me to gain autonomy and efficiency, with projects that used to take months now being completed in weeks or even days. The marketing tools are impressive, and Creatio's global approach covers everything from initial lead generation to customer support and the entire sales process.

Cons

As a low-code platform, Creatio provides extensive freedom to users. Low-code offers vast opportunities and accelerates the creation of new features and applications. Yet, it doesn't mean you can create everything instantly, which can be a bit frustrating.

“Creation of CRM

Pros

Capturing data about clients and their employees, generating leads from the website, managing outreach team meetings, and creating opportunity reports are all easy with Creatio. The platform's key strength is its flexibility, with out-of-the-box solutions that can be configured for my business.

Cons

When clients opt for on-premises, there are additional costs for microservices. Integration with social media requires third-party applications. Enhancing the system's usability with advanced filtering and data visualization would be beneficial. We've already seen significant improvements in this area this year.

“My first CRM software

Pros

While working in the hotel marketing department, I used Terrasoft BPM (now Creatio). Initially, I thought it was our in-house CRM but later learned it's a widely used and popular platform for many businesses. Creatio's main advantage is its customization, making it feel like tailor-made software for my business.

Cons

Creatio is not designed for inexperienced users. I spent weeks learning the processes, and having good support was crucial, promptly addressing all my queries. Additional costs apply for features like mass newsletters via email.

“Creation's 360

Pros

The software looks great and is efficient, with many ready-to-use functionalities. I can adapt it to suit my needs and get the most out of its capabilities.

Cons

Better integration with tools like M365 would be advantageous. Sometimes, navigating between different modules can be confusing.

“Bank of Georgia -Business process management

Pros

Creatio provides effective solutions to unify multiple customer touchpoints, an easy-to-navigate UI for service agents, AI-powered automation tools for customer service management, comprehensive customer analytics, easy configuration, and more. The system is versatile and intuitive, making it a perfect fit for my company.

Cons

We recognize the system's potential in AI-powered solutions, which are becoming more advanced with each product release. However, having more existing AI solutions readily deployable without extensive IT or business analyst involvement would be beneficial.

“A highly recommended solution for customer-centric businesses

Pros

The system offers a complete customer profile, delivers an omnichannel customer experience, and provides comprehensive analytics. Its tools help me understand and better serve my clients. The system's UI is also great.

Cons

Initially, the change management process posed challenges, but our users quickly found the system intuitive. Whenever complications arose due to our initial unfamiliarity, the Creatio team was always ready to assist.

“Completely satisfied and loyal to Creatio solutions

Pros

It has advanced tools for managing and continually improving customer relationships. Its agility and scalability are major benefits for me. Thanks to the platform's tools, I can keep introducing new solutions to customers, add new communication channels, and regularly improve customer-facing workflows. It has also helped reduce operational costs and significantly increase customer satisfaction. Despite being powerful and feature-rich, I am confident the product has huge potential, with Creatio's team continually enhancing its functionality with advanced AI-powered solutions and other latest technologies.

Cons

The learning curve can be steep, given the wide array of useful features we can leverage for our business's benefit. With numerous solutions and tools available, there's a constant learning curve. While this is positive, it can also be overwhelming as we strive to keep up with Creatio's continuous rollout of new features. Their commitment to user-friendliness, however, eases adoption of these new functionalities.

“An intuitive CRM tool

Pros

I love the system's UI. It's similar to Salesforce but without the high price and easier to customize. We've had great user uptake since launch, and our outside sales team loves the mobile application.

Cons

Integrating emails with Outlook has been tricky.

“Creatio - great product - really flexible - great customer service

Pros

Although Creatio is primarily a CRM system, we use it for case tracking in our customer service department. Creatio has been brilliant in helping us customize it for this purpose and continues to support us. Customization doesn't prevent us from receiving regular updates to the base system. The system is reliable, looks good, is easy to use, and we rarely have issues. When we do, Creatio's team is fast to act with great and friendly service.

Cons

Honestly, there are no noteworthy issues worth mentioning.

“CRM Software Done Right

Pros

The ease of customization and management, even for non-developers, is excellent. The clean, intuitive interfaces eliminate a lot of hassle from end-user education. It offers robust out-of-the-box solutions for many standard business needs, excellent pricing, and incredibly simple license management.

Cons

Printables and reports can be challenging to work with and seem to lag behind the quality found elsewhere in the software. There's no out-of-the-box support for tagging attachments with necessary metadata for internal security practices and segmentation.

“bpm'online CRM with business process managment is right for SMB market

Pros

The user interface and organization of the system allow me to personalize and customize it, instead of using different tools for sales, marketing, customer service, and operations. This leads to accelerated business transformation.

Cons

Reporting generation tools are essential, although analytical dashboards and data export capabilities meet most business needs.

“Excellent technological execution of the buggy product

Pros

The platform is easily customizable with excellent support from the technical side.

Cons

We've encountered numerous bugs; new updates sometimes override fixes, rendering the software temporarily unusable until patches are applied.

“With much to improve, but proven alternative.

Pros

The simple and basic user interface is ideal for anyone using BPM as serious management for business processes. The BPM tool is solid, allowing me to design and implement any slightly simple process. Since the coding is automated in the background, I can focus on the technical and procedural management of each project.

Cons

At a technical level, frequent updates are necessary. While it boasts basic yet powerful features, its larger competitors offer truly robust tools for creating reliable BPM flows. Integration with external services still needs development.

“Best CRM for medium and big size companies

Pros

Creatio is supported by a powerful BPM engine, providing maximum flexibility for sales, marketing, and support processes. It can also be expanded with new applications from its marketplace. In a very short time, my company can sell in a highly productive way.

Cons

Application data loads slowly, impacting execution speed.

“Adaptive

Pros

The flexibility of creating BPM processes and work areas allows me to organize information throughout the entire system.

Cons

It's crucial to track changes from the outset; otherwise, it can be difficult to backtrack.

“Happy business Partner/Happy Customer in the Insurance Industry

Pros

It is easy to use. I was able to customize and adjust it based on my specific needs and goals for my clients. The business process platform is a huge advantage.

Cons

Frankly, it's hard to find anything to criticize about the platform. Despite minor issues during the initial implementation stages, the support team quickly resolved them. The system's versatility and customization options mean almost all business tasks can be tackled using its flexible tools.