In order to use the platform to support our sales process, our organization has required quite a bit of customization. Creatio has proven to be the partner for us by accommodating and customizing our sales process where needed. It has been a very pleasant experience to work with our Customer Service Manager, very impressed with the high level of support and understanding of our business in a short time.

The platform is user friendly with a great user interface, easy to navigate and the training provided is extensive. Creatio offers a wide selection of Apps in their marketplace to integrate with the platform, therefore creating great opportunity for expanding the functionality.

Though our sales team has only just started to adopt the platform into their daily routines, we foresee a long-term relationship with Creatio, improving our sales process, lead management and marketing campaigns. Review collected by and hosted on G2.com.

Hoping for ways to upload individual contacts from phone or outlook instead of full synchronization. This would make data entry more efficient, instead of entering a contact in cell phone and then in Creatio. Our team works from their cell phones. Review collected by and hosted on G2.com.

User-Friendly Interface: Creatio boasts an intuitive and user-friendly interface, making it easy for both new users and experienced professionals to navigate the platform efficiently. The drag-and-drop interface for building processes and workflows simplifies automation tasks.

Versatile Functionality: Creatio offers a wide range of features beyond traditional CRM functionalities. It includes tools for sales, marketing, and service automation, as well as process management and analytics capabilities. This versatility allows businesses to manage various aspects of their operations within a single platform.

Automation and Customization: The software provides robust automation capabilities, enabling users to automate repetitive tasks, streamline processes, and improve efficiency. Additionally, Creatio offers extensive customization options, allowing users to tailor the system to their specific business needs without extensive coding knowledge.

Integration Capabilities: Creatio offers seamless integration with popular third-party applications and services, such as Microsoft Outlook, Google Workspace, and various marketing automation tools. This integration capability facilitates data synchronization and ensures a smooth workflow across different platforms.

Analytics and Reporting: Creatio provides advanced analytics and reporting tools that empower users to gain insights into their business performance. The platform offers customizable dashboards, real-time reporting, and predictive analytics features, enabling data-driven decision-making and strategic planning. Review collected by and hosted on G2.com.

What could be improved:

Cost: While Creatio offers a comprehensive set of features, its pricing plans may be considered relatively high for small and medium-sized businesses with limited budgets. Some businesses may find it challenging to justify the cost compared to other CRM solutions on the market.

Learning Curve: Despite its user-friendly interface, mastering all the functionalities of Creatio can require a significant learning curve, particularly for users with limited technical expertise. Providing more comprehensive training resources or tutorials could help users make the most of the platform more quickly.

Mobile App: While Creatio offers a mobile app for on-the-go access, some users have reported limitations in terms of functionality and usability compared to the desktop version. Enhancements to the mobile app, including improved performance and feature parity with the desktop version, could enhance the user experience for mobile users. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I don't remember anything that I dislike. Perhaps just adding more and more features for artificial intelligence. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Integration complexities with certain legacy systems and limited third-party app. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Great platform for no-code automation and CRM/BPM. Top of the grade, very innovative platform ! Review collected by and hosted on G2.com.

Lack of finance official vertical in the base package but can be provided by the verticals from the marketplace ! Review collected by and hosted on G2.com.

Well there are a number of things. With Creation, we can do a whole lot of things in less time with its low code technology. Business Processes and DCM makes the process completely streamlined and automated. Excel reports can be easily generated. Creation integrations makes convenient to connect with other services. Review collected by and hosted on G2.com.

It takes some time to load initially which I think can be optimised further. Review collected by and hosted on G2.com.

The speed and ease with which my team can implement solutions to our organizations toughest problems is unparalleled! It has become an integral part of our business operations and streamlined many processes across our organization, bringing all of our users together into one platform as the source of truth. Review collected by and hosted on G2.com.

One obstance that we have had to overcome is the focus on support for product-based businesses within the sales packages. As a service business we had to build a number of our own tools out to accomplish our ideal Sales pipeline. Review collected by and hosted on G2.com.

As a partner, I really enjoy working with a product that is so easy to learn/customize. Creatio as a company has been a great strategic partner and they listen to their partner network too (in addition to their customers) when it comes to product development. Review collected by and hosted on G2.com.

At first a few years ago, I wasn't a big fan of the Classic UI as it looked a bit outdated for the times but with the new Freedom UI Creatio looks and feels like a next gen CRM. Review collected by and hosted on G2.com.