Creatio Reviews

“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.