Creatio CRM

An excellent software for financial institutions

Comments: Creatio is incredibly user-friendly, and Creatio support service consistently delivers exceptional assistance, ensuring our our satisfaction at all times.

Pros:

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.

Cons:

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

Cutting-edge agile software solution, designed to optimize your conversion rates and drive business

Comments: We recognize that implementing Studio Creatio earlier would have been a strategic move. The platform has proven to be a game-changer for our operations, significantly improving our business processes and increasing our overall resilience, which is paramount in today's rapidly evolving business landscape.

Pros:

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.

Cons:

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.

Alternatives Considered: Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to Creatio CRM: The availability of no-code tools and a wide array of pre-built workflow solutions were pivotal factors in our decision-making process. These resources offered by Creatio have provided our team with the agility and flexibility to design and implement customized workflows without the need for extensive coding expertise. This comprehensive suite of no-code tools and workflow solutions has been instrumental in driving our decision to choose Creatio CRM as our preferred platform comparing to alternatives.

Potential Buyer

Pros:

The prompt response from the sales team and the willingness to answer my questions. Many vendors just ignore your questions.

Cons:

I had a very specific needs related to users having an online calendar to schedule call back support. I was clear with BPM staff prior to the call and accepted the call because they believed they had a solution. On the call they listened to my needs again and then took me through a boilerplate pitch. They were going to investigate their ability to deliver and even offered to build a mock up to show me. That call as the last time I heard from them. I reached back out and heard nothing. Not even a simple we looked into your need and we are unable to provide the support you desire. I came away believing they will say anything just to get you on a call for their pitch. Where are we going? Salesforce with Timetrade as a plugin

Impressive, user friendly CRM tool that streamlines your sales process in no time!

Comments: Implementing Creatio in our sales process has streamlined our sales process, kept us on our toes to follow up with every lead, respond in a timely manner, keep track of our customer information and have access to live analytical sales stats. I would recommend this CRM to everyone, the support team is impressive.

Pros:

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

Cons:

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

Version Updates Cause Issues

Comments: It has been very frustrating for our team.

Pros:

Not much that I can think of at this time.

Cons:

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.