Sales Creatio Reviews

The main use case for our clients is being able to manage their entire sales process. Starting with leads into opportunities, creating dashboards, being able to see a bird' eye view on the performance of their entire sales team. Whether it's sales, whether it is just a regular account executive, it really provides a bird' eye view on exactly what your sales department is doing, from lead qualification to finalizing the deal and setting out the contract and getting it signed.

Internally, we use the solution pretty much the same. We also have inbound leads. We qualify opportunities. We have our specific stages within the opportunity section where we're able to just run our sales process from start to finish to them signing a contract. We then implement the solution for them.

Everybody loves the dashboards and the bird' eye view. The dashboards are so customizable that pretty much any person or end-user is able to navigate it with just a couple of hours of training. 

The biggest impact is being able to get a bird' eye view on the performance, specifically looking at the dashboards and customizing them daily if there are any kinds of adjustments within your organization.

The main valuable feature is the flexibility and the customization of the platform. There's not a single CRM out there, at least that I've used, that is quite as flexible as Creatio CRM. More specifically, Creatio sales in this case scenario. On top of the features, it's also the pricing because, if you look at some of the other companies even bigger than Creatio, they're charging at least 10 times what Creatio is charging.

The solution pretty much covers it all and needs very little improvement. The only thing that I as well as some of our clients see is that the user interface is a bit out dated as opposed to some of the other CRM systems. It's a little bit clunky and it's not as appealing visually.

One other area for improvement is with the connectors. They just don't have quite enough of these connectors or the ability to do a custom integration. That's much more complex.

Specifically, the custom integration is difficult. The out of the box connectors are basically plugins and they work amazingly great. The selection is not as vast as some of the other competitors. It will be much more painful than some of the competitors to do a customization integration through an open API.

The connectors are limited. Out of the box connectors are great, but the ability of what is there versus other CRMs is limited. It can be a bit complicated when it comes to custom integration.

I have been using the solution for six years.

The solution is very stable. They promise 99.9% uptime for being with them for a little over six years. I've never had any kind of problems with the CRM being down or not accessible.

Scalability is super easy. It only takes a few clicks to add a new user.

Internally, we have about 16 users. For each of our clients, it's probably between 10 to 40 licenses.

Overall, especially because I'm a partner, we get instant support from the technical team. They're always very helpful in regards to the clients that we work with as well. They really never had any kind of problems. As a partner, we also provide them with support. I have no complaints in that department.

The initial setup of the solution is definitely straightforward, especially compared to other CRMs out there. A lot of the business processes already come out of the box, you just need a few tweaks to really get it tailored to your business.

Implementation can take between one and five days on average, depending on your business and processes.

The pricing is broken down into a monthly charge, but you are invoiced for the entire year. They have three versions that you're able to choose from. The cheapest one starts at $30 per user monthly, and then the most expensive one is the enterprise edition, which is $60 per user, per month, but all billed annually.

I believe the minimum number of users per pricing tier is five.

Beyond the licensing, they have connectors that are absolutely free that you're able to download, implement, and then you have them on the spot. Then they also have premium connectors that you have to pay for whether it's on a monthly charge, a yearly charge, or a one-time fee.

Anyone thinking about implementing this solution should have a game plan. Having a plan for how you want to use the CRM system will make the implementation process go much smoother, and you won't waste days, weeks, or months. We're able to make the needed changes on the implementation if we first come to our design board and think about exactly what our business process is and how we want to see it. This happens a lot, especially with businesses transferring from the Excel spreadsheet.

I'd rate this solution a nine out of ten. I feel that there's always room for improvement for any self-learning product out there.

I'm using it for sales.

Instead of using Excel I'm using this program. It has helped me gather my data faster. But that's it, not much. It hasn't really improved anything yet because I haven't been able to customize it the way I want to.

I had a different strategy in mind for this product. Since we are mainly in the construction business, and it is very diversified, I haven't been able to use the software to its utmost. I'm using just the basics, I'm not using anything advanced. I am even trying to reset everything and start from scratch because it didn't benefit me from the first time I used it.

To benefit from this software you need to have somebody dedicated to customizing the features you're looking for and, to be honest, I do not have time to focus only on that. I handle many things in our company. I'm a partner in the company and I really do not have time to focus only on bpm'online. It needs somebody dedicated to it.

No issues with stability. The software is good.

I have had no issues with scalability so far.

Very helpful, very professional, I like their technical support. I have been dealing with three people so far and they are really professional. They respond quickly, they are very helpful.

I tried using Salesforce.com but when I started the implementation I didn't receive the proper support, the way I did with bpm'online, so that is why I switched.

The setup was straightforward, nothing complicated.

Again, honestly, I'm not benefiting from the product the way I should because I don't have a dedicated person to work on it and customize it. So for me, for the time being, it's expensive because I'm not using it to the optimum. The price itself is fine, I'm not complaining. But for the amount I'm paying, because we are a small to medium business, we should be benefiting more from the features of the product.

We didn't evaluate other options, I went straight for this one. I had a presentation on the product and I loved it and I used it.

The customer service is good, the managers on my accounts are good, very helpful, very cooperative. It's user-friendly, you can do it yourself, you don't need to have a technical IT guy do it for you. However, it takes time to implement it, it takes time to work on it. You have to know exactly what you want from the software to use it efficiently.

I would rate the product itself at eight out of 10, but my usage of the product is a three out of 10.

Due to Creatio’s versatility and customizability, almost all business problems can be solved using the various flexible tools that the software has to offer.

Creatio’s sales functionality is built on a scalable and user-friendly platform to improve workflow efficiencies and streamline employee communications. As a Creatio partner, I can now provide my customer with sophisticated tools to manage all sales channels, including direct and partner sales, e-commerce, field sales, and POS.

The system is easy to configure, build processes with, and make changes to as companies grow and change. Creatio provides a customizable platform that enables companies to safely store and recognize customer data, as well as connect multiple channels and other related services.

The overall look and feel of the software has improved over time. However, there is still some room for improvement.