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Creatio Review
Agile and scalable CRM
269 Creatio Reviews
Overall Review Sentiment for Creatio
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In order to use the platform to support our sales process, our organization has required quite a bit of customization. Creatio has proven to be the partner for us by accommodating and customizing our sales process where needed. It has been a very pleasant experience to work with our Customer Service Manager, very impressed with the high level of support and understanding of our business in a short time.
The platform is user friendly with a great user interface, easy to navigate and the training provided is extensive. Creatio offers a wide selection of Apps in their marketplace to integrate with the platform, therefore creating great opportunity for expanding the functionality.
Though our sales team has only just started to adopt the platform into their daily routines, we foresee a long-term relationship with Creatio, improving our sales process, lead management and marketing campaigns. Review collected by and hosted on G2.com.
Hoping for ways to upload individual contacts from phone or outlook instead of full synchronization. This would make data entry more efficient, instead of entering a contact in cell phone and then in Creatio. Our team works from their cell phones. Review collected by and hosted on G2.com.
User-Friendly Interface: Creatio boasts an intuitive and user-friendly interface, making it easy for both new users and experienced professionals to navigate the platform efficiently. The drag-and-drop interface for building processes and workflows simplifies automation tasks.
Versatile Functionality: Creatio offers a wide range of features beyond traditional CRM functionalities. It includes tools for sales, marketing, and service automation, as well as process management and analytics capabilities. This versatility allows businesses to manage various aspects of their operations within a single platform.
Automation and Customization: The software provides robust automation capabilities, enabling users to automate repetitive tasks, streamline processes, and improve efficiency. Additionally, Creatio offers extensive customization options, allowing users to tailor the system to their specific business needs without extensive coding knowledge.
Integration Capabilities: Creatio offers seamless integration with popular third-party applications and services, such as Microsoft Outlook, Google Workspace, and various marketing automation tools. This integration capability facilitates data synchronization and ensures a smooth workflow across different platforms.
Analytics and Reporting: Creatio provides advanced analytics and reporting tools that empower users to gain insights into their business performance. The platform offers customizable dashboards, real-time reporting, and predictive analytics features, enabling data-driven decision-making and strategic planning. Review collected by and hosted on G2.com.
What could be improved:
Cost: While Creatio offers a comprehensive set of features, its pricing plans may be considered relatively high for small and medium-sized businesses with limited budgets. Some businesses may find it challenging to justify the cost compared to other CRM solutions on the market.
Learning Curve: Despite its user-friendly interface, mastering all the functionalities of Creatio can require a significant learning curve, particularly for users with limited technical expertise. Providing more comprehensive training resources or tutorials could help users make the most of the platform more quickly.
Mobile App: While Creatio offers a mobile app for on-the-go access, some users have reported limitations in terms of functionality and usability compared to the desktop version. Enhancements to the mobile app, including improved performance and feature parity with the desktop version, could enhance the user experience for mobile users. Review collected by and hosted on G2.com.
A user can easily define flow and automate their daily repeated work.
Automated emails, notification, conditional approval are easily configurable.
Track changes of records can e maintained.
Dynamic and interactive reports can be created with out of the box dashboards configuration
I would suggest to at least have a demo of your requirement once if you choosing a CRM or an automation tool for an organisation Review collected by and hosted on G2.com.
There are limitations in every software tools
So do we have in creatio.
At some place user want to have more analytics and automation where sometimes creatio cannot achieve it
Be can achieve it by integrating with other tools but it will cost extra Review collected by and hosted on G2.com.
The efficiency and swiftness with which my team can address our organization's most challenging issues are unmatched! It has seamlessly integrated into our business operations, optimizing numerous processes throughout our organization and consolidating all users onto a single platform as the ultimate source of truth. Review collected by and hosted on G2.com.
I don't remember anything that I dislike. Perhaps just adding more and more features for artificial intelligence. Review collected by and hosted on G2.com.
