G2

Tate G.

Small-Business (50 or fewer emp.)

5/7/2025

"Replaced our old CRM with Creatio and interfaced it with our elearning delivery platform"

5/5

What do you like best about Technology Advisors?

Very smart people who are both business and tech-savvy. (My main point of contact there now understands my business as well as I do, and has helped me improve it.)

Simple hourly billing with detailed invoices showing the hours worked.

Great company culture. Everyone I have met has been friendly and honest. Review collected by and hosted on G2.com.

What do you dislike about Technology Advisors?

The project cost a bit more and took a bit longer than I originally hoped (but that has been true of every major, complex tech implementation I have done over a 40-year career!) Review collected by and hosted on G2.com.

Recommendations to others considering Technology Advisors:

Make sure you want to use one of the systems they support (Creatio, Hubspot, Infor and Sugar). I have been very impressed by Creatio. Review collected by and hosted on G2.com.

What problems is Technology Advisors solving and how is that benefiting you?

We were using a very old server-based CRM that had been heavily customized over many years, but the programmer who did all the customizations was about to retire. We wanted to start all over with a modern cloud-based system. Technology Advisors recommended Creatio. Then they helped us implement Creatio and move all of our data into it. They worked with us to create our business processes, marketing campaigns, etc. in the new system, and they used their StarFish tool to create real-time links between Creatio and Litmos (the elearning system that delivers online courses to our customers). I am thrilled with the results of the whole project. Review collected by and hosted on G2.com.