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

Creatio's robust customization options, which allow tailoring processes to specific business needs. Additionally, the platform's analytics and reporting tools contribute to informed decision-making, enhancing overall efficiency. The responsive customer support is also frequently praised for addressing queries promptly.

Integration complexities with certain legacy systems and limited third-party app.

Creatio addresses challenges in business process management, streamlining workflows, and enhancing overall efficiency.

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.

The platform is customizable, easy to set up, and integrates well with third-party apps. Additionally, the pricing is just right.

There isn't much to dislike. The system has fulfilled our needs at every level.

The data management now exceeds our expectations. Creatio has designed the platform in a way that allows us to organize data easily and make better decisions based on data. Creatio has become our competitive advantage on the market.