Creatio is very powerful, housing many different useful functions and tools that track sales and customer data. When it comes to analytics, Creatio offers numerous options to display data that fits most, if not all, of our needs. Our company really likes the "activities" tab/feature of the platform. We use this heavily to plan out visits, appointments, repairs, etc. The platform also does a good job performance wise on both desktop and mobile environments. Having the mobile option is nice as it allows sales personnel in the field (Salesmen, Merchandisers, Drivers, etc) to use the platform via mobile devices, in contrast to a desktop only environment. Review collected by and hosted on G2.com.
While this isn't much of a downside, here is one thing to note if you are a team or person new to Creatio:
If you're taking on a role at your company as a Creatio admin, at first it may take a little bit to get used to the system and comprehend it fully. Creatio is a platform with a lot of uses and features, so naturally there is going to be learning involved to get a good understanding of the system. Nonetheless, Creatio provides numerous documents, articles, trainings, and FAQ's that help greatly with using, learning, and administering the platform. Review collected by and hosted on G2.com.
Great platform for no-code automation and CRM/BPM. Top of the grade, very innovative platform ! Review collected by and hosted on G2.com.
Lack of finance official vertical in the base package but can be provided by the verticals from the marketplace ! Review collected by and hosted on G2.com.
Well there are a number of things. With Creation, we can do a whole lot of things in less time with its low code technology. Business Processes and DCM makes the process completely streamlined and automated. Excel reports can be easily generated. Creation integrations makes convenient to connect with other services. Review collected by and hosted on G2.com.
It takes some time to load initially which I think can be optimised further. Review collected by and hosted on G2.com.
The speed and ease with which my team can implement solutions to our organizations toughest problems is unparalleled! It has become an integral part of our business operations and streamlined many processes across our organization, bringing all of our users together into one platform as the source of truth. Review collected by and hosted on G2.com.
One obstance that we have had to overcome is the focus on support for product-based businesses within the sales packages. As a service business we had to build a number of our own tools out to accomplish our ideal Sales pipeline. Review collected by and hosted on G2.com.
As a partner, I really enjoy working with a product that is so easy to learn/customize. Creatio as a company has been a great strategic partner and they listen to their partner network too (in addition to their customers) when it comes to product development. Review collected by and hosted on G2.com.
At first a few years ago, I wasn't a big fan of the Classic UI as it looked a bit outdated for the times but with the new Freedom UI Creatio looks and feels like a next gen CRM. Review collected by and hosted on G2.com.
Having implemented Sales Creatio as our go-to CRM solution, the level of integration and functionality it provides, especially with the BAS connectors, has truly transformed our sales process. The intuitiveness of the platform paired with these connectors allows for a seamless transition of data and processes, catering specifically to our business-as-usual needs and the unique demands of the automotive sector.
The Smarttender Connector, in particular, has been a game-changer for us. It integrates flawlessly with Sales Creatio, ensuring we stay ahead in tender management and tracking. This connector has saved us countless hours by automating what used to be manual entries and by providing real-time updates on tender statuses. Review collected by and hosted on G2.com.
The Creatio Marketplace has some great apps available for use, but overall, the selection is limiting. We were lucky to find exactly what we were looking for. Review collected by and hosted on G2.com.
A useful and intuitive low-code tool that allows you to automate processes in a simple way. Review collected by and hosted on G2.com.
Nothing, I find the current version useful, but it is always good to adapt to changes Review collected by and hosted on G2.com.
This software has significantly elevated the productivity levels among our entire team. It has efficiently streamlined the merging of our various projects, regardless of the physical distance separating our remote team members. In addition, it has offered us a more explicit and determined perspective on our strategic path forward. Summarily, it has demonstrated itself to be a pivotal factor in transforming our workflows. Review collected by and hosted on G2.com.
More pre-built modules would significantly enhance user adoption, and we are looking forward to the upcoming updates that promise a broader range of composable modules. Review collected by and hosted on G2.com.
It is really helpful in Creating low code-no code CRM solutions that can do various functionalities with inbuilt out of the box working. Review collected by and hosted on G2.com.
The business process are diverse and need to learn more about it with someone's help Review collected by and hosted on G2.com.
