Creatio Reviews & Product Details

The best thing about Creatio is the ability to configure workflows according to the business requirements with the help of low-code and no-code tools.

We like the platform and are going to scale, roll it out company-wide.

Creatio is a centralized platform for our customer-centric operations. The combination of out-of-the-box solutions and custom-built workflows provided us with end-to-end sales process automation. The system gives us a unified customer view, allows for tracking all the interactions, managing documentation, and assigning customers to a responsible manager.

The most significant advantage of Creatio is no-code tools. Thanks to them, end-users don't need to rely on IT to customize the system.

I would suggest adding some marketing features to enhance the system, like creating landing pages within Creatio and sending out bulk SMS.

With Creatio, we started our digital transformation project. Out-of-the-box capabilities and custom-built solutions allow us to adjust the system to changing business needs. Creatio helped us accelerate sales and service processes and boost the efficiency of marketing operations. The no-code nature of the system and extensive integration options enabled the integration of all our applications into a single IT environment.

I do like the platform’s flexibility and robustness. It provides practically unlimited customization options. Also, the customer service the vendor offers is top-notch. We have a dedicated Customer Success Manager who is very involved in the system development process and does his best for us to achieve the desired results.

Occasionally there are some performance issues. But overall, my experience with Creatio is very positive.

Before Creatio, we didn’t have an efficient tool to streamline processes and reach the desired level of transparency. The platform helped us automate a range of customer-facing operations and create a unified digital workspace. We gained visibility of our processes with real-time analytics and improved employee efficiency by unifying all technologies into a single ecosystem.

I enjoy the flexibility of the platform and ease of customization, thanks to no-code. The built-in analytics and reporting provide valuable insights on customers and help to monitor team performance.

No major issues to mention. I completely liked this product and recommend to anyone as it helps organization to create workflows for customer-facing processes...

Creatio enabled us with no-code and allowed us to build a range of workflows for customer-centric processes. The dashboards and reporting let us easily track employee performance and keep a high level of customer engagement.

I love the speed of the platform and how configurable it is. It was very seamless to get onboarded as well. The CS team at Creatio is awesome and made it super easy to get up and running quickly.

I have no complaints thus far. In terms of different CRMs that I have used in the past, Creatio is my favorite by far.

We use Creatio to track all outreach with teams outside of our organization as well as to leave notes internally for our team. Given how configurable the platform is, Creatio has really helped us improve our internal processes by optimizing our CRM layout.

We've been using Studio, Marketing, and Sales products for 2 years now. It serves all of our needs, with decent usability, good process designer and numerous ootb apps, addons and templates. I do not remember when was the last time I had to ask our IT to help me with custom requests, such as dashbaords customizatiom, AI lead scoring, integrations etc. Studio is also used by our opeations so its rather a foundation for our teams (Sales and Marketing ) for better datasharing across the organization.

We don't like the email template designer. This needs to be enhanced.

Organization-wise the project goal was to reduce the workload of our IT department because it took them too much time to process external requests. As they call it Citizen development approach became a perfect solution to those challenges as all teams can now automate processes faster with less communications.

I am happy to see how much time and money we were able to save with Creatio products. They provided us with a unique opportunity to automate processes that required too much manual labor before. Creatio did not take long to integrate its products into our ecosystem, and we have benefited from the platform ever since. I often hear from other executives that it is impossible to find enough skilled IT staff to cover all business needs. I can tell that we took this problem out of the equation thanks to no-code tools that the platform provides. With the help of Creatio, we are able to foster citizen developers and keep up with the changing market needs

Creatio has a great Marketplace that offers applications and templates to extend its capabilities, but there are so many of them, it’s confusing.. I wish Creatio had some type of smart suggestion that would offer me apps to integrate depending on my activity on the platform

