Creatio CRM

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

Creatio CRM is practical and offers decency in service delivery.

Vorteile

Easily customizable. Excellent support from technical side.

Nachteile

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

Vorteile

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.

Nachteile

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

Vorteile

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.

Nachteile

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

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

Lots of advanced features available to you, and you can customize the dashboards however you'd like. Great overall for users in CRM everyday

Nachteile

Takes a long time to load sometimes, a little confusing with all the features so if you're only in CRM about once a week, it might be hard to navigate. I imagine everyday users will pick up on the interface quicker. No CRM is perfect but Creatio could definitely improve their user interface.

Vorteile

The team at the customer service they quickly find a solution and always wanted to help in regarding anything

Nachteile

It’s so hard to go back here f you make any changes in the first place

Vorteile

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.

Nachteile

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

Vorteile

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.

Nachteile

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

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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

Vorteile

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.

Nachteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

Personally, I love how easy bpm is to customise and to create new business processes this feature has saved me a lot of time and the company a lot of money.
The biggest benefit is that our sales team now actually use our CRM because they use the reporting dashboards to see where they are and to compete with the other sales reps!

Nachteile

There's not much that I dislike about the system however it would be great to have an app store where you can see what other sites and systems bpm can integrate with without having to contact the company each time.

Vorteile

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.

Vorteile

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

Nachteile

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

Vorteile

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

Nachteile

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

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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

Vorteile

Not much that I can think of at this time.

Nachteile

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.

Vorteile

It is a software that by getting to know it one learns to identify and become familiar with its functionality. If it's hard work. However, by striving and pacting, one grows fond of him, falls in love with Creatio. Because by understanding it, you get to know everything that can be done with creatio. Thank you very much for designing, developing and building such an excellent product.

Nachteile

I have seen that it takes time to respond, the waiting times are very slow, I don't know why everything is compiled at the time of making a change. Another point is the dependencies that it has, they are complicated to understand, and therefore, as a result of this, errors have been made, I believe that understanding this issue is solved, or that there is a more in-depth documentation of issues in more depth.

Vorteile

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

Nachteile

Everything is straightforward with Creatio CRM

Vorteile

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.

Nachteile

With Creatio CRM, I haven't realized major concerns

Vorteile

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.

Nachteile

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

Vorteile

No Creatio foi possível criar uma replica do cenário que precisavamos. Nosso ambiente é um mix de CRM e ATS muito customizado. Temos diversos produtos e integrações com fluxos diferentes e o Creatio é capaz de reproduzir a dinâmica esperada pelo time de usuários e por nossos desenvolvedores. O apoio e proximidade de nossa consultoria também tem sido fundamental para o avanço e acompanhamento das frentes

Nachteile

Gostaria de ter mais dinamica nas buscas feitas no sistema. Nossa utilização depende muito dos mecanismos de busca e esse é um ponto de atenção.

Vorteile

It is clear to navigate and has a great user experience. It's also very custom. You can make anything in the folders, types, customers, etc.

Nachteile

Sometimes, we had an issue with the scheduled emails feature. For some reason, it did not send, but overall, nothing much to complain about.

Vorteile

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

Nachteile

Their could be improvement in how some client communications are displayed

Vorteile

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.

Nachteile

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.

Vorteile

It is impressed with its capabilities and ease of use.

Nachteile

it’s hard to dislike something that makes your life easier

Vorteile

Este aplicativo es muy fácil de utilizar se implementa con facilidad.

Nachteile

No he tenido problemas con este aplicativo funciona muy bien

Vorteile

This platform is a great solution for lead and opportunity management, from lead generation to finalizing sales. Great fit and ready-made solution for financial insitutions enables with ready workflows for solving all modern challenges. The platform has a user-friendly interface that enables customization through intuitive drag-and-drop functionality.

Nachteile

I don't think there is anything major, I personallt didn't experience such.

Vorteile

I really like this platform because it has allowed me to automate and streamline customer service processes, as well as efficiently manage all activities related to my clients.

Nachteile

I take a little time to explore the different options and understand how to properly configure and customize the platform for my business needs.

Vorteile

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

Nachteile

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.

Vorteile

Sales Creatio stands out as an exceptional product for automating sales and distribution workflows. As a midsize player in the competitive manufacturing industry, our ability to compete with larger players has been significantly enhanced through our transformational approach and unwavering commitment to continuous innovation. Incorporating no-code tools into our sales/business analytics toolkit has proven to be a valuable addition. These tools have empowered our team to streamline processes and achieve greater efficiency, ultimately contributing to our success in the market. Notably, our conversion rates have experienced a significant increase, and our sales team is thrilled with the results.