I have worked on many projects and with various tools throughout my extensive career, and I would like to say that Creatio's CRM bundle has impressed me the most. The intuitive design of the dashboard and overall layout is very user-friendly. Because of this, my ramp-up time has reduced and a user get started with the day that much sooner. And with so many projects on the go at times, having the ability to easily tweak functionalities to cater project-specific requirements is also great and should not be underestimated. Review collected by and hosted on G2.com.
The pricing for smaller projects/teams might be a point of contention. However, given the ROI, the efficiencies the bundle offers is unbeatable. Review collected by and hosted on G2.com.
El entorno de usario final realmente como banco se hace muy facil y de uso mas rápido ya que nos permite gestionar y atender casos de manera mas clara, consisa y eficiente. Review collected by and hosted on G2.com.
Como oportunidad de mejora el tiempo de respuesta a incidentes. Review collected by and hosted on G2.com.
The great customer support is the highlight of Creatio for me. The fast response times, coupled with a knowledgeable support team, ensures that any questions or issues are resolved promptly and efficiently.
Creatio is a critical part of our day to day business operations. It is used heavily by our team and it is vital that it is always availble and working as intended. The reliability of Creatio is so pivital and they excel at this. Review collected by and hosted on G2.com.
The upgrades that Creatio make have a mixed benefit. While it means there are lots of new features and functionality, things we put in place a long time ago are possibly no longer the best implementation. This results in either using an outdated implentation or spending the time to update what we have in place. Just about everything flows well between versions in terms of interoperability though. Review collected by and hosted on G2.com.
Key highlights of Creatio are its automation capabilties and effortless integrations with other software. Kudos to Creatio for their receptive attitude towards customer input. They demonstrate commendable agility in continuously refining and enhancing their platform in response to user recommendations, a trait that is truly exemplary Review collected by and hosted on G2.com.
The platform has a lot of features like customization, adding third-party apps, and managing data. But, these many features can be overwhelming for new users. It can be hard to know where to begin or how to slowly get the most out of the tool Review collected by and hosted on G2.com.
Creatio's easy user interface allows for quick and painless creation of reports and dashboards allowing for at a glance review and customer analysis. Review collected by and hosted on G2.com.
At this time, nothing. It's been great. Review collected by and hosted on G2.com.
Creatio provides all the tools we need in a CRM system. Implementation is a breeze with their no code platform which is easy to use and allows for quick updates.
The level of customer service is truly one every company should strive towards. The team is knowledgeable and willing to listen to suggestions on how to improve. Review collected by and hosted on G2.com.
Waiting for package deliveries can take a little getting used to however the team does a great job of differentiating between items that requires immediate action and what can wait for the weekend package. Review collected by and hosted on G2.com.
Creatio gives us the freedom to truly drive our business and guide our users in the same direction without our users feeling a "big brother" presence. The Creatio team is constantly driving themselves as well to produce a product that is stimulating to the end user as well. Review collected by and hosted on G2.com.
Having to deploy some updates in a package is a bit tedious at times, but that comes with the size of our business and we realize it is a necessary evil. Review collected by and hosted on G2.com.
Creatio provides an intuitive interface, empowering seamless collaboration across sales, marketing, and service. Robust features enhance efficiency, making it a standout CRM for businesses aiming for streamlined operations. Review collected by and hosted on G2.com.
Creatio's reporting capabilities lack advanced analytics, limiting in-depth insights. Review collected by and hosted on G2.com.
Creatio's platform is a well-built tool that empowers our school to handle substantial quantities of data with remarkable efficiency. This capability is pivotal in managing the extensive records and information associated with each student, from enrollment details to academic performance metrics. With Creatio, we can design and implement complex workflows that reflect the multifaceted processes of our educational services. These workflows are essential for coordinating the many moving parts of our operations, including class scheduling, assignment distribution, and examination coordination. Review collected by and hosted on G2.com.
With the freedom to build and automate solutions there are limitations in how quickly results are attained; essentially, nothing happens with the snap of one's fingers and that can be frustrating. Review collected by and hosted on G2.com.