Creatio provides a complex solution for many problems, but here are some of the most prominent ones: 1) The lack of skilled developers. In the digital world, nearly all business processes involve a certain degree of IT interference. We prefer to give all complicated tasks to the most technically skilled professionals and allow citizen developers to cover the rest. It helps with workload distribution and allows us all to work faster 2) The lack of agility. Before integrating the Creatio platform, our company was not very flexible. Adapting to changes was stressful and time-consuming. Now, it takes hours from an idea generation, to building, to testing and finally, to its implementation into our daily routine 3) The lack of effective collaboration between the teams. With Creatio, all employees can easily collaborate and track the entire customer journey as leads transition between departments, as well as share knowledge and information. The database is continuously updated, and all workers have access to the changes that other users make

After years of using both Marketing and Studio Creatio, the flexibility and scalability of the platform to this day stand out the most. The low-code platform itself works well for all our developers, as it is easy for them to understand, work with and code on. Because of the platform, our app development is consistent, quick and secure, allowing us to respond more efficiently to app changes or new customer needs. As for the Marketing product, the unification of our customer and prospect database was key. We wanted to have a full customer history, of every customer, in one location. We wanted to know which leads were coming from what landing page, which email campaigns were successful and to better organize and stay on top of events. We currently have 100+ developer events a month.

Recently, Creatio updated its pricing model. The previous model worked better for us. At times, although we do have a wonderful Customer Success Manager, the response time for our inquiries can be delayed. Additionally, although Creatio currently has great offers in the Marketplace, the offers could definitely be improved upon, especially in terms of variety. Creatio has several hundred partners, it would be nice to see more read-to-go apps and connectors developed and offered to customers.

We definitely appreciate the tool for its ability to manage all the infrastructure and application lifecycle – almost like a one-stop-shop for all your development needs. But also the: 1) Flexibility: the ability to design and configure the platform to our needs – and the ease of doing it! 2) Analytics and Reporting: Creatio provides us with powerful insights and data needed to compile reports based on lead performance and email, landing page and campaign health performance. As a result of better campaign tracking and monitoring, we are better able to adapt our marketing strategy and reap rewards. 3) Improved Inter-Departmental Communication: the immense improvement in Sales and Marketing synergy. 4) Creatio’s Marketplace: some great ready-to-use applications, connectors or add-ons which further reduce time-to-market.

Its intelligent products accelerate sales, marketing, service and operations for mid-size and large enterprises.

There is no such things to dislike about creatio.

Connecting with customers using CRM tool

What I like most about Creatio low-code platform is that even without deep technical knowledge our marketers and accountants can use it to create apps. It’s a good tool that can easily transform your employees into citizen developers. This software allows our team to create, configure, and deploy customized apps without software development skills.

UI might require some tweaks. But I heard they are going to upgrade it shortly. Will see.

Studio Creatio reduces the amount of development operations tasks. It facilitates a quicker deployment and implementation process, enabling our developers to deliver faster. This tool reduces the time spent for operational activities and dramatically speeds up the application development and deployment.

With this software we can change both structured and unstructured business processes; - ability to create and train ML models without coding or scripting - Creatio’s AI-powered technologies that help us speed up decision making - ability to create and customize apps on the go

More templates and apps on the Marketplace would be great.

High-quality product that satisfies our core needs

I love all of the automated campaigns that you can make in creatio. From doing email campaigns to creating boxes that can be checked to start people into the campaigns. I can not say enough good things. The customer service is superb.

It is easy to over complicate what you are doing... and there is a learning curve.

Communication has been better, automation has been great, and doing marketing smart has been so much easier!!

Regular updates. There is a highly dedicated team of professionals behind the product that keeps improving and modernizing the product.

We would like to see other communication options with Creatio rather than a technical support center. Sometimes we need to solve a problem on the spot, for instance, while sending bulk emails, and we would appreciate the opportunity to call and discuss the issue directly.

Most importantly, we started to create a comprehensive сustomer database on Creatio platform, which helps us track all our customer and partner interactions.

Creatio has an unlimited number of system modifications. The software’s agility and capabilities that allow us to scale effectively are definitely among the top benefits for us. Thanks to technologies like low-code development tools, the system allows us to customize it according to the needs of nearly all of our internal clients.

The mobile application needs improvement. For instance, I would like to see a mobile version of customer portal available. It would be way more convenient for our customers to send their requests from a mobile device.

