Creatio CRM

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

Easy to customize, fully integrated.
Ongoing development and a great support team!

Inconvénients

NO cons have been encountered for us. We have positive experience only

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

This tool has been instrumental in substantially enhancing our productivity and fostering stronger collaboration within our team. It has effectively facilitated the consolidation of our projects, even with the geographical dispersion of some of the team members. Moreover, it has provided us with a clearer and more definitive understanding of our strategic trajectory. All in all, it has proven to be a game-changer for our workflows.

Inconvénients

That would much help to have even more pre-built and composable modules as this will simplify the user adoption process. We know that Creatio's team are inteniv;y working on this.

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

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

Ability to customize setup, processes and automations to match business needs

Inconvénients

Their could be improvement in how some client communications are displayed

Avantages

The things I wanted to highlight about Creatio is their ability to organize and centralize data, which makes it easy for us to track leads, automate our sales process and customer interaction. They also offer a robust automation features such as lead nurturing and forecasting so we can prioritize sales efforts to meet sales targets.

Inconvénients

It is a bit complex with a steep learning curve just like any other CRMs

Avantages

It offers a very comprehensive automated platform to automate sales, marketing and customer service processes. It also provides advanced analytics and reporting capabilities to track performance, identify areas of improvement and make data-driven decisions for your sales and marketing departments.

Inconvénients

Can't think of any downside at this point. It has been good for us!

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

Ease of setup and tailoring to our business, value for money, excellent customer service, and having the ability to track all customer interactions and communications and analyze the campaign effectiveness with dashboards. The results are linked to customers or accounts which gives us insight into customer behavior patterns to further engage effectively with customers.

Avantages

Es una herramienta que se que tiene mucha adaptabilidad a cualquier negocio o tipo de proceso con conexión con otros sistemas.

Inconvénients

La adaptabilidad que se puede obtener en esta y la conexión con otros sistemas poder generar reportes adaptados a cada necesidad.

Avantages

Not much that I can think of at this time.

Inconvénients

Version updates causing issues with our apps
Freedom UI randomly showing up for clients even though we have deactivated it
Creatio Support is not very helpful and it takes explaining the same thing many times for support to understand.

Avantages

The ease of use and ability to quickly learn how to customize the solution myself instead of relying on a super technical resource.

Inconvénients

Originally the UI was a bit outdated but with the new Freedom UI, it looks and feels like a next-gen CRM.

Avantages

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

Inconvénients

Everything is straightforward with Creatio CRM

Avantages

Creatio CRM comes with best CRM features and is also very capable when it comes to lead tracking and management.
To make marketing easy, it features best email marketing capabilities and is also good as a sales force automation solution.

Inconvénients

With Creatio CRM, I haven't realized major concerns