Creatio Reviews & Product Details

La adptabilidad que posee y conexion con otras herramientas

Me gusta la herramienta no encuentro algo que no me guste

Puede solventar la mayoria de problemas ya que la flexibilidad que ofrece es muy buan podemos generar culaquier tipo de procesos.

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.

I don't remember anything that I dislike. Perhaps just adding more and more features for artificial intelligence.

This powerful platform significantly enhances efficiency and productivity by seamlessly managing various processes and automating tasks. It's a valuable asset for streamlining workflows, ensuring smoother operations, and boosting overall productivity. With user-friendly features and advanced automation capabilities, our tool empowers businesses to achieve optimal results in process management, making it an indispensable ally in the quest for operational excellence.

Seamless process of streamlining internal business processes

Dislike is heavy just want to look on ui part

Centralised databases

No code capability's to design work flow Easily configurable option to drag and drop feature

As all of the tools have limitation We have some limitation on UI in terms of data presentations

Sales funnel, speed to market, performance insights, timesheets management, marketing, services and ticketing management

It is really helpful in Creating low code-no code CRM solutions that can do various functionalities with inbuilt out of the box working.

The business process are diverse and need to learn more about it with someone's help

Creatio is solving various problems for all the end users like filtering of data and problem solving.It is benefitting me as the time consumed is minimal and efforts are less consumed.

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

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

Automation of helpdesk query Routing of emails and call to their respective departments Automation of emails (templated) Defining work flow in an department Inventory management Leave management Salary calculation Invoice generation

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.

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.

Scheduling: Creatio gave us a proper and efficient means of scheduling work related tasks. Helps us to manage availability, schedule meetings/visits, and general work tasks. This is great as is behaves as a central hub for sales employees to manage their workdays to prevent potential scheduling conflicts, mishaps, and issues. Data/Analytics: Using Creatio has allowed us to view sales and customer data efficiently. Information updates in real time, which allows for less on-demand upkeep and the viewing of real-time data, trends, and history. This allows for us to make educated sales decisions and strategies. Customer Management: Creatio allows us to manage and view our entire customer base. Creatio also assists in adding new accounts to our roster.

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.

Como oportunidad de mejora el tiempo de respuesta a incidentes.

Solventa el retraso de anteción a clientes, asimismo automatiza los procesos para mejorar la satisfacción del cliente. Beneficios aprendizaje continuo.

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

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

Creatio automates repetitive activities, allowing us to focus more on strategy and customer interaction. It eliminates manual errors and enhances productivity by streamlining processes.

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.

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.

Creatio provides a comprehensive system to manage customer relationships, capturing all customer interactions. This makes it easier for us to track and study customer behaviour, even though some of the team is remote, enabling us to provide personalized service and strengthen customer relationships.

Creatio is a great platform to handle Marketing, Sales, and Service. What I like the most about it is how easy it is to personalize dashboards and processes ourselves within seconds or minutes without depending on IT to help us move forward. We have also integreated it with other apps to make it easier for clients to reach us and it's been great.

I realy don't have anything to report here.

- Automations - Lead management - Peformance management - Easy customer support management

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.

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.

Creatio is allowing our service teams a centralized "one stop shop" that allows for more timely and consistent forms of service. Creatio is also a great management tool that offers beneficial reporting that enables us to provide the best services to our employees as well as our customers.

Creatio strikes a balance between power and usability, a combination that is hard to come by in today's saturated CRM market.

On the rare occasion there are roadblocks. During these times, Creatio's support team has demonstrated a genuine willingness to assist, ensuring minimal downtimes and efficient problem resolution.

In the world of system analysis, integration is king. Creatio's API capabilities and out-of-the-box integrations have saved countless hours and reduced the intricacies typically involved in getting systems to communicate effectively.

Ability to customize processes and automation to match our business needs. Great support to improve our processes.We've found Sales Creatio to be an excellent solution for our sales operations. It expertly guides our sales reps through the next optimal steps, dramatically reducing the occurrence of errors.

There could be minor improvements to the aesthetics of how client interactions are viewed.

effective management of leads, email marketing, sales and service in one platform

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.

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.

Creatio is enabling our business to give more time back to our sales pros by giving them more detailed engagement in areas such as lead engagement, automated opportunities, and even specific segments of their customers that need attention based on data we determine in our BI tool which integrates with Creatio.