Creatio Reviews & Product Details

We like easy customization: you can either do customization with or without writing code. This allowed us to integrate creatio product in our business easily and free up some time for developers as managers are free to create business processes themselves

Few developers that can modify this product

We have many workflows for different parts of our business and the main benefit is that all of our managers work on a single platform

Creatio is much easier to use and configure than Salesforce, which is the CRM we had been using previously. My interface is also cleaner - I only have fields that I actually use vs. hundreds of lines that take up the page but that I couldn't get rid of because Salesforce wouldn't let me customize my page.

I've had a really positive experience so far but the one area of improvement I'd say is to embed dynamic search within the search bar. I now have to type out the entire account name in order to bring it up vs. just a few characters. This is simply a matter of convenience for me.

Creating a CRM on a low-code platform that I actually enjoy using and where I can take advantage of all the functionalities that are important to me. It's really customizable which has been one of the best benefits.

"Creatio" is a popular CRM. It is easy to use, affordable, and is reasonably popular software. The functionality is suitable for small to medium enterprises. It is relatively easy to set up. You do not need to hire a developer, and business users can do the configuration of "Creatio".

Overall it is a good product. At times if the customizations needed are very complex, then it is possible that Creatio may not support them. Over all typical requirements can be set up in a small amount of time.

We have used Creatio as a CRM to manage our leads, opportunities and pipeline.

I suppose I won’t be unique in saying that the most impressive feature of Creatio is the low-code development tools. To have the ability to adjust processes to meet every business need is why Creatio stands out.

We like the platform, and our customer experience has been positive so far. There are a few process designer improvements that I would suggest, like the ability to copy-paste business process sections and use the mobile app for process configuration.

Thanks to Creatio, we built a range of custom solutions to support our sales operations and interact with our prospects and clients efficiently. We created a unified digital environment ensuring transparency of our business processes by integrating Creatio with ERP and data management solutions. Advanced analytics and reporting help us monitor operational efficiency and help us make data-driven decisions.

Creatio has been an amazing CRM and BPM automation tool for a long time. Its capability of the business process & workflow management makes a very good impact on the enterprise entities who are looking for a CRM solution. The best part of Creatio is that you don't need to be a skilled developer to make a change in the workflow while it's in the live stage. The value brings to the business users with its low-code automation capabilities is high.

Creatio is a growing platform, So it has few areas for improvements such as the business processes needs to have a real-time impact on the screen. In the current versions, the user has to refresh the screen to see the changes after the business process ran. Also, the authentication mechanism for integrations doesn't support client credentials or any modern grant types.

As an organization, we have the need to automate the sales, marketing as well as internal process with a CRM. That's where Creatio helps us being one of the solutions. It's helping in terms of - Automating internal business flow with its low-code bpm designers - Changes on the go using its section wizards - Email automation - Forecasting feature for the sales pipelines - Opportunity, Leads & Account Management.

Online training through live and video tutorials that allow you to understand the capabilities of this formidable software, Creatio enables the creation of campaign management plans to generate a more significant influx of potential customers. Collecting information of interest of potential customers allows a better approach to their interests. Activity dashboard with sales forecast reminders

Creatio is a solid product and provided many tools; this makes the most novice user overwhelmed by many functions to work with, getting lost in the navigation of the interface. It lacks an email template creation feature

Creatio, like any CRM, provides the necessary tools for every company to carry out its tangible trading operations. But Creatio is not like any other; this software provided my team with a more streamlined workflow activity than other programs we experimented with. Its link to the cloud allows for the rapid accumulation of customer data. Information provided by a powerful AI that collected data from potential customers that may be interested in our products

What I like most about the platform is the ability to change existing processes quickly and easily. It helps to keep up with the changing business needs. Also, the intuitiveness of the platform makes user experience very smooth.

It would be nice to enhance the search for duplicates to have a possibility of searching for similar names, including those with possible typing errors.

The platform allowed us to create a custom-made solution to speed up recruiting processes and optimize applicants' data management. Combining the system’s out-of-the-box sales management capabilities, custom CRM and process automation solutions fully met our business requirements. The system provides in-depth analytics and allows us spot issues if any and meet our goals.

The Customer Success Manager (hereafter CSM) is very helpful in setting up the "out of the box" CRM system. The CSM helps with creating business processes as well.

Creatio brings new features constantly. The speed is fast and the support is good. I dislike Buggs in (new) features, although they are mostly fixed in the first available update.

We configured the pipeline from marketing to order in CRM. A great tool to keep an overview of all contacts, accounts, leads, and opportunities (and more).

Creatio for us is a simple system which has allowed us to connect with customers in a faster way making specific sales without any inconvenience the system for us and managing to connect to the marketing service either through networks or emails in this way it is captured potential customers and makes the sale through its system, it is very complete and simple tools.

In my opinion I do not have a negative point regarding the functionality of the service since it has allowed us to improve our stability in the search for new clients, the tools and each of the characteristics are fundamental and work together, however the system continues to be updated and improved at future adding new features in order to improve the system better and better.

It is an unavoidable solution for us, it is incredible how a single system has allowed to unify different areas within the company in order to work together And achieve favorable results the unified marketing, sales and design system in the creative system has allowed to achieve with ideas, solutions, analytics the best ways to attract potential clients and new traffic to our website the system works perfectly and allows you to associate with marketing immediately without any help from third parties since each tool is intuitive.

This system is innovative, it totally changed the system of both the traffic and the marketing of the company now the marketing and CRM process has grown much more efficiently and with more interactive ideas to improve the flow of new customers both on our website and Social networks are happy because the tools work in a correct way, the tools have been very simple, so working with them has released work stress very quickly, a creative system.

Regarding the operation of the system we have not noticed any kind of inconvenience since the tools are very simple to implement the configuration of this software with other systems, whether marketing is fast, simple and we have not had any type of inconvenience And finally the interface or The work of the system has been very remarkable because it is very attractive and the work is remarkable with new traffic on our website for us it has met objectives, in turn this system continues to be updated and improved by adding new features so it does not we have had problems.

The system is mainly used to be able to release the work stress generated by making sales or having ideas for new marketing.The creative system makes the best solution allowing time to be freed specifically in sales because the system has a virtual process in which sales are made in a much faster and more efficient way, however, if the user has ideas or questions in addition to the predetermined one, an advisor immediately supports the service, however the system works directly with the client and the most extra problems occur very little. part of the sales are efficient and fast, very happy because the system manages to work by itself allowing to use this time in other areas of the company in this way we have automated and optimized.