Creatio CRM Reviews

PROS: Collaborating with a BPM makes it possible for contractors to log in, look into their working schedules, see contact details, and be peeled with work updates. The knowledge base has been a tremendous help for forms, fact sheets, company policies, and WHS details. CONS: Some options within the menu are a bit clunky. The contacts filter search requires re-seting after every selection made. Being HTML does have its downsides although I'm already looking forward to getting navigation menus that entail lesser clicks.

PROS: Implementation was really swift this tool. It can easily be integrated with our current order managment system as well as other known third party apps. The reporting and smart checks are enabled us to keep track of our sales performance in real-time as well as forecast sales. CONS: When we bought the basic support plan, we didn't realize that technical support is only available through email. So that means zero phone support. To get to extended technical assistance and consultation over the phone, you'll need to opt for their extended support plan.

PROS: The app is user-friendly, customizable, and extensive. Our organization's sales department just recently switch to an automated business process and we are glad it's with Creatio because employees can easily adapt it in their daily routine and the app can be customizable depending on our company's needs. I am also glad to know that Creatio's marketplace has plenty of applications to integrate with which would help in expanding our automation processes in the future. Customer service has been also helpful in understanding how to customize the app. I am looking forward to our long-term relationship with Creatio. CONS: I hope we can have more options for managing our contacts on the phone because our sales team usually use mobile than PCs.

PROS: It's one of the most hyped products that we've ever had in a long while. It's easily customizable. Very flexible. It's business process designer lets people do highly intricate processes. It comes with plenty of trending and advanced functionality. CONS: There's nothing much to add in this section, unfortunately. We noticed a lot of things that came with this tool. So, we feel it deserves a warm reception from users like us. We were able to benefit tremendously with ever since we started using this. Highly recommended!

PROS: This tool has given us the flexiblity we need for making, conforming to, and renewing processes. In a short period of time, we were capable of switching our approach to clients, improving the time it takes for first contact, delivering products quickly, and closing more sales. CONS: More connector/app selection within the Marketplace would be a plus. Aside from that, there's really nothing else to report. It does what it's supposed to do. If there were any faults, I would happily mention them. Fortunately, it has no negative marks.

PROS: Creatio fulfills users' needs with the easy-to-use user interface. Design is also easy to manipulate. Third-party applications can be easily incorporated into the app. CONS: The mobile app is difficult to use--Customizing, viewing data/documents, hiding fields, and debugging are so much harder to do in mobile than in pc.

PROS: I've been making use of this tool for close to a year now. All I can say is that I won't have to look for another third party tool. I'm very much happy with the solution I'm deploying now. It has a clean UI and it doesn't take too long to using this software properly. CONS: I feel no app is perfect. Obviously, apps have their share of drawbacks. However, I feel that I'm totally happy with features offered with this tool. Whenever I come across new problems, all I need to do is make use of the user guide to help me out. Support will always be there when you need them.

PROS: Being a non-tech savvy kind of person, I like how little coding it needs to "personalize." We quickly adjusted to automating our business process thanks to Creatio's easy and personalized interface. CONS: It is not a crucial feature on the app, but I hope we can use the calendar to schedule activities more conveniently.

PROS: The user interface is simple, easy to use, functional, and buildable. Customer support is also accomodating and informative in educating us on how to utilize the app's functionality. CONS: Since the application is buildable, we practically have to create processes from scratch. Support has been helpful in this area, but it took a while to get used to it. Bulk emails can be improved, too. Hoping for better templates. Updates and sync also take a long time due to its vertical database design.

PROS: First of all, I love how it is so easy to use! I can never get lost while using the app. And second, it is an innovative tool that caters and improves my CRM needs--it creates a personalized setting for me and my clients, and the marketing tools it offers increased our performance. I am thankful I am using this application. CONS: I am unsatisfied with the mobile app and the time it takes for me to do my work while using it. I am also unsatisfied with their reporting function. I want the option to view comprehensive details about my customers, not just their basic information.