Try our new research platform with insights from 80,000+ expert users

Sales Creatio pros and cons

Vendor: Creatio

4.5 out of 5

8 reviews
100% willing to recommend

1,311 followers

Pros & Cons summary

Sales Creatio offers a customizable platform for secure customer data storage and multi-channel connections. It features highly configurable workflows, GDPR compliance, customer journey metrics, and KPI tracking. While supporting analytics with Excel, Qlik, or Tableau, users face challenges due to customization demands and limited connectors. Enhanced marketing features and field service automation are needed, along with better documentation. Sales Creatio suits business objectives but requires improvement in certain areas.

Buyer's Guide

Get pricing advice, tips, use cases and valuable features from real users of this product.

Prominent pros & cons

PROS

Sales Creatio offers a customizable platform that securely stores and recognizes customer data.

Its ability to connect multiple channels and related services enhances business operations.

The platform's configurability for changing screens and fields and creating workflows aligns with business objectives.

Sales Creatio is an intuitive, low-code platform easy to integrate and use.

The platform supports GDPR compliance and offers insights through metrics and KPIs for customer journey analysis.

CONS

There is a need for dedicated personnel to customize the features of Sales Creatio.

The CPQ and field service automation features could be expanded.

Out-of-the-box connectors are limited compared to other CRMs.

Sales Creatio's marketing feature requires improvement.

Creatio's mobile app lacks intuitiveness and needs enhancement.

Sales Creatio Pros review quotes

FA

Flavio A. Manfredi Lebrao

Founder and CEO at Praxi Solutions, Inc.

Jan 5, 2022

Intuitive, low-code CRM platform that's easy to integrate and use.

Read full review

Senior Sales Manager at Sales Informatics

Apr 4, 2024

Each step of the customer journey is recorded by certain metrics and KPIs. If you want to do a lot deeper dive with Excel pivot tables or third-party analytics tools like Qlik or Tableau, that's an option.

Read full review

AM

CEO at PeerSpot

Dec 23, 2021

There's not a single CRM out there that is quite as flexible as Creatio CRM.

Read full review

Free Report: Sales Creatio Reviews and More

Learn what your peers think about Sales Creatio. Get advice and tips from experienced pros sharing their opinions. Updated: December 2024.

831,020 professionals have used our research since 2012.

Senior Sales Manager at Sales Informatics

Nov 2, 2021

Its configurability in terms of being able to change screens and fields and create workflows that are compatible with our business objectives is most valuable.

Read full review

reviewer1256835

ImDigital at a consultancy with 1-10 employees

Feb 18, 2022

I like Creatio's workflows, automation, and no-code features that we can update as we wish.

Read full review

Debharshi Bhattacharya

Assistant Consultant at a performing arts with 51-200 employees

Nov 29, 2023

With Sales Creatio, you can have a customer service review, and it is GDPR compliant.

Read full review

Works

Jul 13, 2018

It provides a customizable platform that enables companies to safely store and recognize customer data, as well as connect multiple channels and other related services.

Read full review

Sales Creatio Cons review quotes

FA

Flavio A. Manfredi Lebrao

Founder and CEO at Praxi Solutions, Inc.

Jan 5, 2022

The marketing feature needs to be improved. Documentation on their website, or their knowledge base, also needs expansion and improvement.

Read full review

Senior Sales Manager at Sales Informatics

Apr 4, 2024

The biggest area of improvement for me is the mobile app. Creatio has moved towards this composable architecture and user interface, and it looks good and works well on a laptop or tablet. But the mobile app could be improved.

Read full review

AM

CEO at PeerSpot

Dec 23, 2021

Out of the box connectors are great, but the ability of what is there versus other CRMs is limited.

Read full review

Free Report: Sales Creatio Reviews and More

Learn what your peers think about Sales Creatio. Get advice and tips from experienced pros sharing their opinions. Updated: December 2024.

831,020 professionals have used our research since 2012.

NB

IT Manager

Aug 16, 2018

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.

Read full review

Senior Sales Manager at Sales Informatics

Nov 2, 2021

On the sales side, I would like to see a CPQ product, and on the services side, I'd like to see more of a field service automation feature.

Read full review

reviewer1256835

ImDigital at a consultancy with 1-10 employees

Feb 18, 2022

Creatio's mobile app could be more intuitive.

Read full review

Debharshi Bhattacharya

Assistant Consultant at a performing arts with 51-200 employees

Nov 29, 2023

Sales Creatio should include better customizations.

Read full review

Works

Jul 13, 2018

There is still some room for improvement in the overall look and feel of the software.

Read full review

Product Categories

Product Categories

Sales Force Automation

Popular Comparisons

Popular Comparisons

Microsoft Dynamics CRM vs Sales Creatio

Salesforce Sales Cloud vs Sales Creatio

Zoho CRM vs Sales Creatio

Oracle CX Sales vs Sales Creatio

Oracle Fusion Service vs Sales Creatio

Keap vs Sales Creatio

See all alternatives

Product Categories

Product Categories

Sales Force Automation

Popular Comparisons

Popular Comparisons

Microsoft Dynamics CRM vs Sales Creatio

Salesforce Sales Cloud vs Sales Creatio

Zoho CRM vs Sales Creatio

Oracle CX Sales vs Sales Creatio

Oracle Fusion Service vs Sales Creatio

Keap vs Sales Creatio

See all alternatives

Related questions

37

Looking for a CRM that would best integrate with Office 365

24

When evaluating CRM, what aspect do you think is the most important to look for?

17

Interested in integrating Dynamics CRM integrated with back end system, has anyone done this?

11

What are the biggest reasons for migrating to Salesforce from other CRMs?

10

What are the pros and cons of MS dynamics vs. Salesforce CRM?

6

Salesforce.com is positioned in the Leaders Quadrant in the 2014 Gartner report. What are your experiences with it?

141

What is the best customer onboarding software to work with Temenos T24 (an integrated core banking solution)?

54

What is the best CRM for a small company?

34

What is the best CRM for a new Real Estate Agent?

23

What is the best CRM for a drinks retail and private membership club?