Creatio CRM

Avantages

C’est une plateforme spécialisée dans l’automatisation du marketing, des ventes et services. Elle permet aux petites, moyennes ou grandes entreprises d’avoir les moyens de gérer les processus client et d'offrir une expérience client hors du commun.

Inconvénients

Elle beugue trop et le service assistance n’est pas souvent disponible pour nous apporter de l’aide.

Avantages

En plus de sa meilleure fonctionnalité, Creatio CRM est un logiciel que j’aime beaucoup. La personnalisation du système est aussi impeccable.

Inconvénients

La prise n’est pas facile pour un débutant mais , avec le temps. L’équipe d’assistance n’est pas des fois disponible pour nous aider.

Avantages

The standout features include automation tools and seamless integrations with other applications. Creatio also deserves praise for its proactive approach to customer feedback. They continuously adapt and improve their platform based on user suggestions, which is truly outstanding.

Inconvénients

The platform offers an abundance of options for customization, integration of third-party applications, and data management. However, this extensive functionality can be quite daunting for beginners. It can be challenging to discern where to start or how to progressively leverage the tool's full potential, as the numerous capabilities can cause a sense of overload for new users.

Avantages

Creatio CRM is executive and reliable in controlling all the procurement processes.

Inconvénients

Creatio CRM is practical and offers decency in service delivery.

Avantages

Easily customizable. Excellent support from technical side.

Inconvénients

lots of bugs. new updates would override the fixes and render software useless until new patches would be applied.

Avantages

It's not just a CRM, it is an advanced BPM with a lot of flexibility and ready-made components that are quick and straightforward to implement.

Inconvénients

The bugs and upgrading from v7 to v8 but the UI is much more attracive so was worth the plunge.

Avantages

It handles our CRM needs effectively and makes customer service issues easy to handle.

Inconvénients

Everything is straightforward with Creatio CRM

Avantages

We found everything to be impressive, from the user-friendly interface to the smooth data synchronization across multiple customer-facing applications. Creatio offers effective tools for lead and opportunity management, covering the entire journey from lead generation to opportunity closure. The scoring mechanisms are particularly valuable, helping to prioritize crucial leads, and the forecasting tools prove highly efficient for strategic planning.

Inconvénients

No-code tools are really intuitive. However, our team needed to undergo a training to fill the gaps in our knowledge of business process management. Also, for really complex apps creation, a support of an IT team is still required. Maybe it's specific to industry though.

Avantages

We enjoy using Creatio, it has quite intuitive user interface and introduces a lot of possibilities to be customised according to the specific needs of your business.

Inconvénients

As with any software we sometimes run into issues, but it happens with any software and doesn't affect our overall positive feedback regarding the product.

Avantages

The seamless integration of ready-made modules and workflows allows for the creation of any customized solutions, minimizing the requirement for extensive engagement from technical team.

Inconvénients

I don't know of any significant issues, and I have not personally encountered any such concerns.

Avantages

It's user-friendly customization options, and the remarkable improvement in the accuracy of our sales forecasting. Dashboards have significantly enhanced our visibility and helped us better align with different units.

Inconvénients

We successfully implemented everything within just a couple of months, although we did encounter a few challenges along the way. However, the no-code functionality allowed us to find quick and flexible solutions.

Avantages

Creatio provides a bunch of pre-configured workflow templates, the majority of which align closely with our requirements, that helped us significantly streamline our operations. This level of efficiency is of utmost importance in the fast-paced world of financial markets. The most outstanding are Creatio's customization capabilities, sales forecast tools, and easily-adjustable dashboards.

Inconvénients

While I faced a few minor bugs along the way, these issues were promptly fixed by responsive Creatio support team or resolved through the regular bi-weekly updates that Creatio consistently delivers.

Avantages

Сreatio is a remarkable platform that greatly helps contact center agents in streamlining their daily tasks, providing better service to clients, and ultimately boosting client satisfaction. Additionally, they offer a variety of valuable Marketplace solutions to extend Creatio's capabilities.

Inconvénients

Not much. It may take some time for non-technical specialist to learn how to use the platform. But once you tried, you won’t go back to another product.

Avantages

The campaign feature within Creatio has been impressive,allowing to execute even the most complex campaigns effortlessly, all while providing comprehensive insights into customer behaviors with just a few clicks.

Inconvénients

I'm still getting acquainted with the system, so there isn't much to say about dislikes. The onboarding process appears to be smoothly and clear.

