Creatio Reviews & Product Details

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.

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.

Sales Process - Creatio automates sales workflows, from lead generation to deal closure, streamlining processes and ensuring a consistent and timely sales journey.

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.

Creatio's reporting capabilities lack advanced analytics, limiting in-depth insights.

Creatio is improving the UI in every release with the beginning from freedom UI which is a remarkable step. It makes the UI very interactive and intuitive which on the other hand other CRMs lack.

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.

The pricing for smaller projects/teams might be a point of contention. However, given the ROI, the efficiencies the bundle offers is unbeatable.

Mostly project management capabilities, task automation and data transparency across all teams working on projects.

We started our journey with Creatio 5 years ago. At the start, we used Creatio as a customer base and we gradually added and automated workflows, testing them, making adjustments on the way to design the processes that would meet the needs of the prospects and customers and also the employees. Now, having to no longer paperpush is great! The easiness and intuitiveness with which we could do all that was what I enjoyed the most.

Of course, there was a learning curve, but one exists for any product or software. That being said, we were able to get over that hump pretty quickly with the materials available to us in the knowledge base.

With the vast amount of data and multiple, disparate systems, it was difficult to keep track of prospect funnel progress, invoices, payments, for example. We needed automation and coordination of systems and Creatio delivered.

- Possibility of a large number of modifications without using code - Customer Support - The speed of the system - Stability of operation - Mobile application - Nice GUI

- some buttons, as on dashborads are in an unintuitive place - the size of some buttons is impossible to modify

Creatio addresses any type of problem both technical problems and those arising from not knowing all the functions.

"Creatio offers an exceptionally user-friendly interface, making it accessible to users with various levels of technical expertise. And it's seamless integration with a range of development standard languages as JScript and C#, significantly simplifies the integration of external tools."

It could further enhance its no-code offerings and provide more debugging tools. These improvements would make Studio Creatio even more comprehensive.

Creatio offers an exceptionally user-friendly interface, making it accessible to users with various levels of technical expertise. And it's seamless integration with a range of development standard languages such as JS and C#, significantly simplifies the integration of external tools. We have a lot of lead sources so had to build multiple integrations. It was pretty easy for me as an experienced engineer.

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.

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.

Creatio allows us to bring processes and information from all across our organization into one platform. This gives us the opportunity to standardize and automate more rapidly than ever before. It also helps us to keep our teams connected and provide better data visualization for our management. For a modern tech focused business - the landscape is everchanging and you need to be able to adapt rapidly, Creatio is a tool that lets us accomplish that.

Creatio is a highly scalable and customizable solution. We constantly incorporate new ideas turning them into efficient workflows.

Creatio Platform fully meets our business needs

We were looking to better organize our sales team operations, and Creatio has proved to be a great solution to address this issue. With Creatio, we have our customer data consolidated in one place and can access it quickly from any device. Our reps easily schedule visits and manage tasks. The system helps us track team performance and turn data into actionable insights boosting results.

Intuitiveness, user interface, no-code development.

Nothing much but i would like to have MSO365 integration.

Creatio is used across our organization to manage customer and partner interactions - it's our primary source of truth that makes us data-driven. We created custom workflows to enhance out-of-the-box functionality and fully tailor the system to the company processes. With no-code tools, it's easy to pivot the platform to match changing business goals.

I like that Creatio is more than just a CRM. It’s a platform with strong process management capabilities that helps to build required workflows at speed.

Sometimes minor issues happen like with any other software. However, Creatio support team resolves them quickly.

Previously our company didn’t use any software for case management and processes automation. Creatio implementation helped us optimize internal customer service operations. The system provided case categorization capabilities and omnichannel communication options that speed up case processing. With Creatio, we simplified cross-departmental collaboration and accelerated a number of internal processes.