Creatio vs. servis

Creatio is well suited in following scenarios: Complex Business process modelling and automation, Low code No code development which is best for efficient timelines, customized reporting and dashboarding, seamless integration with other technologies. Scenarios where Creatio is less appropriate: Solutions which require high cutomizations on the frontend side as this can be done by javascript modifications but it increases the load on the page and slows it down.

Incentivized

FreeAgent CRM allows a sales professional to be on top of their pipeline, sales funnel, activity, and projections! It's easy to use, easy to understand, and easy to navigate. It's very customizeable to your organization liking and organizations needs.

Incentivized

• Creatio's client success team is super. The team is collaborative, solution-oriented, and client-driven. We have weekly meetings with the team. They show up prepared with solutions/ideas to business requests and they are clearly engaged.
• Creatio's infrastructure team has been critical to our ability to execute our cloud strategy. They have worked with us to set up our testing and production environments within Azure, assisted in testing, and are responsive and flexible to our unique requirements.
• Creatio has been very flexible to requests for customization. We have taken their low-code out-of-the-box solution and "Ringlerized" it. The benefit for us is an application that meets our niche business needs.

• Pipeline View
• Task Management
• Sales Funnel Evaluation
• Sales Projection

Incentivized

• When we started using Creatio in 2022 the new user interface had just been released and did not include all the features we needed; however, we used a more classic user interface and were still satisfied with the results.
• The ability to capture a digital signature directly within the application was missing in the base system; however, Creatio connected us with a partner that provided a solution for this specific situation.

• Emailing compatibility from the platform
• Calling compatibility from the platform
• A more automated Task logging process

Incentivized

We have always used a CRM and Creatio has proven to be much more effective in meeting our needs than our previous provider. Its customizability will allow us to adapt this product as our business may change in the future.

Incentivized

It's very user friendly, at least to me ;-) No downtime, quick with updates, lot's op possibilities and options to explore and work with. I also realy like to use the Creatio Academy, it's a bit much but in this case less is more is the opposite: the more the better

It's easy to use, very customizable, and very effective!

Incentivized

Other than the daily maintenance window where the server may be inaccessible for a few minutes, there have been no issues with accessing our Creatio site. The daily maintenance window is outside normal business hours so it does not affect our Users - just myself when I am looking to implement changes.

Incentivized

Some Users have reported slow responses from the server at times which seems to be localized. Users are based across four different time zones and the issue is intermittent.

Incentivized

Creatio support is generally very responsive and often responds much faster than the expected SLAs. We have very rarely had "blocking" problems when creating new applications or features, and in all cases, Creatio has been able to help us or direct us to a solution. Overall, we are very satisfied with their support.

Incentivized

Most of the roadblocks to learning were not discovered until the users were actually in the system using it on a day to day basis. Our Customer Success Manager has offered to setup additional training sessions as needed to close the gaps in our learning. Some areas which required some additional training are setting up filters, dashboards, and generating reports.

Incentivized

The project manager for our implementation was great to work with and took the time to understand our business. We felt very comfortable going into the project with a reasonable scope of work to provide us with a functional version of Creatio to meet our needs. Unfortunately, we came across multiple challenges with this partner in their deliverables and timelines. Thankfully Creatio was able to provide support resources to ensure we were able to launch. We have since changed partners for our third-party support.

Incentivized

Creatio is miles ahead of Infor - now, looking back on Infor, it seems very dated and restricted. I love how you can work things out and change things yourself in Creatio. And if things are a bit more complicated, you have your dedicated team person to help you. We have Olga, who is amazing and really understands what we are trying to achieve.

I have not used previous CRMS.

Incentivized

I can see the promise of how it can be customized to other aspects of our business.

Incentivized

• We went from manually processing Work Orders into Invoices once a day - representing significant impact to turn around speeds - to submitting automatically in real time, eliminating a great deal of human transcription errors and freeing up a great deal of operations time
• Custom Implementation automation in Creatio has eliminated 4-6 hours of configuration work per sale in comparison to our old manual methods

• FreeAgent CRM has allowed me to be on top of my pipeline, which has led to countless closed deals.
• FreeAgent CRM has given me the understanding of my true activity, allowing for me to make adjustments to my sales processes, leading to more sales.
• FreeAgent CRM has allowed me to be on top of the larger enterprises and has led to closed deals with larger accounts.

Incentivized