Creatio Reviews & Product Details

The development and customization is so simple with No-code. We were developing our own CRM in the house, however, it was taking a lot of time and efforts of the whole team. With Creatio we were able to go live in several months and yet have the ability to customize it fully. Review collected by and hosted on G2.com.

As a designer, I wanted to implement custom branding UI, however, it is not available for all plans and we were not able to this with basic plan. Review collected by and hosted on G2.com.

Creatio has many valuable and interesting features, including the agility to create processes quickly and simply without having to program, which accelerates the adoption of technology in all areas of the organization. Additionally, it can integrate with API services and many standard market platforms. It also has the ability to define dashboards with indicators natively without the need for development, just using existing components. It also has an excellent CRM that complements the BPMN processes and the 360 view of the customer. All this streamlines the implementation and adoption process. Review collected by and hosted on G2.com.

So far, we have not found any features that are missing or that we do not like. I could mention that the process of promoting applications between environments, depending on their level of complexity, can generate errors at the time of implementation, but the support team is always available to help us resolve any issues. Review collected by and hosted on G2.com.

The system is very powerful and gives lots of possibilities to customize even when you do not have developer's experience. Powerful marketing suite with flexible workflows. The continuously enhanced AI capabilities are a big plus. Review collected by and hosted on G2.com.

I'd like even more features to be available with no-code, e.g. even more advanced business rules. But from what I know this is coming and the Freedom UI will keep improving. It already offers a so many new features. In general, I think it'd be great to have a comparison page where we can search for a feature available in Classic UI and check if it's already in Freedom UI or when it's planned to add it. Review collected by and hosted on G2.com.

Creatio is the most adoptable CRM I have ever seen. I find it really challenging with most CRM systems to get to know the platform as it has robust functionality; however, with Creatio it was really simple as it has No-code customization. I was using Creatio daily, and it was a great experience. Review collected by and hosted on G2.com.

Would love even more ready-to-use templates, but customization is easy with no-code tools. Review collected by and hosted on G2.com.

It is truly valuable to have all data for Marketing, Customer Service, and Sales departments in one place, as it provides a full overview of all client interactions and a comprehensive understanding of the situation. I also appreciate the ability to customize the platform with no-code tools, making it easy to implement changes, create dashboards. Dashboards are always a crucial part, and it is great I can do it myself easily. Review collected by and hosted on G2.com.

Overall, it has been a great experience. However, from my perspective, there are occasional minor improvements that could enhance usability, but nothing that significantly impacts the platform’s efficiency. Review collected by and hosted on G2.com.

No-code development is the best! It's business processes, it's Freedom UI, it's analytics and dynamic groups. And how it all works together Review collected by and hosted on G2.com.

Quality and speed of support, some complexity in working with access rights. Review collected by and hosted on G2.com.

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.