
Sales Creatio
One of the Best Project Management Tools for Tracking Changes and Attachments
Flexible Low-Code Platform for Rapid Workflow Automation
BPM workflows have accelerated decisions but complex projects still need better support and pricing
What is our primary use case?
I use Arch Linux and Fedora Linux in my workstations, and I work with some products like Gentoo for embedded and Fedora for desktop. My preference is Arch, but Arch is for me, not for enterprise.
Apart from Linux products, I work with many open-source SQL solutions such as PostgreSQL and CRM software such as Odoo and Creatio for my customers.
I speak about Service Creatio, which is a SaaS.
Creatio is a BPMN platform with two standard propositions: marketing and sales, and three service propositions over the platform. The Creatio platform is a BPMN engine with no-code instruments for no-code development, but if needed, I can use C# for deep customization.
I use Marketing Creatio and Sales Creatio the most, and right now I work with my partners on customization for manufacturing and production, and I think we will release it in three to four months.
What is most valuable?
Creatio is usually used for starting with CRMs or some marketing automation, but after two or three months, clients wish for some improvements and usually start migrating all functionality from 1C to Creatio.
The advanced analytics in Creatio helps with the decision-making process since I work as a business analyst, a system analyst, and a project manager on projects for this product.
The drag-and-drop campaign designer in Creatio may be advanced, and the platform has a very advanced no-code editor, where business analysts can work as no-code developers. If I need deep customization, I can use C# code to create modules and connect to Creatio for much more customization.
Creatio has a marketplace with third-party and its own applications, but many integrations must be custom solutions because the current market focus of Creatio is the United States. Some Ukrainian companies have much more needs, but Creatio does not support it right now; it is a responsibility of the partner community.
The performance management tools in Creatio help track performance metrics in the team, and they may function as standard solutions in task activities in Creatio. If I need some advanced analytics, I must make integrations with Microsoft BI or another BI.
What needs improvement?
The biggest benefit of using Creatio for my company is the very fast start, but it is a solution aimed at middle and big companies since the minimal price for a license is $10,000 plus some costs for integration. It is not a budget solution for many companies, but it is very powerful and a very fast tracking solution.
It is a SaaS solution, and all negatives apply to all SaaS products. It is a problem for clients because if I want to organize a big project, I have some problems with the Creatio environment for testing and development, leading to expensive DevOps operations to synchronize many environments. It is not very well, but I do not know how it can improve.
For how long have I used the solution?
I have used it for under six months; perhaps four months or three months.
What do I think about the stability of the solution?
I have faced some downtime with Creatio, but it is not critical. I do not recommend it for telecom operations or production operations, but for office operations, it is not critical; perhaps it is around ten minutes or maybe five minutes per month. It is not critical.
What do I think about the scalability of the solution?
Scaling Creatio can be very expensive if I use standard solutions from Creatio, but they accept in-house solutions, and if I want to make accessibility much more, I can create my own data center and own clusters with the non-functional requirements that I need.
How are customer service and support?
The technical support for Creatio could be better and must be better. The company is oriented in its support policy as Microsoft is, but I think Creatio is not as big or mature as Microsoft, and the support is not very good for me. I understand that support must be better for a company like Creatio.
I would rate the support from zero to ten points as five out of ten.
How was the initial setup?
The initial setup for Creatio is not complicated because they have a big department called Creatio Academy, which provides many materials, including videos and PDF files with step-by-step instructions. It is very well done and not very complicated.
What about the implementation team?
I work with some Ukrainian integrators and partners of Creatio and support this integration as a client.
What was our ROI?
I do not track any metrics regarding ROI with Creatio such as time saving or money saving, as I am not ready right now.
What's my experience with pricing, setup cost, and licensing?
I purchased Creatio only through a direct project, as the marketplace is complicated for customers and primarily benefits partners who find solutions there and decide whether to use it or create in-house solutions.
Which other solutions did I evaluate?
I am not ready to answer how Creatio compares with similar tools on the market right now.
What other advice do I have?
If I summarize everything, I think it is a strong seven, so I rate Creatio as seven out of ten. I would recommend Creatio to other clients. My overall rating for this review is seven out of ten.
Flexibility and Adaptability that Drive Quick Results
Total Versatility for Any Business
Versatile and User-Friendly Tool with Plenty of Uses
Rapid and Effective Development with Creatio
Agile, Flexible, and User-Friendly—No Complaints!
Has enabled faster integration workflows and simplified process configuration
What is our primary use case?
I have worked with Sales Creatio. I personally have been working with it for about two years since September 2021. I moved on to something else after that period. I worked with Sales Creatio before they implemented their new design. I am not certain whether it was just Sales Creatio or the three combined versions. What I worked on was a very basic version of Sales Creatio without many of the modules they were offering. We implemented it for telecommunications companies, financial institutions, and banks.
What is most valuable?
When comparing to other tools such as Salesforce, which I find complicated to work with personally, Sales Creatio's modules are easier to use with drag and drop functionality and configuration options. Though it's designed as a drag and drop, one-box-fits-all tool, we encountered some issues with customer-specific customizations and getting support for those modifications.
The integration aspect was better and easy to implement. We had to integrate multiple systems for one client, and the process was straightforward. We faced some issues, but we couldn't determine whether they originated from Sales Creatio or the client's application end. Overall, we didn't have to struggle with the integration process.
What needs improvement?
There was an issue with loading time when handling large amounts of data. For fast-moving products or clients who receive numerous records throughout the day, the handling was slower. We had a client who needed quick order processing and invoice generation, and we experienced delays in terms of performance which left the client dissatisfied.
The mobile application gave us many issues as it appeared poorly developed. The client was not satisfied with the mobile application and raised concerns about it.
Regarding pricing, there were discussions with some clients about the cost being too high for small-scale customers. This was the situation two years ago, though I'm not certain about current pricing structures.
For how long have I used the solution?
I worked with Sales Creatio for about two years, starting from September 2021, after which I moved to a different role.
What was my experience with deployment of the solution?
Many clients requested on-premises deployment due to sensitive information requirements. However, there were also cloud deployments available.
What do I think about the stability of the solution?
Most of the time it operates quite well, but occasionally it can be slow and take additional time to process.
What do I think about the scalability of the solution?
In terms of scalability, clients were satisfied with this aspect. For the implementations I was involved with, there was no need to scale up or down as they purchased what they needed to try out. I assume the scalability is good.
How are customer service and support?
The support is generally quite good, though response times can be slow. When raising support tickets with all possible information extracted, sometimes the reply would ask for information already provided in the previous email. We have had some issues where I needed to contact the customer support manager, but they ensured the issues were resolved.
Which solution did I use previously and why did I switch?
I am not certain about previous solutions as I have completely moved away from the Sales Creatio portion of the company and am now in a different sector.
What about the implementation team?
We were an implementation partner. Currently, we are not very focused on that area. We maintain the system for a few existing customers.
Which other solutions did I evaluate?
We are using Sales Creatio. We were considering different RPA systems since Sales Creatio is not one of those. We were researching Automation Anywhere and UiPath, but the company has now taken another direction.
What other advice do I have?
I was looking into Automation Anywhere and UiPath related solutions about one and a half years ago because my company was considering becoming an implementation partner. However, the direction has changed since then.
I would suggest that the integration of AI components is a significant advantage. When they first introduced AI components, we researched it to explain to clients how we could use this component to create certain workflows. I assume this has improved since its introduction. This is the biggest advantage as customers can experiment with creating workflows and implementing desired modules. It's quite simple - you input a prompt and receive what you want.
On a scale of 1-10, I would rate Sales Creatio an 8.