Thanks to Creatio, we lowered our support service costs significantly by automating manual processes and day-to-day business tasks. Since the net costs of our services decreased, we were able to provide an exceptional customer service up to 17% cheaper than our competitors while maintaining our gross profit margin.

Variety of options that are available for the system administrator to customize the system, create new logic and make it work automatically

It is too early for me to dislike something. Don't find yet

In one system we gathered to have a full client portfolio, automated everyday check tasks, and we are finally able to control our workflow and do the needful forecasts that are available for each team member and management board at once.

With the help of bpm'online, we unified client’s database, automated core business processes, and took control over the KPI analysis of the employee performance. Some of our favorite functions of the bpm'online are the following: -Dashboards section where the head of sale department can trace all ongoing activities and interacts with the managers in real-time. The activities of all managers can also be controlled based on their daily, weekly and monthly performance, thereby their efficiency is automatically calculated. -System’s ability to assists sales managers by showing next process stages and enabling them to keep track of the customer journey stages. Leads are being automatically handed off to sales. Successful sales convert into projects, which are customized in accordance to our work cycle. -Time management tools. The tasks assigned to employees are displayed in the calendar, which helps both individuals and teams to better arrange daily, weekly, and monthly work schedules.

Some of the managers struggled with getting used to a new system - because of the shift to a new software the entire process of work was changed. However, in the course of time, all employees adapted to it. We often reach out to technical support department for certain inquiries. Bpm’online support team helps us to keep the system customized, that’s why we really appreciate the help we are given.

Over the years of operating in elevators equipment services, our company accumulated a great number of clients which was challenging to keep track of. We realized that unless we use an efficient tool to manage our data, we would be missing out potential deals. We needed a smart CRM system which could aggregate our client’s data and communication history, track customer needs, monitor employee performance, and record the history of orders, deals, and services provided. That’s when bpm'online stepped in, solving all issues at once.

Bpmonline is highly configurable and customizable solution that has increased the efficiency and productivity for users. We love the business processes and the automation functionality it offers to eliminate manual work on regular, smaller tasks. It was great to customize the built-in processes to our specific business needs. Its very User friendly. Data migration through data import was not that difficult either, once we cleaned the data.

Need more plugins to connect with other 3rd party systems like Quickbooks

Have used BPM Online to streamline the sales process

All information that I need is in one place. There is no need to store info in different systems, files, any other places, because now everything is well organized and stored in one system. It is rather simple to find and edit info, even when you are out of the office - mobile app is always with me. I like an option to create my personal analytic - it is easy and looks fantastic.

There is nothing that I can dislike now.

bpm'online saves my time - many routing tasks are now performed in one click, and there is no option for me to forget smth :) Also rather useful thing is printables - you just enter the info in a system and all the needed drafts of the document are prepared.

Before the introduction of bpm'online, InTech already had experience using CRM systems – we knew what we liked and didn’t like based on past experiences. Given the previous experience, we were looking for a tool that would allow not only to automate sales processes, but also to monitor and analyze the results of the work of the sales department. Bpm'online met these requirements, and its interface became an additional advantage of the system. InTech can now analyze the effectiveness of the sales department in the context of the following results: • volume of closed and potential orders; • the amount of work done by managers in the context of calls, meetings, activities for the time period; • customer base growth.

Can’t say that we dislike anything at this point. At InTech, we have seen great results from bpm’online sales and credit the software for more sales and process transparency.

The main task of implementing bpm'online was to collect all data on customers in a single system to conduct transparent work. Managers can go through all the stages of working with a client with high quality: from script conversations to invoicing.

Integration between the different modules is very well executed and available at your fingertips (Literally!). Not many systems out there can automatically aggregate and give true visibility to everything from Lead to Support.

Knowledge-base functionality needs to be updated.

Visibility across multiple departments. Sales having full exposure to Projects & Support and vise versa. Onboarding can plan resources according to what's coming down from sales having visibility to the sales pipeline. Another major benefit is bpm Dashboards. They do a great job of visualizing large amounts of data into simple visuals and they are extremely intuitive and easy to create.