Nachteile

While we have overall been highly satisfied with the platform, we have encountered occasional technical issues. Nevertheless, the support provided by Creatio has been instrumental in swiftly resolving these minor issues, ensuring that our overall experience with the platform has remained uninterrupted.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Creatio CRM

Vorteile

Sin duda, la automatización de procesos de ventas, marketing y las herramientas disponibles para la gestión de clientes potenciales

Nachteile

Aunque la plataforma es altamente personalizable, puede ser un desafío para los usuarios menos técnicos configurar y personalizar la plataforma de acuerdo a sus necesidades.

Vorteile

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.

Nachteile

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.

Vorteile

Creatio offers great agility, enabling us to quickly adapt and make changes as necessary. We often refrain from altering anything that is already functioning well and instead utilize the out-of-the-box modules for tasks such as sales forecasting, opportunity management, marketing autometion and more

Nachteile

Overall everything is good, any question and inconvenience can be solved promptly

Vorteile

The system has advanced tools to not only manage but also to constantly improve customer relationship. The system’s agility and scalability are some of the greatest benefits to us. Thanks to the platform’s tools, we are able to keep introducing new solutions to our customers, adding new communication channels, and improving customer-facing workflows regularly. The system also helped us reduce operational costs and grow customer satisfaction level significantly. Even though the system is powerful and feature-rich already, we are confident that the product has a huge potential. Creatio’s team of professionals keep enhancing the system’s functionality with advanced AI-powered solutions and other latest technologies.

Nachteile

The learning curve might be steep at times, especially since there is a wide range of useful features that we can utilize for the greater benefit of our business. Having an abundance of solutions and tools to use, we never stop learning something more about the system and its capabilities. While it is definitely a good thing, it might sometimes feel overwhelming since we need to continuously catch up with the new features that Creatio keeps rolling out. Another great thing – they are ensuring all the features are user-friendly, which makes the adoption of new functionality easy.

In Betracht gezogene Alternativen

Warum Creatio CRM gewählt wurde

Zuvor genutzte Software

Gründe für den Wechsel zu Creatio CRM

Vorteile

Working as a marketing manager in the big company, which has several offices all over the world, I can see the importance for us to effectively coordinate the teamwork and develop a unified approach to our customers. Bpm’online helped us to automate our core processes and align marketing, sales and service on a single platform.
Our sales team is happy with the system, especially with lead management, opportunity management, field sales management and sales forecasting features. With bpm’online, they are able to manage end-to-end sales cycle and communication with the customers via multiple channels. Our service team outlines the problem management feature, as it allows unifying similar cases into a problem, assigning agents to resolve it. Moreover, customer support managers can track the agents’ performance in terms of problem resolution efficiency. As a marketing manager, I really enjoyed the website behavior tracking function. With the help of bpm’online marketing, all the information on the pages visited by a client and the time spent on each page is sent to the system. Thus, it enables to understand the needs of a prospect better, track the most effective lead generation channels and launch trigger campaigns based on lead’s preferences. By the way, it is so easy to create a campaign now with the intuitive campaign designer and then monitor its efficiency. What is more, with bpm’online, we automated our routine tasks, and now we are fully concentrated on the important issues.

Nachteile

Working with bpm’online during quite a long period of time I have not noticed any essential drawbacks which I can mention.

Vorteile

Main advantages for BPMOnline:
1) Marketing, Sales and Services is fully integrated and normally don't require external or additional tools to work.
2) No hidden costs. The cost model and licenses are quite simple. Your contract normally provides all (and more) of what you need. It's really weird to find unexpected restrictions in the licenses you buy.
3) Learning curve for users, administrators and technicians is very short. With good guidance during implementation, you can take control very fast.

Nachteile

Some areas that requires improvements:
1) Integration to third party tools. There are certain integrations that come with the tool like email and phone systems. But others like legacy system or very particular solutions, requires development that can be difficult (not impossible). The lack of existing solutions in the market (free or paid) force you to develop those integrations.
2) Changes are easy to do, but they normally requires compilation. This can take some time, and if it's executed incorrectly, you can affect your instance.
3) The security is very detailed and can be aligned to every model. But, some changes applies just to new records, not to historical information. This can require customizations to work properly.
4) Analytics tool is simple to use and powerful, but it still require some additional features, like calculated variables and export.