Avantages

CRM platform offers a intuitive dashboards, making it highly customizable for your team's convenience. The scoring mechanisms and forecasting tools provided are valuable for strategic insights. Enjoy the simplicity of our user-friendly interface, allowing easy customization through drag-and-drop functionality. Rest assured, our reliable support service consistently exceeds expectations, catering to your specific needs.

Inconvénients

I have not encountered any major drawbacks with Creatio. However, there have been a few minor issues that were quickly resolved by their excellent customer support team.

Avantages

Very good looking software and efficient with a lot of ready to use functionalities. You can adapt the sofware at your own flavor to get the most of the power.

Inconvénients

A better connection with tools like M365 would be a good point. Sometine you don’t know where your are in the different modules

Avantages

Creatio's low-code/no-code capabilities make it possible to gain autonomy and efficiency, projects that used to take months are now completed in weeks or even days.

The marketing tools are impressive, as well as the way Creatio offers a global approach, from initial lead generation to customer support and the entire sales process.

Inconvénients

As a low-code platform, Creatio offers great freedom to users. Low-code means great opportunities and acceleration for creating new features and applications, but it doesn't mean that you can create anything in a snap, and this can be a bit frustrating.

Avantages

People like the personalized approach and high-class service that we deliver when they travel. That enabled us to grow very fast. Unfortunately, our CRM system was failing to keep up with the pace of our growth. Hence, there was a need for a more effective CRM solution. We were looking for a software that would support and foster our business expansion and growth. Thanks to the intelligent bpm’online software, we reduced technology costs, and improved productivity. We achieved considerable improvement of sales and marketing productivity. Our improved interactions with clients resulted in increased revenue and customer loyalty.

Inconvénients

There wasn’t anything to dislike. The project was carefully planned and thought through – thus, everything worked fine.

Avantages

While working at the hotel marketing dept, I had to use Terrasoft BPM (now Creatio). First, I thought it was our in-house CRM. But learned later it was widely used and popular platform for many businesses. Probably, that's it's main pro - Creatio allows customising it so it looks like a custom made software for your business.

Inconvénients

Creatio is definitely not designed for inexperienced user. I spent weeks learning the processes and it is good we had good support, answering promptly all my questions. E-mail (mass newsletters) were available for additional costs.

Avantages

For us, although Creatio is primarily a CRM system - we wanted it for much for - case tracking for our customer service. Creatio were brilliant in working with us in customisation to do this - and continue to do so.
Customisation doesn't prevent us getting the regular updates to the base system. The system is reliable, looks good, easy to use and rarely do we have any issues. When we do Creatio are fast to act with their great & friendly people

Inconvénients

Really no issues I can think of that are worth noting.

Avantages

Extremely intuitive to set up and use. Extremely flexible to customise to specific process and reporting needs. Strong metrics and analysis reporting functionality allowing tracking of virtually any performance indicator. Fantastic service throughout from pre-sales, implementation and on going post implementation support. Cost effective in every aspect.

Inconvénients

Difficult to fault. At times the functionality is so plentiful and rich that this could lead to some confusion with regards to best practice method to implement solutions, however the BPM team offers solid support to always guide you through the best approach to match and fulfil your requirements.

Inconvénients

Like any time you start something new, there is a learning curve. Thus, read user guides and watch videos on the website, dig into the functionality of the product.

Avantages

Generous selection of Accounting Connectors, Add-ons and Software Solutions. We have not had to go outside of the bpm’online software in search of such applications.

Inconvénients

The time needed to sift through our company processes. It was an intensive, organization project to undertake before we could even think about implementation.

Avantages

We like the fact that we could host it on-site. The customization of the system is also great, however it does mean that more work needs to put invested up front. We have not got to a point where our entire company is using the system, but we have made some headway. I can see that it will help streamline our business.

Inconvénients

Other CRM’s have a cleaner look and feel, and slightly more engaging graphics. I feel that there might be a little too much clutter on some of the pages, but understand that it can be customized. Customization of the system has been taking too long, however this is mostly due to us not having the time or resources to dedicate to setting bpm’online up 100% for our business. So while it is beneficial that we can customize just about everything, the drawback that we have experienced is that we have been struggling internally to make decisions on the way forward.

Avantages

It was really a swift implementation. The bpm’online software was easily integrated with our order management system and other third-party applications. Smart charts and reporting helped us track our real time sales performance and forecast sales, so we did not lose any opportunity in any country.

Inconvénients

As we purchased the basic support package, technical support was provided only via email, not phone. To receive technical support and consultation via telephone, you need to buy an extended support package.